Even when the market is extremely volatile, a life product can have a stronger hold because of the guarantees and tax advantages. IULs can be used for retirement income, legacy, college planning, long-term care and more.


National Sales Director of Life Insurance

Melanie Schulze-Miller is passionate about helping financial planners dramatically increase their practice and improve their clients’ financial position through the use of insurance-based, tax-free retirement tools. Mel has always been in the financial services industry, and was recruited here from Minnesota Life where she was a regional vice president. She has been a financial planner herself in the past, holding Series 6 and 63 securities licenses.

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My background in investments allows me to explain how life products have evolved into a completely new asset class and unique investment opportunity.”


Senior Life Wholesaler

Mike understands both annuity and life solutions and helps advisors differentiate benefits in terms of client suitability. He’s excited about indexed universal life products because of their tax efficiency and feels they are one of the most important aspects of financial planning today—especially with the exploding boomer population. Mike says he loves the vibe at Shurwest as well as its relationship to Annexus. He fully leverages our marketing infrastructure to grow his advisors’ practices.

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Having worked with a number of advisors, I appreciate the work they put in and enjoy assisting in their success


Life Case Manager

Allison is a Scottsdale native with a BSBA in Marketing from Northern Arizona University. She most recently worked as an associate financial representative for a national financial services company; where she was known for her efficiency and dedication to customer service. Outside of work, she supports a number of animal rescue causes with a focus on pit bulls. She loves her own fur baby who is a rescue pit mix!

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“I love the fast pace, friendly people and the fact that there is something new to learn every day when working with our advisors.”


Life Case Manager

Alison spent a decade in retail management, followed by seven years in post-secondary education administration and student support services. The financial piece was her favorite, which led her to seek a position in the financial services industry. She is currently working on completing her bachelor’s degree from Northern Arizona University (NAU); she’s an Arizona native and “can’t imagine living anywhere else!”

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I am inspired by the culture here at Shurwest. You are not limited, forced into one role or micromanaged–your own efforts dictate your success.


Life Case Designer

An Arizona native, Matt worked for a local Fortune 500 corporation in customer service and inside sales roles before joining Shurwest in our life department. A constant learner, he is excited to “wear many hats” and find multiple ways to help advisors with insurance strategies to augment retirement planning. He is a huge fan of all the Arizona sports teams, loves music, hiking, and spending time with family and friends.

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My goal is to improve life insurance service standards, using my experience to find innovative solutions to problems and a more efficient sales cycle.

Schulze Hill

Life Operations Manager

Tami spent nearly 20 years with Securian Financial Group and fully expected to retire with the firm. However, Shurwest recruited her to work alongside her sister, Melanie Schulze-Miller, where she is overseeing the life insurance service team here at Shurwest. Tami has an array of experience including recruiting, advisor training and extensive client services. In addition to financial service experience, she also spent several years in the real estate industry, so she understands the needs and concerns of driven sales professionals.  In her spare time, she enjoys spending time with her family and her three dogs.

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“I understand the ins and outs of the business as well as the struggles. I’m here to make advisors’ lives easier by allowing them to focus on their strengths instead of paperwork.


Life Wholesaler

Trey has worked in the insurance industry for five years, and spent time as an independent advisor himself. After receiving his undergraduate degree in economics and his MBA from Northern Arizona University, he went on to get his life, health and property & casualty insurance licenses. With specialized expertise in IUL and experience in annuities, he enjoys helping people secure their legacy. He’s an Arizona native and enjoys hiking, snowboarding and sports.
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 Meet the Rest Of The Team