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
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
Andy Kvesic
General Counsel
Cameron Hollerbach
Director of Advisor Development
Gary Gregory
Executive Director of Advisor Development
Geoff Warren
Director of Key Accounts
Kristin King
Annuity Operations Manager
Scott Drake
Director of Client Acquisition
Tony Avalos
Financial Controller
Jeremy Rogers
Director of RIA Relationships
Kristen Hart
Director of Advisor Relations
Nathan Van Peursem
VP of Life Insurance
Carly Delise
Director of Advisor Relations
Olivia Rojas
Life Case Manager
Jessica Garcia
Account Manager
Kiara Gavins
Life Case Manager
Aleata Parry
Project Manager
Derrick Phelps
Director of Business Development
Sara Strub
Senior Account Manager
Jennifer Becker
Art Director
Matt Reeves
Life Insurance Consultant
Windy Nash
Senior Account Manager
Chase Koester
Life Insurance Consultant
Geoff Dix
Director of Web Design & Development
Victoria Hernandez
Senior Account Manager
Lauren Edwards
Senior Account Manager
Thomas Schroeder
Web Developer
Matthew O’Brien
Email Developer & Designer
Janae Bonner
Director of Advisor Relations
Pel Abbott
Sr. Copywriter/SEO & Social Media
Leona Rocha
Client Services
Hamilton Dale
Life Case Manager & Contracting Consultant
Beckie West
Senior Accountant
Jacquie Lipp
Finance Manager
Lacey Tallmadge
HR Coordinator
