Contact Our Office
Team
Regional & Divisional Leadership

Joel Shapiro
President, Retirement

Michelle Camacho
Senior Vice President, Sales
Office Leadership

Dan Schneider
AVP, MGA/MGU – Protek
Lee Jones
Vice President
Advisors
Brian O'Neil
Client Executive
John Davis
Client Executive
Ken Kurtz
Client Executive
Larry Kelsey
Client Executive
Mark Jung
Client Executive
Melanie Smith
Client Executive
Mike Talerico
Client Executive
Ryan Trayers
Client Executive
Tracy Jordan
Client Executive