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Jim came to TruStage™ in 2017 after more than 25 years in the financial services industry. He has a bachelor’s degree in finance from Providence College in Rhode Island, and he has been a wholesaler for companies including Transamerica Capital, Lincoln Financial, John Hancock and Evergreen Funds.

Jim has been married for 24 years, has one son and is passionate about his family.

Jim’s philosophy for helping advisors grow their business is to really understand how they run their practices.

• Behavioral Finance Advice™ (BFA™)
• National Social Security Advisor^SM (NSSA^®)
• Securities Registered with FINRA^®
• Holds Series 7, 63 and 65 Registrations

Ross joined TruStage in 2020, bringing a strong background in the financial services industry. He started his career as a financial advisor with Guardian Life. He earned his bachelor’s degree from the University of Wisconsin Whitewater.

Ross lives with his fiancé, two dogs and their cat. In his free time, Ross enjoys socializing with his family and friends, golfing, working out and enjoying the outdoors.

Ross prides himself in taking a consultative needs-based approach to serving financial professionals and their clients in the Washington area, creating personalized sales strategies and custom marketing support. He also utilizes his annuity review process to make an immediate impact on financial professionals’ practices.

• Behavioral Finance Advice™ (BFA™)
• National Social Security Advisor℠ (NSSA^®)
• Securities Registered with FINRA^®
• Holds Series 6, 63 and 65 Registrations

Jeff joined the organization in 2017, after eight years as a Regional Director with Protective Life. He has a bachelor’s degree in finance from The Ohio State University in Columbus, Ohio, and received a Certified Retirement Counselor (CRC®) designation from Texas Tech University. Jeff has been included on LIMRA’s list of “25 Rising Stars of Retirement Under 40.”

Jeff likes to spend time with his wife and daughter. He prefers to be outdoors, either playing sports or watching them.

When he works with financial professionals, Jeff helps them bring the value of risk control to their clients. He strives to understand financial professionals’ needs and provide strategies to help them grow their businesses.

• Behavioral Finance Advice™ (BFA™)
• National Social Security Advisor℠ (NSSA^®)
• Certified Retirement Counselor (CRC^®)
• Securities Registered with FINRA^®
• Holds Series 6 and 63 Registrations

Tyson Hein joined the organization in 2021 with experience working in customer service with Prudential Insurance, in banking as a branch manager with Associated Bank, and in telecommunications as a business director with AT&T. More recently, he spent two years working as a financial advisor with Edward Jones.

Tyson is a fan of all Wisconsin sports teams including the Badgers, Packers, and Bucks, as well as the Lakers. He is a proud father of two kids and the happy husband to his middle school sweetheart. When he isn’t working, Tyson spends time finding things to keep his kids entertained and laughing. He enjoys camping and hiking, when Wisconsin weather allows it.

Tyson brings his knowledge and expertise from banking and working as a financial advisor to help financial professionals grow their business and serve their clients. Working with financial professionals to navigate the intersect between products and services and their needs. His strengths include virtual presentation and communication and thinking outside the box to find solutions.

• Securities Registered with FINRA^®
• Behavioral Finance Advice™ (BFA™)
• Holds Series 7 and 66 Registrations

Arjun joined the organization in 2014 and has more than 13 years of experience in the industry as a retirement and investment representative as well as a licensed insurance rep. He received his bachelor’s degree in business studies – accounting and finance, as well as his master’s degree in business studies – finance and investment.

Arjun has been married for 10 years and lives with his wife, daughter and mother. He prides himself on being civic minded and enjoys volunteering at local non-profit organizations. His goal is to do his small part in making the world a better place for our community and children. In his spare time, he is a true sports fan and participates in cricket, volleyball, soccer and badminton as well as spending time with family and friends.

Arjun takes pride and has a passion for helping others. His ability to stay focused and positive in all situations are an asset when working with financial professionals.

• Behavioral Finance Advice™ (BFA™)
• Holds Series 7 and 66 Registrations

Jesse joined the organization in 2016. He attended the University of Minnesota where he studied music and communications.

Jesse lives in Waterloo, Iowa with his wife, Sarah, and son, Everett. He enjoys spending time with his family and playing music.

With a strong background in sales, Jesse is motivated and determined to build strong, lasting relationships with financial professionals by maintaining reliability and a positive attitude.

• Behavioral Financial Advice™ (BFA™)
• Securities Registered with FINRA^®
• Holds Series 6 and 63 Registrations

Jeff has been with the organization since 2017 and has worked in finance for the last 10 years including banking, advising and wholesaling. He has a bachelor’s degree in sports management and business administration from Washington State University.

Outside of work, Jeff is an active member on several sports teams, including golf, softball, tennis and basketball. He has been a season ticket holder for the Seattle Seahawks for 12 years and enjoys working with youth and coaching any chance he gets.

When partnering with financial professionals, Jeff never wants to sell anyone something that they don’t need. His approach is to ask a lot of questions, uncover potential problems and provide realistic and specific solutions.

• Behavioral Finance Advice™ (BFA™)
• National Social Security Advisor℠ (NSSA^®)
• Securities Registered with FINRA^®
• Holds Series 7 and 66 Registrations

Jesse joined the organization in 2016. He attended the University of Minnesota where he studied music and communications.

Jesse lives in Waterloo, Iowa with his wife, Sarah, and son, Everett. He enjoys spending time with his family and playing music.

With a strong background in sales, Jesse is motivated and determined to build strong, lasting relationships with financial professionals by maintaining reliability and a positive attitude.

• Behavioral Financial Advice™ (BFA™)
• Securities Registered with FINRA^®
• Holds Series 6 and 63 Registrations

Tyson Hein joined the organization in 2021 with experience working in customer service with Prudential Insurance, in banking as a branch manager with Associated Bank, and in telecommunications as a business director with AT&T. More recently, he spent two years working as a financial advisor with Edward Jones.

Tyson is a fan of all Wisconsin sports teams including the Badgers, Packers, and Bucks, as well as the Lakers. He is a proud father of two kids and the happy husband to his middle school sweetheart. When he isn’t working, Tyson spends time finding things to keep his kids entertained and laughing. He enjoys camping and hiking, when Wisconsin weather allows it.

