Regional Contact Information

To find a regional director, select your state on the map below.

rdmap Alaska West Mountain South Central Southeast MidAtlantic-South Great Lakes Northeast Hawaii MidAtlantic-North
West Territory
Tim Wochok
West Territory
Tim Wochok
Mountain Territory
Ben Slater
Central Territory
Mike Nixon
South Territory
Trey Nelson
Southeast Territory
Mike Ozburn

Mid Atlantic Territory
Rachael Decosta
Great Lakes Territory
Sean Brooks
New England Territory
Jim Duryea
West Strategic Territory
Panch Romero
Northeast Territory
Beau Barnett

Panch Romero
Regional Director
West Strategic Territory

Tim Wochok
Regional Director
West Territory

Ben Slater
Regional Director
Mountain Territory

Trey Nelson
VP – Regional Director
South Territory

Mike Nixon
Regional Director
Central Territory

Mike Ozburn
VP – Regional Director
Southeast Territory

Sean Brooks
Regional Director
Great Lakes Territory

Rachael Decosta
Regional Director
Mid Atlantic Territory
Phone: 669.226.6340

Beau Barnett
Regional Director
Northeast Territory

Jim Duryea
Regional Director
New England Territory

Main Advisor Relations Number
800.366.7266 – Option 6

Steve Atkinson
Head of Advisor Relations
669.226.6302

Heather Hooper
VP, Retirement Strategies
669.226.6303

Vince Crivello
VP, Practice Management
669.226.6327