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2009-2010 BOARD OF DIRECTORS
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President John
A. Kiselis, CLU, ChFC, MBA |
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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. |
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President Elect
Robert Casiano, CLU, ChFC, LUTCF |
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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. |
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Vice President,
Programs David Sonnenberg, CLU, ChFC |
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Vice President,
Membership Jerry Mathis, CLU, ChFC, LUTCF |
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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. |
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Vice President,
Finance H. Lynn Richards, CLU, ChFC, MSFS |
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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. |
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Director, At-Large
Jamie Grosser-Mellinger, CLU, FLMI, RHU |
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Tower Life
Jamie has been a
member of the Society of Financial Service Professionals since 2005. |
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Director, Programs
Michael Klein, CLU, ChFC, MBA |
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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. |
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Director, Finance
Jan Zenner, CLU, ChFC |
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Fiscal Design
Jan has been a member
of the Society of Financial Service Professionals since 1982. |
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