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
Director of Marketing
AJ Wolfe
VP of Advisor Development
Taylor Brown
VP of Advisor Development
Gary Gregory
Executive Director of Advisor Development
Geoff Warren
Director of Key Accounts
James E. Jacobson
VP of Advisor Development
Kristin King
Annuity Operations Manager
Scott Drake
Director of Client Acquisition
Tony Avalos
Financial Controller
Kohl Kelly
Director of Business Development
Kristen Hart
Director of Advisor Relations
Nathan Van Peursem
VP of Life Insurance
Tessa Ralston
VP of Operations
Olivia Rojas
Senior Life Case Manager
Austin Maxwell
Life Insurance Consultant
Jessica Garcia
Account Manager
Kayden Meyersick
Director of Business Development
Tyler Donnell
Life Case Manager
Aleata Parry
Project Manager
Sara Strub
Senior Account Manager
Jennifer Becker
Art Director
Matt Reeves
Associate Advisor Development.
Windy Nash
Senior Account Manager
Chase Koester
Life Insurance Consultant
Victoria Hernandez
Senior Account Manager
Lauren Edwards
Senior Account Manager
Mattie Gomez
Relationship Experience Specialist
Thomas Schroeder
Web Developer
Janae Bonner
Director of Advisor Relations
Pel Abbott
Sr. Copywriter/SEO & Social Media
Leona Rocha
Client Services/Contracting
Hamilton Dale
Life Case Manager & Contracting Consultant
Beckie West
Senior Accountant
Derek Wakefield
Life Insurance Consultant
Jacquie Lipp
Finance Manager
Lacey Tallmadge
HR Coordinator
Brittany Pomplun
Assistant of Advisor Relations and Paralegal
Stephanie Smith
Account Manager
Jessica Nicely
Internal Wealth Advisor
