

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
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

Dani Sheffler
Director of Business Development

Colton Cangley
VP of Advisor Development

Cooper Young
Director of Business Development

Katie Christensen
Director of Advisor Relations

Kayden Meyersick
Director of Business Development

Michelle Drag
Staff Accountant

Tyler Donnell
Life Case Coordinator

Nicole Fanelli
Marketing Manager

Stephanie Smith
Senior Account Manager

Stone Nelson
Director of Business Development

Windy Nash
Senior Account Manager

Chase Koester
VP of Life & LTC Insurance

Jessica Garcia
Senior Account Manager

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

Kat Lecrivain
Project Manager

Beckie West
Senior Accountant

Danyella Robles
Senior 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 Specialist

Karan Holtz
Office Manager

Chad Vanzutphen
Senior Account Manager

Hannah Smith
Account Manager

Maryanna Jones
Business Development Associate

Chris Swier
Senior Account Manager

Jessica Nicely
Senior Contracting Consultant

Chelsey Oliver
Director of Advisor Relations

Kalysta Nash
Case Design

Kari Osep
Director of Advisor Relations

Alexandra Weigand
Client Services

Alia Alvarez
Account Manager

Mina Wrasman
Director of Advisor Relations

Shan Mattingly
Client Services

Brandon Olson
Director of Business Development

Colton Burdine
Director of Business Development

Dalton Sneed
Director of Business Development

Jake Hahn
Director of Business Development
