We partner with financial professionals to grow their business

Daniel is the founder and president of Exclusive Insurance Brokerage, a nationally recognized Brokerage General Agency, with offices located in Westlake Village, CA; San Diego, CA; Atlanta, GA and Austin, TX. Starting in 2009, Dan envisioned a brokerage that teamed life consultants, case designers, and a case manager to partner with a limited number of high-end advisors that worked with the Mass Affluent. This boutique style of partnership and unique approach has allowed Exclusive BGA to become the model of life consulting within the brokerage industry. Dan’s ideas, strategy, and execution to uncover new business opportunities within an advisor’s current book of business makes him a true business development expert. His “smart” solutions, education and ideas help advisors find answers for potential clients, offering something that is really and truly in their best interest.

Dan resides in Westlake Village with his wife and two children, still tries to throw batting practice when he can, and enjoys rooting the University of Alabama to football wins over Auburn.

Brenden Barkate has been widely recognized as one of the leading case design consultants in the life insurance industry since beginning his career in 2009. He serves on multiple carrier product panels, partnering with top insurance companies to create innovative products and forward-thinking solutions.

Brenden works closely with a select network of financial advisors, CPAs, and attorneys nationwide, guiding them through the complexities of the insurance marketplace. Supported by a highly skilled back-office team and unmatched case design expertise, he delivers comprehensive support from concept to close. Whether the focus is Wealth Transfer, Business Planning, or Charitable Planning, Brenden and his team provide the strategies and tools necessary to ensure a smooth and successful client experience.

He resides in San Diego with his wife, Amy, their son, Harvey, and their daughters, Winnie and Scottie.

Conor has been with Exclusive Insurance Brokerage since 2011. He earned his undergraduate degree from the University of Redlands, where he served as a team captain and was recognized as a three-time All-Conference cornerback on the football team.

He holds two master’s degrees—one in Sports Management from the University of San Francisco, and another in Financial Planning from the College for Financial Planning.

Originally from Jackson, California, Conor now resides in Austin, Texas.

Sean joined Exclusive Insurance Brokerage in 2014 and serves as Marketing Director at the Clovis, CA office.

Over the past decade, Sean has built a national network of partnerships with financial advisors, RIAs, and high-end P&C firms, serving as their trusted resource for life, long term care, and annuities. He works closely with each partner to design insurance-based solutions that address key client needs whether it’s retirement income, legacy planning, or extended care protection. From initial case design to implementation, Sean helps advisors spot planning gaps, simplify complex concepts, and deliver solutions that strengthen client trust and drive revenue.

He holds a Life & Health license, CLTC designation, and is a graduate of the University of Redlands.

Outside of work, Sean enjoys CrossFit, weightlifting, traveling, and spending quality time with his wife and two children.

Sean Woods, CLTC

Kevin’s journey to becoming a Marketing Director at Exclusive Insurance Brokerage began not in a boardroom, but along the sun-soaked coastline of Southern California. After earning his degree in Economics from the University of Redlands, he dove headfirst into the brokerage general agency world. Since 2014, he’s been a key member of the Exclusive team, where he continues to bring insight, energy, and a deep commitment to advisor support.

Over the years, Kevin has carved out a niche working closely with fee-based advisors, helping them integrate life insurance, annuities, and long-term care solutions into comprehensive financial plans. With a sharp grasp of both product and process, he brings a calm, strategic presence to even the most complex client cases—serving as a trusted partner to advisors navigating today’s ever-evolving planning landscape.

Kevin lives in Hermosa Beach with his wife, Katie. Outside the office, you’ll find him traveling, taking sunset walks along the Strand, or gathering with friends over a good meal.

License number: 0K76047

Coming Soon

Alex works with financial planners, money managers, and high-end insurance producers by spearheading the effort to grow the Life & LTC side of their businesses. He has been able to add essential top line revenue to advisor’s planning practices, while also creating, protecting, and transferring wealth for affluent clients all over the country. He utilizes creative designs, and out of the box thinking to handle any insurance need, from high-level estate & business planning, to the overlooked realm of long-term care.

Alex is originally from Big Bear Lake, CA and graduated from California Lutheran University in 2016. He now resides just outside of Atlanta, GA where he oversees our East Coast territory. In his free time, he travels with his wife Brittany & their dog Peach, and still chases the dream of being an elite level amateur golfer.

As one of Exclusive Brokerage’s Marketing Directors, Patrick specializes in working with asset gatherers and money managers. His goal is to provide high level service to every advisor, teach them how and when to use insurance most effectively, and to design custom proposals that fit with a client’s financial situation and future needs. He believes in going the extra mile for every case, regardless of size, as the quality of his work directly reflects upon his advisors.

Pat graduated from Cal Poly San Luis Obispo with a degree in Journalism and then taught Special Education for two years before starting his career in financial services. He brings a unique skill-set and ability to relate to others that is often missing in this industry.

