Experience Empowers Us to Be Nimble & Act Quickly

Nikki Pethtel

President & CFO
22 years of insurance accounting and operations experience
bio | 480-530-0951  |  email

Anthony Stanek

Senior Managing Director, Business Development and Marketing
16 years of financial services industry experience
bio | 480-530-0955  |  email

Ashley Lahners, ALMI, ACS

New Business Coordinator
15 years of Insurance Industry experience
bio | 480-530-0962  |  email

Rishabh Mohta

Associate Actuarial Analyst
2 years
of actuarial insurance experience
bio | 480-530-0950  |  email

David Nilsen

Operations Lead
6 years of experience in accounting within financial services
bio | 480-530-0953  |  email

Stephania Pazmino

Staff Accountant
8 years of financial administration and accounting experience
bio | 480-530-0961  |  email

Alex Phillips, J.D.

Managing Director, Regulatory Compliance
10 years of experience in financial services compliance
bio | 480-530-0963  |  email

Regan Riley

Executive Administrative Assistant
4 years of executive administrative experience
bio | 480-530-0958  |  email

John Fernado Rios

Accounting Manager
17 years of accounting and financial reporting experience, including within life insurance companies
bio | 480-530-0952 |  email

Board of Directors

Byron F. Allen

President/CEO, American Savings Life Insurance Company
30 years of insurance industry experience

Alan Jahde, JD, LLM (taxation)

Chair and Founder Investors Preferred
43 years of experience in private placement life insurance and annuities, dynasty trusts, LLCs, and related real estate and income tax planning structures

Tommy Mayes

Managing Director, Executive Advisor, SunGate Capital
35 years of financial services industry experience

Kevin Millslagle

Managing Director of Operations and Investments, SunGate Capital
16 years of senior leadership experience, including financial oversight

James N. Price

Registered Representative
51 years of financial services experience

Dierdre Woodruff

Senior Vice President, Puritan Life Insurance Company of America (Puritan Life)
20 years
of insurance industry experience

Appointed Actuary

Christopher H. Hause FSA, MAAA, CLU

Christopher H. House founded Hause Actuarial Solutions in 2001, and the firm is recognized as an A.M. Best Top 20 Life Actuarial Consultant. Chris has led the company through both organic growth and through acquisition, and his team boasts over 110 years’ experience consulting health, life insurance and annuity companies. He has been a Fellow of the Society of Actuaries since 1986 and has been a Member of the Academy since 1980. Christopher earned a Bachelor's degree in Mathematics at the University of Wyoming in 1975.

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