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SWBD Employee Directory
SWBD
Southwestern Benefit Designers
swbdmg.com · Dallas, TX
Employee Directory · Internal

Our team

Life & health insurance specialists serving small businesses · 20+ years of experience · Dallas, TX

Showing 5 team members
FH
Forrest Huggins
Owner & Principal
Southwestern Benefit Designers
Leadership
📍
Dallas, TX · Dallas-Fort Worth Metroplex
💼
20+ years in life & health insurance · Specializes in small business employee benefits, executive benefits, ACA & Medicare
ACAGroup BenefitsExecutive BenefitsMedicareLife Insurance
TN
Tracey Newell
Operations Manager
Southwestern Benefit Designers
Operations
📍
Rockwall, TX · Dallas-Fort Worth Metroplex
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Manages day-to-day operations across SWBD's service lines; coordinates enrollment workflows and team processes
OperationsEnrollmentProcess Management
DR
David Rubey
Senior Advisor · Health & Welfare Benefits
Southwestern Benefit Designers
Senior Advisor
📍
Dallas, TX · Lewisville area
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Carrier background: AIG · Zurich North America · Starr Insurance. Now guiding SWBD clients through H&W benefit plan design
Health & WelfareUnderwritingGroup PlansEmployee Benefits
SP
Shawn Parry
Insurance Advisor · Medicare & Benefits
Southwestern Benefit Designers
Advisor
📍
Dallas-Fort Worth · TX
💼
Brings carrier expertise in Medicare planning and retirement integration; known for simplifying complex products for producers and clients
MedicareRetirement PlanningIRMAAProducer Support
JT
Jeff Thomas
Insurance Advisor
Southwestern Benefit Designers
Advisor
📍
Dallas, TX · Dallas-Fort Worth Metroplex
💼
Life & health insurance specialist supporting SWBD clients with plan selection, enrollment, and ongoing coverage consulting
Life InsuranceHealth InsuranceEnrollmentACA

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