Skip to content

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

Regional Director

Jeffrey Wilt, CLU®, ChFC®, CFP®

Regional Director
Managing Partner

Drew Denges

Managing Partner


Managing Partner

Les Von Losberg, Jr., CLU®

Managing Partner

The Team

Administration and Marketing Support

Caitlin Joyce

Administration and Marketing Support
Case Manager

Cheryl Federico

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