Whether you’re an established advisor looking for a better situation, or someone considering this great industry for the first time, we invite you to explore an opportunity with the Don Lilly Agency of Futurity First. When it comes to training, technology, support, marketing, products, and working environment, we don’t think you will find a better place anywhere.
With over 150 years of leadership experience, our agency’s management team is committed to using that experience to help you grow your practice, learn new concepts, and succeed. With a dynamic firm like Futurity First behind us, we can provide quality advice in the areas of wealth management, asset protection, legacy planning, income protection, property & casualty, and healthcare planning to individuals and businesses.
This website will give you an idea of who we are as an agency. It talks briefly about our team, mission, and what we offer our advisors. But of course, a website can only provide an overview. To get more details, schedule time on our calendar.
Meet Our Leadership Team
Don Lilly III
General Manager
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Don has over 18 years of experience in insurance and financial services, running a very successful field sales office. Don has held several key leadership positions in a regional career agency system. He was responsible for helping to oversee 9 field offices, and was heavily involved in recruiting and training. He earned 7 Key Associate Awards and numerous Diamond Level GAMA Awards for recruiting. These accomplishments and more have earned Don a spot at Futurity First’s Leaders Conference for five years.
Don received a bachelor’s degree from Virginia Tech and his MBA from Radford University. He has LUTCF and LACP designations and holds Series 6, 63, 65 and 26 licenses. Don and his wife Katie live in Roanoke, VA with their two sons, Donnie, 9, and Jack, 3.
Dan White
General Sales Manager
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Dan specializes in retirement planning, life insurance, and health insurance solutions. Drawing on his background in the U.S. military and more than a decade in public education, Dan brings discipline, integrity, and a strong commitment to service into every client relationship. He is known for his clear communication style and for taking the time to understand each client’s personal goals, helping individuals and families make confident, well-informed financial decisions.
Meredith Campbell
Office Administrator
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Meredith plays a key role in supporting our daily operations and client services. She holds a business degree from Roanoke College and has experience in financial planning and insurance, as well as office management across multiple professional fields. This diverse background allows her to adapt quickly, stay highly organized, and support efficient workflows. Meredith is known for her attention to detail, strong administrative skills, and commitment to keeping office operations running smoothly.
Jack Havice
Operations Manager
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Jack is a Financial Advisor with over 10 years of experience in the insurance and financial services industry. He focuses on operational leadership and helping clients navigate insurance and financial planning with clarity and confidence. Jack is a proud father of three, which fuels his commitment to helping families protect their future.
Join Our Team
Connect with us to explore your limitless potential at Futurity First. Whether you have been in the insurance or financial industry for years or are just starting out, our unparalleled technology, marketing programs and support will take your practice to new heights.