Our Management Team

Jerry Fish, CLF
Managing Partner
216-520-8700

Roderick G. White
Partner
216-643-8349

Glenn D. Hoehnen, LUTCF
Partner
216-525-7616

Jeffrey D. West
Partner
216-520-8736

Nelida I. Lopez, LUTCF, CLF
Partner
216-520-8712

Noreen "Reenie" Heym
Partner
216-520-5207

John R. Dobay, LUTCF
Management Associate
330-629-7125

 Serra N. Sandlin, ACS, ARA, FLMI
G.O. Administrative Officer

 

Larry McCoy, CLU, ChFC, CLTC, CASL
Sr. Director of Development

 

Walter Scott, CLU, ChFC, RHU, LUTCF, MSFS, MSM, CASL, CLF
Director of Development

 

Vernon Yoder, CLU, ChFC, LUTCF
Sr. Agency Standards Consultant

 

Mark Jansen, JD, CPA, CLU, ChFC
Advanced Life Specialist

 

John H. Ward, MSFS, CLU, ChFC
Life Product Consultant

 

Frank P. LaValla, Jr.
Senior Director, Income and Investments

 

John D. Begley, CFP, CLU
Lifetime Wealth Specialist

 

Jeffrey A. Dunn, Sr
Investment Specialist

 

Nancy R. Troupos, MA, LTCP, CLTC
Retirement Specialist