A wealth of experience.

Aligned to your success.

With more than a century of experience, we bring principled and practical knowledge to the goal of helping advisors and their clients flourish.

  • Chris Robert
    Chris Robert

    Accounting Specialist

  • Jennifer Rolf

    Vice President, Manager, Financial Strategies Communication

  • Michelle Rolfsmeyer

    Payroll Specialist

  • Michael Ross
    Michael Ross

    Associate Vice President, Operations Risk Manager

  • Doug Rubenstein
    Doug Rubenstein

    Executive Vice President – Senior Advisor to the Chairman

  • Michael Rubenstein
    Michael Rubenstein

    Senior Technology Services Specialist

  • Jacob Rudolphi

    Direct Business Operations Specialist

  • Matt Salaman
    Matt Salaman

    Executive Vice President, Senior Counsel

  • Alex Sanchez
    Alex Sanchez

    Associate Vice President and Team Leader – Credit & Retirement Operations

  • Sheila Satterfield
    Sheila Satterfield

    Payroll Specialist

  • Daniel J. “Dan” Schulte
    Daniel Schulte

    Senior Vice President and Manager, Annuities and Insurance

  • Jennifer Schultze
    Jennifer Schultze

    Vice President, Compliance Employee Activities Manager