Leadership

• Gregory B. Gagne, ChFC

• MDRT President

Gregory B. Gagne, ChFC, is the 2024 President of MDRT. He is a 25-year MDRT member with 20 Court of the Table and 16 Top of the Table qualifications. An Excalibur Knight of the MDRT Foundation, Gagne is also a member of its Inner Circle Society and has served on its Board of Trustees. Gagne is the founder of Affinity Investment Group LLC, which provides wealth management and distribution-planning services. His extensive MDRT volunteerism has included roles as Top of the Table Global Council Member and Advisory Board Chair and the 2020 Program Development Global Council Member. He has spoken at 12 MDRT meetings. 

• Peggy Tsai, RFP, CCFP

• MDRT Immediate Past President

Peggy Tsai, RFP, CCFP,  is the 2024 Immediate Past President of MDRT. She is a 23-year MDRT member with 16 Court of the Table and six Top of the Table qualifications. She is also a Diamond Knight of the MDRT Foundation and a member of its Inner Circle Society. Tsai, an advisor with Shin Kong Life Insurance Co., has won the award for No. 1 sales achievement in her company for seven consecutive years. Tsai has held numerous volunteer leadership positions for MDRT, including Divisional Vice President of Membership Communications Committee (MCC) Division 2, MCC Region Chair and MCC Zone Chair. Tsai has also volunteered in several capacities for MDRT’s meetings and has presented at the MDRT Annual Meeting. In addition to her MDRT involvement, Tsai has spoken to numerous audiences of financial professionals and has contributed to industry publications in her region.

• Carol Kheng, ChFC

• MDRT First Vice President

Carol Kheng, ChFC,  is the 2024 First Vice President of MDRT. She is a 26-year MDRT member with four Court of the Table and three Top of the Table qualifications. A Diamond Knight of the MDRT Foundation, Kheng is also a member of its Inner Circle Society and has served on its Board of Trustees. A master financial consultant with Prudential Assurance Company Singapore, Kheng focuses on estate planning for high-net-worth individuals. Kheng's extensive MDRT volunteerism includes roles as Divisional Vice President of the Global Conference Program General Arrangements (PGA) Division, Divisional Vice President Member Resources – Practice Management Division and Divisional Vice President of the 2014 MDRT Experience meeting. Kheng is also a 2020 Prudential Presidents’ Club awardee and has been a member of Prudential’s Quality Club Elite and Star Club since 1996. In 2005, she was the founding member and chairperson of Prudential’s MDRT Club.

• John F. Nichols, MSM, CLU

• MDRT Second Vice President

John F. Nichols, MSM, CLU, is the 2024 Second Vice President of MDRT. He is a 24-year MDRT member with 19 Court of the Table and 17 Top of the Table qualifications. He is also a Past President of the MDRT Foundation as well as a Royal Order Excalibur Knight and a member of its Inner Circle Society. Nichols is president of Disability Resource Group Inc., a national insurance agency that he founded in 1999. Additionally, he is a partner with Acrisure, a global fintech services provider. Nichols has spoken at the MDRT Annual Meeting five times and the Top of the Table Annual Meeting and MDRT Experience once. He has also spoken at more than 500 programs and events throughout the U.S.

• Clay Gillespie, CFP, CLU

• Secretary

Clay Gillespie, CFP, CLU is the 2024 Secretary of MDRT. He is a 23-year MDRT member with 21 Court of the Table and 20 Top of the Table qualifications. He is also an Excalibur Knight of the MDRT Foundation. Gillespie is a financial advisor, portfolio manager and managing director with RGF Integrated Wealth Management in Vancouver, British Columbia, Canada. He specializes in retirement income planning. Gillespie’s extensive MDRT volunteerism began in 2007, and he has since served on an array of committees in various roles. In 2019, Gillespie served as Global Council Member and Advisory Board Chair of the Top of the Table Division. He has also served as Global Council Member of the Finance Division. Other leadership positions include service as Captain of the 2015 MDRT Annual Meeting Focus Session Committee and Chair of several committees within the Top of the Table Division.