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