Registration Form
Executive Management
Jim Gelder, CLU®
Chief Executive Officer
Jason Kestler
Chief Distribution Officer, Annuity
Anthony Lancaster, MBA, MS-MIS, FLMI, PMP
Executive Vice President, Chief Information & Operating Officer
Drew Lawrence, CPA, CGMA
Executive Vice President, Chief Financial Officer
Greg Mack
Chief Distribution Officer, Life
Advanced Planning
Robert W. Finnegan, J.D., CLU®, AEP®
Senior Vice President, Advanced Planning
Tony Catrini
Vice President, Advanced Planning & Carrier Management
Mike Raczkowski, J.D., CFP®
Vice President, Advanced Planning
Distribution
Jason Kestler
Chief Distribution Officer, Annuity
Greg Mack
Chief Distribution Officer, Life
Chase Allen, CLU®, ChFC®
Vice President, Institutional Distribution
David Bernaus, CLU®, ChFC®
Managing Director, Signature
Angela Blackburn, FLMI
Assistant Vice President, HighCap Financial
Jennifer Tierney Connelly
Vice President, Distribution
Amy Kniseley
Vice President, Distribution Partners
Patrick Mulheran
Managing Director, Signature
Peggy Richardson
Chief Sales Officer, Annuity
Mark Schubert
Chief Sales Officer, Annuity
James J. Sorebo, CLU®
Senior Vice President, Community Banks & IBDs
Trey Wall
Vice President, Independent Broker Dealer Strategies
Greg Zahn
Vice President, Digital Strategies
Accounting, Finance, and Commissions Accounting
Drew Lawrence, CPA, CGMA
Executive Vice President, Chief Financial Officer
Meredith B. Gay, CPA, CGMA
Senior Vice President of Finance & Corporate Controller
Jonathan Dunn
Director, Commission Accounting
Information Technology & Operations
Anthony Lancaster, MBA, MS-MIS, FLMI, PMP
Executive Vice President, Chief Information & Operating Officer
Shelley Bondurant, MBA, PMP
Vice President, Strategy & Business Consulting
Crystal Duco
Vice President, Customer Experience
Chris Godsey
Assistant Vice President, Information Technology
Joann Mattson, FLMI, AALU
Vice President, Strategy & Business Consulting
Legal & Compliance
Rhonda Padgett
Vice President, Legal & Compliance
Marketing Communications & Events
Wilma Turner
Vice President, Marketing Communications & Events
Sarah Henry, MBA
Assistant Vice President, Marketing
Lauren Sinnott
Assistant Vice President, Creative Director
New Business & Underwriting
Jason M. Houser
Vice President, Underwriting
Carol Louros, CPA
Vice President, New Business
Dee-Dee Moreno
Assistant Vice President, New Business
Amanda Santos
Director, Annuity New Business