Author, speaker and life insurance expert, G. Tate Groome is the founder and driving force behind LifeTrust3D™ and the motivation and heart behind his book ...the Best Policy. A Certified Financial Planner™ and Chartered Life Underwriter™ professional, he earned his degree from UNC Chapel Hill. He has over a decade of experience in providing trusted life insurance solutions to individuals, business owners, and trustees. He earned Biltmore Beacon's distinguished “40 under 40 Award” in 2014, and was named by LifeHealthPro as one of the “Top 20 Most Creative People in Insurance” for 2015. He was also a recipient of the North Carolina Volunteer Award, chosen by the governor of North Carolina.
Prior to forming LifeTrust3D™, Tate taught elementary education and coached basketball for at-risk youth. Tate serves on several boards including the YMCA of Western North Carolina, South Buncombe Youth Basketball, and Skyland United Methodist Church. He and his wife, Anna, reside in Asheville, NC and are blessed with three wonderful children.
George is the Board Chair of LifeTrust3D. Mr. Groome, Sr. earned his Bachelor’s degree from the University of North Carolina, Chapel Hill. He is a Chartered Financial Consultant® and Chartered Life Underwriter®, and holds a Master of Science in Financial Services from The American College. He brings more than 37 years of financial service experience, technical expertise and management to the firm.
During his career, George has been an active supporter of many community organizations including; United Way, YMCA, UNC and the Asheville Area Chamber of Commerce. He also served as President of the Asheville Association of Life Underwriters and Western North Carolina Society of Chartered Financial Consultants and Chartered Life Underwriters. He is the co-founder of the Land of the Sky Estate Planning Council as well as the UNC Asheville Family Business Forum.
As Director of Insurance Analytics, Tom is responsible for managing existing client relationships and our policy review process. With Tom’s technical expertise, he will focus on policies requiring proactive and analytical analysis to create better outcomes for clients. He brings 30 years of extensive experience in the life insurance industry with experience in a carrier home office and life insurance broker dealer. His writings have been published in industry journals such as Worth Magazine, the Journal of Financial Services Professionals, and the Journal of Practical Estate Planning (even earning an Editor’s Choice Award). He’s been quoted in Best’s Review, Investment News and CNBC articles. He has authored numerous white papers and blog posts over the years.
Tom is also a national presenter on multiple topics including the risks of premium financing, trust best practices for managing life insurance, life insurance due diligence, the importance of contract language, and reviewing and evaluating family life insurance holdings.
In addition to earning a BBA in Risk Management and Insurance from the University of Georgia, Tom is a Chartered Life Underwriter® (CLU®) and a Fellow of the Life Management Institute (FLMI). He holds Series 6 and 63 registrations as well as various state Life and Variable Life licenses.
Taylor is a long-time resident of Asheville who has recently joined the LT3D team. She graduated with her BS degree in Management at UNC Asheville with a concentration in business administration. Taylor began working for LifeTrust3D™ as an administrative assistant more than five years ago. In that time, she has advanced into management and analytical roles, now licensed in North Carolina Life & Health Insurance, and credentialed as a Certified Financial Planner.™
Taylor is extremely involved in her community: she is on the committee for Orbie for Orphans, a member of UNC Asheville's Department of Management and Accountancy Advisory Board, and is actively involved in Sunday School for High School Girls at Lake Hills Church. In her spare time, she enjoys spending time with her husband, three daughters, and two Labs.
Laura Greene joined LifeTrust3D in April of 2018. Laura is Tate's right-hand-person to ensure all of the details within each policy review have been completed. She obtains all policy details to make certain our "t's are crossed and i's are dotted" for each review delivery.
Laura is a Western North Carolina native, earning her Associates from Southwestern Community College in Civil Engineering & Surveying Technology, and earning her BSBA from King University (formerly King College), in Bristol, Tennessee.
In Laura's spare time, she enjoys volunteering with Mountain Projects (a Community Action Agency in WNC), reading, and cooking extravagant meals with her husband, Michael, and beautiful son, Reuben.
Drawing on his 30 years of managerial and finance experience, Bob manages the Information Technology and Internal Operations at LifeTrust3D. He also oversees the Bookkeeping and Human Resource departments. With a strong and diverse skill set, Mr. Ballard received his Bachelor’s degree from Duke University and his MBA from Western Carolina University.
In his free time, Bob enjoys long bike rides and being outdoors with his lovely wife, Lynn.