2024 Executive Committee
MDRT is governed and managed by a five-member Executive Committee duly elected each year by the MDRT membership.
-
Second Vice President
Gregory B. Gagne, ChFC, is the 2022 Second Vice President of the MDRT Executive Committee. He is a 22-year MDRT member with four Court of the Table and 13 Top of the Table qualifications. He is also an Excalibur Knight of the MDRT Foundation 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 Top of the Table Global Council Member and Advisory Board Chair and the 2020 Program Development Global Council Member, responsible for the Program General Arrangements (PGA) and Program Development Committee (PDC) for the 2020 Annual Meeting and 2020 Global Conference. He has spoken at 12 MDRT meetings. In addition to his MDRT leadership, Gagne is a past president of NAIFA–New Hampshire and was awarded the NAIFA–New Hampshire Distinguished Financial Advisor Award in 2008.
-
First Vice President
Peggy Tsai，RFP，CCFP 是 2022 年度百萬圓桌執行委員會第一副會長。她擁有 21 年百萬圓桌會齡，8 次獲得內閣會員資格，6 次獲得頂尖會員資格。她還是百萬圓桌基金會的「鑽石騎士」。Tsai 是 Shin Kong Life Insurance Co. 的顧問，她連續七年因在公司銷售業績排名中位列第一而受到嘉獎。Tsai 在百萬圓桌擔任過多個志願者領導職位，包括：會員交流委員會 (MCC) 第二分會的分副會長、大中華區 MCC 分區主席以及臺灣地區 MCC 分會主席。此外，Tsai 還自願為百萬圓桌會議的多個方面提供服務，並曾在百萬圓桌年會上演講。除了在百萬圓桌的工作與付出，Tsai 還與中國的許多金融專業人士溝通交流，並且在她所在地區促成了行業刊物的出版。
-
Secretary
Carol Kheng, ChFC, is the 2022 Secretary of the MDRT Executive Committee. She is a 23-year MDRT member with one Court of the Table qualification. She is also a Gold Knight of the MDRT Foundation and has served on its Board of Trustees. A private wealth consultant with Prudential Assurance Company Singapore, Kheng currently 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.
2023 Committee Press Releases
Past Presidents
2008
James E. Rogers, CLU, CFP
James E. Rogers, Ltd.
1985
Ron D. Barbaro
North American Life
1998
Gene L. Mahn, CLU, ChFC
Massachusetts Mutual
2023
Peggy Tsai, RFP, CCFP
Shin Kong Life Insurance Co.
2006
Stephen O. Rothschild, CLU, ChFC
Rothschild & Sale
2013
D. Scott Brennan
The Brennan Group LLC
1988
Arlen I. Prentice, CLU, ChFC
Kibble and Prentice
1979
*Paul L. Oliver Jr., CLU
Prudential of America
1956
*Arthur F. Priebe, CLU
Penn Mutual
1957
*Howard D. Goldman, CLU
Northwestern Mutual
1991
Seymour Petrovsky, CLU
Business Men’s Assurance
2018
James D. Pittman, CLU, CFP
Insurance Consulting Services Inc.
1965
*Iram H. Brewster
Phoenix Mutual
1976
*Rulon E. Rasmussen, CLU
New York Life
1950
*Theodore Widing, CLU
Provident Mutual
1934
*Thomas M. Scott
Penn Mutual
2003
*Richard H. Sullenger
The Sullenger Financial Group
1996
Walter G. Schnee III
Phoenix Life
2002
Marvin H. Feldman, CLU, ChFC
Feldman Financial Group
1999
*Reginald N. Rabjohns, CLU, ChFC
Secure Futures
2014
Michelle Hoesly, CLU, ChFC
Resource 1 Inc.
