Home Office Team

CHARLES BAILEY – PRESIDENT

Charles Bailey has been a professional in the Financial Services industry since 1996 in the Tampa, Florida, area. He originally began his career with Mutual of New York, and subsequently moved his business, along with our FastTrak program, in 2005 to what is now Equitable Advisors.

Charles’ responsibilities within the company include: developing relationships with top-tier management of SBA Lender institutions and their Business Development Officers, developing relationships with Business Brokers and Intermediaries within the SBA lending industry, developing and training our Regional Vice Presidents across the country, day-to-day management of The Bailey Group’s internal operations, and directing the company’s marketing initiatives through our Value Proposition.

Charles was recently appointed to the Board of the National Association of Government Guaranteed Lenders (NAGGL). Charles was elected by national industry leaders who are entrusted with serving the interests of America’s small business lending community.

“As they say, never hesitate to call the president of the company when needed!”

CA Insurance Lic. # 0E22324, AR Insurance Lic. # 513211
You may contact Charles at: charles@thebaileygp.com

Office Administration

Paula Blair-Jackson

Office Manager

Paula Blair-Jackson joined the Bailey Group in December 2020 in the role of Office Manager. Paula is responsible for overall coordination of a broad range of services/resources that allow the organization to operate efficiently.

Paula worked in the Life Insurance/financial industry for over 20 years with focus on people management, project management, process improvements and procedures documentation. You may contact Paula at paula@thebaileygp.com ; 813-207-7512 extension 109.

Case Management

Kathy Williams

New Business Case Manager

Kathy Williams joined The Bailey Group in March of 2013. Her background includes both financial services and the banking industry. In her role as Case Manager, Kathy oversees the management of life insurance applications during the underwriting process with Equitable Financial, LLC (NY, NY) and other insurance carriers. Kathy also assists in the training and management of the home office staff. You may contact Kathy at: kathy@thebaileygp.com

Monique Wiedrick

Collateral Assignment Specialist

Monique joined The Bailey Group in 2016 and works in our Case Management division. Monique’s main job duties include processing applications for customers, communicating with our customers and bankers regarding the requirements needed for the commercial lenders, and assisting the department in other ancillary needs to help our clients with the process until their insurance application is complete. You may contact Monique at: monique@thebaileygp.com

Carlotta “Carly” Powell-Carvajal

Application Intake Specialist

Carly joined The Bailey Group in 2016 and works in our Case Management division. Carly works directly with our clients to initially review their life insurance needs and their SBA loan parameters to make sure the life insurance is in place before the loan closing date. She then coordinates the client’s initial application appointment. Carly’s additional duties include, communicating with our clients and bankers regarding the requirements needed for the lenders and the insurance carrier, and assisting the department in all other ancillary needs while the application is being processed. You may contact Carly at: carly@thebaileygp.com

Alexa Morales

Application Intake Specialist

Alexa joined The Bailey Group in October 2018 and works in our Case Management division.  Her main duty is working with our clients in obtaining their information for applications.  Along with this, she also assists with other various duties of Case Management. You may contact Alexa at alexa@thebaileygp.com

Christy Farbe

Application Intake Specialist

Christy joined the Bailey Group in August 2021.  She has over 7 years as an Administrative Assistant with the State of Florida. She brings a high level of customer service experience to The Bailey Group. You may contact Christy at: Christy@thebaileygp.com

Tasia Jeffery

New Business Case Management Specialist

Tasia joined The Bailey Group in August 2021. She graduated from St. Petersburg college with a degree in Social and Human Services. She holds a certification as a Community Health Worker. She has over 25 years in customer service with a passion for helping others. Her personal philosophy is “ Serving others and making the most of all opportunities. You may contact Tasia at: Tasia@thebaileygp.com

Genea Ward

New Business Case Management Specialist

Genea joined the Bailey Group in December 2020.  She has over 20 years’ experience in the Financial industry working with Retirement Plans and Life Insurance.  In her role as Policy Administrative Assistant, Genea assists clients and lenders with finalizing policy documents and delivery requirements needed for commercial lenders.  Genea also provides ongoing client and lender support throughout the duration of life insurance policies. You may contact Genea at:  genea@thebaileygp.com

Policy Administration

Jennifer Reid

Policy Administration Specialist

Jennifer Reid joined The Bailey Group in February of 2019. Her background includes multiple roles in an administrative support position in industries such as life insurance, telecommunications, and advertising. In her role as Policy Administrative Assistant, Jennifer assists clients and lenders with finalizing policy documents and delivering requirements needed for commercial lenders. Jennifer also provides ongoing client and lender support throughout the duration of life insurance policies. You may contact Jennifer at: jreid@thebaileygp.com

Diana Mignogna

Policy Administration Specialist

Diana Mignogna joined The Bailey Group in July of 2019. Her background includes roles where she has provided true customer service in the marketing, mortgage, and real estate industries. She enjoyed supporting these industries with the utmost care and integrity. In her role as Policy Administrative Assistant, Diana assists clients and lenders with finalizing policy documents and delivering requirements needed for commercial lenders. Diana also provides ongoing client and lender support throughout the duration of life insurance policies. You may contact Diana at: diana@thebaileygp.com

Nawaine Brown

Policy Administration Specialist

Nawaine joined The Bailey Group, August 2021. His background includes being an Administrative Assistant in the automobile insurance industry . He enjoys providing exceptional customer service by satisfying customer needs beyond expectations. You may contact Nawaine at: Nawaine@thebaileygp.com

Information Systems

Celeste Sparks

Technical Manager

Celeste has been with The Bailey Group since February of 2010. As Technical Manager, she is responsible for numerous aspects of our internal operations, including technical operations and data base management. You may contact Celeste at: celeste@thebaileygp.com

Concierge Team

Kevin Brooks

Business Relations Specialist

Kevin Brooks joined The Bailey Group in January of 2021. He graduated from the University of North Carolina, Wilmington with a degree in Marketing. He has worked in the real estate field as a licensed North Carolina realtor as well as the medical field in an administrative role. He uses his customer service experience in helping clients in their initial contact with The Bailey Group and maintains lender relationships within the company. You may contact Kevin at: Kevin@thebaileygp.com

Oriana Consuegra

Business Relations Specialist

Oriana Consuegra joined The Bailey Group August 2021. Oriana is an experienced customer service professional who is driven and is passionate about giving exceptional customer experience. As a Business Relations Specialist, she thrives to make our clients and lenders feel confident in the service that is provided by The Bailey Group. You may contact Oriana at: Oriana@thebaileygp.com

The named individuals are not licensed registered representatives and cannot offer securities or investment products. These individuals work in an administrative capacity.

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