Founders

Tim Foley

Head of Sales, Partner

Dan Slater

Head Actuary, Partner

Sales

Turner Burkholder

RILA Sales

Mike Hickey

Sales Consultant

Jesse Hodapp

Sales Consultant

Henry Hofstad

Sales Consultant

Patrick Howe

Life & Linked Sales Consultant

Tyler Howe

Life & Linked Sales Consultant

Megan Janssen

Sales Consultant

Alex Kazos

Sales Consultant

Matt McKay

Advanced Case Design

Dan Nelson

Sales Consultant

Shannan Robb

Life Sales Consultant

Brad Tucker

Head of RILA Sales

Christiaan Wabers

Sales Consultant

William Wade

Sales Consultant

Joe Wemlinger

Life Sales Consultant

Operations

Tami Dieringer

Operations Coordinator

Jenny Elsen

Annuity New Business

Dylan Gilles

Commissions

Ann Kliszcz

Annuity New Business

Maddy McFarlin

Programs Coordinator

Megan McFarlin

Life & Linked New Business

Penny Mohnkern

Life & Linked New Business

Jennifer Oliver

Licensing

Jim Piampiano

Life & Linked New Business

Kendra Ryder

Operations Director

Marketing

Nick Cairl

Marketing Director