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

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Josh VerHoeve


VP, Annuity & Life Sales

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Jeff Stemler


SVP, Advanced Planning

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Kurt Metcalfe


Senior Annuity Product Specialist

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Ernesto Figueroa


Life & Annuity Illustration Specialist

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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

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Clem Dartey


Director, Business Integration

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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

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Mia Dempsey


Director, New Business

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Jenna Keele


Annuity & Life Case Manager

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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

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Rayna Beaty


Director, Marketing & Creative Services

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Jason Guidinger


Art Director & Graphic Designer

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Abi Jaramillo


Marketing Consultant

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Chloe Schmidt


Marketing Consultant

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Kate Guevara


Project Manager

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Christopher Yancey


Web Developer

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Brian Cayabyab


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

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Erik Thirsk


VP, Advisor Relations

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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

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Joan Stemler


VP, Operations

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Breta Lemen


Executive Coordinator

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Madisen Frank


Event Coordinator

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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.