Tyson brings his knowledge and expertise from banking and working as a financial advisor to help financial professionals grow their business and serve their clients. Working with financial professionals to navigate the intersect between products and services and their needs. His strengths include virtual presentation and communication and thinking outside the box to find solutions.

• Securities Registered with FINRA^®
• Behavioral Finance Advice™ (BFA™)
  
• Holds Series 7 and 66 Registrations

Mark has been with TruStage™ since 2017. He holds a bachelor’s degree in finance from Michigan State University and has spent more than 24 years in the financial services industry, with companies including AIG and John Hancock.

Mark lives in the Midwest, with his wife and three children. When he’s not working with financial professionals, Mark enjoys attending his children’s sporting events and golfing.

Mark understands the challenges today’s financial professionals face and offers a professional, consultative approach to wholesaling. He values his reputation among financial professionals as a go-to resource for actionable ideas and time-tested strategies.

• Behavioral Finance Advice™ (BFA™)
• National Social Security Advisor^SM (NSSA^®)
• Certified Retirement Planning Counselor (CRPC^®)
• Securities Registered with FINRA^® 

Steve joined TruStage™ in 2009 and has more than 10 years of experience in life insurance and retirement and investments. He graduated from Madison Area Technical College.

Steve and his wife, Adrienne, live in Sun Prairie, WI and enjoy spending time with their 14 nieces and nephews. Steve is also on the quest to attend a football game at each NFL stadium as well as visit other historic venues throughout the country.

Steve finds that his previous experience as a financial advisor allows him to relate to and have credibility with advisors even if it is the first time speaking with them about our products.

• Behavioral Finance Advice™ (BFA™)
• Holds Series 7 and 66 Registrations

Trent has been with TruStage since 2011 and has had seven years of experience in life insurance and annuity wholesaling. He received his bachelor of business administration in marketing and finance from University of Wisconsin-Milwaukee.

Trent enjoys traveling, cooking and trying new restaurants in the Chicagoland area with his wife, Ellie and daughter, Brinley. Trent loves to spend time outdoors fishing, hiking and boating in Wisconsin during the summer and fall seasons.

Trent believes successful financial professionals win business by creating lasting relationships with clients built on trust, shared expectations and transparency — and he takes the same approach when he partners with financial professionals.

• Certified Financial Planner™ (CFP^®)
• Behavioral Finance Advice™ (BFA™)
• Securities Registered with FINRA^®
• National Social Security Advisor℠ (NSSA^®)

Dan brings more than 15 years of experience in the financial industry, with more than a decade working in both internal and external wholesaling roles. He graduated from the University of Wisconsin-Madison with a double major in Finance and Risk Management and Insurance.

Dan is an avid Wisconsin Badgers football fan and a longtime season ticket holder. He and his wife have a Shiba Inu named Sam, and in their free time they enjoy traveling, cooking and home renovation projects.

Dan wants his advisor clients to see him as a partner to provide solutions that can help their clients achieve their financial plans and goals. He works to exceed advisors’ expectations in every interaction to build strong relationships.

• Securities Registered with FINRA^®
• Holds Series 6 and 63 Registrations

Dan brings more than 15 years of experience in the financial industry, with more than a decade working in both internal and external wholesaling roles. He graduated from the University of Wisconsin-Madison with a double major in Finance and Risk Management and Insurance.

Dan is an avid Wisconsin Badgers football fan and a longtime season ticket holder. He and his wife have a Shiba Inu named Sam, and in their free time they enjoy traveling, cooking and home renovation projects.

Dan wants his advisor clients to see him as a partner to provide solutions that can help their clients achieve their financial plans and goals. He works to exceed advisors’ expectations in every interaction to build strong relationships.

• Securities Registered with FINRA^®
• Holds Series 6 and 63 Registrations

Shawn started with the organization in 2016, where he worked at the call center, assisting customers and financial professionals with life insurance, annuity and retirement products. He has a bachelor’s degree in business administration from Wartburg College.

Shawn and his wife have a son and daughter and enjoy spending their free time with them — either at the pool in the summer or sledding in the winter. Shawn was born and raised in Waverly, so they also spend time with family there as well. Shawn also enjoys playing Texas Hold ‘em, staying up late watching TV with his wife and making it to a Minnesota Vikings game once or twice a year.

Shawn believes that positivity is contagious, so he always tries to start out his conversations on the right foot; answering the phone with a smile and thanking the advisor or support role for everything they do. He believes it’s important to really listen to the advisor and get a clear picture of what they are looking for before diving into the different ways he can help them.

• Securities Registered with FINRA^®
• Holds Series 6 and 63 Registrations and Life and Health Licenses

Shawn started with the organization in 2016, where he worked at the call center, assisting customers and financial professionals with life insurance, annuity and retirement products. He has a bachelor’s degree in business administration from Wartburg College.

Shawn and his wife have a son and daughter and enjoy spending their free time with them — either at the pool in the summer or sledding in the winter. Shawn was born and raised in Waverly, so they also spend time with family there as well. Shawn also enjoys playing Texas Hold ‘em, staying up late watching TV with his wife and making it to a Minnesota Vikings game once or twice a year.

Shawn believes that positivity is contagious, so he always tries to start out his conversations on the right foot; answering the phone with a smile and thanking the advisor or support role for everything they do. He believes it’s important to really listen to the advisor and get a clear picture of what they are looking for before diving into the different ways he can help them.

• Securities Registered with FINRA^®
• Holds Series 6 and 63 Registrations and Life and Health Licenses

Nick joined TruStage in 2021 as a hybrid wholesaler and has been in the financial services industry for nearly a decade selling annuities and mutual funds. He started his career with Pacific Life in Omaha, Nebraska. Before joining TruStage he was with Transamerica in Denver, Colorado. He graduated from Iowa State University with a Business Management degree, along with minors in Finance and Marketing.

Nick is passionate about his family. He and his wife Emily have a daughter and son. In his free time, Nick enjoys socializing with family and friends, spending time outdoors, and cheering on his favorite sports teams.

