Since 1999, leading wealth managers and financial institutions who embrace the future of the industry have been partnering with PCN to help elevate their planning experience, take exceptional care of their clients' wealth protection needs, and grow their business better. 

 As a nationally recognized financial partnership community built upon shared values, PCN delivers unbiased wealth protection consultation, world-class products, streamlined technology, and a strong back office to successfully incorporate comprehensive insurance planning into Registered Investment Advisory Firms', Broker-Dealers', and Independent Financial Professionals' unique business models.

Insurance

Investment Management

Jamie Kosharek

Cltc® Jake Spaccarotelli

Laura Lynch

Neil Willoughby

Jacqueline Duggan

Amy Frederick

Toni Frosheiser

Leslie Sells

Nick Mueller

The Sales and Marketing Specialists team at PCN is responsible for driving business growth and market presence by developing strategic sales initiatives and marketing campaigns. This team collaborates with financial partners to identify opportunities, streamline operations, and create compelling content that effectively communicates the value of PCN's services, ensuring a robust pipeline of new business while enhancing client engagement and satisfaction.

Sales and Marketing Specialists

Leadership Team

Sales and Marketing Specialists

About

Team members

Other teams at PCN

Leadership Team