Get to know the USA Tax family

Meet Our President & Founder

USA Tax and Insurance Services Inc. was founded in 2001 by Stephen R. Hand. Mr. Hand has over 17 years of teaching and implementing the Income Tax and financial planning business model.

The Tax model created by USA Tax has never been successfully duplicated by any other marketing organization, because unless you have lived it and done it you can never teach it. It is just that simple.

Mr. Hand is also one of the few elite producers in the industry to personally sell over $250,000,000 in indexed annuity premium over a 10 year period, averaging over $25,000,000 each and every year. Steve’s unprecedented production and his ability to teach others his sales and marketing systems is why USA Tax and Insurance Services Inc. has created the most successful and the highest producing representatives the industry has ever seen. We welcome you to find out about all the different ways we can help you want to achieve in your career.

Managment Staff

Patrick Nichols CEO

He has been with USA Tax for over 14 years and has been a Top Producer, Mentor, and Trainer all of his years with the company. He has personally implemented every aspect of the USA Tax business model and Is one our greatest teachers.

Margret Dolan CFO

She comes with a strong Wall Street back ground and is a dynamic resourse for our management team and is a welcome addition to our company.

Ryan McCarty Vice President, Marketing & Business Development

He has been with USA for over 6 years and brings tremendous industry knowledge to the table and hales from an insurance family with over 50 years in our industry. Ryan is an agent’s best resource to get the job done with whatever needs you throw his way.

Staff

Ruby Harasymtzuk Sr. Executive Assistant

Donny Waugh Internal Sales Consultant

Linda Billotte Commission Manager

Staff

Ben Cudney Internal Sales Consultant

Laura Roberts Sr. Compliance Officer

Jan Hand Human Resources – Office Manger

Staff

Tiffarney Lee Case Manager

Joanne Koerber Receptionist

Jennifer Gabicki Contracting Manager

Staff

Alyce Tsikouris Administrative Assistant

Some Of Our Affiliates