Nick is dedicated to being a first-class extension to his financial professionals and their practice. His goal is to help grow their business while helping their clients invest with confidence. He believes successful financial professionals earn business by creating lasting relationships with clients built on trust, transparency, and shared expectations—and he takes the same approach when he partners with financial professionals.

• Securities Registered with FINRA^®
• Holds Series 6, 7 and 63 Registrations
• Life and Health Licenses
• Behavioral Financial Advice Certified 

Austin has eight years of experience in the financial industry before starting with the organization in 2018. He obtained his degree in investment finance from the University of Northern Iowa.

In his free time, Austin enjoys spending time with his wife, Rashell, his daughter, Shaylee, and their three dogs. He loves a good competition whether it is golfing, darts, cornhole or cheering on his favorite sports teams.

Austin is known for being very thorough, hard-working and believes in differentiating himself through superior service. His experience as a financial professional allows him to offer interesting perspectives with the financial professionals he currently works with. High energy, enthusiasm and dedication are three traits he brings to the job every day.

• Behavioral Finance Advice™ (BFA™)
• Holds Series 7 and 66 Registrations

Craig has more than 20 years of experience in the insurance industry. Before joining the organization in 2019, Craig worked for notable firms including Pacific Life, Mutual of Omaha and most recently was the Vice President of Sales at All Access Brokerage. He has a Bachelor’s Degree in Business Management from the University of Northern Iowa.

Craig recently moved to Madison, Wisconsin from Omaha, Nebraska. In his spare time, he enjoys playing golf and watching sports, as well as spending time with his family — including his 11 nieces and nephews.

With Craig’s industry background, registrations and first-hand experience working with brokers, he has the knowledge and training to help financial professionals in multiple lines of business.

• Securities Registered with FINRA^®
• Holds Series 7, 24, 53, 63 and 65 Registrations

Travis has worked in finance for more than 12 years, starting with MetLife as an advisor and advancing to player-coach for advisors before moving to Transamerica. His knowledge and hard work enabled him to develop and grow multiple territories as an internal wholesaler, and he qualified multiple times as top internal sales producer at Transamerica before joining TruStage.

Travis lives in Denver with his wife and two children. In what little free time life brings his way, he enjoys skiing and golf, and looks forward to watching the Broncos at Mile High Stadium.

Travis prides himself on serving as a go-to resource both for advisors and colleagues. His experience as both an advisor and a wholesaler enables him to build strong relationships, anticipate and support any need and continue growing in an evolving industry.

• Securities Registered with FINRA^®
• Holds Series 6 and 63 Registrations

Russ joined the organization after a successful tenure at New York Life. There, Russ began as an agent working with entrepreneurs and families to develop financial plans, eventually earning a promotion to partner after just two years. His work shifted focus toward building a diverse team of agents and financial professionals who brought different perspectives to the field. Before his professional achievements, Russ graduated at the top of his class from Humber College with a recreation management degree, then followed up with an education in the Economics department at the University of Toronto.

Russ spends much of his free time with his family: his wife Courtney, two children, three dogs and two cats. He can be found toiling in the kitchen working on new recipes, exercising his green thumb in the garden or slapping pucks on the ice with one of his two hockey teams.

With his experience and passion for development and coaching, Russ looks forward to partnering with financial professionals and bringing new ideas to help them grow their businesses.

• Securities Registered with FINRA^® 
• Holds Series 6, 63 Registrations and Life and Health License

Russ joined TruStage after a successful tenure at New York Life. There, Russ began as an agent working with entrepreneurs and families to develop financial plans, eventually earning a promotion to Partner after just two years. His work shifted focus toward building a diverse team of agents and financial professionals who brought different perspectives to the field. Before his professional achievements, Russ graduated at the top of his class from Humber College with a Recreation Management degree, then followed up with an education in the Economics department at the University of Toronto.

Russ spends much of his free time with his family: his wife Courtney, two children, three dogs and two cats. He can also be found toiling in the kitchen working on new recipes, exercising his green thumb in the garden or slapping pucks on the ice with one of his two hockey teams.

With his experience and passion for development and coaching, Russ looks forward to partnering with financial professionals and bringing new ideas to help them grow their businesses.

• Securities Registered with FINRA^® 
• Holds Series 6, 63 Registrations and Life and Health License

Kimberly joined TruStage™ in 2018. She obtained a bachelor’s degree in Business Administration with an emphasis in Corporate Finance from Upper Iowa University and is currently working towards her master’s in that same program. 

Outside of schoolwork, she enjoys working in the garden, golfing, reading and going for walks with her dog. Kimberly and her husband also enjoy attending Iowa Hawkeye sporting events and spending time with family. 

Her strength when working with advisors is being thorough, dependable, proactive and affable. With her experience, she can provide unique perspectives to help with marketing ideas. 

• Securities Registered with FINRA^® 

Kimberly joined TruStage™ in 2018. She obtained a bachelor’s degree in Business Administration with an emphasis in Corporate Finance from Upper Iowa University and is currently working towards her master’s in that same program. 

Outside of schoolwork, she enjoys working in the garden, golfing, reading and going for walks with her dog. Kimberly and her husband also enjoy attending Iowa Hawkeye sporting events and spending time with family. 

Her strength when working with advisors is being thorough, dependable, proactive and affable. With her experience, she can provide unique perspectives to help with marketing ideas. 

• Securities Registered with FINRA^® 

David joined TruStage^TM in 2023 with 16 years of financial industry experience. He has served with firms like Brighthouse, Lincoln and AIG while leading the Annuities department at Primerica for eight years. As National Sales Director of Life Insurance, he grew financial professional premiums by over 20% in four years. He holds a bachelor of business degree from the University of Phoenix and is currently working on his BFA designation.

David and his wife, Erika, have two children. He serves the community by doing non-profit work focused on helping single fathers. A golf enthusiast, he spends his leisure time on the course and also likes watching football. When time permits, David enjoys woodworking and refurbishing antique furniture.

When working with financial professionals, David likes to keep things simple: Be there when you need him, come with ideas and be a valuable partner in the pursuit of servicing clients. He is a resource for advanced annuity planning concepts and client behavior. His goal is to fill your calendar with opportunities to close business and help more clients.

