Org chart
Patrick Kelly
Co-Founder & CEO
Patrick Kelly
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Zac Anshutz
Chief Risk Officer
Mitchell Dunn
Managing Director
John Nowak
SVP, Annuity Operations
Adam Linkner
General Counsel
Josef Waltenbaugh
VP, Advisor Success
Peter Lofgren
VP, Life Insurance
Adam Stolz
VP, Platform Strategy
Kimberley A. Brown
Head of Carrier Partnerships
Kevin O'Hara
Co-Founder & CTO
Katie Williams
VP, Growth & Operations
John LaRose
VP, Finance & Operations
Hillary G.
Chief Operating Officer
Mark Richards
VP Of Media And Marketing
Veronica Leduc Esq., Crcp®
Chief Compliance Officer & Senior Associate Counsel
Kristina Oberly
Head Of People
S. Sahar Omrani
VP Of Product Management
