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
VP of Advisor Development
Kristin King
Annuity Operations Manager
Scott Drake
VP of Client Acquisition
Kristen Hart
Director of Strategic Planning
Nathan Van Peursem
VP of Life Insurance
Tessa Ralston
VP of Operations
Catherine Lloyd
Financial Controller
Katie Christensen
Director of Advisor Relations
Colton Cangley
Director of Business 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 Manager
Nicole Fanelli
Marketing Manager
Windy Nash
Senior Account Manager
Chase Koester
Life Insurance Consultant
Janae Bonner
Director of Advisor Relations
Pel Abbott
Sr. Writer, SEO, Social Media
Victoria Hernandez
Senior Account Manager
Gabrielle Arroyo
Director of Case Design
Justin Lyons
Copywriter
Lauren Edwards
Senior Account Manager
Mattie Gomez
Client Acquisition Manager
Rhiannon Davenport
Project Manager
Howard Diamond
Website Designer
Jasmine Echols
Graphic Designer
Josef Vargas
Email Developer
Amy Dulara
Graphic Designer
Dani Ruggieri
Director of Business Development
Hamilton Dale
Life Advisor Relationship Manager
Beckie West
Senior Accountant
Danyella Robles
Contracting Consultant
Monika Hunsinger
Senior Accountant
Tyson Coleman
Case Design Specialist
Veena Singh
Salesforce Administrator
Derek Wakefield
Life Insurance Consultant
Jacquie Lipp
Finance Manager
Kara Malone
Client Services
Karan Holtz
Office Manager
Kennedy Nichols
Client Services
Malinda Trapp
Client Services
Chad Vanzutphen
Account Manager
Hannah Smith
Client Services
Stephanie Smith
Senior Account Manager
Jessica Nicely
Contracting Consultant
Tiffany Nicely
Senior Account Manager
