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

Vice President 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

National Sales Director

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

National Sales Director

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

National Sales Director

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 like the entrepreneurial spirit here at Shurwest. Even though it’s been around 30 years, it still feels very young.”

Howard
Hill

Managing Director, RIA Distribution

Howard has many years of experience in the RIA space, most recently with Folio Institutional, sometimes described as a “digital pioneer” in wealth management. He holds Series 7, 63 and insurance licenses, and is focused on teaching RIAs about how they can use annuities. “Modern FIA products help meet investment needs, functioning as a baseline safety net in the portfolio for clients who are risk-averse,” he says. In addition to his role here, Howard is proud father to a four-year-old daughter.

Contact me to learn more:
800-440-1088
hhill@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

Advisor Development Consultant

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 help 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

Very few things affect all people, but money and retirement are two things that do just that. I help advisors make a positive impact on peoples’ lives by giving them solutions to these important issues.

Harrison
Pham

Advisor Development Consultant

Harrison believes communication is key to strengthening value to Shurwest advisors. He consults with his financial advisors and retirement specialists on marketing, product and practice management solutions which enhance the client experience, and help advisors build long-lasting and sustainable businesses. “Having a strong professional relationship with my advisors creates a constant communication flow,” Pham says. As a former staffing manager working with financial and accounting professionals, he knows the value of finding the right fit in terms of clientele and product solutions.

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

“My goal is to help my advisors understand our products, and every product they sell, so that they can put their clients in the best situation possible. We give people the knowledge and the tools they need to be successful, and more importantly, to make good decisions for their clients.”

Logan
Varela

Advisor Development Consultant

Seeing his family and friends struggle to know how to retire safely led Logan Varela directly to Shurwest. To Logan, being a senior consultant here isn’t about selling, it’s about educating. He is passionate about helping his advisors navigate the new annuity landscape. “It’s amazing how little people know about the capabilities of these contracts. FIAs and IULs offer the ability to retire and live without all the risk of traditional investments,” he says.

Contact me to learn more:
800-440-1088
lvarela@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

Advisor Development Consultant

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

Advisor Development Consultant

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 product, 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

Business Development Consultant

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

Business Development Consultant

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

Business Development Consultant

Gary helps the internal senior 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 other IMO’s, but this place is different. Face-paced, high-energy–and friendly.

Carly
Delise

Business Development Consultant

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 practice and develop processes to set themselves apart an increasingly commoditized industry.

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

 Meet the Rest Of The Team