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 Operations Manager
Lita Patrick
Director of Marketing
Tessa Ralston
VP of Operations
Kristin King
Annuity Operations Manager
Andy Kvesic
General Counsel
Tony Avalos
Financial Controller
Gary Gregory
Executive Director of Advisor Development
Geoff Warren
Director of Key Accounts
Pete Squires
Director of Business Development
Matt McDonald
Life Case Designer
John McConnell
Director of Business Development
Scott Drake
Director of Client Acquisition
Cameron Hollerbach
Director of Advisor Development
Tyler Keith
Director of Business Development
Nathan Van Peursem
Life Director
Lori Maple
Senior Accountant
Alexandria Haigh
Client Acquisition Program Manager
Jeremy Rogers
Director of RIA Relationships
Kristen Hart
Director of Advisor Relations
Lindsey Plitt
Digital Marketing Strategist
Reanna Lemaire
Contracting Consultant
Carly Delise
Director of Advisor Relations
Olivia Rojas
Life Case Manager
Jessica Garcia
Account Manager
Kim Martin
Project Manager
Aleata Parry
Project Manager
Sara Strub
Senior Account Manager
Matt Reeves
Life Insurance Consultant
Jennifer Becker
Art Director
Windy Nash
Senior Account Manager
Chase Koester
Life Insurance Consultant
Geoff Dix
Director of Web Design & Development
Victoria Hernandez
Senior Account Manager
Heather Becklund
Director of Business Development
Erin Gantman
Life Case Manager
Lauren Edwards
Senior Account Manager
Patricia Knight
Life Case Manager
Lesa Goodenough
Graphic Designer
Amanda Peverly
Senior Account Manager
June Hobby
Graphic Designer
Janae Bonner
Associate Account Manager
Pel Abbott
Sr. Copywriter/SEO & Social Media
Leona Rocha
Client Services
Zoe Wesley
Copywriter
Alexis Fenyves
Office Administrator & Client Services
Hamilton Dale
Contracting Consultant
Beckie West
Senior Accountant
Stephanie Schubert
Senior Accountant Analyst
Lacey Tallmadge
HR Coordinator
Kevin Kading
RIA Accountant
Jacquie Lipp
Finance Manager
