Your Team
Leadership
Edward Dare III, CLU, ChFC, CLTC
President & CEO
Edward Dare III, CLU, ChFC, CLTC
President & CEO
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Executive oversight
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Recruiting
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Strategic planning & practice development
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GNL study groups
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Recruiting & corporate growth strategies
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Strategic initiatives
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Risk management
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Qualified plans & financial planning
Eric Dare, CFP®
Executive Vice President
Eric Dare, CFP®
Executive Vice President
Executive Support
Courtney Schmittle
Chief of Staff
Courtney Schmittle
Chief of Staff
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Executive leadership support
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Strategic project detail oversight
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Corporate team liaison
Tessa Schultz
Executive Administrator
Tessa Schultz
Executive Administrator
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Executive leadership support
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GNL coordination and support
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Business development recruiting and onboarding support
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Strategic project coordination
Office Support
Kairah Lewis
Front Office Coordinator
Kairah Lewis
Front Office Coordinator
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Corporate office liaison
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Administrative support
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Advisory operations support
Compliance
Kimberli Casner, Esquire
Senior Vice President &
General Counsel
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Broker dealer compliance oversight
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RIA compliance
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Legal inquiries
Kimberli Casner, Esquire
Senior Vice President &
General Counsel
Robert Pfahl
Senior Compliance Associate
Robert Pfahl
Senior Compliance Associate
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Broker dealer and third party money manager new business
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Suitability review
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State securities and IAR registration
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Pershing trading
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Sales material and ad review
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Compliance supervision
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Broker dealer liaison
Ben Payne
Compliance Associate
Ben Payne
Compliance Associate
Finance & Accounting
Dawn Kay
Vice President, Finance
Dawn Kay
Vice President, Finance
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Associate commissions & payouts
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Accounts payable & receivable
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Human resources management & payroll
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PFG Wealth Management Executive Account Manager
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Gross dealer concessions
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Life production compilation
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Production reporting
Mary Fogle
Compensation Manager
Mary Fogle
Compensation Manager
Information Technology
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IT consulting
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IT help desk
Ron Lutz
Director, Technology
Ron Lutz
Director, Technology
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IT help desk
Ethan Haupt
IT Help Desk Technician
Ethan Haupt
IT Help Desk Technician
*Employees are not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by them is in no way related to Cetera Advisor Networks LLC or its registered representatives.
Edward Dare, Eric Dare, Kimberli Fleck, Mary Fogle, Ben Payne, & Robert Pfahl are Registered Representatives with Cetera Advisor Networks LLC.
