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Our Team
D. Richard Broadbent is the CEO and President of Broadbent Financial Services. He has been recognized as a successful professional for his outstanding commitment and performance in the insurance arena. He has been involved in underwriting, sales and servicing of Small & Large Employer Groups since 1984. Richard has sat on the Broker Advisory boards of Altius Health Plans, Select Health and United HealthCare. He served on the Lt. Governor’s Advisory Board to the Utah Health Exchange now called Avenue H. Richard served on the Board of the Logan Regional Hospital Foundation for many years during which time was Chairman from 2002 through 2007. He also served on the Logan Regional Hospital Board of Directors. He is a member of the Utah Association of Health Underwriters (UAHU) and National Association of Health Underwriters (NAHU) since 1989, actively participating as a Board Member in various capacities such as Northern Utah Liaison, and President of Northern UAHU. More recently, Richard has served on the state level as an officer and Board of Director Member for the Utah UAHU, as Vice President 2008-2009, President Elect 2009-2010, President 2010-2011, and Immediate Past President 2011-2012. He is also a member of National Association of Insurance Financial Advisors (NAIFA) and its local association where he has served on its board for over 25 years. Richard takes employee benefits seriously and has devoted much time and effort to the betterment of the insurance industry.
Broadbent Financial Services is committed to being a leader and pacesetter in the insurance industry, staying abreast of the continual changes in the employee benefits and individual insurance area, and assisting our clients to better understand and adapt to those changes.
James is our VP lead with both Businesses and Individual. He consults with Corporations in cutting edge funding and benefit opportunities to help attract and retain the best talent each industry has to offer. He particularly enjoys helping companies achieve a high performing status in their benefits and culture as much as is possible. James also helps individuals in helping them identify their insurance needs. James began with Broadbent Financial in the summer of 2005. He graduated in 2015 from the USU Huntsman School of Business with a Degree in Management Information Services. He loves cooking, hiking, fishing, fly tying, bee keeping, woodworking, breeding genetic hackle poultry, and most of all spending time with his family.
Jan is our Office Manager and Benefits Administration Specialist. She is also an expert in working with individual clients connect with plans that suit their needs. She is also an expert at trouble shooting claims and finding solutions that provide great customer satisfaction. In addition to the time she has spent with Broadbent Financial Services, previously before joining Broadbent she accrued 16 years of experience in provider claims and claims approvals with medical insurance companies. She has great insight to assess and satisfy the needs of our broad base of clients and friends.
Rachelle is our Medicare Benefits Specialist. She is also an expert in helping with securing medicare clients to plans that are most tailored to them. In addition to the time she has spent with Broadbent Financial Services, before joining Broadbent she accrued many years of experience in banking industry. She has a great grasp on what offerings are available for the wants and needs of our broad base of medicare clients and beneficiaries.