The Team
Insurance people, mortgage people, CPAs, chiropractors, college planners. The machine runs on professional trust — so it was built with the professionals who hold it.
Our Partners
In insurance on the agency side since 1987 — starting in his father's exclusive agency, then building his own local retail agency into a national retail, wholesale, and MGA platform. Crazy Rich Agents came out of decades of carrier conversations that kept ending the same way: "Nobody does what you're doing." So he built it into something other agents could run.
Oversees brand initiatives and proprietary course development, heads the agency onboarding team, and is the central hub through which all partners connect.
35+ years in mortgage lending; served as a state Commissioner (governor-appointed mortgage regulator); consultant to Fannie Mae, Freddie Mac, and major national banks; featured on NBC, CBS, and ABC.
David advises CRA's MLO channel.
Led InstaMortgage (fka Arcus Lending) onto the Inc. 500 list of America's fastest-growing private companies in 2017 and 2021; in 2020 his team created Rachel, the mortgage industry's first digital human.
Engineer turned Harvard MBA, corporate leader, and investment banker specializing in mergers and acquisitions — including acquiring insurance agencies using other people's money, a growing opportunity as the largest generation of agents reaches retirement.
Brand Ambassadors
People do business with people they know, like, and are like. Professions carry both trust and a large roster of potential clients — and professionals want to hear it from their colleagues. These are the colleagues.
A CPA for more than 35 years and author of Beyond Billable Hours.
Jim created CPA Triple Play and heads CRA's CPA recruitment and engagement team — he onboards CPAs, and CRA connects them with a local agent.
A chiropractor for over 40 years, in the top 1% of chiropractic physicians in the country.
Dr. John created Chiropractic Millionaires, CRA's brand for engaging chiropractors, connecting practices with a local agent.
Nineteen years leading local and national teams at a Fortune 500 company before choosing real estate for family flexibility; his work with seniors led him to independent Medicare expertise.
Peter heads Real Estate Agent Millionaires, CRA's brand for the real-estate community, and supports producer recruitment in that channel.
Retired from a carrier career leading commercial sales across the Northeast.
Rob is CRA's National Lead Recruiter, engaging and developing agents within long-standing carrier/agency relationships.
A college advisor for 25+ years who has advised more than 16,000 families on admissions and how to pay for school — the conversation parents actually lose sleep over, and the one no insurance agent is having.
Andy founded and runs CRA's college planning division.