Our Team

Milt Kleinberg
Executive Vice President
Chairman Emeritus

Jim Summers
Executive Vice President
Managing Director and President

Hershel Kleinberg
Executive Vice President

Jennifer McMahon
Senior Vice President, Operations

Dwane McFerrin, CLU^®, CFP^®, RHU^®, CLTC, LLIF
Senior Vice President, Medicare Solutions

Bill Kauffman, CLU^®, ChFC^®, LLIF, LUTCF^®
Vice President, Financial Solutions

John Haver, CLU^®, ChFC^®
Senior Vice President, Marketing & Strategic Development

Greg Bolton
First Vice President
General Counsel/Compliance

Bob Harding
First Vice President
Chief Technology Officer

Mike Chochon
First Vice President, Sequent Planning

Craig Taylor, CLF, MA, DIA, CLTC^®
Assistant Vice President
Associate Director, Medicare Solutions

Sean Pekarsky
Assistant Vice President
Associate Director, Medicare Solutions

Brian Revas
Call Center Program Manager

Jeff Sullivan
Senior Marketing Consultant

Tom Parkin
Senior Marketing Consultant

Andrew Birdsell
Internal Marketing Consultant

Anne Novak
Internal Marketing Consultant

Darin Hartman
Internal Marketing Consultant

Darrel Harris
Internal Marketing Consultant

Brandon Quigley
Internal Marketing Consultant

Christy Johnson
Internal Marketing Consultant

Dedhra Starr
Internal Marketing Consultant

Gordy Johnson
Internal Marketing Consultant

Jack Calderon
Internal Marketing Consultant

Jennifer Mathews
Internal Marketing Consultant

John McQuaid, RHU^®
Internal Marketing Consultant

Jon Wik
Internal Marketing Consultant

Kelly Simonson
Internal Marketing Consultant

Liz Taggart
Internal Marketing Consultant

Matt Van Auken
Internal Marketing Consultant

Matthew Lube
Internal Marketing Consultant

Michael Haremza
Internal Marketing Consultant

Nikki Workman
Internal Marketing Consultant

Paul Nelson
Internal Marketing Consultant

Stephanie Sorensen
Internal Marketing Consultant

Tamim Ali
Internal Marketing Consultant

Tina McGill
Internal Marketing Consultant

Will Howery
Internal Marketing Consultant

Anna Ferrin
Associate Marketing Consultant

Bryan Christensen
Associate Marketing Consultant

Chris McDonald
Assistant Vice President, Director, Annuity and Institutional Sales

Mark Cavalieri, LUTCF^®, CWC
Associate Director of MYGA Sales

Jackie Slaughter, CLTC
Associate Director of Relationships - LTC

Nancy Buller
Associate Director of Life and LTC Solutions

Steve Rohrig
Associate Director of Training

Nikki Gray
Case Management Team Leader

Jon Summers
Senior Marketing Consultant

Brandon Aldy
Marketing Consultant Assistant

Curtis Lueckenotto, RICP
Marketing Consultant Assistant

Heather Schmit
Case Manager

Wendy Swanson, RICP®, CLTC, National Social Security Advisor (NSSA®) Certificate Holder
Senior Marketing Consultant

Tim Sorensen
Marketing Consultant Assistant

Allen Frisbie
Internal Marketing Consultant

Ben Braverman
Internal Marketing Consultant

Bruce Zimmerman
Case Manager

Jared Baker, RICP®
Internal Marketing Consultant

Scott Aschoff
Internal Marketing Consultant

Scott Hodson
Internal Marketing Consultant

Jack Lyons
Associate Marketing Consultant

Brittany Griffel
Life Case Manager

Debbie Johnson
Financial Solutions Case Manager

Laura Harral
Internal Marketing Consultant

Matt Hays
Internal Marketing Consultant

Randy Johnson
Internal Marketing Consultant

Stephen Valasek
Internal Marketing Consultant

Shannon Collins
Life Case Manager

Debra Bachman, CLTC
Associate Marketing Consultant

Garrison Green
Associate Marketing Consultant

Sherilyn Lessley
Associate Marketing Consultant

Sam Halpern
Vice President
Divisional Director, Strategic Relationships

Ryan Vlasin
Manager of Marketing & Sales Systems Support, Pharmacy Director

Lynda Grubbs
Senior Office Services Specialist

Joy Heuer
Office Manager

Tina Scott
Contracting Coordinator

Marilyn Cunard
Contracting Coordinator

Abbie Turner
Contracting Associate Team Leader

Mykin Leischner
Assistant Vice President
Contracting Team Leader

Stephanie Renning
Contracting Coordinator

Angela Lewman
New Business, Team Leader

Sakessa Moss
New Business Coordinator, Medicare Solutions

Candice Buresh
New Business Coordinator, Financial Solutions

Dan Drennen
Divisional Director, Travel Insurance

Brandon Hughbanks
Agent Representative, Travel Insurance Division