Our Team

The way we see it, we're partners — we're in this together.

Our proven process extends to you, your people, and the dynamics of your organization as a whole. Defining objectives, developing a strategy, and executing your initial plan are just the beginning. Once your plan is in place, we're there with you to evaluate progress and redefine your objectives, your strategy, and even your plan itself where necessary.

 John R. (Jack) Yaissle, CLU, ChFC, AEP Board Chairman Read More
Rachel C. Lower, CLU, ChFC President and CEO Read More
Mark L. Pulaski, CPA, CGMA, MSFS, CFP® Chief Strategy and Development Officer Read More
Donna M. Wanamaker, CLU, ChFC, CASL Chief Administrative Officer Read More
Sean P. Lyons, CFP, AIF Executive Vice President, Client Development Read More
Paul T. Fabiano, J.D., LL.M. Executive Vice President, In-House Counsel Read More
Geralene W. (Gerry) Bogart Executive Vice President, Underwriting & New Business Read More
Debra A. (Debbie) Kleckner Administrative Assistant Read More
Salma Zaoudeh, CLU Client Account Analyst Read More
Lisa A. Johnson, CLU Manager of Client Services Read More
William H. (Bill) Hairston, IV, CLU Client Account Analyst Read More
Anthony R. (Tony) Rihl, Jr., CVA Controller Read More
Stefanie N. (Stef) Olah Associate, Insurance & Design Read More
Nicole Parache Underwriting Administrative Assistant Read More
Cliff Graham Transportation Director Read More
Curtis J. (Curt) Treptow Client Service Administrator Read More
Joseph Palma, CEPA® Consultant Read More
Colt Armstrong Consultant Read More