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SRI Congratulations

Associate, Secure Retirement Institute Inaugural Class

Nearly 800 industry professionals completed the ASRI designation before December 31, 2016, and earned the distinction of becoming the Associate, Secure Retirement Institute’s Inaugural Class! Congratulations to the following individuals…we wish you the best for continued professional success.

AAA Life Ins. Co.

David Bohlken

AARP Tampa Operations — New York Life Insurance Company

Lori Colber
Donald Meneely
Kareen Moreland
Rafael Vazquez
Robin Velez
Will White

AEGON Financial Park

Julie Buhmeyer
Kathryn Burd
Nick Hach
Cooper Harwood
Kari Hosny
Spencer Kirk
Kelsey Patten
Samantha Sperry
Chethan Venkadari Krishnaiah Setty

AIG Home Office

Linda Freker

Albany GO — New York Life Insurance Company

Heather Marlette
Timothy Ray

Allianz Life Insurance Malaysia Berhad

Tiah Wen May

Allstate — Lincoln

Bobette Gottula
Tammi Grimes
John Otte
Jennifer Russell
Stanford Sipple

Allstate Financial

Walter Berkowicz
Donna Janicki

American Council of Life Insurers

Kristin Abbott
Andrew Baboyian
Michael Rowden
Jaclyn Walkins

American Enterprise Group

John Baxter

American Equity Investment Life Ins. Co.

Marie Adkisson
Marissa Akins
Amanda Aldrich
Susan Bentler
Breanna Brown
Raymond Champlin
Bryan Crowder
Katie DeBartolo
Amber Dismute
Moniqua Doll
Sara Drake
Michelle Farrell
Deanna Fisher
Maja Hayes
Jerilyn Hunt
Jordan Irwin
Pamela Jarecki
James Jones
Aaron Kurowski
Sydney Palmer
Robin Petersen
Denise Potter
Ashley Raftis
Diana Rupe
Brad Schwarz
Kyrie Seuferer
Mary Stanley
Alysha Weisner
Cheri White
Heather Worthington

American Fidelity Assur. Co.

Diana Bittle

American General Life & Accident Ins. Co.

Jennifer Lin

American Institute for Chartered Property Casualty Underwriters

Everett Randall

American National Ins. Co.

Philip Chairez
Tony Greco
John White
Stacey White

American Slovenian Catholic Union

Matthew Watson

American United Life Ins. Co.

Adam Itczak
Tim Patrick
Kris Rock
Laura Yadon

Ameriprise Financial Inc.

Travis Rako

Ameritas Life Ins. Corp.

Therese Border
Mari Burch
Nikki Chastang
Mary Chmelka
Chris Cook
Jennifer Elliott
Kara Grayson
Amy Headrick
Lorrie Herel
Michele Luke
Jacob Messick
Kim Moeller
Howard Nissen
Eric Ojeda
Brad Peterson
Robin Peterson
Scott Pope
Amanda Tetzlaff
Megan Timperley
Kenneth Torczon
John Webb
Mary Williams
Sarah Zelenda

Asia Assistance Network (M) Sdn. Bhd.

Eng Bee Tan

Assumption Mutual Life Ins. Co.

Korey Albright

Assurity Life Ins. Co.

Morgan Blomstedt

Athene

John Balsmeier
Amanda Luck

Atlantic American

Charles Ferguson
Kimberly Logan
Lindsay Rodgers

Auto-Owners Life Ins. Co.

Eric Beck
Julie Garner
Patrick McPharlin II

AXA AFFIN Life Insurance Berhad

Stellia Djapri

AXA Equitable Life Ins. Co.

Roy Trowbridge

BAF Insurance Company Cayman Ltd.

Michael Francis

Bankers Life & Casualty Co.

Charles Anderson
Lucy Sutton

Bao Viet Training Center

Thi Song Thuy Vo

Best Meridian Ins. Co.

Sorvein Perez

BF&M Life Ins. Co., Ltd.

