Meet the Team
Your Insurance Advocate
For 75 years, Colton Groome Insurance Advisors has helped individuals, families, and businesses across the nation with risk mitigation strategies to protect what matters most to our clients.
We believe in offering clients local accountability with national reach. With locations in North Carolina and Wisconsin, we provide you with a fully comprehensive insurance team, including local, friendly faces and a fully supportive, back-office staff.
G. Tate Groome,
CFP®, CLU®, AEP®
Amy Gillen
Manager of Insurance Services
Taylor Bell Poteat, CFP®
Chief Operating Officer &
Chief Compliance Officer
Emily Layne
Insurance Services Specialist
Keenan Streitmatter
Insurance Specialist
George M. Groome, MSFS
Emeritus
John Zimdars,
CLU®, ChFC
Your Back-Office Strategists
Chris Bottaro,
MBA
Vice President of Insurance Services,
Valmark Financial Group
Eric Johnson
Vice President of Underwriting,
Valmark Financial Group
Lauren Ballantine,
FALU
Director of Underwriting,
Valmark Financial Group
Mindy Shaffer
Team Lead of Concierge Services,
Valmark Financial Group
Keith Miller
MBA, CLU®, ChFC®
Vice President of Insurance Planning,
Valmark Financial Group