|
Founded by individuals with years of experience in financial planning, securities, and insurance, CMG Surety is a capable partner to lead clients through the legal, regulatory, and economic issues that are part of the life settlement process. The Company is board managed and includes the following members and governors (Directors):
|

Robert D. White
EVP, Director
[BIO] |
|

R. Laken Mitchell
President
[BIO] |
 |
R. Laken Mitchell is the President, a Director, and a founder of CMG and has over 30 years of legal and business experience. Much of his experience has been working with entrepreneurial companies, both public and private, and includes the structuring, marketing, and funding of ventures involving areas such as technology, real estate, oil and gas, timber, entertainment, life settlements, other insurance products, and marketing
|
| |
|
Mr. Mitchell has served as an officer and/or director of a number of investment ventures and other development stage companies. He also served as general counsel for an oil and gas syndicator for four years.
Prior to his work in the corporate and securities area, Mr. Mitchell was an Assistant District Attorney General for the State of Tennessee for six years. Acting as lead counsel for over 100 jury trials, his experience as a criminal prosecutor has assisted him in evaluating and carrying out due diligence on financial opportunities presented on behalf of his clients. For the past 22 years, the emphasis of his practice has been in the areas of alternative investments, private capital formation, securities compliance, mergers, acquisitions, and life settlements. Mr. Mitchell is licensed to practice law in the states of Tennessee and Kentucky and is admitted to practice before the U.S. District Court and the U.S. Bankruptcy Court for the Middle District of Tennessee.
Mr. Mitchell is a co-inventor on a number of pending patents for the use of life settlements in financial transactions, including a unique NAV model. He has structured a number of innovative investment models using life settlements as a value-added element of the transactions.
Mr. Mitchell is also a licensed securities principal and president and co-owner of Sovereign-American Securities, Inc., an SEC registered and FINRA member firm. He has also testified as an expert witness in securities in federal court.
Mr. Mitchell obtained a B.S. Degree in Mathematics and Physics from Tennessee Technological University in 1971 and a J.D. degree from the University of Tennessee in 1973. He is a member of the Order of the Coif and Phi Kappa Phi, and was an editor of the Tennessee Law Review. He is a member of the Tennessee Bar Association and is on the Board of Directors of Broken Wings Ministry, established to help orphaned and disadvantaged children.
|
| |
|
|
 |
Robert D. White is Chief Operating Officer of CMG. He is also owner and President of CMG Advisory Services LLC, a Registered Investment Advisor that is affiliated with CMG only through common ownership of Mr. White. He is responsible for developing and marketing institutional investor life settlement products. |
| |
|
His experience with alternative products, managed money, private placements, quantitative analysis, and financial modeling is valuable in selecting policies and managing pooled life settlement programs. He also serves as Director of Compliance for CMG Surety’s related Broker/Dealer, Sovereign-American Securities, Inc., and is responsible for supervisory oversight of all registered representatives. His experience in the brokerage industry gives him a broad perspective on the vast array of financial products that exist and how CMG Surety is uniqely positioned to benefit its institutional and private clients. He interacts daily with investors providing them with an in-depth understanding of these complex investment products.
Mr. White began his professional life as a Commissioned Officer and helicopter pilot in the US Army where he served in Europe, Korea, Central and South America, and a number of different state side assignments. He served in several positions of responsibility including Instructor Pilot, Test Pilot, and Company Commander. He was decorated on a number of occasions for meritorious service both in the US and abroad.
Mr. White began his civilian professional life as a Financial Advisor and Insurance Agent with the United States Planning Association and Independent Research Agency. He was responsible for creating financial plans and brokering the sale of both insurance and investment products. He later joined the investment services department at AmSouth Investments, the investment arm of AmSouth Bank (now Regions Bank), as a Financial Consultant and securities broker. He then moved to SouthTrust Securities, the investment division of SouthTrust Bank (now Wachovia Bank), to assume a position as Vice President and Investment Officer in Naples, Florida. He subsequently joined the Naples, Florida division of Dion Money Management, a private investment management firm headquartered in Williamstown, Massachusetts, as Senior Vice President and Portfolio Strategist, as well as Manager of the Florida office.
Mr. White is a graduate of Armstrong Atlantic State University in Savannah, Georgia and holds a Master of Science Degree in Business from the University of LaVerne Business School in California. Having passed the Series 6, 7, 63, and 66 exams, he is qualified to advise his clients to insure their long-term financial success.
|
| |
|
|
|