Surlena Smith

Boston GO — New York Life Insurance Company

Mary Ribeiro

Catholic Life Insurance

Patrick Massey

Catholic United Financial

Roberta Wells

Cleveland Service Ctr. — New York Life Insurance Company

Nancy Havrila
Jenny King
Terry King
David Marshall
Brad Presutto
Stephen Rosenberger
James Roth
Julie Tucker
Julie Varady
Tracy Zbiegien
Kelley Zmina

CMFG Life Ins. Co.

Brian Schilling

CNO Financial Group Inc.

Clark Allen
Kevin Buswell
Matthew Elser
Peggy Hiserote
Tina Muheim
Diana Navarro
Landon Toll

Cognizant Technology Solutions

Asesh Ghosal

Cognizant Technology Solutions India Pvt Ltd

Alolika Dey Chowdhury
Jasminee Jena
Jaya Nair
Kokilavani Ramaraj
Priyanjana Roy
Sumit Sah
Sandeep Trivedi
Anushri Anwekar
Kumar Abhishek Baliyase
Santanu Mukherjee
Lavanya Shekhar
Colina Insurance Limited
Lucine Lindsay
Tequila Lakell Knowles

Combined Ins. Co. of America (Canada Branch)

Kevin Bryant

Companion Life Ins. Co.

Bradley Miller

Concentrix Insurance Administration Solutions Corporation

Linda Champion
Paula Hurst

Connecticut Valley GO — New York Life Insurance Company

Lisa Doherty
John Six

Country Life Ins. Co.

Steven Chu
Alex Kowerko
Ashlee Wochholz

Dallas Service Ctr — New York Life Insurance Company

Erika Anderson
Eric Benson
Carl Gregg
Albert Massey
Karrie Ortiz
Renee Roberson
Kathy Scott

Dearborn National Life Insurance Company

Michael Hughes

Deloitte & Touche LLP

Nitesh Gupta

Ebix Consulting

John Borgstedt

Equitable Life & Casualty Ins.

Isaac Muir
Lydia Trettis

Equitable Life Ins. Co. of Canada

Nicole Lemon

Farm Bureau Life Ins. Co. of Michigan

Blake Johnson

Federal Life Ins. Co.

Kathleen Cosyns

Fidelity & Guaranty Life

Mandy Etmund

Foresters

Raresh Vlad Bunea

Gerber Life Ins. Co.

Mark Hall
Brian Helander

Gibraltar BSN Life Berhad

Paul Tung Hsien Ming

Gleaner Life Ins. Society

Nicole Carson
Michael Tunney
Joshua Van Camp

Great American Financial Resources, Inc.

Paige Baynum
Barrett Boswell
Amy Brady
Doug Grebe
Lucy Harnist
Sherri Hitchcock
Matt Rich
Trisha Schoonover
Jennifer Seithel
Cassandra Weinel

Great-West Life Assur. Co.

Shahin Maknojia
Sunny Saini
Mylee Santiaguel
Sharon Stockes

Guardian Life Ins. Co. of America

Lauren Baldes
Tushar Kshirsagar
Jason Miller
Ken Park
Robert Young
Kevin Jensen

Guggenheim Insurance Services

Katherine Forsythe
Kent Hoke

Harrisburg GO — New York Life Insurance Company

Ryan Van Rossum

HCL Technologies Ltd.

Nirmal Babu Devarajan

Horace Mann Life Ins. Co.

Jessica Brand
Trisha Davis
Lisa Flammini
Britney Wilcockson

Hudson Valley GO — New York Life Insurance Company

Clarissa Williams

Infosys McCamish Systems, LLC

Ta-Tanisha White

Ins. Dept. of Nebraska

Conna Wiese

Jackson National Life Ins. Co.