• Securities Registered with FINRA^® 

• Holds Series 6, 26 and 63 Registrations

David’s annuity wholesaling experience spans two decades. He began his career with ING (Voya) and spent the last seven years with Global Atlantic Financial Group. During his tenured career, David raised more than $2 billion in annuity premiums throughout his managed territories. 

Originally from eastern Pennsylvania, David now resides near Indianapolis, IN, with his wife, Laura, and two teenage boys. They enjoy participating together in 5 and 10K runs and the friendly competition that it brings. He also enjoys golf, traveling and cooking obscure and interesting recipes that never taste as good as they sound. 

As Regional Vice President, David serves as a trusted annuity industry resource for his advisors and is one of the first people they call when working with a client where an annuity is involved. Advisors appreciate his ability to simplify complicated concepts and make them repeatable for use with their clients. As a valued partner, David’s focus is always on how to best serve the advisor to help make their efforts as easy as possible. 

• Securities Registered with FINRA^®
• Holds Series 7 and 66 Registrations 

Matt has more than 10 years of experience in the financial industry, having spent seven of those years at Jackson National as an Internal Wholesaler and Sales Team Lead. He graduated from Ohio State University where he majored in Finance. 

During his free time, Matt enjoys spending time with his wife, Jenny, and two children. They’ll likely be doing something active like frequenting a favorite park, attending a live concert or going on a weekend trip. They’re always on the go, except for when they’re in front of the television rooting for one of their favorite teams: The Ohio State Buckeyes, Cincinnati Bengals or Georgia Bulldogs. 

Matt enjoys his role consulting and partnering with financial professionals throughout the south Texas area, helping them to design and implement planning strategies for their clients. 

• Securities Registered with FINRA® 
• Holds Series 7, 63 and 26 Registrations 

Prior to joining TruStage™, Ron served as Regional Vice President at Securian Financial. There, he assisted financial advisors and their clients with retirement risk management strategies. Ron also spent two years as the SVP of Wealth Management at Republic Bank of Chicago where he established their wealth management division. Ron attended Robert Morris University of Chicago where he earned a BS in Accounting. 

Born and raised in Chicago, Ron currently lives in Plainfield, Illinois with his wife and son. He is very active in his church and mentors young men and women in the financial services industry through the Association for Wholesaling Diversity. In his free time, Ron enjoys spending time with his family, golfing, reading and listening to jazz music. 

Ron’s expertise in annuity solutions spans from protection strategies to legacy solutions, helping advisors assist their clients with protection, participation and peace of mind. 

• Securities Registered with FINRA® 
• Holds Series 6, 7 and 63 Registrations 
• Chartered Financial Consultant (ChFC®) 

Prior to joining TruStage™, Brian was the Regional VP with Pacific Life. He served with them for 19 years and worked with financial planners in the independent, bank and wire channels. Brian has extensive experience positioning annuities, mutual funds and LTC. He also served as Senior VP of Sales with Pacific Life, Ameritas and Lincoln Benefit Life, and graduated from the University of Nebraska with a Bachelors of Science degree.

Brian and his wife, Deb, have three adult children. Free time is often spent with them and their families, and they also enjoy spending time at their second home in Scottsdale, Arizona.

Brian offers resources, ideas, solutions and support to help advisors and their clients achieve their goals. He aims to provide designs that allow for participation, protection and peace of mind. His success lies in an ability to analyze advisor/client situations and provide income options that align with what’s most important to advisors and their clients, including financial and income security.

• Securities Registered with FINRA^®

• Holds Series 6 and 63 Registrations

• Certified Retirement Counselor^® (CRC^®)

• Fellow, Life Management Institute (FLMI)

Peter has been serving in the financial services industry since 2004. He previously worked for John Hancock Annuities, Transamerica Annuities and Lincoln MoneyGuard, and has been an external wholesaler in the Dallas-Fort Worth area since 2010. He graduated from The Ohio State University with a degree in Electrical Engineering.

Peter and his wife, Katie, spend their free time on the sidelines cheering their boys on as they play soccer, football and lacrosse. They are an active family that enjoys skiing, hiking and spending time with their dog, Toby.

Peter is passionate about adding value every time he interacts with an advisor. His goal is to help advisors grow their businesses and help their clients invest with confidence. He is proficient at practice management, retirement planning, prospecting, public speaking and client management, and is a straightforward, optimistic person who enjoys helping people.

• Securities Registered with FINRA^®
• Holds Series 6, 7 and 63 Registrations

Keith has been in financial services for more than 20 years, having earned a double major in Marketing and Finance from the University of South Carolina. After serving as a financial advisor, he found his “home” on the wholesaling side. His previous experience includes being an internal wholesaler with John Hancock and AIG. In addition, he managed a multi-carrier sales desk within AIG for their distribution relationship with Edward Jones.

He and his family moved to a historic, 140-year-old home on 7.5 acres in Pulaski, Tennessee, after being in Nashville for 25 years. They’ve quickly become a DIY family, and sprucing up the home and property is a new hobby.

He believes that the wholesaler role is to be there as a growth and business building partner in addition to being the core product expert. His goal is to be the business partner that advisors want to call on, not only for an immediate case, but also to discuss future areas of growth and development.

• Securities Registered with FINRA^®
• Holds Series 7, 26 and 63 Registrations

Lee graduated with a bachelor’s degree in business administration and economics from the University of North Carolina at Chapel Hill. He comes to the organization with wide-ranging experience in analytics, predictive modeling and sales support, which he amassed while serving Lincoln Financial and Lockton Affinity.

Lee was a collegiate soccer player and after graduating, went on to play as a professional in Trinidad & Tobago and Spain before starting his financial services career. In his free time, he enjoys spectating and cheering on his seven-year-old son, Jude, an avid gymnast.

Lee is excited to put his wholesaler experience to work for financial professionals supporting their professional growth and business growth alike.

