Managing Partners
Stacey L (Wertlieb) Lawler, CLU®
Executive Vice President, Co-Managing Member
FREDERICK J. WERTLIEB, CLU®, CHFC®, AEP®
Co-Managing Member, President
Jeffrey Wilt, CLU®, ChFC®, CFP®
Regional Director
Drew Denges
Managing Partner
Les Von Losberg, Jr., CLU®
Managing Partner
The Team
Caitlin Joyce
Administration and Marketing Support
Cheryl Federico
Case Manager
Joan Radtke
Bookkeeper
John A Voelker
Underwriting Consultant
Karen Joyce
Director New Business & Administration
Kimberly Eichler
Case Manager
Lori Falduto
Marketing Support & Application Fulfillment
Mark Zimmerman
Director of Business Development
Myra Sabel
Customer Service Coordinator and Marketing Support
TIMOTHY LAWLER, CLU®
Commissions & Operations Support
LESLEY MCCARTHY
Director, Brokerage Sales and Marketing
Ray Torrance
Brokerage Manager
Lise Hodinger
Internal Insurance Solutions Manager