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, field supervision and has a proven track record of helping producers keep their business organized, compliant and safe.

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

Education: BS, Finance, University of South Florida


Corey Norman

Securities Division

Corey started his career with MarketShare Financial in January, 2011.  He brings several years of financial services experience in marketing, sales development and representative relations.  He provides a wide variety of support and knowledge within the securities industry, due to his desire to learn, educate and develop advisors, clients and his teammates.

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

Education: BS, Economics, Butler University


Jill Dailey

Compliance Division

Jill joined MarketShare in 2019 with 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.  Building relationships with our advisors and their staff is a key component of her position.

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 began his career with MarketShare Financial in 2000. Prior to joining the company he spent 3 years in personal production. He has significant expertise with our life product portfolio and is proficient with most advanced planning concepts. This knowledge and experience allows him to work with you to develop innovative solutions to your 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.  He understands the difficulties that advisors face when trying to provide solutions to their clients’ insurance needs.  It is his goal to help our advisors to meet their client objectives and provide guidance and support.

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 joined MarketShare in 2017 as 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 joined MarketShare in 2019 as 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 joined MarketShare Financial in 1994 as 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 joined MarketShare Financial in 1997 and has over extensive experience in the financial services industry.  Her advisor-focused approach to her career have made her an advocate and key resource for our registered advisors over the years.  Annette 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.

Licenses:  Indiana State Life & Health

Education:  AS, Business, Edison College


Karen Reece

Operations

Karen joined MarketShare Financial in 2008 and supports our entire producer group with registration, licensing and contracting support.  In addition, she monitors, maintains, and audits the compensation transactions for the firm and each of our advisors.

Education:  BS, Accounting, Indiana University

 

 

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