

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

Cameron Hollerbach
VP of Advisor Development

Kyle Pesch
VP of Advisor Development

Andy Moore, CFP®
Vice President of Advanced Planning and Portfolio Solutions

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
Director of Client Acquisition

Kristen Hart
Director of Advisor Relations

Nathan Van Peursem
VP of Life Insurance

Tessa Ralston
VP of Operations

Katie Christensen
Director of Advisor Relations

Olivia Rojas
Senior Life Case Manager

Paul Payne
VP of Advisor Life Insurance Growth

Colton Cangley
Director of Business Development

Cooper Young
Director of Business Development

Jessica Garcia
Senior Account Manager

Kayden Meyersick
Director of Business Development

Tyler Donnell
Life Case Manager

Bill Harrigan
Director of Business Development

Nicole Fanelli
Marketing Manager

Sara Strub
Senior Account Manager

Windy Nash
Senior Account Manager

Chase Koester
Life Insurance Consultant

Pel Abbott
Sr. Writer, SEO, Social Media

Victoria Hernandez
Senior Account Manager

Gabrielle Arroyo
Case Design Specialist

Justin Lyons
Copywriter

Lauren Edwards
Senior Account Manager

Mattie Gomez
Relationship Experience Specialist

Colt Bertrand
Marketing Coordinator

Howard Diamond
Website Designer

Janae Bonner
Director of Advisor Relations

Jasmine Echols
Graphic Designer

Amy Dulara
Graphic Designer

Leona Rocha
Client Services/Contracting

Dani Ruggieri
Director of Business Development

Hamilton Dale
Life Advisor Relationship Manager

Beckie West
Senior Accountant

Danyella Robles
Client Services

Monika Hunsinger
Senior Accountant

Veena Singh
Salesforce Administrator

Derek Wakefield
Life Insurance Consultant

Jacquie Lipp
Finance Manager

Brittany Pomplun
Associate RM and Business Development

Viviana Guerra
Director of Advisor Relations

Stephanie Smith
Account Manager

Catherine Lloyd
Financial Controller

Jessica Nicely
Contracting Consultant

Kailah Lindsey
Front Desk Administrator

Tiffany Nicely
Senior Account Manager
