

TEAM
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
Partner, President of Distribution

Marc Lindsey
VP of Advisor Development

Jordan McGrath
VP of Advisor Development

Kyle Pesch
VP of Advisor Development

Kim Buhrow
Life Operations Manager

Lita Patrick
Director of Marketing

AJ Wolfe
VP of Advisor Development

Cameron Hollerbach
Director of Advisor Development

Gary Gregory
Executive Director of Advisor Development

Geoff Warren
Director of Key Accounts

Kristin King
Annuity Operations Manager

Scott Drake
Director of Client Acquisition

Taylor Brown
VP of Advisor Development

Tony Avalos
Financial Controller

Jeremy Rogers
Director of RIA Relationships

Kohl Kelly
Director of Business Development

Kristen Hart
Director of Advisor Relations

Nathan Van Peursem
VP of Life Insurance

Tessa Ralston
VP of Operations

Andy Kvesic
General Counsel

Carly Delise
Director of Advisor Relations

Olivia Rojas
Senior Life Case Manager

Jessica Garcia
Account Manager

Aleata Parry
Project Manager

Derrick Phelps
Director of Business Development

Sara Strub
Senior Account Manager

Jennifer Becker
Art Director

Matt Reeves
Associate Advisor Development.

Windy Nash
Senior Account Manager

Chase Koester
Life Insurance Consultant

Geoff Dix
Director of Web Design & Development

Victoria Hernandez
Senior Account Manager

Lauren Edwards
Senior Account Manager

Thomas Schroeder
Web Developer

Matthew O’Brien
Email Developer & Designer

Janae Bonner
Director of Advisor Relations

Pel Abbott
Sr. Copywriter/SEO & Social Media

Leona Rocha
Client Services/Contracting

Hamilton Dale
Life Case Manager & Contracting Consultant

Beckie West
Senior Accountant

Christine Ostrander
Business Analyst / Salesforce Administrator

Jacquie Lipp
Finance Manager
