Our goal is simple: Focus on real relationships and work as your partner with the highest integrity. We focus on Simplifying the process with efficiencies and communication so you can keep it easy for your clients, giving you and them an A+ experience. Meet our specialized team of experts below:
Amy grew up first learning the business at her grandfather’s agency, which her father later purchased and continued to grow with her mother.
Her 15+ years of experience in financial services gives her vast knowledge in not only insurance, but
operational efficiency, sales training, product development and business development.
Amy’s vision within our Life Support Center is to continue to be a good steward to the industry and her advisors by offering trustworthy product, case design and mentoring which will directly impact their business with sales growth!
Tom is the Chairman of Kestler Financial Group, Inc., and has been involved in the financial planning field for over 30 years. A graduate of Millersville State University, Tom also graduated from the College for Financial Planning in Denver, CO, for which he acted as an adjunct instructor and carries the Certified Financial Planner (CFP) designation.
A graduate of Millersville State University, Tom also graduated from the College for Financial Planning in Denver, CO, for which he acted as an adjunct instructor and carries the Certified Financial Planner (CFP) designation.
Tom has also been awarded the Chartered Life Underwriter® (CLU®), a Chartered Financial Consultant (ChFC), and Chartered Mutual Fund Counselor (CMFC) designations from the American College in Bryn Mawr, PA. He carries Life, Health, and Variable Products licenses in several states, and provides consulting services to insurance companies on product design and development. Tom has also served as an expert witness for insurance and investment related issues.
Stephanie is the Relationship Manager in our Life Support Division. She case manages all of our life, disability and long term care applications.
Stephanie has great working relationships with all of our carriers and knows who to go to get things done.
Stephanie’s background includes working for two large P&C carriers in the captive insurance space. She has 10+ years of experience working with insurance advisors training them on product knowledge, technical skills, sales methods and marketing plans.
Ken Turscak, FALU, FLMI, ACS
In his role, Ken is responsible for the overall underwriting strategy and service offering.
Ken brings more than 23 years of experience in the insurance industry with approximately 20 of those years in underwriting and underwriting management. Ken earned his Bachelor of Arts Degree from Youngstown State University in Youngstown, Ohio.
Gerri Bishop, FALU, CLU, FLMI, AIAA, ACS
Gerri Bishop, FALU, CLU, FLMI, AIAA, ACS brings 22 years of experience in the insurance industry.
This includes roles with Genworth Financial, as a field underwriter for an independent life insurance agent and most recently as Director of Underwriting for a major Brokerage General Agency (BGA) in the Southeast.
Rick Lawton, FALU, ALMI, ARA, ACS
Rick brings twenty-two (22) years of experience as a financial advisor, Underwriting Manager for a BGA and most recently a Senior Underwriter for a life carrier to his role as Director of Member Underwriting Services.
His ten (10) years of experience as an advisor brings with it a relatability and first-hand understanding of the daily challenges and issues agents are faced with on a daily basis.
Will Walker, FLMI. ACS
Will spent 6 years underwriting with two San Diego based BGA's; CBIZ Special Risk and Advance Planning Services.
With both companies his primary responsibilities included packaging, underwriting and negotiating the best possible offer on large cases. Will is a graduate of San Diego State University; he obtained his Bachelor of Science degree in finance.