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

Deron - Copy
DERON JOHNSON

EXECUTIVE Director of Practice Development

Dan Malley - Copy
DAN MALLEY

EXECUTIVE DIRECTOR OF PRACTICE DEVELOPMENT

MARKETING

Chris Hooper
CHRIS HOOPER

DIRECTOR OF SEMINAR SERVICES

Headshot_2019
SARAH BROWN

DIRECTOR OF ADVISOR ENGAGEMENT

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

SEMINAR COORDINATOR

Nikki
NICOLE WEBSTER

CREATIVE COORDINATOR

Larone
LARONE RICHARDSON

WEB DEVELOPER

MSP_0855
ELISA VANDRAISS

CALL CENTER SPECIALIST

sales support

Paul
Paul McGillivray

Director of Dynamic Sales Support

Jason Oberst
JASON OBERST

Head of Suitability

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

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

Cheryl Federico
Cheryl Federico

life team leader

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

Rick Roslowski
Rick Koslowski

VP of Finance and Accounting

Angela Edwards
Angela Edwards

Accounting & Commissions Supervisor

Nancy McDonald
Nancy MacDonald

Senior Commission Specialist

Krystyl
Krystyl Shaw

Commissions & Recievables 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

Denise Render
DENISE RENDER

Case Coordinator

Alex Cernau
Alex Cernau

Network System Administrator

MSP_1020-2
Chuck Mather

Technical Analyst

Judith
jUDITH VILLARREAL

CHIEF COMPLIANCE OFFICER

Daniel_Final-Photo-2
DANIEL BROWN

CORPORATE COUNSEL

THE PEOPLE BEHIND YOUR BUSINESS