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

Debra Schmidt
Associate Marketing Consultant

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

Cory Adamson
Marketing Consultant

Jared Baker
Marketing Consultant

Mark Bivens
Marketing Consultant

Curtis Lueckenotto
Associate Marketing Consultant

Jon Summers
Marketing Consultant

Wendy Swanson, RICP®
Marketing Consultant

Dave "Wally" Waldron
Marketing Consultant

Bruce Zimmerman
Case Manager

Tyler Hansen
Associate Marketing Consultant

Brandon Aldy
Associate Marketing Consultant

Heather Schmit
Case Manager

John Weekly
Associate Marketing Consultant

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Institutional Sales

Chris McDonald
Associate Director of Institutional Sales

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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 Harrel
Marketing Consultant

Matt Hays
Associate Marketing Consultant

Randy Johnson
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
Marketing Consultant

Ardey Clark
Marketing Consultant

Ken Colvard
Marketing Consultant

Jack Calderon
Marketing Consultant

Darrel Harris
Marketing Consultant

Timothy Kutsch
Marketing Consultant

Matthew Lube
Marketing Consultant

John McQuaid, RHU®
Marketing Consultant

Terry Meyer
Lead Marketing Consultant

Paul Nelson
Marketing Consultant

Anne Novak
Marketing Consultant

Tom Parkin
Senior Marketing Consultant

Andrew Petersen
Senior Marketing Consultant

Brandon Quigley
Marketing Consultant

Brian Revas
Marketing Consultant

Jeff Sullivan
Marketing Consultant

Matt Van Auken
Marketing Consultant

Nikki Workman
Marketing Consultant

Joey Loth
Marketing Consultant

Stephanie Sorensen
Associate Marketing Consultant

Tina McGill
Associate 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

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