Mission Statement

We pledge to provide distinguished quality scheduling and unparalleled customer service as we gain the respect and confidence of our clients and partner vendors as the “LEADER IN SCHEDULING SOLUTIONS”.

About ESA

Celebrating a decade of results at work, Executive Scheduling Associates has grown to be the leading scheduling firm in the financial industry. Founded in 2006, in Redding, CA, our progressive business model and outstanding reputation for client satisfaction has defined the standard for distinguished scheduling services nationwide.

Our leadership team brings over 75 years of proven leadership in the consulting and business development industries. We combine our industry expertise, innovative technology and an excessive dedication to client satisfaction to deliver the best scheduling service available today.

ESA supports a growing clientele of over 350 salespeople representing companies such as Pacific Life Insurance, Lincoln Financial Distributors, BlackRock, Prudential, The Hartford, Delaware Investments, Protective Life, TransAmerica, Ivy Funds, Securian, and more.

What Our Clients Say

Known for the customers we win, and keep!
  • "ESA proved to me they could help with the all-out blitz necessary during a Closed End Fund Offering. Effective and Efficient are two words I would describe ESA during the offering, allowing my staff to spend more time in front of the right clients."
    James R. Yount, Senior Managing Director, DestraCapital
  • "The thing I love about ESA is that they share the same determination and dedication to my success as I do.  Hands down the best decision I made for my wholesaling business was to hire ESA."
    Ben Pollok, The AltiSure Group
  • "I have been with ESA from the beginning. They have provided all of my scheduling needs, helping me balance my time and focus on what's important. ESA allows me to leverage my strengths, prepare for my meetings and drive results while also achieving a healthy balance in my family life."
    Brad Blanton, Wholesaler
  • "My scheduler knows my territory and keeps my calendar filled, allowing me to have more balance in my life and be more productive in my business."
    Bruce Green, Wholesaler, Delaware Investments
  • "The bottom line is this: If you are a solo practitioner or small firm (like me) and you want to make your practice more efficient and profitable – hiring ESA is a no-brainer!"
    Craig DuVarney, Financial Advisor, CFP
  • "I just want to say that I am extremely happy with my scheduler at ESA. She is a true professional and a pleasure to work with."
    Dave Dunnavan, Wholesaler, LFD
  • "Having ESA as a business partner has been invaluable. They have maximized my efficiency tenfold."
    Doug Magic, Wholesaler, Ivy Funds
  • "Hiring someone to schedule for you is a very personal decision. I wasn't sure if it was for me, until I made the move to ESA. ESA and their team of professionals have allowed me to have more time in front of advisors and less time juggling my calendar."
    Doug Ternan, Wholesaler, American Legacy, LFD
  • "Executive Scheduling Associates is not only a great solution for scheduling my appointments, but they know my territory inside and out, which means I spend more time in front of clients and less time traveling between appointments."
    Scott Lange, Wholesaler, Ohio National


Our Executive Scheduling services are the perfect solution for salespeople.

Solutions Overview


The latest news, stories, and resources from Executive Scheduling Associates


How to Enroll

Enrollment is easy! Enroll today by contacting us by phone or by e-mail.

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What Our Employees Say

Unlike our competitors, ESA operates with an “employee” philosophy of business. All of our Scheduling Associates are employees, not independent contractors.
  • "ESA is a company that cares about you as a person and helps you grow on a professional and a personal level."
    Colleen Ramsey, Team Leader
  • "Our schedulers are employees, not independent contractors. Having worked as an independent contractor for several years, I realized how limited I was in the level of service I could provide my clients.
    Keri Gentry, Co-Founder & Vice President
  • "Working at ESA is highly rewarding. Creating the best possible calendars for my clients is a challenging and fulfilling endeavor."
    Angela Baumgardner, Director of Leadership Development
  • "ESA has been such an amazing experience for me. As a working mother, I am able to work from home and contribute to my family’s income. I love my work schedule, the company’s work ethics, but most of all, I love my ESA family. We are a team and we all need each other to keep the ball rolling! Thanks ESA, for many amazing years and counting!"
    Dana Smith, Team Leader
  • "It’s an honor to work alongside professionals who, like myself, value integrity and loyalty. Through coaching and mentoring, I’ve learned how to be a dedicated scheduler, fostering a team culture that honors quality. As a Manager, I work among a team of 16 schedulers, assisting them to learn and grow more effective in the industry. I really enjoy the opportunity to work every day with the schedulers and clients that I do."
    Shelby Schwitters, Director of Training Curriculum
  • "ESA's incredible business model allows me to work remotely and still be an "employee" that is a part of a professional team. I enjoy working behind such an amazing team of schedulers and seeing how my skills merge with theirs to make ESA and our clients so successful."
    Steve Hunt, Executive Management Team

Contact Us

Enrollment is Easy

Enroll today by contacting us by e-mail or by phone.