2009-2010

"The Year of the Practitioner"

A Multidisciplinary Network of Credentialed Financial Professionals™


2009-2010 BOARD OF DIRECTORS

 

President John A. Kiselis, CLU, ChFC, MBA

Kiselis Brokerage Services, Inc.

John is the Chairman, President and Chief Executive Officer of his corporation.

His licenses include the Texas General Lines Agent - Life, Accident, Health and HMO as well as the Financial Industry Regulatory Authority (FINRA) Series 1 (7), 24, 51, 63 and Texas Registered Investment Advisor.

John is also a member of the National Association of Insurance and Financial Advisors (NAIFA), the San Antonio Estate Planners Council (SAEPC), the National Association of Independent Life Brokerage Agencies (NAILBA), the SouthWest Benefits Association and Home Office Life Underwriters Association (HOLUA) and has been a member of the Society of Financial Service Professionals since 1977.


President Elect Robert Casiano, CLU, ChFC, LUTCF

Allstate Workplace Division

Bob is the Regional Marketing Director for the West Texas region.

Bob is also a member of the National Association of Insurance and Financial Advisors (NAIFA), the San Antonio Health Underwriters (SAHU) and has been a member of the Society of Financial Service Professionals since 1994.


Vice President, Programs David Sonnenberg, CLU, ChFC

   

Vice President, Membership Jerry Mathis, CLU, ChFC, LUTCF

MAR Financial

Jerry holds the title of Principal in his company. 

His licenses include the Texas General Lines Agent - Life, Accident, Health and HMO as well as the Insurance Counselor and P&C licenses.  His registrations include Financial Industry Regulatory Authority (FINRA) Series 6 and 22.

Jerry is also a member of the National Association of Insurance and Financial Advisors (NAIFA), Financial Planners Association (FPA), the Independent Insurance Agents of Texas (IIAT) and has been a member of the Society of Financial Service Professionals since 1994.


Vice President, Finance H. Lynn Richards, CLU, ChFC, MSFS

The Richards Company

Firm affiliation with Transamerica Life Insurance Company and Transamerica Financial Advisors, Inc.

Lynn holds a Texas General Lines Agent - Life, Accident and Health and variable insurance licenses as well as being a general securities registered representative and a registered advisor.

Lynn is also a member of the National Association of Insurance and Financial Advisors (NAIFA) and has been a member of the Society of Financial Service Professionals since 1979.


Director, At-Large Jamie Grosser-Mellinger, CLU, FLMI, RHU

 

Tower Life

Jamie has been a member of the Society of Financial Service Professionals since 2005.


Director, Programs Michael Klein, CLU, ChFC, MBA

 

USAA Wealth Management

Mike holds the position of Director and his title is Senior Relationship Manager. His licenses include Financial Industry Regulatory Authority (FINRA) Series 7, 24, 63 and 65.

Mike has been a member of the Society of Financial Service Professionals since 1998.


Director, Finance Jan Zenner, CLU, ChFC

 

Fiscal Design

Jan has been a member of the Society of Financial Service Professionals since 1982.


 
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