Melissa Allen
Stacey Atchison
Joshua Baker
Brandi Bauer
Michael Beard
Kimberlee Breeding
Sanja Cameron
Nicholas Carr
Jessica Cornell-Merriott
Amy Cozzie
Logan Dodge
Jack Erickson
Matthew Evans
Teresa Foster
Joshua Giller
Blaine Goodwin
Taylor Grocholski
Heather Hall
Michael Haranda
Jeff Harden
Jeff Harrington
Dianna House
David Huibregtse
Drew Larson
Hannah Laske
Peter Malburg
Paul Martin
Kyle Mazuchowski
Jimmie McGee
Ming Meng
Maria Ornelas
Stefan Pauwels
Hunter Puma
Amber Reeves
Caroline Rossman
Daniel Ryan
Kimberly Sweeter
Edward Taylor
Dawn Thomas
Alex Trautman
Heather Turner
Jeffrey Turner
Katlyn Turner
Kenneth Vaughan
Rob Walter
Joshua Wing

John Hancock Life Ins. Co.

Thomas Crowe

Knights of Columbus

Laura Gorski-Perkis
Mark Kissinger
Michael Murphy
Balakumar Prasannan

Landmark Life Ins. Co.

Haley Polaski

LCSC Concord

Frank Deschenes
Georgeanna Drabble
Brian Kraus

LCSC Greensboro

Kevin Boddie
Jutillia Graham
Caroline Irwin
Tanisha Peak
Kieran Plum
Marcel Vinson

Legal & General America, Inc.

Nicholas Amato
Daniel Benfield
Elizabeth Browning-Elam
Brandy Davis
Eric Garrett
Zachary Green
Jeremy Howard
Angela Hulton
Ambika Kumar
Mirlene Mesidor
Ada Miller
Aloma Mushahwar
Angela Perkins
Monica Snyder
Matthew Staudt
Warith Sultan
Wilda Trenard
Michael Waas
Dianna Watson
Marjorie Wenzel
Peimee Wuor

LFG

Joseph Magardino

LFG — Underwriting & New Business Department

Ronald Bishop
Debbie McCants
Katherine Moulton

Liberty Mutual Group

Susan Tse

Life Insurance Company of the Southwest

Ellie Peev
Minh Pham

LIMRA

Matthew Drinkwater
Mark Paracer
Cecilia Shiner

Lincoln Financial — Compliance Department

Twyla Lindsey

Lincoln Financial — Concord Office

Deborah Matott
Kaci Nason

Lincoln Financial — Hartford Office

Kenneth Benoit

Lincoln Financial Group — Fort Wayne Office

Roland Allison
Larry Barker
Tammy Beatty
Amy Brown
Patrick Casey
Brian Clark
Andrea Fisher
Katy French
Kathleen Friebe
Jennifer Fries
Jill Hancock
Kyle Hissong
Lynn Hundersmarck
Karl Kramer
Jon Kruse
Heather Larr
Delilah Middaugh
David Morris
Kimberly Nerzig
Sarah Peake
Susan Satchwill
Shelley Schamberg
Amber Scott
Brad Stoffer
Elizabeth Tulloch
Daniel Voors

Lincoln Financial Group — Greensboro Office

Heather Carriker
Wendy Hammonds
Heather McCrone
Latoya Parker
Tia Ramsey
Maxine Waters

Lincoln Retirement Financial Services

Jennifer Benson
Kathleen Litchfield

Independent Students

Woon Fei Chia
Joseph Drahuschak
Jan Hermann
David Howe
James Kassis
Kylee Lacson
Kayla Murphy-Martin
Ravi Shankar Onbathuveli Gopal
Abbey Pfenning
Jennifer Wilson

LOMA

Joann Appleton
Kathryn Brown
Toddrick Echols
Laura Goin
Lisa Kozlowski
Gary Lineberry
Jessica Merten
Elizabeth Mulligan
Miriam Orsina
Alfred Palmeri
Kara Reddick
Christie Tribble
Darius Webb
Shannon Wortman
Yanhua Xun

London Life Ins. Co.

John Colling
Elizabeth Cooper-Haldorsen
Barbara Meecham
Catherine Puddester

Manulife (Cambodia) PLC

Virath Kem

Manulife Financial Toronto

Stacey Ann Morgan

Manulife Philippines

Abel Vergara

Massachusetts Mutual Life Ins. Co.

Heidi Vecchiarelli

MetLife — Americas Operations

Michael Giorgetti
Tammi Riley
Barbara Valdes

Metlife — Global Brand and Marketing Services

Bernadette Goodheart

MetLife — Retail Life and Disability

Giffin Leiting
Jacqueline Woodson

MetLife, Life Insurance Company — Egypt

Ahmed Medhat

Midland National Life Ins. Co.

