We’re not a spreadsheet marketing company and we don’t do flavor-of-the month marketing. We do what’s best for our advisors—and their clients.

Jim
Maschek

Partner, Head of Distribution

Jim is passionate about integrity, accountability and transparency at every level of the Shurwest organization. A natural coach and leader, Jim uses his broad experience to continually steer Shurwest toward delivering the most successful solutions to our advisors. As a 17-year veteran with Shurwest, Jim rose through the ranks, starting as a wholesaler, quickly becoming the number one wholesaler in the nation. He then built an entire team around him as vice president of sales and continually set new sales records for the company. As vice president of distribution and an equity partner, he is the driving force behind the fixed indexed annuity and indexed universal life teams at Shurwest.

Contact me to learn more:
800-440-1088
jmaschek@shurwest.com

“I’ve worked in this industry for over a decade and have witnessed first-hand the volatility of the market and the effect it has on advisors and their clients. That prepared me to present the best strategies for every economic climate.”

Marc
Lindsey

VP of Advisor Development

Marc’s proven track record includes being one of the top 10 consultants in the nation for the past seven years. His keen problem-solving abilities and cutting-edge marketing campaigns have catapulted his advisors to the top of their game. Marc and his team streamline an advisor’s business cycle, helping increase revenues by providing the most effective capital preservation strategies in the industry. Marc understands the importance of explaining solutions that advisors can confidently present to clients at all levels of financial acuity.

Contact me to learn more:
800-440-1088
mlindsey@shurwest.com

When we give advisors every means of support, they can concentrate on their clients, which is a win-win-win for all involved.”

Jordan
McGrath

VP of Advisor Development

Jordan has worked with elite advisors for more than ten years, learning and then sharing what separates the best from the rest. “I’ve worked with some of the best financial professionals in the business. It’s more than providing great financial advice to clients,” he says. In addition to proprietary product, marketing, lead generation and support, Jordan provides advisors with the specific training and actionable tools they can deploy to enable them to quickly and predictably competitor-proof their clients, empower them and turn them into referral-generating advocates.

Contact me to learn more:
800-440-1088
jmcgrath@shurwest.com

I enjoy the day-to-day communication with my advisors, that’s how I learn what their challenges are. While some driving forces of a successful business never change, such as product knowledge and client service, there are other innovations that I bring to the table on an ongoing basis.

Kyle
Pesch

VP of Advisor Development

Kyle embodies a powerful mixture of energy and ambition, using it to help his advisors’ practices run as efficiently and as profitably as possible. His passion is helping advisors grow by leveraging their strengths and helping them improve on any areas of weakness. Working with some of the top producers in the entire industry, Kyle has developed a knack for positioning the right product and features to the targeted needs of the client.

Contact me to learn more:
800-440-1088
kpesch@shurwest.com

I enjoy the cutting-edge products and technology we offer advisors to help grow their business and provide their clients with peace of mind before, during and after retirement.

Matt Nemic

Director of RIA Distribuion

Matt has experience in several facets of financial services, having worked with RIAs and independent financial advisors, specializing in group retirement plans, annuities and alternative investments. Born in Grand Rapids, Mich., he earned a bachelor’s degree in finance and economics from Arizona State University. “I understand the holistic model of an advisor’s business,” Matt says. “When you combine that with my deep understanding of portfolio management and asset allocation strategies, I feel I’m a valuable resource to both advisors and their clients.”

Contact me to learn more:
800-440-1088
mnemic@shurwest.com

I partner with my advisors to provide proven business development, practice management and marketing solutions. I’ve been with Shurwest for almost ten years, allowing me to gain a solid understanding of what is effective in helping advisors grow their practices, and what is not.”

Katie
Brenneman

Advisor Development Consultant

Katie works with a select group of elite advisors who are committed to measurable progress in both their practices and their personal lives. She prefers to focus on helping advisors plug a turnkey solution into their client review and onboarding processes, thereby competitor-proofing their clients and creating referral-generating advocates. She believes that achieving personal and professional success is the outcome of applying proven systems and processes, which lays the foundation for long-term, mutually beneficial relationships.

Contact me to learn more:
800-440-1088
kbrenneman@shurwest.com

My advisors’ clients have worked very hard to protect and grow their money over the last sixty years. We are able to take them through to the finish line, giving them the tools to ensure that they do not lose the money they have worked so hard to earn.

Cameron
Hollerbach

Director of Business Development

Cameron partners with financial professionals who specialize primarily in income and retirement planning. He realizes how complex an advisor’s job really is. As he says, “There’s a lot more to being an advisor than meets the eye.” So Cameron believes it’s his job to take as much pressure off as possible, promptly providing his advisors with the information and tools they need in their day-to-day interactions. In addition to helping with specific financial solutions for clients, Cameron provides industry-leading practice management strategies designed to take his advisors to the next level of success.

Contact me to learn more:
800-440-1088
chollerbach@shurwest.com

I thrive on partnering with top industry advisors who are willing to implement Shurwest’s best practices and who see their best years in business ahead.

