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

Dan Faltin
Chief Financial Officer

Mike Chochon
Director of Strategic Projects

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

Jack Calderon
Internal Marketing Consultant

Michael Haremza
Internal Marketing Consultant

Darrel Harris
Internal Marketing Consultant

Darin Hartman
Internal Marketing Consultant

Will Howery
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

Tom Parkin
Senior Marketing Consultant

Andrew Petersen
Senior Marketing Consultant

Brian Revas
Internal Marketing Consultant

Kelly Simonson
Internal Marketing Consultant

Brandon Quigley
Internal Marketing Consultant

Stephanie Sorensen
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

Chris McDonald
Managing Director of 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

Brandon Aldy
Marketing Consultant Assistant

Scott Aschoff
Internal Marketing Consultant

Jared Baker, RICP®
Internal Marketing Consultant

Mark Bivens
Internal Marketing Consultant

Debra Bachman, CLTC
Associate Marketing Consultant

Ben Braverman
Internal Marketing Consultant

Shannon Collins
Life Case Manager

Brittany Griffel
Life Case Manager

Allen Frisbie
Internal Marketing Consultant

Tyler Hansen
Marketing Consultant Assistant

Laura Harral
Internal Marketing Consultant

Elliott Harris
Associate Marketing Consultant

Scott Hodson
Internal Marketing Consultant

Matt Hays
Internal Marketing Consultant

Debbie Johnson
Financial Solutions Case Manager

Randy Johnson
Internal Marketing Consultant

Sherilyn Lessley
Associate Marketing Consultant

Curtis Lueckenotto
Marketing Consultant Assistant

Fred Marez
Associate Marketing Consultant

Sarah Mayberry
Internal Marketing Consultant

Mike Peterson
National Sales Director for Institutional Sales

Heather Schmit
Case Manager

Debra Schmidt
Internal Marketing Consultant

Tim Sorensen
Associate Marketing Consultant

Jon Summers
Senior Marketing Consultant

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

Stephen Valasek
Internal Marketing Consultant

Bruce Zimmerman
Case Manager

Sam Halpern
Director of Strategic Relations

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

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

Angela Lewman
New Business Coordinator, Financial Solutions

Sakessa Moss
New Business Coordinator, Medicare Solutions

Candice Buresh
New Business Coordinator, Financial Solutions

Melissa Miller
New Business Team Leader, Medicare Solutions

Dan Drennen
Director of Sales and Marketing, Travel Insurance Division

Brandon Hughbanks
Agent Representative, Travel Insurance Division

Alan Lightbody
Agent Representative, Travel Insurance Division