Milt Kleinberg
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, Med Solutions

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

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

Brent Bench
Vice President of Marketing and Strategic Development

Bill Jetter
Vice President of Marketing and Strategic Development

Natalie Blanke
Vice President, Deputy General Counsel

Bob Harding
First Vice President
Chief Technology Officer

Mike Chochon
First Vice President, Sequent Planning

Back to top