Our Team

Jim Summers

Chief Executive Officer

John Haver

President

Jennifer McMahon

Senior Vice President, Operations

Dwane McFerrin

Senior Vice President, Med Solutions

Bill Kauffman

Vice President, Financial Solutions

Natalie Blanke

Vice President, Deputy General Counsel

Bob Harding

First Vice President, Director of Marketing & Strategic Development

Mike Chochon

First Vice President, Sequent Planning

Chelsea Kiehler

Vice President, Director of Marketing & Strategic Development

Sean Pekarsky

Vice President, Associate Director - Med Solutions

Jeff Sullivan

Assistant Vice President, Associate Director - Med Solutions

Sonja Alvarez

Internal Marketing Consultant

Caitlynn Astin

Internal Marketing Consultant

Jack Calderon

Senior Marketing Consultant

Michael Haremza

Internal Marketing Consultant

Jacob Harmdierks

Internal Marketing Consultant

Darrel Harris

Internal Marketing Consultant

Darin Hartman

Internal Marketing Consultant

Marcus Harvey

Internal Marketing Consultant

George Ibanez

Internal Marketing Consultant

Christy Johnson

Internal Marketing Consultant

Andy Lipocky

Internal Marketing Consultant

Joey Loth

Internal Marketing Consultant

Matthew Lube

Internal Marketing Consultant

Jennifer Mathews

Internal Marketing Consultant

Bryan McBride

Internal Marketing Consultant

John McQuaid

Internal Marketing Consultant

Anne Novak

Senior Marketing Consultant

Brandon Quigley

Internal Marketing Consultant

Kelly Simonson

Internal Marketing Consultant

Stephanie Sorensen

Internal Marketing Consultant

Matt Van Auken

Internal Marketing Consultant

Robyn Waters

Internal Marketing Consultant

Krystal Harrison

Internal Marketing Consultant

Mark Cavalieri

Director of Sales - MYGAs

Mark Lyons

Director of Sales, Financial Solutions - Life Marketing

Chris McDonald

Vice President, Director of Sales - Annuities

Steve Rohrig

Assistant Vice President, Associate Director of Training - Financial Solutions

Jackie Slaughter

Associate Director of Relationships - LTC

Jon Summers

Vice President, Director of Sales - Annuities

Brandon Aldy

Internal Marketing Consultant

Debra Bachman

Associate Marketing Consultant

Jared Baker

Internal Marketing Consultant

Ben Braverman

Senior Marketing Consultant

Drew Carpenter

Internal Marketing Consultant

Allen Frisbie

Internal Marketing Consultant

Laura Harral

Internal Marketing Consultant

Matt Hays

Internal Marketing Consultant

Scott Hodson

Internal Marketing Consultant

Kevin Ivey

Internal Marketing Consultant

Sherilyn Lessley

Internal Marketing Consultant

Curtis Lueckenotto

Internal Marketing Consultant

Jack Lyons

Marketing Consultant Assistant

Tom Pecoraro

Internal Marketing Consultant

Kinsey Strom

Associate Marketing Consultant

Wendy Swanson

Senior Marketing Consultant

Stephen Valasek

Internal Marketing Consultant

Brad Van Winkle

Internal Marketing Consultant

Cole Westfall

Associate Marketing Consultant