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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 began his career in the financial industry as an insurance agent at Modern Woodmen of America and then transitioned to a financial representative with Guardian Life. He joined the TruStage™ annuities team in 2020. Ross earned his bachelor’s degree in finance from the University of Wisconsin – Whitewater.

Ross and his girlfriend have a cat (that thinks she’s a dog) along with a puppy who keep things very interesting in their household. In his free time, he enjoys golfing when the weather permits, working out and partaking in everything that Madison has to offer.

With his previous experience as an advisor, Ross understands the advisor role and can speak to some of the planning that they do with their clients. This understanding allows him to help advisors build a solution that can make positive change to the client’s future.

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

Christos has been in the financial services industry for more than 21 years with companies including MetLife, Transamerica and Allstate where he was a leading performer. He holds a bachelor’s degree in finance/accounting from the College of Staten Island.

Christos lives in Lawrenceville, NJ with his wife Gina and their 2 children, Nicoletta and Demetri. He prides himself on being civic minded and giving back to the community. He is on the local board as a fund raiser to help with the community sports programs and he also coaches his son’s travel baseball team and daughter’s softball team.

Christos’ philosophy on working with advisors is to take a consultative approach to investing and really be the go-to person for all his clients. He truly understands the wants of clients and focuses all his efforts on helping provide them with the right solution for their investment strategy. Christos brings a passion to this business that is unmatched.

• Securities Registered with FINRA^®
• Holds Series 7 and 63 Registrations and Life and Health Licenses

Mark joined TruStage™ in 2018. With more than 20 years of financial industry experience, Mark has been both an advisor and a consultant. He has worked for companies including Merrill Lynch, Citibank and AssetMark. He has a bachelor’s degree from Indiana University and life and health insurance licenses.

Mark spends his free time with his wife and two sons, and they enjoy traveling and the outdoors. Mark is also an avid golfer.

Using industry best practices, Mark works with advisors as a consultant and coach. He is focused on helping them build profitable businesses while helping their clients achieve their goals.

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

Jeff joined TruStage™ in 2017, after eight years as a Regional Director with Protective Life. He has a bachelor’s degree in finance from Ohio State University in Columbus, and he received a Certified Retirement Counselor (CRC^®) designation from Texas Tech University. He has also 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 advisors, Jeff helps them bring the value of risk control to their clients. He strives to understand advisors’ needs and provide strategies to help them grow their business.

• 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 TruStage™ 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 before joining the TruStage team.

Tyson is a fan of all local Wisconsin sports teams including the Badgers, Packers, 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, he spends his 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 advisors grow their business and serve their clients. Working with advisors 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

Trent joined TruStage™ in 2017, after nine years of experience selling annuities with Transamerica and Prudential. He has a Bachelor of Science in Business Administration with a minor in marketing from Albright College in Reading, Pennsylvania.

Trent spends his free time with his wife and children, Charlie and Genevieve. He enjoys golf, and he is also a guitar player and songwriter. He is the fourth generation of his family to work in financial services.

His philosophy about collaborating with advisors is simple: Trent cares. He cares about his advisors’ business, their clients and their financial well being. He’s witnessed the challenges facing clients from all walks of life, and his goal is to find the best possible solution to help them achieve their goals.

• Behavioral Finance Advice™ (BFA™)
• Holds Series 6 and 63 Registrations

Arjun joined TruStage™ 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 is an asset when working with advisors.

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

Tom joined TruStage™ in 2019 after more than two decades of experience as a financial advisor and annuity wholesaler with firms including Prudential Annuities and AIG Financial Distributors. He has a bachelor’s degree in Business Administration with a minor in Marketing from the University of New Orleans.
Having grown up in New Orleans, Tom’s true passion is Mardi Gras. He has been an active member of one of the largest Carnival parades in New Orleans for the past 37 years.

With a strong background in annuities, Tom is driven to help financial advisors with creative and unique investment and sales strategies.

• Behavioral Finance Advice™ (BFA™)
• Chartered Retirement Planning Counselor℠ (CRPC^®)
• Holds Series 6, 7 and 65 Registrations

Jesse joined TruStage™ in 2016 and has over 10 years of sales experience. Jesse attended the University of Minnesota where he studied Music and Communications.