• Behavioral Finance Advice™ (BFA™)
• Securities Registered with FINRA^®
• Holds Series 6 and 63 Registrations
• Certified Financial Specialist (CFS)
• Certification in Long-Term Care^® CLTC

Preston began his career at TruStage as an intern for the annuity sales distribution team while still attending University of Wisconsin – Lacrosse, where he pursued degrees in finance and economics. He was hired as a National Sales Associate (NSA) shortly after graduating. While in the NSA position, he attained his licenses and grew to learn and appreciate what financial professionals want and need in an annuity partner. After several months as an NSA, Preston was promoted to Annuity Sales Consultant for Southern California. He has a passion for helping people, especially in their retirement goals, and is eager to help financial professionals in Southern California.

After graduating, Preston moved to Vancouver, Washington, where he enjoys going to the seemingly endless list of local breweries, or just hanging out at home with his girlfriend and cat. He also enjoys cooking new foods, traveling around the Pacific Northwest, going to country music concerts, camping and taking scenic hikes all along the way.

In his role at TruStage, Preston strives to build strong relationships with financial professionals in the same way they build strong relationships with their clients. He expects to learn as much from his financial professional partners as they learn from him, and strives to gain a deep understanding of their businesses and their lives. His relational approach helps him provide everything financial professionals might need to be the best they can be.

• Securities Registered with FINRA^® 
• Holds Series 6 and 63 Registrations 

Preston began his career at TruStage as an intern for the annuity sales distribution team while still attending University of Wisconsin – Lacrosse, where he pursued degrees in finance and economics. He was hired as a National Sales Associate (NSA) shortly after graduating. While in the NSA position, he attained his licenses and grew to learn and appreciate what financial professionals want and need in an annuity partner. After several months as an NSA, Preston was promoted to Annuity Sales Consultant for Southern California. He has a passion for helping people, especially in their retirement goals, and is eager to help financial professionals in Southern California.

After graduating, Preston moved to Vancouver, Washington, where he enjoys going to the seemingly endless list of local breweries, or just hanging out at home with his girlfriend and cat. He also enjoys cooking new foods, traveling around the Pacific Northwest, going to country music concerts, camping and taking scenic hikes all along the way.

In his role at TruStage, Preston strives to build strong relationships with financial professionals in the same way they build strong relationships with their clients. He expects to learn as much from his financial professional partners as they learn from him, and strives to gain a deep understanding of their businesses and their lives. His relational approach helps him provide everything financial professionals might need to be the best they can be.

• Securities Registered with FINRA^® 
• Holds Series 6 and 63 Registrations 
•  CA license #4243625

Bola joins us at TruStage™ with over 16 years in the banking and investment world, including accomplishments with such industry titans as Merril Lynch, JP Morgan Chase and Wells Fargo. After attending the University of Houston-Downtown, Bola has worked as a licensed relationship banker and, most recently, a financial advisor.

Bola married his wife Bailey nearly a decade ago, and they have three children together. They’re an active family, and when he’s not helping clients reach their financial goals, you’ll find Bola cheering on his children’s sports teams or even on the basketball court himself. 

Building a rapport with advisors is a specialty of Bola’s, and he aims to imbue trust through his wealth of knowledge. Those who work with Bola can expect a strong work ethic, with getting the job done accurately and promptly as a primary focus.

• Securities Registered with FINRA^®
• Holds Series 6 and 63 Registrations

Bola joins us at TruStage™ with over 16 years in the banking and investment world, including accomplishments with such industry titans as Merril Lynch, JP Morgan Chase and Wells Fargo. After attending the University of Houston-Downtown, Bola has worked as a licensed relationship banker and, most recently, a financial advisor.

Bola married his wife Bailey nearly a decade ago, and they have three children together. They’re an active family, and when he’s not helping clients reach their financial goals, you’ll find Bola cheering on his children’s sports teams or even on the basketball court himself. 

Building a rapport with advisors is a specialty of Bola’s, and he aims to imbue trust through his wealth of knowledge. Those who work with Bola can expect a strong work ethic, with getting the job done accurately and promptly as a primary focus.

• Securities Registered with FINRA^®
• Holds Series 6 and 63 Registrations

Julie joined TruStage™ in 2020 as Head of Internal Sales. She brings with her 12 years of industry experience in the financial services in both the retail and wholesale capacity including advising, wholesaling and sales leadership. Julie earned her MBA in Finance from the University of Colorado Denver. She also holds her Behavioral Financial Advisor (BFA) designation.

Julie lives in the Tampa Bay area where she stays active year round in the Florida sunshine on the ocean in her kayak or paddle board or exploring the trails on her bike. She also volunteers for and sits on the Board of Directors for Girls on the Run Greater Tampa Bay.

• Securities Registered with FINRA^®
• Holds Series 7 and 66 Registrations
• Behavioral Finance Advice™ (BFA™)

Ed brings more than three decades of experience in the financial services industry to his role at TruStage™. Previously, he marketed profit sharing and 401(k) plans to sponsor groups with PlanAmerica, and he spent time at Merrill Lynch and UBS, working in the wirehouse environment. Ed also taught licensing exam preparatory courses for Kaplan Financial Education. Ed earned his Bachelor of Science in Finance from San Diego State University.

Ed married his wife Chelle more than 30 years ago and has welcomed two children and two grandchildren since then. When he’s not helping ensure healthy futures for his clients, Ed can be found hitting the golf course, listening to live music or enjoying a bike ride.

As for his style, Ed works hard to earn and continue to build trust because it’s often clients’ deciding factor when choosing the professionals they’ll work with. He also believes in going over and above what’s expected while maintaining a positive attitude along the way.  

• Securities Registered with FINRA^®
• Holds Series 6 and 63 Registrations

Ed brings more than three decades of experience in the financial services industry to his role at TruStage. Previously, he marketed profit sharing and 401(k) plans to sponsor groups with PlanAmerica, and he spent time at Merrill Lynch and UBS, working in the wirehouse environment. Ed also taught licensing exam prep courses for Kaplan Financial Education. Ed earned his Bachelor of Science in Finance from San Diego State University.

Ed married his wife Chelle more than 30 years ago and has welcomed two children and two grandchildren since then. When he’s not helping ensure healthy futures for his clients, Ed can be found hitting the golf course, listening to live music or enjoying a bike ride.