Janelle Peterson
Stephanie Johnston
Jermey Morris
Jesse Reinking
Brandi Smith
Joshua Woodard
Josh Woodvine

MONY Life Ins. Co.

Wendy Garofano

MphasiS Limited

Mallikarjuna Rao Golla

Mutual of America Life Ins. Co.

Barbara Brauner-Klasewitz
Diana Glynn
Marc Miller
Antwon Oliver
Robert Shank

Mutual Trust Life Insurance Company

Delores Biegun
Kathleen Biwer
Marteacia Chiles
Laura Franco
Jennifer McCarthy
Lynette Reynolds
Glenn Sedey
Thomas Strickler
Deepali Vaishnav
James Vegeais

National Guardian Life Ins. Co.

Russell Meyer

National Life Ins. Co.

Laurie Barnett
Myra Brainard

National Mutual Benefit

David Mekelburg

National Sales and Marketing Office

John Fitzgerald

National Teachers Associates Life Ins. Co.

Renita Brown
Kristine Choate
Sara Cox
Regina Frick
Michelle White

Nationwide Financial

Pey-Fen Chiu
Ashley Gillespie
Julia Huffman
Glenn Matthews
Maggie Retterer
Christina Schott

Nationwide Insurance — Retirement Plans

Cameron Allison
Sarah Bogedain
Justin Brunot
Jonathan Cosner
Corey Edwards
Benjamin Foreman
Jon Fry
Christopher Garrett
David Glick
Adam Hemsworth
Aaron Henderson
Daniel Herb
Erin Herpy
Cody Kidwell
Sabrina Kindell
Lisa Lamb
Adrian Landers
Nicholas Lewis
Russell Lowe
Madeline Napier
Cory Odenkirk
Jeena Patel
Blase Pinkert
Mindy Santan
Stephen Sayar
Thomas Shimmel
Samantha Skeen
Stephen Smith
Chris Sneed
Eben Stansbery
James Strang
Tu Ta-Wiley
Nikolas Victor
Rebecca Wireman

Nationwide Life Ins. Co.

Michael Burkhart
Monica Coakley
Josh Estep
Kathleen Pollock
Eric Schmitt
Gwendolyn Slate-Coles
Amy Zarzour

New York Life Ins. Co.

Dino Arfanis
Gabriel Bonebrake
Srinivasa Chekuri
Valerie Fark
Erin Flynn
Eliza Glenboski
Walter Gonzalez
Christopher Gregoire
Nicholas Halen
Kaitlin Hansman
Joseph Hellmann
Rena Konaka
Muthu Kuttaiyan
Seth Linsky
Andrea Miranda
Michael Molinaro
Lorraine Olsen
Sofia Parillo
Holly Pounders
Dominique Schneider
Merima Shaba
Aaron Strassburger
Nabeed Zaman
Joseph Zingalie

Northwestern Mutual Life Ins. Co.

Kellie Irish
Donald Larson
Kim Leukert
Mike Miller
Dale Pauly

NTT Data Services

Rajeev Arora
Amanda Brand
Jeremy Ernst
Sanjay Goel
Jeremy Huttenmaier
Lyle Jesse
Titania Jones
Rahul Singh
Jeremy Thiel
Linda Wallish

Ohio National Life Ins. Co.

Anne Althoff
Lucas Compton
Eric Galante
Dave Hatter
Shirley Horner
Glenda Jennings
Pamela Johnson
Scott Kaplan
Debbie Kraemer
Jennifer Moore
Mark Wilkins

Orange Coast GO — New York Life Insurance Company

Heather Burns
Eric Gourdin

Pacific Life — Aliso Viejo Office

Andrew Cleeremans

Pacific Life — Central DSO

Susan Marie Andersen
Jennifer Zurek

Pacific Life — Omaha Nebraska

Nancy Buller
Daniel Clauson
Megan Crouch
Joseph Ely
Larry Gardner
James Wells

Pacific Life Ins. Co.