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

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

• Behavioral Financial Advice™ (BFA™)
• Holds Series 6 and 63 Registrations

Jeff has been with TruStage 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 very active playing 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 advisors, 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^®)
• Holds Series 7 and 66 Registrations

Jesse joined TruStage in 2016 and has over 10 years of sales experience. Jesse attended the University of Minnesota where he studied Music and Communications.

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

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

• Behavioral Financial Advice™ (BFA™)
• Holds Series 6 and 63 Registrations

Logan joined TruStage™ in 2020 after previously working at WealthVest Financial Partners, Ameriprise Financial Services, and most recently at Allianz Life Financial Services. He holds a bachelor’s of business administration degree from the University of North Dakota.

Logan was born and raised in St. Paul and currently lives in the Twin Cities area. When he is not working with clients, he enjoys golfing, boating, as well as attending Vikings and Wild games, and following his alma mater North Dakota hockey.

Logan’s background as a CFP^® professional helps him support his advisors through a consultative approach centered around the client’s goals. Logan helps advisors improve their clients’ financial plans, as well as strengthening his advisors’ businesses through leveraging cutting-edge investment solutions, valuable market insights, and turnkey practice management solutions.

• Certified Financial Planner^® (CFP^®)
• Certified Investment Management Analyst^® (CIMA^®)
• Securities Registered with FINRA^®
• Holds Series 7 and 63 Registrations

Tyson Hein joined TruStage™ 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 before joining the TruStage team.

Tyson is a fan of all local Wisconsin sports teams including the Badgers, Packers, 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, he spends his 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 advisors grow their business and serve their clients. Working with advisors 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 advisors, Mark enjoys attending his children’s sporting events and golfing. 

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

• Behavioral Finance Advice™ (BFA™)
• Chartered Retirement Planning Counselor℠ (CRPC^®)
• 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 the 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 advisors 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 advisors.

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

Kiley graduated from Indiana University with a degree in economics, and over 3 years quickly moved up the ranks at Jackson from the CDP program to making positive impacts covering top territories in the wirehouse channel.

Kiley lives in Seattle, Washington, and in her spare time, she rides the Peloton, crafts, reads, and enjoys exploring the Pacific Northwest.

Kiley’s passionate about finding strategies to help clients build their most confident financial future. She’s organized and hardworking, and prides herself on providing outstanding customer service that foresees and preempts advisor needs.

• 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

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 has been part of the TruStage™ call center since 2016 where he assisted customers and advisors 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 in which he can help them.

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

Shawn has been part of the TruStage™ call center since 2016 where he assisted customers and advisors 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 in which he can help them.

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

Nick joined TruStage™ in 2021 and has been in the financial service industry for the past eight years selling annuities and mutual funds. He started his career with Pacific Life in Omaha, Nebraska and most recently Transamerica in Denver, Colorado. He graduated from Iowa State University with a Bachelor of Science Degree in Management, Marketing, and Finance.

Nick and his wife, Emily, have a two-year-old daughter named Quinn. In his free time, he enjoys socializing with family and friends, spending time enjoying the outdoors, and cheering on his favorite sports teams — the Chicago Bears, Denver Nuggets, and Iowa State Cyclones.

Nick realizes that when partnering with advisors, clients are their most important commodity. He is dedicated to becoming a first-class extension of his advisors practice, identifying client needs and offering strategies to meet those needs. He believes clients should always come first in this business and he enjoys working with advisors and being a part of a company that feels the same way.

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

Brian is joining TruStage™ 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, GA, with his newlywed wife, Bethany. In his free time, Brian 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 an advisor’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 advisors succeed.

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

Austin joined TruStage™ in 2018 and has more than 8 years of experience in the financial industry. He received 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 an advisor allows him to offer interesting perspectives with the advisors 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 joined TruStage™ in 2019 and is an accomplished sales professional with over 20 years of experience in the insurance industry. Craig has 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.

Craig’s tenured industry background, registrations and first-hand experience working directly with brokers has provided him the experience and training to help advisors 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

Scott joined TruStage™ in 2019, after more than 16 years of experience in the financial services industry. He earned a bachelor’s degree in finance from Shippensburg University.

He lives in West Chester, PA, with his wife Allison and their three kids: Zach, Dylan and Molly. In his free time, Scott enjoys taking the family to the beach, running, golf and Philadelphia sports.

Scott specializes in personal sales strategies and custom marketing support on a variety of timely topics. His annuity review process provides advisors with a valuable resource that can help make an immediate impact on the advisor’s practice. Over the years, he has built a reputation of being a hardworking, hard-charging, service minded, caring professional who knows how to get results and help others be their best.

