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Team

Managing Partners

Executive Vice President, Co-Managing Member

Stacey L (Wertlieb) Lawler, CLU®

Executive Vice President, Co-Managing Member
Co-Managing Member, President

FREDERICK J. WERTLIEB, CLU®, CHFC®, AEP®

Co-Managing Member, President
Managing Partner

RICHARD M SLAMOWITZ, J.D., LL.M., CLU®, CHFC®

Managing Partner
Managing Partner

Drew Denges

Managing Partner
Managing Partner

Les Von Losberg, Jr., CLU®

Managing Partner
Regional Director

Jeffrey Wilt, CLU®, ChFC®, CFP®

Regional Director
Long-Term Care and DI Specialist

Bruce E. Tepfer, CLU®

Long-Term Care and DI Specialist

The Team

Director of Operations

Arnold V. Fish, CLU®

Director of Operations
Administration and Marketing Support

Caitlin Joyce

Administration and Marketing Support
Case Manager

Cheryl Federico

Case Manager
Case Manager

Jessica (Jessie) Hunt

Case Manager
Bookkeeper

Joan Radtke

Bookkeeper
Underwriting Consultant

John A Voelker

Underwriting Consultant
Director New Business & Administration

Karen Joyce

Director New Business & Administration
Case Manager

Kimberly Eichler

Case Manager
Marketing Support & Application Fulfillment

Lori Falduto

Marketing Support & Application Fulfillment
Director of Business Development

Mark Zimmerman

Director of Business Development
Customer Service Coordinator and Marketing Support

Myra Sabel

Customer Service Coordinator and Marketing Support
Commissions & Operations Support

Timothy Lawler, CLU®

Commissions & Operations Support
Internal Wholesaler

William Roberts

Internal Wholesaler