Kirk Stafford

President

Kirk Stafford is the owner and portfolio manager for Desert Rose Capital Management, Inc., a Registered Investment Adviser since 2010 that specializes in risk reduction through exchange traded options.

Kirk’s early grasp of business and finance allowed him to start The Stafford Corporation in 1997, a successful business that, combined with his real estate and securities investments, allowed him to retire at the age of 32.

After several years he realized he was not mentally ready to retire. Kirk decided to combine his talents and knowledge in the areas of finance and investing to help serve the needs of others. He went to work for a large, national broker dealer as a registered representative. During that time, he began developing what we refer to as an ‘Integrated Options Portfolio’ or IOP. At its heart, the IOP consists of substituting the direct ownership of shares of stock with a combination of exchange traded options and more conservative assets. This combination is designed to reduce risk, increase performance, and provide greater potential growth.

Kirk has used insurance as a bond substitute since 2008. In 2014, Kirk encountered a bank that would provide lines of credit based on cash value life insurance, regardless of a person’s net worth. That discovery set in motion what today is known as The Flexmethod. The Flexmethod is a way to amplify the returns on one of the world’s safest assets without losing the stability and safety of that asset.

Jill Jackson

Chief Compliance Officer

Jill moved to Idaho in 1992. She got her first life insurance license in 2016 after hearing about The Flexmethod and wanting to help others to succeed financially. She is now licensed in more than 20 states. She runs her own business which helps other businesses to obtain their Life Insurance License. Jill came to us in 2017 with experience in teaching and office skills. She assists our clients and our partnered agents with understanding and implementing The Flexmethod. This includes helping them with bank loans for their policies, and other paperwork. Jill enjoys puzzle solving, playing board games, spending time with her family, and walking with her Corgi.

Mausmi Pala

Director of Underwriting

Mausmi is an ambitious and detail-oriented professional, well-versed in balancing priorities and meeting deadlines under pressure. She attended Temple University to pursue her master's degree in Financial Analysis and Quantitative Risk Management. She passed her CFA Level 1 and has expertise in corporate finance, portfolio management, and risk management.

McKenzie Strayer

Lead Processor

Kenzie is a loan processor and compliance officer for Cash Value Lending Corporation and affiliated companies. She has worked in lending and finance for 5 years and is excited to help the company develop and grow its lending department. When Kenzie isn’t working, she loves spending time with family, especially her son and husband.

Aaron Abrams

Underwriting Analyst

Aaron went to Brigham Young University - Idaho and received a Bachelor's in Business Finance. He has prior experience in Project Management and Customer Relations. Aaron joined the Flexmethod team in October 2021. Aaron employs his education and past experience to secure a profitable and efficient experience for clients. In his free time Aaron enjoys hiking, swimming, playing sports and spending time with his family.

Rohit Jahagirdar

Underwriting Analyst

Rohit went to Temple University in Philadelphia where he studied Financial Analysis and Quantitative Risk Management. He has 2 years of experience working as a Financial Analyst at a Capital Management firm in Mumbai, India where he had a consistent track record of helping his company achieve their goals. Rohit joined in September, 2021 where he utilizes his knowledge in financial analysis. When Rohit isn’t working, he enjoys trying out different cuisines and hiking.