Experience Empowers Us to Be Nimble & Act Quickly

Alan Jahde, JD, LLM (taxation)

Founder and CEO
42 years of experience in private placement life insurance and annuities, dynasty trusts, LLCs, and related real estate and income tax planning structures
bio | 480-530-0956  |  email

Tommy Mayes

President
34 years of financial services industry experience
bio | 480-530-0957  |  email

Nikki Pethtel

CFO
21 years of insurance accounting and operations experience
bio | 480-530-0951  |  email

Anthony Stanek

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

Shari M. Johnson

Client Services and Policy Administrator
26 years of customer service experience, specializing in insurance and underwriting
bio | 480-530-0954  |  email

Rishabh Mohta

Associate Actuarial Analyst

bio | 480-530-0950  |  email

David Nilsen

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

Stephania Pazmino

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

Regan Riley

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

John Fernado Rios

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

Sondra Schmidt

Client Services and Policy Administrator
22 years of client service experience
bio | 480-530-0960 |  email

Board of Directors

Byron F. Allen

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

Alan Jahde, JD, LLM (taxation)

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

Tommy Mayes

President, Investors Preferred
34 years of financial services industry experience
bio

Kevin Millslagle

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

James N. Price

Registered Representative
51 years of financial services experience
bio

Kenneth Rumbaugh

Advisor, Kenneth Rumbaugh, Inc.
43 years of professional business advisor experience
bio

Dierdre Woodruff

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

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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