Our people

Guiding and supporting the mission of changing lives

Edward Deutschlander, CLU®, CLF
Edward Deutschlander, CLU®, CLF

Chief Executive Officer

Phillip C. Richards, CLU®, RHU®
Phillip C. Richards, CLU®, RHU®

Executive Chairman and Founder

David Vasos, CFP®
David Vasos, CFP®

President and Chief Financial Officer

Diane Yohn, CLU®, RHU®, FLMI, CLF
Diane Yohn, CLU®, RHU®, FLMI, CLF

Chief Operating Officer

Gary H. Schwartz, CLU®, ChFC®, CRPC
Gary H. Schwartz, CLU®, ChFC®, CRPC

Executive Vice President

Shaun McDuffee, ChFC®, CEPA, AEP, CLU®
Shaun McDuffee, ChFC®, CEPA, AEP, CLU®

Senior Vice President

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Disability Insurance and Property and Casualty

Davin Bell
Davin Bell

Associate Partner

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Tim White
Tim White

Vice President, Financial Management and Reporting

Our culture

Our 340 financial professionals and team members come from a variety of backgrounds and work across the U.S., but our shared values and a client-first mission bind us like family.

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Awards and recognition

Year after year, we elevate our standards for service and social responsibility, so you can be confident in our commitment to continually improve.

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