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
Matt McDonald
Life Case Designer
Kristin King
Annuity Operations Manager
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
Scott Drake
Director of Client Acquisition
Cameron Hollerbach
Director of Advisor Development
Tyler Keith
Director of Business Development
Kristen Hart
Director of Advisor Relations
Reanna Lemaire
Contracting Consultant
Alexandria Haigh
Client Acquisition Program Manager
Nathan Van Peursem
Life Director
Jeremy Rogers
Director of RIA Relationships
Bob Hruska
Director of Business Development
David Spataro
Director of Business Development
Lindsey Plitt
Marketing Automation Coordinator
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
Nina Hershman
Life Case Manager
Aleata Parry
Project Manager
Windy Nash
Account Manager
Jennifer Gilmore
Life Case Manager
Pel Abbott
Sr. Copywriter/SEO & Social Media
Matt Reeves
Life Wholesaler
Victoria Hernandez
Account Manager
Chad Van Zutphen
Account Manager
Joe Niedzielski
Sr. Financial Writer
Jennifer Becker
Sr. Graphic Designer
Lauren Edwards
Account Manager
Geoff Dix
Sr. Web Designer/Developer
Amanda Peverly
Account Manager
Zac Walker
Web Designer/Developer
Lakedra Wilson
Contracting Consultant
Janae Bonner
Contracting Consultant
Lesa Goodenough
Graphic Designer
Leona Rocha
Client Services
June Hobby
Graphic Designer
Alexis Fenyves
Client Services
Zoe Wesley
Copywriter