As for his style, Ed works hard to earn and continue to build trust because it’s often clients’ deciding factor when choosing the professionals they work with. He also believes in going beyond what’s expected while maintaining a positive attitude along the way.

• Securities Registered with FINRA^®
• Holds Series 6 and 63 Registrations

Leilani joins TruStage™ with over 15 years of experience in the financial services industry — 10 of which were focused on annuities. Her background in service, operations, leadership and training make her a perfect fit for the CUNA team after spending time at industry leaders like Vanguard, Brighthouse and Nationwide. 

When she’s not working to help advisors make their business streamlined and repeatable, Leilani enjoys hitting up new restaurants, staying in for her own cooking, browsing vintage markets for hidden treasures, venturing out on weekend road trips, hiking the trails and spending time with her amazing dogs, Rigby and Link.

Clear communication is a crucial component of Leilani’s skill set, along with a client-focused case design and dynamic sales ideas. She strives to be a reliable resource for her advisors, with a consultative needs analysis approach that works to build relationships and keep advisors’ clients at the heart of every conversation.

• Securities Registered with FINRA^®
• Holds Series 6 and 63 Registrations

Leilani joins TruStage™ with over 15 years of experience in the financial services industry — 10 of which were focused on annuities. Her background in service, operations, leadership and training make her a perfect fit for the CUNA team after spending time at industry leaders like Vanguard, Brighthouse and Nationwide. 

When she’s not working to help advisors make their business streamlined and repeatable, Leilani enjoys hitting up new restaurants, staying in for her own cooking, browsing vintage markets for hidden treasures, venturing out on weekend road trips, hiking the trails and spending time with her amazing dogs, Rigby and Link.

Clear communication is a crucial component of Leilani’s skill set, along with a client-focused case design and dynamic sales ideas. She strives to be a reliable resource for her advisors, with a consultative needs analysis approach that works to build relationships and keep advisors’ clients at the heart of every conversation.

• Securities Registered with FINRA^®
• Holds Series 6 and 63 Registrations

Chris brings his impeccable leadership experience to TruStage as a purpose-driven executive with a 23-year (and counting) track record of designing and implementing industry-leading sales strategies and developing impactful investments that have collectively raised over a trillion dollars. Prior to these remarkable achievements, Chris earned his BS and MBA from Fairfield University in Connecticut. You can find Chris striving for excellence outside the workplace, too — even at the Ironman triathlon, which he’s successfully completed. Motivation and innovation are prevalent in his household, as his wife founded and continues to run a non-profit school called UP Academy in San Mateo, CA. When he’s not working or preparing for triathlons, Chris enjoys spending time with his family and two dogs.

Chris is passionate about building teams with a focus on diversity and inclusion, taking special interest in entrepreneurs who care about Cerebral Palsy. He’s currently focused on bringing innovative solutions to financial advisors to help them have a greater impact on the people and causes they believe in most.

• Holds Series 6 and 63 Registrations

• CA Ins License #: 0E98945

Cody’s experience in financial services dates to 2013. He served at Transamerica in roles including internal and external wholesaler, before joining TruStage™ in spring of 2021. He earned a bachelor’s degree in Japanese language and culture.

Cody is an avid Japanese martial arts practitioner and former instructor. His decades of training included living and learning in Japan. He’s also an actively involved father to two children: a young fencer and a young dancer.

Cody’s goals when working with financial professionals are helping them grow their businesses, saving them time and making their lives easier, using a consultative, listening-first approach.

• Securities Registered with FINRA^®
• Holds Series 6 and 63 Registrations
• Behavioral Finance Advice^TM (BFA™)

Tray brings close to 10 years of experience helping advisors plan with their clients for retirement. He joined TruStage™ from Goldman Sachs, where he worked as an Insurance Strategist. Prior to that, he worked for AIG Financial Distributors as a hybrid wholesaler. Tray graduated from California State University Northridge with a degree in Finance.

Tray enjoys spending time with his fiancé and their beagle, Ralphie. When he’s not working, he’s traveling around the world. He has an identical twin brother and spends time gardening and doing handyman work. Tray also sits on the board of a few non-profit organizations in Southern CA, supporting foster youth and homeless youth.

Tray is a relationship builder who provides an experience that’s simple and seamless. He is detailed-oriented and focuses on offering objective and sound advice for financial professionals who are helping their clients build or distribute retirement assets.

• Securities Registered with FINRA^®
• Holds Series 6 and 63 Registrations

• CA license #0K83466

Jermaine joined TruStage in April 2023 after four years on the managed money side, selling to independent financial professionals. He has also worked for Vanguard and Merrill Edge (Bank of America) as a trader. Prior to investments, Jermaine sold health and life insurance. He is currently completing a Bachelor of Business Administration at Southern New Hampshire University.

Jermaine and his fiancé are planning to marry in 2024 in the Dominican Republic. He has three children at home, with one getting ready to leave for college. In his free time, Jermaine enjoys traveling and spending time with his family. He also likes to watch sports, mainly college basketball as an avid Tarheels fan.

A resource for financial professionals, Jermaine’s goal is to help them grow their businesses. His strength is in his ability to follow up quickly and relay correct information. He wants to be someone financial professionals can count on in their time of need.

• Securities Registered with FINRA^®

• Holds Series 7, 63 and 65 Registrations 

Emerson joined TruStage in 2023 with more than 30 years of experience in financial services. He started in the industry in 1992 as an advisor with Equitable and Merrill Lynch. In 2007, he began wholesaling and worked with ING, PRU and Lincoln.

Originally from North Carolina, Emerson was raised on a farm. He holds a Bachelor of Science degree from the University of Florida. Emerson is a big sports fan and especially likes football, basketball, golf and NASCAR. He also enjoys spending time with his wife, Amy, and their six boys.

Emerson is a partner and resource for retirement planning solutions. He likes being the advisor to the advisor – helping you build your practice and providing sales ideas and industry knowledge.

• Securities Registered with FINRA^®
• Holds Series 63 and 66 Registrations

Jermaine joined TruStage in April 2023 after four years on the managed money side, selling to independent financial professionals. He has also worked for Vanguard and Merrill Edge (Bank of America) as a trader. Prior to investments, Jermaine sold health and life insurance. He is currently completing a Bachelor of Business Administration at Southern New Hampshire University.

