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Great Lakes Region Contact Information

 

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Al Seymour

Regional Manager

Based in Stillwater, MN, Al is the regional manager for the Great Lakes region. Al’s internal sales partner is Ashley Klein.

Click here to view more information about Al.

INTERNAL SALES DESK

Ashley Klein

Regional Consultant


Ashley is the regional consultant for Al Seymour. Ashley is available to assist with retirement plans for the following states within the Great Lakes region:
IA
IL
IN
MI
MN
MT
ND
SD
Northwest WI


Marc H Berman RMC

Retirement Plan Consultant


Based in Deerfield, IL, Marc is the retirement plan consultant for the Chicagoland area and southeast Wisconsin. Marc’s internal sales partner is Phylleicia Clawson.

Click here to view more information about Marc.

Phylleicia Clawson

Regional Consultant

Phylleicia is the regional consultant for Marc Berman. Phylleicia is available to assist with retirement plans for the following area within the Great Lakes region:

Chicagoland and southeast WI


Monica Ginn

Retirement Plan Consultant


Based in Cincinnati, OH, Monica is the retirement plan consultant for Kentucky and Ohio. Monica’s internal sales partner is Roxanne Trembly.

Click here to view more information about Monica.

Roxanne Trembly

Regional Consultant


Roxanne is the regional consultant for Monica Ginn. Roxanne is available to assist with retirement plans for the following states within the Great Lakes region:
KY
OH