Associates

In today's complex world, the expertise and clear vision of a financial professional can help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

This information should not be considered as tax advice. Clients should consult their tax advisor regarding their own tax situation.

Indianapolis, IN

Kristen Rueth

Lansing, MI

Mike Anderson - Senior Vice President

Conrad Beeler

Dawn Brink - Account Service Representative

Bryant Bussa

Heide Dean - Support Team Leader

Richard Diaz

Tim Durso - Executive Vice President, Employee Benefits

Sal Durso - President & CEO

Marcie Durso - Vice President, Marketing

Jim Erickson

David Fitch - CFO

Margaret Freel

Andrea Garrett - Vice President, Operations

Lyn Hood - Support Team Member

Cynde Keilen - Support Team Member

Reuben Levinsohn - Director, Life & Wealth Solutions for Medical Professionals

Ronald Lim

Doug Lynch

Kristen Martin - Account Service Representative

Steve Nichols

David Norris

Mark Papsidero - Account Executive

Alicia Perry, LIC - Account Service Representative

Barbara Polcyn - Support Team Member

Nicholas Pope, CFP - Director, Life & Wealth Solutions

Kirk Sempsrott

Julie Shonts

Autumn Slanker - Director, Compliance 

Bill Woodworth, CLU, ChFC

Muncie, IN

Julie Absher

Eric Cooper, LUTFC

John Lozar, CLU, LUTCF, CLTC

Sharon Vore