• Behavioral Finance Advice™ (BFA™)
• Securities Registered with FINRA^®

Eric’s 20+ year career in the financial services industry includes external annuities-related roles at MassMutual, Smith Barney and an independent marketing organization. He earned a bachelor’s degree from Southern Illinois University and a master’s degree from Eastern Illinois University.

When he’s not working, Eric is an avid outdoorsman.

For more than two decades, Eric has assisted advisors in the area of guaranteed retirement income planning, insured asset accumulation and estate planning. As an advocate of professional financial planning, he understands the responsibility advisors have to provide a quality client experience, and he’s committed to helping them add value to their practice.

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

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 advisors 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 advisors and bringing new ideas to help them grow their businesses.

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

Laure has more than 18 years of experience in the insurance industry. Previously she was as an agent at Thrivent Financial. Her most recent experience the past four years has been in the Contact Center, assisting advisors and members with their investments and insurance products. She has a Bachelor of Science in Business Administration. 

Laure is married and has four children and a dog named Jovi, a spoiled Havanese. Laure’s hobbies include traveling, fishing and relaxing summer weekends away in Prairie du Chien, WI. Her kids live in Santa Barbara, CA, Vietnam, Minneapolis and Cedar Falls, Iowa which allows her many places to visit! Laure enjoys volunteering at her local clothing closet which distributes free clothes to families in need. 

Providing excellent service to advisors and learning new things are two passions for Laure. Her favorite sayings are “the buck stops here” and “the future is bright.” Laure looks forward to assisting advisors help increase their sales through TruStage’s innovative solutions. 

• Behavioral Finance Advice™ (BFA™) 
• Fellow, Life Management Institute (FMLI) 
• Securities Registered with FINRA^® 
• Holds Series 6, 63 and 65 Registrations 

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 advisors 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 advisors 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’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 

Kevin has served in many roles over his more than 20 years in the financial sales and services industry, from internal sales to senior sales leadership, and now external sales. He has experience with a diverse range of product lines including annuities, mutual funds and alternative investments. Kevin holds a Bachelor of Science degree in Marketing from the University of Colorado Boulder Leeds School of Business, and he previously worked at Transamerica and Provasi Capital Partners. 

He and his family — his wife, two teenage sons and a beagle — love the outdoors. Being near the Rocky Mountains, they enjoy skiing and snowboarding in the winter and hiking and camping in the summer. It’s a beautiful place to live! During the school year, they are busy with youth sports, including competitive soccer, swimming, weightlifting and wrestling. It’s never a dull moment in the Jones household. 

In his role at TruStage™, Kevin’s top priority is to invest in his advisors’ businesses. He and his team strive to deliver the right tools and resources so advisors can provide their clients with the investment journey they deserve. He listens to their challenges, asks questions to understand, and delivers what they need. From business-building ideas and client engagement resources, to timely sales ideas and annuity expertise, Kevin aims to be an extension of an advisor’s practice and a preferred partner. 

• Behavioral Finance Advice^TM (BFA^TM) 
• Securities Registered with FINRA^® 
• Holds Series 7, 24, 63, 6 and 26 Registrations 

Bill has been in the financial services industry for more than 20 years and has served in various regional vice president roles throughout the Southeast covering numerous channels. He holds a degree in Business Administration from the University of Arkansas in Fayetteville, AR. 

Bill and his wife, Victoria, enjoy pampering their two rescue pups, Lilly and Lyla. Spending time with family at home and especially at the beach are his favorite pastimes.

In his role at TruStage™, Bill takes a consultative approach as a wholesaler and focuses on building lasting relationships with advisors. His main goal is to listen to their challenges, understand their problems and provide great solutions to help them succeed and build their practice. 

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

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™)

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™)

Preston began his career at TruStage™ as an intern for the annuity sales distribution team while still attending the 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 advisors 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 with their retirement goals, and is eager to help financial professionals in Southern California. 

After graduating from college, 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 advisor 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 the 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 advisors 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 with their retirement goals, and is eager to help financial professionals in Southern California. 

After graduating from college, 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 advisor 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 the 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 advisors 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 with their retirement goals, and is eager to help financial professionals in Southern California. 

After graduating from college, 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 advisor 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 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

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

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