Geoff
Warren

Director of Key Accounts

By applying a specific “fit” process to the advisors he partners with, Geoff implements measurable and predictable practice management strategies, helping his advisors achieve the long-term, sustainable growth they desire. Geoff is committed to his carefully-chosen advisor partners, truly believing that growing their businesses is the best way for Shurwest to grow.

Contact me to learn more:
800-440-1088
gwarren@shurwest.com

I work with RIAs to provide them the most RIA-friendly insurance solutions, while helping them increase their AUM, expand market share, grow revenue and recruit additional advisors. I also deliver RIAs proven methods to grow their practices by honing and refining their business processes.

Mike
Whorton

VP of RIA Development

Twelve years in sales management and business development make Michael Whorton a true partner to select wealth management firms and registered investment advisors. Mike is able to articulate the nuances of fixed indexed annuities as a new asset class, which helps his advisors understand when to utilize FIAs in their financial plans for high net worth clients. “Our RIA-friendly insurance solutions provide RIAs a bond alternative with less risk and greater upside potential,” says Whorton.

Contact me to learn more:
800-440-1088
mwhorton@shurwest.com

I help my financial advisors by providing sales strategy advice and product illustrations. I enjoy working with smart business professionals from all around the nation. The work culture is amazing at Shurwest!

Tyler
Keith

Director of Business Development

Tyler has always had a desire to help people reach their financial goals in life. He works with his advisors to help them provide their clients with fixed indexed annuity solutions for retirement. To help advisors achieve their practice goals, he collaborates with them to help expand their product knowledge, and he delivers them the full strength of Shurwest’s training and marketing resources.

Contact me to learn more:
800-440-1088
tkeith@shurwest.com

Many of the advisors we work with are doing so many things right. By consulting with and getting to know the advisor, we add one or two pieces to push them over the top into true elite status.

John
McConnell

Director of Business Development

John started at one of the major wirehouses where he first found a passion for financial planning. Time after time, he found that many of the plans put in place were missing the risk management component, causing the plan to fail and clients to suffer unnecessarily. He made the leap into insurance as a result. Because of his experience, he takes the time to proactively provide comprehensive guidance. “I try to put the information in terms of a story and encourage my advisors to tell their own story with passion and conviction,” John says. John believes that successful strategies delivered to the client ultimately result in a higher quality of life for the advisor.

Contact me to learn more:
800-440-1088
jmcconnell@shurwest.com

I help people create successful financial futures, and that gives me great job satisfaction

Gary
Gregory

Director of Business Development

Gary helps the advisor development consultants at Shurwest by working with our financial advisors to develop illustrations, case designs, marketing help and anything else that will help advisors with their clients’ retirement and financial plans. One of his favorite things about his current position is the friendly and accommodating atmosphere in the workplace at Shurwest.

Contact me to learn more:
800-440-1088
ggregory@shurwest.com

I’ve worked for IMOs in the past. Shurwest, as an Independent Distribution Company, takes a higher-level approach to supporting advisors.

Carly
Delise

Director of Advisor Relations

Carly started her career working as an assistant for a top financial advisor, and from that experience she gained a thorough understanding of the advisor-client relationship and everything it entails. She’s been on the wholesaler side for the last eight years, and that gives her a unique perspective about what works (and what doesn’t work) to grow an advisor’s practice.

Partnered with Jordan McGrath, she works with advisors to help them identify the challenges and opportunities in their practices and develop processes to set themselves apart in an increasingly commoditized industry.

Contact me to learn more:
800-440-1088
cdelise@shurwest.com

I love every opportunity that I have to consult with Advisors on developing their practices. Shurwest has the infrastructure and process in place that set the standard in our industry.

Isaac Lujan

Director of Sales and Marketing

Isaac is an integral part of Jordan McGrath’s team, and has been in the financial services industry for nearly ten years. During that time his focus has been to bring a sense of value, understanding and perspective to the Advisors he works with that is unprecedented within the industry. He provides a unique experience with a fresh take that elevates his Advisors to the next level while creating impactful and lasting relationships. Isaac previously worked for a conglomerate Wall Street firm and also has past experience in estate planning. While attaining his BBA in Finance he managed the Regents’ Portfolio for the University of New Mexico.

Contact me to learn more:
800-440-1088
ilujan@shurwest.com

My job is a perfect mix of my past experiences and provides variety every day. I enjoy being part of the team and communicating with our advisors.

Kristen
Hart

Director of Advisor Relations

Kristen coordinates and organizes a variety of projects for both Shurwest and our financial advisor clients, including lead generation activities. Most recently, she worked in the health insurance field. She has extensive experience in printing, advertising and commercial photography, as well as in office management. She is interested in many aspects of finance, which she studied in college, as well as in multi-faceted marketing. Originally from California, Kristen loves living in Arizona.

Contact me to learn more:
800-440-1088
khart@shurwest.com

 Meet the Rest Of The Team