Meet Our Partners

Atlantic Financial offers advisors the best in carrier selection, service, product knowledge, and marketing systems to help them grow their business.  Atlantic Financial is a company built on accessibility and is anchored by two of the most knowledgeable and passionate leaders in the industry.  Call our sales desk or our external wholesalers to find out more.

Jim M. Downes, Partner As the founder of Atlantic Financial, my roles are to develop our wholesale division and to provide sales support to our advisors on a daily basis.  In addition, I oversee all advisor contracts and carrier relationships. I am committed to serving every advisor contracted with us with the utmost competence, respect, and professionalism. Having over 12 years experience in service and sales, I have a detailed understanding of the day to day work and I am always a visionary and looking where we need to be for tomorrow. My past experiences consisted of servicing and wholesaling with American Skandia marketing annuities, mutual funds, and life insurance. Wholesaling is an intangible and requires building solid relationships with clients and building on that for future clients. This belief has given me a foundation for success. After American Skandia, I became the vice president of franchise sales for World Properties International. WPI is a real estate franchise. By energetic marketing we sold over 120 franchises throughout the United States and became listed as one of the fastest growing franchises in Entrepreneur magazine. Most of all, as a licensed practitioner in life and health insurance, I am able to understand the needs of individual advisors and companies in the field. This first-hand experience enables me to “walk in their shoes” and better assist the people we at Atlantic Financial serve.

Jarrod P. Fisher, Partner As a founding partner of Atlantic Financial, I bring over 12 years of experience in the financial services industry.  My sales, marketing, and business development experience will be used to build Atlantic's wholesale distribution team and create targeted marketing programs.  I began my sales and marketing career with American Skandia working as a wholesaler for their wire house division. At American Skandia, I developed multi-million dollar regions through broker-to-broker marketing of both mutual fund and variable annuity product lines. From there I moved on to WPI International, a national real estate and financial services brokerage, to run their sales division and develop a multi-region market presence. During my 7 years with WPI, my team recruited and opened over 120 offices throughout the country and were recognized by Entrepreneur Magazine as a top 50 fastest growing franchise for 2007 and 2008. Following my true passion for marketing annuity and life products Atlantic Financial was born.  Our mission is to provide independent advisers a platform for both professional and personal growth.  We know what the independent adviser needs and it's more than just the latest product or high commissions.  They need a partner who will spend the time and resources to implement programs that will enhance their practice.