We have a deep understanding of the unique needs of financial firms and a track record of building and sustaining long-term relationships.
Jim Maschek
Managing Partner, Head of Distribution
Marc Lindsey
VP of Advisor Development
Cameron Hollerbach
VP of Advisor Development
Kyle Pesch
VP of Advisor Development
Andy Moore, CFP®
Vice President of Advanced Planning and Portfolio Solutions
Drinan Gorney
General Counsel
Kim Buhrow
Life Operations Manager
Lita Patrick
VP of Marketing
AJ Wolfe
VP of Advisor Development
Gary Gregory
Executive Director of Advisor Development
Geoff Warren
Director of Key Accounts
James Jacobson
Director of Strategic Accounts
Kristin King
Annuity Operations Manager
Scott Drake
VP of Client Acquisition
Tessa Ralston
VP of Operations
Catherine Lloyd
Financial Controller
Katie Christensen
Director of Advisor Relations
Colton Cangley
VP of Advisor Development
Cooper Young
Director of Business Development
Jessica Garcia
Senior Account Manager
Kayden Meyersick
Director of Business Development
Michelle Drag
Staff Accountant
Tyler Donnell
Life Case Coordinator
Nicole Fanelli
Marketing Manager
Windy Nash
Senior Account Manager
Chase Koester
VP of Life & LTC Insurance
Pel Abbott
Director of Content Development
Gabrielle Arroyo
Director of Case Design
Lauren Edwards
Senior Account Manager
Mattie Gomez
Client Acquisition Manager
Howard Diamond
Website Developer & Designer
Jasmine Echols
Senior Design Manager
Josef Vargas
Email Developer
Breann Brennan
Social Media Manager / Copywriter
Carlos Arias
Graphic Designer
Dani Sheffler
Director of Business Development
Maryanna Jones
Business Development Associate
Beckie West
Senior Accountant
Danyella Robles
Contracting Consultant
Ese Omame
Associate Life Case Coordinator
Louis Valdez, CFP®, MPAS®
Sr. Advisor of Advanced Planning
Maria Bent
Associate Life Case Coordinator
Monika Hunsinger
Senior Accountant
Tyson Coleman
Director of Business Development
Veena Singh
Salesforce Administrator
Jacquie Lipp
Finance Manager
Clayton Hawkins
Associate Life Case Coordinator
Kara Malone
Contracting Consultant
Karan Holtz
Office Manager
Chad Vanzutphen
Account Manager
Chris Swier
Account Manager
Jessica Nicely
Senior Contracting Consultant
Stephanie Smith
Senior Account Manager
Tiffany Nicely
Senior Account Manager
Chelsey Oliver
Director of Advisor Relations
Hannah Smith
Account Manager
Kalysta Nash
Case Design
Alexandra Weigand
Client Services
Alia Alvarez
Client Services
Mina Wrasman
Director of Advisor Relations
Shan Mattingly
Client Services
Stone Nelson
Director of Business Development
Brandon Olson
Director of Business Development
Colton Burdine
Director of Business Development
Dalton Sneed
Director of Business Development
Jake Hahn
Director of Business Development
