Our Retirement Team

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Christine Zweber Konvolinka

President-Pension Consultant, Financial Advisor

30+ years' experience in pension/financial services

christine.konvolinka@benefitsolutionsus.com


 

Dawn Goliver

Administrative Assistant

9+ years's experience in financial services

Dawn.Goliver@BenefitSolutionsUS.com


 

COMPLIANCE DEPARTMENT

Jermaine Clemons

Securities Division

Jermain has two decades's experience in the financial services & securities industry, with six years in sales support at Western Reserve Life and ten years in various compliance roles with an independent broker/dealer.  He has extensive experience in suitability, auditing, licensing, registration and field supervision.

Licenses: Series 6, 7, 24 and Life & Health license

Education: BS, Finance, University of South Florida


Corey Norman

Securities Division

Corey brings several years of financial services experience in marketing, compliance, sales development and representative relations.  He provides a wide variety of support and knowledge within the securities industry. 

Licenses: Series 7, 66, 24 and Indiana State Life & Health

Education: BS, Economics, Butler University


Jill Dailey

Compliance Division

Jill has over ten years’ experience in the financial services industry, including five years as an advisor and the remainder in compliance, recruiting and book management.

As Senior Compliance Officer, Jill is responsible for the daily management and monitoring of our branch activity through our broker dealer.  She reports directly to Jermaine Clemons and works closely with him to assure the compliance and supervisory aspects of our branch are managed successfully. 

Licenses:  Series 7, 66, 24, 9, 10 and Indiana State Life & Health

Education:  BS, Management, Indiana Wesleyan University

 


INSURANCE DEPARTMENT

Michael Hutto

Insurance Division

Mike has 19 years in the financial services industry. He has significant expertise with life insurance products and is proficient with advanced insurance planning concepts. His knowledge and experience helps us to develop innovative solutions for our client’s financial and insurance needs.

Licenses:  Series 7, 63, 66, 24 and Indiana State Life & Health

Education:  BS, Business Administration, Auburn University


 

David Shoup

Insurance Division

David’s experience in the financial services industry spans over two decades, with a primary focus in life insurance, long term care, disability income and the fixed annuity marketplace.  

Licenses:  Series 6, 63, and Indiana State Life, Health, & LTC

Education:  BS, Finance, Ball State University


Eric Millican

Insurance Division

With over 15 years of financial services experience, working in sales, recruiting, practice management and compliance roles, Eric brings extensive knowledge and resources to our organization.

Licenses:  Series 7, 24, 63, State Life & Health, and Certified Wealth Strategist

Education:  BA, Business Administration, Western Michigan University


Joe Brita

Insurance Division

Joe is our Chief Underwriter within the Insurance Division.  Prior to affiliating with our firm, Joe was the owner of Brita Underwriting Consultants, where he utilized relationships with chief underwriters, medical staff and reinsurance organizations to provide elite advisors with an underwriting advocacy partnership.  In addition, Joe has experience as an Executive VP of New Business & Underwriting for a brokerage firm located in northern Indiana.

Education:  BS, Management with minors in International Business & MIS, Purdue University


Jennifer Boudreau

Insurance Division

Jen is our Senior Case Manager.  With over nine years’ experience working in the financial services industry, she is a key addition to our talented and experienced team!

Jen has worked in the securities and insurance field in multiple capacities, including case management, product development,  compliance and sales support.  She most recently worked at Washington National Insurance Company as a Worksite Case Manager.

Licenses:  Indiana State Life & Health

Education:  Pursuing Human Resources Degree, Indiana Wesleyan University


OPERATIONS DEPARTMENT

 

Kyndra Packard

Operations

Kyndra is the case manager for all annuity new business. She assumed the responsibility of overseeing the processing of all lines of new business in 1997. Presently, she is responsible for the oversight of all operations functions within the company, including the securities and insurance division, as well as corporate business management.

Education:  BA, Mathematics, Anderson University & Masters of Business Administration (MBA), Butler University


Annette Miller

Operations

Annette has over 22 years of experience in the financial services industry.  She works with the entire Securities team to coordinate and support the objectives and goals established with our partners.  While her primary responsibilities are customer service, new business processing, and technology platform facilitation, she also works closely with our compliance/supervisory team and the various key team members at Royal Alliance Associates, which is our broker dealer.

Licenses:  Indiana State Life & Health

Education:  AS, Business, Edison College


Karen Reece

Operations

Karen specializes in registration, licensing, compliance and contracting support.  

Education:  BS, Accounting, Indiana University

 

 

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Check the background of this financial professional on FINRA's BrokerCheck