Our Team

Milt Kleinberg
CEO – Owner

Jim Summers
President

Hershel Kleinberg
Executive Vice President

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
Chief Technology Officer

Mike Chochon
Director of Strategic Projects

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

Shawn Brink
Internal Marketing Consultant

Nikki Gray
Case Management Team Leader

Tyler Hansen
Associate Marketing Consultant

Scott Hodson
Internal Marketing Consultant

Fred Marez
Associate Marketing Consultant

Debra Schmidt
Internal Marketing Consultant

Heather Schmit
Case Manager

Wendy Swanson, RICP^®, CLTC^®
Internal Marketing Consultant

Dave "Wally" Waldron
Internal Marketing Consultant

Bruce Zimmerman
Case Manager

Chris McDonald
Associate Director of Institutional Sales

Mike Peterson
External Wholesaler

Brandon Aldy
Marketing Consultant Assistant

Scott Aschoff
Internal Marketing Consultant

Jared Baker
Internal Marketing Consultant

Mark Bivens
Internal Marketing Consultant

Ben Braverman
Internal Marketing Consultant

Curtis Lueckenotto
Marketing Consultant Assistant

Jon Summers
Senior Marketing Consultant

Sam Halpern
Director of Internet Marketing

Ryan Vlasin
Director of Pharmacy

Brittany Griffel
Life Case Manager

Laura Harral
Internal Marketing Consultant

Matt Hays
Internal Marketing Consultant

Randy Johnson
Internal Marketing Consultant

Sarah Mayberry
Internal Marketing Consultant

Steve Rohrig
Associate Director of Training

Elliott Harris
Associate Marketing Consultant

Sherilyn Lessley
Associate Marketing Consultant

Paul Thompson
Associate Marketing Consultant

Shannon Collins
Life Case Manager

Jackie Slaughter, CLTC
Associate Director, Long-Term Care

Debra Bachman, CLTC
Associate Marketing Consultant

Debbie Johnson
Financial Solutions Case Manager

Stephen Valasek
Internal Marketing Consultant

Sean Pekarsky
Associate Director, Medicare Solutions

Craig Taylor, CLF^®
Associate Director, Medicare Solutions

Terry Meyer
Associate Director – Medicare Sales Development Team

Brian Bell
Internal Marketing Consultant

Ardey Clark
Internal Marketing Consultant

Jack Calderon
Internal Marketing Consultant

Michael Haremza
Internal Marketing Consultant

Darrel Harris
Internal Marketing Consultant

Darin Hartman
Internal Marketing Consultant

Anna Ferrin
Associate Marketing Consultant

Gordy Johnson
Internal Marketing Consultant

Joey Loth
Internal Marketing Consultant

Matthew Lube
Internal Marketing Consultant

Jennifer Mathews
Internal Marketing Consultant

Tina McGill
Internal Marketing Consultant

John McQuaid, RHU^®
Internal Marketing Consultant

Paul Nelson
Internal Marketing Consultant

Anne Novak
Internal Marketing Consultant

Thomas Jurek
Internal Marketing Consultant

Tom Parkin
Senior Marketing Consultant

Andrew Petersen
Senior Marketing Consultant

Brian Revas
Internal Marketing Consultant

Kelly Simonson
Internal Marketing Consultant

Stephanie Sorensen
Internal Marketing Consultant

Brandon Quigley
Internal Marketing Consultant

Dedhra Starr
Internal Marketing Consultant

Jeff Sullivan
Internal Marketing Consultant

Matt Van Auken
Internal Marketing Consultant

Jon Wik
Internal Marketing Consultant

Nikki Workman
Internal Marketing Consultant

Dan Drennen
Director of Sales and Marketing, Travel Insurance Division

Brandon Hughbanks
Agent Representative, Travel Insurance Division

Alan Lightbody
Agent Representative, Travel Insurance Division

Lynda Grubbs
Distribution Coordinator

Joy Heuer
Office Manager

Tina Scott
Contracting Coordinator

Marilyn Cunard
Contracting Coordinator

Abbie Turner
Contracting Coordinator

Mykin Leischner
Contracting Team Leader

Sakessa Moss
New Business Coordinator

Candice Buresh
New Business Coordinator

Melissa Miller
New Business Team Leader