In his free time, Pat enjoys skiing, fly-fishing, kickboxing, poker, and competing as a semi-professional in disc golfer.  He is also a die-hard Green Bay Packers fan and proud shareholder.

Drew collaborates with a select group of top-tier Wealth Managers, providing specialized access to life insurance solutions and advanced planning strategies. With deep expertise in Life Insurance, Long-Term Care Insurance, Disability Insurance, and Annuities, Drew helps financial advisors uncover planning opportunities and implement strategies that enhance client outcomes. His focus is on simplifying complex insurance concepts and supporting advisors utilizing his experienced design skills, and turnkey processes.

As part of the team at Exclusive Insurance Brokerage, Tommy partners with top financial advisors and RIAs across the country to design and implement tailored insurance strategies for their high-net-worth clients. His expertise spans life insurance, annuity planning, long-term care, and disability solutions — helping advisors deliver comprehensive, tax-efficient planning for their clients. Tommy is known for his advanced case design, product analysis, and inforce policy review, and consistently helps advisors drive six-figure increases in annual revenue while enhancing their clients’ wealth creation, protection, and transfer goals.

Tommy holds a degree in Finance with a minor in Engineering from the University of Mary Hardin-Baylor, where he was also a starting Inside Linebacker on the school’s National Championship football team.

He and his wife, Sophie, live in Austin, Texas, with their French bulldog, Darla. Outside of work, Tommy enjoys traveling, strength training, long-distance running, and staying involved in his local church.

Jason is one of our firm’s Marketing Directors working as a high-end consultant for a number of financial advisors, wealth management firms, and independent insurance producers. He aids in identifying, designing, and executing Life Insurance, Long Term Care, Annuities, and Disability Insurance. Jason is passionate about his work and actively enhances the overall buying experience for his offices and their clients. Jason joined the Exclusive team shortly after graduating from the University of Puget Sound in Tacoma, WA with a degree in Business and minor in Economics. Jason was also a member of the University of Puget Sound football team where he was a 4-year starter and a 3-time all-conference defensive back.

Jason currently resides in Orange County, CA as a strategic member of our team. In his free time he enjoys surfing, snowboarding, hunting, fishing, and spending time with family and friends.

Travis’ path to Exclusive Insurance Brokerage is what could only be described as the road less traveled.  Following his graduation from the University of Redlands with a degree business administration and a distinguished All-American recognition in football, he moved to Germany where he continued playing football semi-professionally.  After hanging up his cleats, he went on to serve our Nation proudly for over 10 years as a Naval Aviator with multiple deployments to the demanding South China Sea and Middle East operational theaters.  Forged in the crucible of military aviation, his cool handed decision-making prowess and strategic acumen now form the bedrock of his approach, as he tailors innovative solutions to navigate intricate insurance and estate planning challenges for a select cadre of high-end financial advisors.

Travis resides in San Diego with his wife and beloved golden retrievers, Peaches and Herbie, where he finds joy in a variety of pursuits, including surfing, playing guitar, and rock climbing.

Brett has been with Exclusive Insurance Brokerage since 2013.

Brett is the Chief Operations Officer of Exclusive Insurance Brokerage. After starting as a Life Marketing Consultant for Exclusive Insurance Brokerage, Brett has been in an operations role since 2015 providing a lead on the Commissions, Contracting, Case Management and Sales teams.

Brett lives in Hutto, TX with his wife, Kelsey and his two dogs, Piper and Phoebe. Brett enjoys working out, golfing and spending time with friends and family.

Parker’s path to his role at Exclusive Insurance Brokerage is defined by the intersection of athletic discipline and technical financial expertise. He competed as a Division I golfer for the University of Southern California, where he earned his bachelor’s degree in Economics and was recognized as an Academic All-American—an experience that instilled in him the focus, resilience, and work ethic he brings to his professional career.

With a strong background in accounting, tax, and finance, Parker takes a precise and strategic approach to helping financial advisors navigate the complex insurance, annuity, and estate planning landscapes. His expertise enables him to design tailored solutions that help advisors maximize their clients’ long-term financial potential and preserve generational wealth.

Parker resides in San Diego, where he enjoys playing golf, working out, and catching Padres games with friends and family.

Life Marketing Director, Business Development
Southern California

As Marketing Director and a natural relationship builder, Eric specializes in partnering with elite wealth managers, financial advisors, RIAs, CPAs, estate planning attorneys, and business owners who serve high-net-worth clients across the country. His belief is simple; great advisors deserve a great resource behind them.

From life insurance and annuities to long-term care, disability, business solutions, estate planning, and Private Placement Life Insurance, Eric brings the full independent carrier market to every case. Where others see complexity, Eric delivers clarity.

When the work is done, you’ll find Eric on the golf course at his beloved country club chasing lower scores, fly fishing on pristine rivers, or most importantly creating memories with his kids. He will tell you without hesitation that they are above all else his greatest achievement.