Page 43 - Lasting Mark : Onboarding Guide

DIRECTORY MATT SMITH

SUPPORT VP OF TRADITIONAL LIFE & RETIREMENT GROWTH AND EVENTS, MANAGING PARTNER
RETIREMENT SALES

Matt.Smith@lastingmark.com | (417) 881-0080 ext: 1104

• Lasting Mark Events
• Advance Markets Carrier Relations
• Advance Markets Training & Support
• Advance Markets Growth & Development

PAT SCHMIDT
MANAGING PARTNER OF LASTING MARK RETIREMENT GROUP
Pat.Schmidt@lastingmark.com | 844-822-1370

• Advance Markets Carrier Relations
• Advance Markets Training & Support
• Advance Markets Growth & Development

AMBER ZELEWICZ

DIRECTOR OF RETIREMENT SERVICES
amber.zelewicz@lastingmark.com | 844-822-1370
• Case Design & Suitability
• New Business & Application Support

TRISTIN TILLMAN
RETIREMENT SERVICE SPECIALIST
tristin.tillman@lastingmark.com | 937-844-8660
• Retirement Support Specialist
• Case Design & Suitability
• New Business & Application Support

JAY CURATTI

RETIREMENT ADVISOR
jay.curatti@lastingmark.com | 614-288-8482

• Case Design & Suitability
• New Business & Application Support

COLE MCVAY

RETIREMENT ADVISOR
Cole.mcvay@lastingmark.com | 844-822-1370

• Case Design & Suitability
• New Business & Application Support

www.lastingmark.com Onboarding Guide 43