Working For Yourself,
Not By Yourself.

With a full-service, back-office support team, all of your business needs are met with enthusiasm, integrity, and compassion. Utilize Asset’s extensive support resources to complete your team.

Annuity & Life

Many product specialists in our industry give you spreadsheet answers and move on to the next call.

Our Annuity & Life sales team takes a consultative approach spending the time needed to build out extensive plans for your clients. They are the human encyclopedias of the insurance business, ready to help you every step of the sales process. Our case management team is well versed in the different application, submission, and underwriting platforms.

Meet Our Annuity & Life Team


Josh VerHoeve

VP, Annuity & Life Sales


Jeff Stemler

SVP, Advanced Planning


Marty Willenborg

SVP, Training & Advanced Life Sales


Kurt Metcalfe

Senior Annuity Product Specialist


Ernesto Figueroa

Life & Annuity Illustration Specialist


Chris Wood

Sales Illustration Specialist

Licensing & Commissions

Need help getting contracted with Asset?

Our licensing and commissions experts navigate the appointment and commission process with insurance companies to ensure a smooth transition when onboarding and are here to assist you with all of your contracting, appointment, and commission needs.

Meet Our Licensing & Commissions Team


Clem Dartey

Director, Business Integration


Virginia McCardell

Senior Contracting Specialist

New Business

Our New Business team guides you through the daily interactions with insurance companies to ensure a smooth experience and faster turn arounds. Our team is available for impaired risk assessments, assistance with forms and applications, application scrubbing and proactive case management.

Meet Our New Business Team


Mia Dempsey

Director, New Business


Jenna Keele

Annuity & Life Case Manager


Kaitlyn Sparley

Annuity & Life Case Manager

Marketing & Creative Services

Advertising your business offerings to new or current clients begins with telling a story.

Our in-house marketing and creative team can bring your vision to life through custom branding, graphic design, social media content creation, event promotion consulting, website development, and more.

Meet Our Marketing & Creative Team


Rayna Beaty

Director, Marketing & Creative Services


Jason Guidinger

Art Director & Graphic Designer


Abi Jaramillo

Marketing Consultant


Chloe Schmidt

Marketing Consultant


Kate Guevara

Project Manager


Christopher Yancey

Web Developer


Brian Cayabyab

Graphic Designer


Christian Poblete

Jr. Graphic Designer

Advisor Relations

Need to talk to our team and figure out if Asset is a good fit for you?

Our Advisor Relations team is your first point-of-contact that can help answer all of your questions to determine if we are a fit. Call Erik or Chris to start the most important conversation you may have for your business.

Meet Our Advisor Relations Team


Erik Thirsk

VP, Advisor Relations


Ted Lucena

Advisor Relations Specialist

Events & Operations

Our events and operations team provide Asset advisors with top-notch experiences! Whether you are calling into the office for support or attending one of our educational and entertaining events, our team makes sure to provide you with the answers and support you need.

Meet Our Events & Operations Team


Joan Stemler

VP, Operations


Breta Lemen

Executive Coordinator


Madisen Frank

Event Coordinator


Marisa Montoya

Administrative Assitant (SP Assistant)

Are We A Good Fit?

Before we can begin helping your business production reach new heights, we want to make sure that we are the right FMO for you and your needs as a financial advisor. Contact us today, and let's talk.