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

MidAtlantic South Territory
Rachael Decosta
Great Lakes Territory
Sean Brooks
Northeast Territory
Jim Duryea
West Strategic Territory
Panch Romero
MidAtlantic North 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
MidAtlantic South
Phone: 669.226.6340

Beau Barnett
Regional Director
MidAtlantic North

Jim Duryea
Regional Director
Northeast Territory

Main Advisor Relations Number
800.366.7266 – Option 6

Steve Atkinson
Head of Advisor Relations
669.226.6302

Scott Lamb
VP, Strategic Relations
669.226.6308

Heather Hooper
VP, Retirement Strategies
669.226.6303

Vince Crivello
VP, Practice Management
669.226.6327