Brandon Cage
Timothy Fitzgerald
Brandon James
William Parrott
Brian Rogeness
Tim Steiert
Christopher Turner

Pekin Life Ins. Co.

James Kokos

Penn Mutual Field Offices

Christopher Slovacek

Penn Mutual Life Ins. Co.

Aaron Arnold
Jonathan Fenicle
Pamela Hedrick
Perry Myers
Stephen Phillips
Mark Rowlands

Phoenix Life Insurance Company

Michael Zanta

Physicians Life Ins. Co.

Lisa Struz
Ryan Whitmore

PPI Financial Group

Delia Alvarado
Rebecca Cullen
Geoffrey MacDonald

Pramerica Systems Ireland Ltd

Rachel Tsokeng

Principal Global Services Pvt. Ltd.

Sreejita Sanyal

Protective Life Ins. Co.

Linda Brewer
Holly Cowart
Levi Fingerman
Shannon Hammond
John Mask
Mary Claire Norton
Justin Pelizza
Terry Rye
Samuel Watts
Elizabeth Zaiontz

Prudential Financial — Newark

Thomas LoPresti

Prudential Hong Kong Limited

Wong Ka Wing Joe

PT. Asuransi Jiwa Manulife Indonesia

Herry Wijaya

PT. Sun Life Indonesia Services

Livia Hartono

RGA Reins. Co.

Shirley Barton
Lisa Campbell
Carter Crews
Cynthia Eason-Manning
Hau Hoang
Tom Lahr
Christina Marks
Nick Nourse
Kimberly Wehrman

Sagicor Life Ins Co.

Jade Rice

Sagicor Life Insurance Company — Scottsdale, AZ

Ken Delos-Santos
Dawna Hill
Dorothy Pellens
Sapiens
Kathleen Strader

SCB Life Assurance Public Company Limited

Saowaluk Anupong
Sasithorn Chatrapongporn
Chalermchai Denvanich
Aroon Gumnolmas
Montharat Khamphon
Sureeporn Khaomuangnoi
Nopporn Kittifufueang
Kessirin Lertpoonthanes
Yupinporn Nanamchiew
Wararat Pandumri
Sunaree Petchnoon
Chalida Pongsangiam
Chanabodin Pongsangiam
Jeerawat Pumnikom
Wichuporn Satapornvattanakul
Aumnart Srisuk
Thitiporn Suriyasupapong
Nuntiya Suwan
Supaporn Tongklom
Panrudee Vinyuprasitkul

SCOR Global Life Americas

Robert Duong

Securian Financial Group

Abby Buetow
Mi-Jung Mooney
Joshua Schwemmer
Chad Tevlin
Weijing Tilleskjor

Security Mutual Life Ins. Co. of New York

Virgil Chastine

Security National Life Ins. Co.

Diane Madsen
Aaron Searle
Melanie Smith
Mark Svedin

Southern Farm Bureau Life Ins. Co.

Cynthea Bailey
Shelby Barham
Liz Barnhart
Erica Bihm
Kaylee Birge
Cynthia L. Blakeney
Dwight Bold
Keischa Tameice Brewster
Christopher Burchfield
Earlene Cavett
Samuel Cline
Sharmaine Cox
Cassandra Davis
Robin Davis
Christy Dyess
Lily Eaton
Mindy Edwards
Monica Favre
Theresa Fortenberry
Rachel Geimer
Teresa Green
Amanda Grisham
LaTonia Hart
Debra Hauptman
Patricia Joiner
Debbie Jones
Dionne Jones
Rebecca Kemp
Vanessa King
Margo Krueger
Bridget R. Lewis
Dianna Little
Shellie Renee Maheu
Sharon Moody
Susan M. Morgan
Melinda B. Myrick
Kyle Neely
Penny Noland
Onida Parrent
Dan Payne
Monty Permenter
Jonathan Phifer
Madison Reap
LeKessiah Rice
Jana Robertson
Jamie L. Salvo
Kingsley Seals
KaSandra Simpson
Lakisha Simpson
Shelley Simpson
Judy Sims
Kristen Smith
Nina Spencer
Monica Stevenson
Machell Story
Charlotte Strahan
Twanga Stratton
Janice Taylor
Jo Lynn Taylor
Shelley Townsend
Martha Ulmer
Stephanie Waggener
Donna Sue Ward
Johnnie Washington
Drew Williams
McKinley Williams
Roxanne Winham
Cherie Withers

SSQ, Société d’assurance vie Inc.

