PRACTICE DEVELOPMENT

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ray kathawa

vp of Practice Development

Doug Roberts
Doug Roberts

Executive Director of Practice Development

Ed Petersmarck
Edward Petersmarck

Executive Director of Practice Development

Bob Nesbitt - Copy
BOB NESBITT

EXECUTIVE DIRECTOR OF PRACTICE DEVELOPMENT

David Wright - Copy
DAVID WRIGHT

EXECUTIVE director of Practice Development

Paul Morrison

EXECUTIVE DIRECTOR OF PRACTICE DEVELOPMENT

Dan Malley - Copy
Dan Malley

EXECUTIVE DIRECTOR OF PRACTICE DEVELOPMENT

MARKETING

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SARAH BROWN

DIRECTOR OF ADVISOR ENGAGEMENT

Chris Hooper
CHRIS HOOPER

DIGITAL MARKETING DIRECTOR

Nick V
NICK VECORE

PR EXECUTIVE

Summers Pick
SUMMER HUTCHINSON

PR EXECUTIVE

Danas Pick
DANA EBLE

PR SPECIALIST

Jordan Maxwell
JORDAN MAXWELL

CREATIVE CONSULTANT

Lori Wyant
LORIE WYANT

EXPERIENCE MANAGER

Donna Geisler
DONNA GEISSLER

Digital marketing specialist

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NICOLE WEBSTER

CREATIVE COORDINATOR

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CASANDRA KAREUS

CREATIVE COORDINATOR

Larone
LARONE RICHARDSON

WEB DEVELOPER

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ELISA VANDRAISS

CALL CENTER SPECIALIST

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nirja gandhi

Digital marketing specialist

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Angela Lazzara

Creative Coordinator

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Kristina Osterman

Creative Coordinator

sales support

Paul
Paul McGillivray

Director of Dynamic Sales Support

Jason Oberst
JASON OBERST

Head of Suitability

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Norman Bald

Director of life division

Tom Lorenz
TOM LORENZ

CASE DESIGN SPECIALIST

Ben - Copy

BEN PHENICIE

CASE DESIGN SPECIALIST

Ed Rich - Copy
Ed Rich

Senior sales support specialist

Glenn - Copy
Glenn Malear

Sales Support Specialist

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Bryan Hill

Sales Support Specialist

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Nick Loberg

Sales Support Specialist

Kim Yaldoo
Kim Yaldoo

Licensing and New Business Manager

Anne Larson
Anne Larson

Licensing Specialist

Chloe
Chloe Jones

Licensing Specialist

Heather Calveneso
heather calvaneso

Annuity team leader

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Shannon Bonsall

LiCENSING SPECIALIST

Caitlyn-Brewer
Caitilin Brewer

Annuity Case Manager

Barb Richards
Barbara Richards

Case Coordinator

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Carolyn Tipa

Life Case Manager

Jason-Milne
Jason Milne

Annuity Case Manager

Denise Render
DENISE RENDER

Case Coordinator

Rick Roslowski
Rick Koslowski

VP of Finance and Accounting

Angela Edwards
Angela Edwards

Accounting & Commissions Supervisor

Krystyl
Krystyl Shaw

Commissions & Recievables Specialist

Nancy McDonald
Nancy MacDonald

Senior Commission Specialist

Annette
Annette Bury

Disbursement Accountant

Stacy Barcos
Stacey Baracos

Senior Accountant

Dawn Cwik
Dawn Cwik

Administrative Assistant

Kristen Leong-2
Kristen Leong

Human Resource Generalist

Cheryl Bowers
Cheryl Bowers

Director of First Impressions

Alex Cernau
Alex Cernau

Network System Administrator

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Chuck Mather

Technical Analyst

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DANIEL BROWN

CORPORATE COUNSEL

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Craig rumler

chief compliance officer

THE PEOPLE BEHIND YOUR BUSINESS

IUL Software

Designed for one bold purpose: To unlock the power of IUL so you can transform your business. With Stonewood software, turn-key marketing programs, and coaching, you get access to proven IUL sales stories, turn-key marketing programs, and coaching.