Our Team

Meet the team dedicated to helping you succeed.

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Leadership

Milt Kleinberg
CEO – Owner

Jim Summers
President

Hershel Kleinberg
Executive Vice President - Chief Technology Officer

Jennifer McMahon
Vice President, Operations

Dwane McFerrin, CLU©, CFP©, RHU©, CLTC
Vice President, Medicare Solutions

Bill Kauffman, CLU©, ChFC©, LLIF
Vice President, Financial Solutions

John Haver, CLU®, ChFC®
Vice President of Marketing and Strategic Development

Greg Bolton
General Counsel and Chief Compliance Officer

Bob Harding
Director of Strategic Technology Initiatives and Operations

Mike Chochon
Director of Strategic Projects

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Annuities

Mark Cavalieri, LUTCF®, CIWC
Associate Director of Annuity Sales

Cory Adamson
Internal Marketing Consultant

Wendy Swanson, RICP®
Internal Marketing Consultant

Dave "Wally" Waldron
Internal Marketing Consultant

Heather Schmit
Case Manager

Bruce Zimmerman
Case Manager

Andrea Fordd
Associate Marketing Consultant

Tyler Hansen
Associate Marketing Consultant

Debra Schmidt
Associate Marketing Consultant

John Weekly
Associate Marketing Consultant

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Institutional Solutions

Jon Summers
Senior Marketing Consultant

Chris McDonald
Associate Director of Institutional Sales

Brandon Aldy
Marketing Consultant Assistant

Jared Baker
Internal Marketing Consultant

Mark Bivens
Internal Marketing Consultant

Curtis Lueckenotto
Marketing Consultant Assistant

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Internet Marketing

Sam Halpern
Director of Internet Marketing

Ryan Vlasin
Director of Pharmacy

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Life

Jill Davis, FLMI, CFP
Associate Director of Life

Steve Rohrig
Associate Director of Training

Laura Harral
Internal Marketing Consultant

Matt Hays
Internal Marketing Consultant

Randy Johnson
Internal Marketing Consultant

Sherilyn Lessley
Associate Marketing Consultant

Richard Stewart
Associate Marketing Consultant

Brittany Griffel
Life Case Manager

Elliott Harris
Associate Marketing Consultant

Shannon Collins
Life Case Manager

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Long-Term Care

Skip Liddell, CLTC
National Sales Director

Jackie Slaughter, CLTC
Associate Director, Long-Term Care

Debra Bachman, CLTC
Associate Marketing Consultant

Casie Schimmer
Case Manager

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Med Solutions

Sean Pekarsky
Associate Director, Medicare Solutions

Craig Taylor, CLF®
Associate Director, Medicare Solutions

Brian Bell
Internal Marketing Consultant

Ardey Clark
Internal Marketing Consultant

Ken Colvard
Marketing Consultant

Jack Calderon
Internal Marketing Consultant

Darrel Harris
Internal Marketing Consultant

Gordy Johnson
Internal Marketing Consultant

Joey Loth
Internal Marketing Consultant

Matthew Lube
Internal Marketing Consultant

Tina McGill
Associate Marketing Consultant

John McQuaid, RHU®
Internal Marketing Consultant

Terry Meyer
Lead Marketing Consultant

Paul Nelson
Internal Marketing Consultant

Anne Novak
Internal Marketing Consultant

Tom Parkin
Senior Marketing Consultant

Andrew Petersen
Senior Marketing Consultant

Brandon Quigley
Internal Marketing Consultant

Brian Revas
Internal Marketing Consultant

Stephanie Sorensen
Associate Marketing Consultant

Dedhra Starr
Internal Marketing Consultant

Jeff Sullivan
Internal Marketing Consultant

Matt Van Auken
Internal Marketing Consultant

Nikki Workman
Internal Marketing Consultant

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Travel Insurance

Dan Drennen
Director of Sales and Marketing, Travel Insurance Division

Brandon Hughbanks
Agent Representative, Travel Insurance Division

Alan Lightbody
Agent Representative, Travel Insurance Division

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Contracting

Tina Scott
Contracting Coordinator

Marilyn Cunard
Contracting Coordinator

Abbie Drennen
Contracting Coordinator

Mykin Leischner
Contracting Team Leader

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New Business

Sakessa Moss
New Business Coordinator

Candice Buresh
New Business Coordinator

Melissa Miller
Team Leader

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Supply

Lynda Grubbs
Distribution Coordinator

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