Define Legacy Group

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Equis Financial

I'm Caroline Denise David. Nice to meet you.

Caroline Denise David

I'm Caroline Denise David. Nice to meet you.

Bringing a decade of experience to the financial services industry to help individuals, families and business owners put sustainable solutions in place to preserve wealth, legacy and reduce tax consequences. As a broker, I shop for the best strategic solution to meet client’s need. Annual client status reviews allow those solutions to remain agile and relevant through life stages and evolving circumstances. As Financial Services Certified Professional, Master Certified Professional Coach and Chief Solution and Strategy Officer of Define Legacy Group, Caroline Denise works diligently to help those within the community she serves to make confident, well informed informed financial decisions.

Connect with me today.

Email Me Schedule An Appointment Call Me: 7038816895

The Agent's Company is much more than a tagline, it's a promise.

Equis Financial is the premier insurance marketing organization for independent insurance agents and agency builders.

Founded by field agents, Equis was designed from the ground up to be the company agents can call home, the company where agents and agency managers can build a career that is both profitable and fulfilling.

The Agent's Company is much more than a tagline, it's a promise.

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"The Agent's Company" Executive Team

  • Rob Jones of Equis

    Rob Jones

    Executive Vice President of Agency Development

    Integrity Managing Partner

    Get to know Rob
  • Bill Martin of Equis

    Bill Martin

    Executive Vice President of Sales Development

    Integrity Managing Partner

    Get to know Bill
  • Emily White of Equis

    Emily White

    Senior Vice President of Operations

    Get to know Emily
  • Kristan Brockman of Equis

    Kristan Brockman

    Vice President of Marketing & Leads Operations

    Get to know Kristan

Our Mission

We respect and invest in our most valuable resource—our agents—by providing a secure and innovative environment to start and build a lasting career.

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Our Mission

We respect and invest in our most valuable resource—our agents—by providing a secure and innovative environment to start and build a lasting career.

Is Equis the perfect fit for you?

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We're a partnership of agents and agency builders.

Founded in 2015, Equis agents are expanding across North America to meet communities with the financial answers and solutions people desperately need today.

7038816895

Call me today to start mapping out your success with Equis.

We work with companies our clients trust.

Ameritas Logo Assurant Logo Mutual of Omaha Logo AIG Logo Foresters Logo American Logo Transamerica Logo Oxford Life Logo Americo Logo Columbian Logo Athene Logo GPM Logo