Our Team

Meet the team dedicated to helping you succeed.

Go To Department: SMS Leadership | Med Solutions | Financial Solutions | Mergers & Acquisitions | Systems Support | Operations Leadership | Contracting | New Business | Travel Insurance

Leadership

Milt Kleinberg
Chairman Emeritus

Jim Summers
Executive Vice President
Managing Director and President

Hershel Kleinberg
Executive Vice President

Jennifer McMahon
Senior Vice President, Operations

Dwane McFerrin, CLU®, CFP®, RHU®, CLTC®, LLIF
Senior Vice President, Med Solutions

Bill Kauffman, CLU®, ChFC®, LLIF, LUTCF®
Vice President, Financial Solutions

John Haver, CLU®, ChFC®
Senior Vice President, Marketing & Strategic Development

Bill Jetter
Vice President of Marketing and Strategic Development

Natalie Blanke
Vice President, Deputy General Counsel

Bob Harding
First Vice President
Chief Technology Officer

Mike Chochon
First Vice President, Sequent Planning

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Med Solutions

Craig Taylor, CLF, MA, DIA, CLTC®
Assistant Vice President
Associate Director, Med Solutions

Sean Pekarsky
Assistant Vice President
Associate Director, Med Solutions

Jeff Sullivan
Associate Director, Sales Development Team

Andrew Petersen
Call Center Program Manager

Anne Novak
Senior Marketing Consultant

Jack Calderon
Senior Marketing Consultant

George Ibanez
Internal Marketing Consultant

Darin Hartman
Internal Marketing Consultant

Darrel Harris
Internal Marketing Consultant

Brandon Quigley
Internal Marketing Consultant

Christy Johnson
Internal Marketing Consultant

Jennifer Mathews
Internal Marketing Consultant

Joey Loth
Internal Marketing Consultant

John McQuaid, RHU®
Internal Marketing Consultant

Jon Wik
Internal Marketing Consultant

Kelly Simonson
Internal Marketing Consultant

Matt Van Auken
Internal Marketing Consultant

Matthew Lube
Internal Marketing Consultant

Michael Haremza
Internal Marketing Consultant

Paul Nelson
Internal Marketing Consultant

Stephanie Sorensen
Internal Marketing Consultant

Tamim Ali
Internal Marketing Consultant

Anna Ferrin
Associate Marketing Consultant

Bryan McBride
Associate Marketing Consultant

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Financial Solutions

Chris McDonald
Assistant Vice President, Director, Annuity and Institutional Sales

Mark Cavalieri, LUTCF®, CWC
Associate Director of MYGA Sales

Jackie Slaughter, CLTC
Associate Director of Relationships - LTC

Steve Rohrig
Associate Director of Training

Ben Braverman
Senior Marketing Consultant

Jack Lyons
Marketing Consultant Assistant

Jon Summers
Senior Marketing Consultant

Brandon Aldy
Marketing Consultant Assistant

Curtis Lueckenotto, RICP
Marketing Consultant Assistant

Tim Sorensen
Marketing Consultant Assistant

Allen Frisbie
Internal Marketing Consultant

Jared Baker, RICP®
Internal Marketing Consultant

Kevin Ivey, LUTCF®
Internal Marketing Consultant

Laura Harral
Internal Marketing Consultant

Matt Hays
Internal Marketing Consultant

Scott Hodson
Internal Marketing Consultant

Sherilyn Lessley
Internal Marketing Consultant

Stephen Valasek
Internal Marketing Consultant

Debra Bachman, CLTC
Associate Marketing Consultant

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Mergers & Acquisitions

Brent Bench
Vice President of Marketing and Strategic Development

Tom Parkin
Director of Relationship Management

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Marketing & Sales Systems Support

Sam Halpern
Vice President
Divisional Director, Strategic Relationships

Ryan Vlasin
Manager of Marketing & Sales Systems Support, Pharmacy Director

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Operations Leadership

Lynda Grubbs
Senior Office Services Specialist

Joy Heuer
Office Manager

Vicki Bryant, PMP®
Sr. Operations Project Manager

Candice Buresh
Producer Programs Manager

Amanda Solberg
Licensing Manager

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Contracting

Mykin Leischner
Assistant Vice President
Contracting Team Leader

Abbie Turner
Contracting Associate Team Leader

Tina Scott
Contracting Coordinator

Marilyn Cunard
Contracting Coordinator

Jill Noble
Contracting Coordinator

Stephanie Renning
Contracting Coordinator

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New Business

Angela Lewman
Manager, Producer Services

Nancy Buller
Case Management Team Leader

Melissa Reeder
New Business Coordinator, Med Solutions

Nick Allder
New Business Coordinator

Sakessa Moss
New Business Coordinator, Med Solutions

Rita Randle
New Business Coordinator, Annuities

Bruce Zimmerman
Case Manager

Brittany Griffel
Life Case Manager

Debbie Johnson
Financial Solutions Case Manager

Shannon Collins
Case Manager III

Shawna Svoboda
Case Manager

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Travel Insurance

Dan Drennen
Divisional Director, Travel Insurance

Brandon Hughbanks
Agent Representative, Travel Insurance Division

Mark Reineke
Agent Representative, Travel Insurance Division

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