Suzanne Morgado

Standard Ins. Co.

Joel Neria

State Farm CityLine Testing Center

Michael Weber

State Farm Dallas Operations Center

Robert Cook

State Farm Illinois Operations Center

Lindsey Dover
Amy Giustino

State Farm Life Ins. Co.

Dave Angell
Mark Bateman
Nicole Blakney
Travis Bless
Matt Chamberlain
Michael Cobb
Alex Dover
Brenna Dwyer
Andy Eilers
Jerry Ellerman
Lori Engolia
Angel Ersoy
Wayne Francisco
Suzanne Giacometti
Reginald Goodwin
Laura Gresham
Kevin Hall
Brandon Hoff
Patrick Jackson
James Johnston
Jamie Keist
Jennifer Kolk
Benjamin Lee
Benjamin Leifheit
Richard Liesse
Pedro Mancha
Courtney Mayes
Ryan Miles
John Musial
Derek Palmer
Sophya Pierre
Travis Rempe
David Sage
Eric Shaw
David Steele
Isaac Tompkins
Mary Wheet

State Farm Life Ins. Co. Atlanta Op. Ctr.

BriJette Ortiz

State Farm Lincoln Operations Center

Mike Puckett

State Farm Winter Haven Operations Center

Timothy Bonds

Sun Life — Lethbridge Service Center

Lindsey Engel
Brenda Norn

Sun Life Financial — Wellesley

Armand Wray

Sun Life Hong Kong Limited

Tiffany Yan Ka Ying

Symetra Life Ins. Co./Symetra Financial

Matthew Layden
Richard Simoneaux

Tata Consultancy Services

Vamsi Harika Dasari
Rubini Dhanapandi
Ajessh Kalidhason
B S D Phani Kumar Pandiri
Venkatesh Raj
Karthik Kumar Rajendran
Malathyn Subramani

Tennessee Farmers Life Ins. Co.

Dennis Moore

Texas Life Ins. Co.

Ronnie Rummel

The Empire Life

Tanya McLaughlin

The Empire Life Insurance Company

Maria Cecilia Garcia

The Maritime Financial Group

Deborah King

The Wawanesa Life Ins. Co.

Cory Doman

Thrivent Financial

Jennifer Nirschl

TIAA

Diane Garnick

TIME Financial

Beth Haebich

Transamerica Companies

Matthew Alles
Matthew Anderson
Michelle Borrison
Karen Bullard
Doug Busness
Michael Courtney
Mark Elwick
Joel Fopma
Barbara Hand
Mike Hayes
Christopher Jensen
Denise Koczo
Andrew Lockhart
Matthew Matheny
Bethany Ann Messenger
Sarah Minar
Charles Plathe
Julie Schloss
Angela Stransky
Chelsea Swanson

Transamerica companies — Denver

Chase Squires

Transamerica companies — Duluth

Crystal Ridling

Transamerica companies — Exton

Joseph Mallon

Transamerica companies — Little Rock

Ashley Dennis
Donna Mothershed

Transamerica companies — St. Petersburg

Kimberly Leibin
Michael Pascale

United American Ins. Co.

Karim Charaniya
Rebekah Walsh
Justin Welch

Vantis Life Ins. Co.

Traci Cosgrove

Westchester Office — New York Life Insurance Co.

Vanessa Simon

Western-Southern Life Ins. Co.

Kathleen Daudistel
Stacey Gipson
Brandon Hamilton
Amy Hartke
Jun Im
Derek Swanson
Jonathan Wright
Sherry Wymer

William Penn Life Ins. Co. of New York

Annette Casatelli
Valerie Delillo

Woodmen Life

Mary Guest

 


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