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Our Leadership Team

Tailored, expert guidance with your success in mind is essential to moving business forward. Our team of industry professionals makes that happen every day.
Meet our team of industry experts.
As industry leaders, our people are second to none. Every day, each of our team members dedicates their experience and expertise to providing a clear path to your business vision and goals.
David Perry, Chief Operations Officer for Concourse Financial Group.

David Perry


David serves as Chief Executive Officer for Concourse Financial Group. He previously served as Chief Operating Officer at Concourse. He joined Concourse from Protective Life, where he served first as Vice President of Operational Risk Management and then as Vice President of Corporate Strategy. Prior to joining Protective, David served as Director of the Finance Department for the State of Alabama and as Chief of Staff to the Governor of Alabama. He also practiced law for several years with Maynard Cooper & Gale, P.C., advising clients in matters involving mergers and acquisitions, securities, governmental affairs, and general litigation.

Libet Anderson, CIMA

President, Wealth Management

Libet serves as President, Wealth Management for Concourse Financial Group, and she has 29 years of industry experience. Previously, she served as President of ProEquities. Before that, she was Director at Edward Jones, where she led the rollout of the firm's first advisor-directed, fee-based program. She also served as Chief Executive Officer of Sterne Agee Asset Management, leading the firm's marketing and sales functions, while also focusing on growing its wealth management platform.
Libet Anderson, CIMA and leadership team member for Concourse Financial Group.
Brad Mendenhall, a leadership team member for Concourse Financial Group.

Brad Mendenhall

President, Insurance Solutions

Brad serves as President, Insurance Solutions for Concourse Financial Group. Prior to that, he served as the Vice President and Managing Director of Protective Distributors. He has over 20 years of experience in the financial services industry, specifically in the areas of sales, operations and sales leadership. Prior to Protective Distributors, Brad was the Vice President and National Sales Director with Lincoln Financial Distributors, responsible for wholesale distribution of the company's life insurance and MoneyGuard product lines in the retail channel.

Darren Guerrera

Chief Financial Officer

Darren serves as Chief Financial Officer for Concourse Financial Group. Prior to that, he served as Chief Financial Officer for ProEquities. Darren has more than 25 years of experience in financial management leadership roles. Previously, he was Division Financial Manager at BBVA Securities. Prior to that, he was Controller at Sterne Agee & Leach, and Senior Auditor with Ernst & Young.
Darren Guerrera, Chief Financial Officer
It’s your vision. We’ll help make it happen.
Contact Concourse Financial Group today to see how our holistic insurance and financial planning solutions can keep your business moving forward.