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