Jermaine and his fiancé are planning to marry in 2024 in the Dominican Republic. He has three children at home, with one getting ready to leave for college. In his free time, Jermaine enjoys traveling and spending time with his family. He also likes to watch sports, mainly college basketball as an avid Tarheels fan.

A resource for financial professionals, Jermaine’s goal is to help them grow their businesses. His strength is in his ability to follow up quickly and relay correct information. He wants to be someone financial professionals can count on in their time of need.

• Securities Registered with FINRA^®

• Holds Series 7, 63 and 65 Registrations 

Jared joined TruStage™ in 2023. His previous experience includes partnering with financial professionals and firms in the independent, bank and wirehouse channels throughout Tennessee, Alabama and Mississippi as a Regional Vice President with Brighthouse Financial. Prior to Brighthouse, Jared spent more than seven years with Pacific Life as a Regional Marketing Director for the Smoky Mountain Territory. His first career followed his time at the University of Nebraska-Lincoln — with the San Francisco Giants organization as a left-handed pitcher.

Originally from Colby, Kansas, Jared now calls Nashville home. He and his wife, Kayla, love attending activities to cheer on their son Zaydin and daughter Lennon. Jared enjoys spending time reading about the Roman Republic, rooting on the Kansas City Chiefs and Royals, and being active with his two Australian cattle dogs.

Jared’s focus is on collaborating with financial professionals and their clients to help navigate towards a more secure financial future. He takes an active approach in helping his partners identify strategies and solutions they can confidently implement in their practices to aid in retaining, growing and managing assets.

• Securities Registered with FINRA^®
• Holds Series 6 and 63 Registrations

Brian joined the organization after 13 years in the financial services industry. He earned a bachelor’s degree in finance from Ithaca College as a four-year member of the football program. Brian started his career after college at Lincoln Financial based out of Philadelphia. He started his outside wholesaling career in Louisiana before moving to Atlanta in 2013.

Brian lives in Atlanta with his wife, Bethany. In his free time, he enjoys traveling, Florida vacations with his family and all things Philly sports.

Brian specializes in custom marketing strategies and personal sales support on a variety of retirement topics. His value is best demonstrated by helping grow a financial professional's practice in an impactful and insightful way geared toward long-term success. Brian is known for his service-minded approach to the business, ability to get results and willingness to help his financial professionals succeed.

• Securities Registered with FINRA^®

• Holds Series 6 and 63 Registrations

Julie worked for the organization from 1997 to 2009 in a variety of roles including financial analyst to fixed income and trading specialist. She returned in 2014 in her current position. Her 20-year financial career has included work for Thrivent Financial and John Deere. Julie has a bachelor’s degree in business from Wartburg College in Waverly, IA.

She has received Fellow, Life Management Institute (FLMI) and Associate, Customer Service (ACS) designations from LOMA and has an Iowa Life & Health Insurance license.

Julie spends as much free time as possible with her family. She is dedicated to partnering with financial professionals to help them build their businesses through sales ideas, case design, product and industry knowledge and practice management.

• Behavioral Finance Advice™ (BFA™)
• National Social Security Advisor^® (NSSA^®) certificant
• Chartered Retirement Planning Counselor^SM (CRPC^®)
• Holds Series 7 and 66 Registrations

Nick joined TruStage in 2021 as a hybrid wholesaler and has been in the financial services industry for nearly a decade selling annuities and mutual funds. He started his career with Pacific Life in Omaha, Nebraska. Before joining TruStage he was with Transamerica in Denver, Colorado. He graduated from Iowa State University with a Business Management degree, along with minors in Finance and Marketing.

Nick is passionate about his family. He and his wife Emily have a daughter and son. In his free time, Nick enjoys socializing with family and friends, spending time outdoors, and cheering on his favorite sports teams.

Nick is dedicated to being a first-class extension to his financial professionals and their practice. His goal is to help grow their business while helping their clients invest with confidence. He believes successful financial professionals earn business by creating lasting relationships with clients built on trust, transparency, and shared expectations—and he takes the same approach when he partners with financial professionals.

• Securities Registered with FINRA^®
• Holds Series 6, 7 and 63 Registrations
• Life and Health Licenses
• Behavioral Financial Advice Certified 

With 16 years in the financial services industry, Marc has experience with managed money, SMAs, 401(k)s and annuities. Prior to TruStage^TM, Marc held regional vice president roles with firms like Transamerica and Equitable. He attended the University of the Pacific.

Marc spends most of his free time with his wife, Carly, and two children. They stay busy with their kids’ sports and activities schedule. They also enjoy getting up to the mountains – hanging out in the summer and skiing in the winter.

In the last 10 years, Marc has spent over 10,000 hours directly working with financial professionals and their clients. He helps financial professionals grow their business through proven approaches. He can help with marketing for new client acquisition or help reduce stress and improve the existing client experience.

• Behavioral Finance Advice^TM (BFA^TM)
• Securities Registered with FINRA^® 
• Holds Series 7 and 63 Registrations

Julie joined TruStage™ in 2020 as Head of Internal Sales. She brings with her 12 years of industry experience in the financial services in both the retail and wholesale capacity including advising, wholesaling and sales leadership. Julie earned her MBA in Finance from the University of Colorado Denver. She also holds her Behavioral Financial Advisor (BFA) designation.

Julie lives in the Tampa Bay area where she stays active year round in the Florida sunshine on the ocean in her kayak or paddle board or exploring the trails on her bike. She also volunteers for and sits on the Board of Directors for Girls on the Run Greater Tampa Bay.

• Securities Registered with FINRA^®
• Holds Series 7 and 66 Registrations
• Behavioral Finance Advice™ (BFA™)

Darryl joined TruStage^TM in June 2023 with over 25 years of experience in the financial services industry. He previously worked as a wholesaler for a small boutique independent marketing organization. Prior to that, he was with Prudential annuities for nearly 20 years in various roles including internal wholesaler, business development and national account manager, overseeing wires, banks and independent relationships.

