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
Mike Whorton
VP of RIA Development
Kim Buhrow
Life Case Operations Manager
Lita Patrick
Director of Marketing
Tessa Ralston
VP of Operations
Gary Gregory
Executive Director of Advisor Development
Geoff Warren
Director of Key Accounts
Pete Squires
Director of Business Development
John McConnell
Director of Business Development
Tony Avalos
Financial Controller
Andy Kvesic
General Counsel
Cameron Hollerbach
Director of Advisor Development
Kristin King
Annuity Operations Manager
Tyler Keith
Director of Business Development
Matt McDonald
Life Case Designer
Scott Drake
Director of Client Acquisition
Reanna Lemaire
Contracting Consultant
Alexandria Haigh
Client Acquisition Program Manager
Nathan Van Peursem
Life Director
Bob Hruska
Director of Business Development
Jeremy Rogers
Director of RIA Relationships
Kristen Hart
Director of Advisor Relations
Lindsey Plitt
Digital Marketing Strategist
Carly Delise
Director of Advisor Relations
Ashleigh Fields
Director of VIP Accounts
Olivia Rojas
Life Case Manager
Jessica Garcia
Associate Account Manager
Sara Strub
Account Manager
Kim Martin
Project Manager
Windy Nash
Account Manager
Aleata Parry
Project Manager
Jennifer Gilmore
Life Case Manager
Pel Abbott
Sr. Copywriter/SEO & Social Media
Victoria Hernandez
Account Manager
Matt Reeves
Life Wholesaler
Joe Niedzielski
Sr. Financial Writer
Jennifer Becker
Art Director
Lauren Edwards
Account Manager
Amanda Peverly
Account Manager
Geoff Dix
Director of Web Design & Development
Lakedra Wilson
Contracting Consultant
Zac Walker
Web Designer/Developer
Janae Bonner
Associate Account Manager
Lesa Goodenough
Graphic Designer
June Hobby
Graphic Designer
Leona Rocha
Associate Account Manager
Zoe Wesley
Copywriter
Alexis Fenyves
Office Administrator & Client Services
Valerie Weekly
Client Services & Contracting Consultant
Beckie West
Senior Accountant
Stephanie Schubert
Senior Accountant Analyst
Lacey Tallmadge
HR Coordinator
Kevin Kading
RIA Accountant