Outside of work, Darryl and his wife, Amy, enjoy attending their three teenage kids’ sporting events, jumping from soccer fields to baseball diamonds to volleyball courts. He also enjoys golfing, working out and eating local cuisine like lobster rolls and hot dogs.

By listening to advisors’ needs, keeping an open mind and helping guide them to the best solutions available, Darryl’s goal is free up their time so they can help clients meet their financial goals.

• Securities Registered with FINRA^®
• Holds Series 6, 63 and 65 Registrations

Andrew has been in the financial services industry for over 14 years. Prior to TruStage^TM, he worked in a number of capacities in accounting, business management, banking (First Horizon/UBS) and, most recently, as a wholesaler for Jackson National. He has a bachelor of science degree in business administration from Middle Tennessee State University.

In his free time, Andrew enjoys spending time with family and friends. He, his wife and three kids love to play sports, camp and be outside.

Andrew finds joy helping financial professionals grow their practices, while serving clients at the highest level possible. He does this by connecting on the things that matter most to his business partners and their clients. His favorite quote is from President Theodore Roosevelt: “Nobody cares how much you know until they know how much you care.”

• Securities Registered with FINRA^® 
• Holds Series 7, 26, 63 and 65 Registrations

Prior to joining TruStage^TM in 2023, Winston worked as a sales development representative at CloudKitchens. There, he enjoyed building rapport and developing relationships that allowed clients to achieve their goals and dreams. Winston earned his bachelor’s degree from the University of Colorado Boulder.

In his free time, Winston enjoys spending time outdoors and traveling. He was born and raised in Colorado and takes advantage of the many outdoor activities the state has to offer, such as hiking, fishing, hunting and camping. While not outdoors, Winston appreciates spending time with family and friends. He is an avid CU Buff fan and loves supporting his alma mater.

In his role at TruStage, Winston is determined to build thriving and lasting relationships with the financial professionals he works with. His approach is centered around trust and reliability, while always bringing a positive attitude.

• Behavioral Finance Advice™ (BFA™)
• Securities Registered with FINRA^®
• Holds Series 6 and 63 Registrations

Leilani has more than 15 years of experience in the financial services industry — 10 of which were focused on annuities. Her background in service, operations, leadership and training make her a perfect fit for the TruStage team after spending time at industry leaders like Vanguard, Brighthouse and Nationwide.

When she’s not working to help financial professionals make their business streamlined and repeatable, Leilani enjoys hitting up new restaurants, staying in for her own cooking, browsing vintage markets for hidden treasures, venturing out on weekend road trips, hiking the trails and spending time with her amazing dogs, Rigby and Link.

Clear communication is a crucial component of Leilani’s skill set, along with a client-focused case design and dynamic sales ideas. She strives to be a reliable resource for her financial professionals, with a consultative needs analysis approach that works to build relationships and keep financial professional clients at the heart of every conversation.

• Securities Registered with FINRA^®
• Holds Series 6 and 63 Registrations

Arjun joined the organization in 2014 and has more than 13 years of experience in the industry as a retirement and investment representative as well as a licensed insurance rep. He received his bachelor’s degree in business studies – accounting and finance, as well as his master’s degree in business studies – finance and investment.

Arjun has been married for 10 years and lives with his wife, daughter and mother. He prides himself on being civic minded and enjoys volunteering at local non-profit organizations. His goal is to do his small part in making the world a better place for our community and children. In his spare time, he is a true sports fan and participates in cricket, volleyball, soccer and badminton as well as spending time with family and friends.

Arjun takes pride and has a passion for helping others. His ability to stay focused and positive in all situations are an asset when working with financial professionals.

• Behavioral Finance Advice™ (BFA™)
• Holds Series 7 and 66 Registrations

Russ joined the organization after a successful tenure at New York Life. There, Russ began as an agent working with entrepreneurs and families to develop financial plans, eventually earning a promotion to partner after just two years. His work shifted focus toward building a diverse team of agents and financial professionals who brought different perspectives to the field. Before his professional achievements, Russ graduated at the top of his class from Humber College with a recreation management degree, then followed up with an education in the Economics department at the University of Toronto.

Russ spends much of his free time with his family: his wife Courtney, two children, three dogs and two cats. He can be found toiling in the kitchen working on new recipes, exercising his green thumb in the garden or slapping pucks on the ice with one of his two hockey teams.

With his experience and passion for development and coaching, Russ looks forward to partnering with financial professionals and bringing new ideas to help them grow their businesses.

• Securities Registered with FINRA^® 
• Holds Series 6, 63 Registrations and Life and Health License

Shawn started with the organization in 2016, where he worked at the call center, assisting customers and financial professionals with life insurance, annuity and retirement products. He has a bachelor’s degree in business administration from Wartburg College.

Shawn and his wife have a son and daughter and enjoy spending their free time with them — either at the pool in the summer or sledding in the winter. Shawn was born and raised in Waverly, so they also spend time with family there as well. Shawn also enjoys playing Texas Hold ‘em, staying up late watching TV with his wife and making it to a Minnesota Vikings game once or twice a year.

Shawn believes that positivity is contagious, so he always tries to start out his conversations on the right foot; answering the phone with a smile and thanking the advisor or support role for everything they do. He believes it’s important to really listen to the advisor and get a clear picture of what they are looking for before diving into the different ways he can help them.

• Securities Registered with FINRA^®
• Holds Series 6 and 63 Registrations and Life and Health Licenses

Steven joined TruStage^TM in 2024 with 26 years of experience in the wholesaling industry. He previously worked for Guardian, Ameritas and One America. Steven has a Bachelor of Arts degree from Woodbury University in Burbank, Calif.

Outside of work, Steven enjoys spending time with his fiancé’s family, especially the seven grandkids. He also enjoys attending live music and sports events and golfing with his fiancé.

A relationship-driven professional, Steven thrives on getting to know his financial professionals and working with them to help their clients. His presentation skills have been a long-time strength. Steven’s primary goal is to become a partner, not a product pusher.

• Securities Registered with FINRA^®
• Holds Series 6, 7, 22 and 63 Registrations