1967
*Frank E. Sullivan, CLU
Mutual Benefit Life
1945
*John E. Clayton
Massachusetts Mutual
1968
*Sadler Hayes
Penn Mutual
1931
*Theodore M, Reihle, CLU
Equitable-New York
1982
*Stanley Liss, CLU
New York Life
1993
Charles D. Marks, CLU, ChFC
Prudential of America
1986
*Frank Friedler Jr., CLU
Home Life
1933
*M. J. Donnelly
Equitable-New York
2016
Brian D. Heckert, CLU, ChFC
Financial Solutions Midwest LLC
1975
*Jack Peckinpaugh, CLU, ChFC
Indianapolis Life
1970
*John H. Ames, CLU
Mutual Benefit Life
1948
*Paul H. Dunnavan, CLU
Canada Life
1969
*Stanley S. Watts, CLU
Equitable-New York
1964
*Alfred J. Lewallen, CLU
Mutual Benefit Life
1977
*Marshall I. Wolper, CLU
Equitable — New York
2012
Jennifer A. Borislow, CLU
Borislow Insurance Agency
2011
Julian H. Good Jr., CLU, ChFC
Good Financial Group, LLC
1962
*Lester A. Rosen, CLU
Union Central
1942
*Robert P. Burroughs
National Life-Vermont
1960
*Robert S. Albritton, CLU
Provident Mutual
1943
*Ron Stever, CLU
Equitable-New York
1940
*Harry G. Mosler
Massachusetts Mutual
1932
*Robert A. Brown
Pacific Mutual
1980
*Millard J. Grauer, CLU
Equitable — New York
2021
Ian Green, Dip PFS
Green Financial Advice
2015
Caroline A. Banks, FPFS
Caroline Banks & Associates Ltd
2000
Brian H. Ashe, CLU
Brian Ashe & Associates
1984
*Paul R. Buckley, CLU
The Buckley Group
1972
*James B. Longley, CLU
New England Life
1989
G. Carey Hauenstein, CLU
State Mutual of America
1971
*Richard G. Bowers, CLU
New York Life
2020
Regina Bedoya, CLU, ChFC
RB Financial Advisors
2004
George B. Pickett, JD, CLU
Pickett Bradford & Assoc
2010
Guy E. Baker, MSFS, CLU
BMI Consulting
2005
Adelia C. Chung, CLU, ChFC
Spectrum Wealth Management LLC
1944
*A.J. Ostheimer III
Northwestern Mutual
1995
Robert B. Plybon, CLU, ChFC
Plybon & Associates
1935
*Caleb R. Smith
Massachusetts Mutual
2019
Ross Vanderwolf, CFP
Rothgard Financial Partners
2007
Philip E. Harriman, CLU, ChFC
Lebel and Harriman, LLP
2024
Gregory B. Gagne, ChFC
Affinity Investment Group LLC
1951
*John O. Todd, CLU
Northwestern Mutual
1994
*Lyle L. Blessman
The Blessman Group
1997
John W. Cruikshank III, CLU
Northwestern Mutual
2022
Randy L. Scritchfield, CFP, LUTCF
Montgomery Financial Group
1937
*Grant Taggart
California-Western States
1947
*Harold S. Parsons
The Travelers
2017
Mark J. Hanna, CLU, ChFC
Hanna Insurance & Financial Solutions, Inc.
1983
Jack B. Turner, CLU, ChFC
Jack B. Turner and Associates
1953
*William T. Earls, CLU
Mutual Benefit Life
1938
*Jack Lauer
Penn Mutual
1992
William T. O'Donnell
Schwarz Brothers Benefits
1958
*William D. Davidson, CLU
Equitable-New York
1952
*Walter N. Hiller, CLU
Penn Mutual
1949
*Paul W. Cook, CLU
Mutual Benefit Life
1946
*Louis Behr, CLU
Equitable-New York
1941
*H. Kennedy Nickell, CLU
Connecticut General
1936
*Harry T. Wright
Equitable-New York
1990
*David H. Hilton, CLU, ChFC
Northwestern Mutual Life
1961
*James B. Irvine Jr., CLU
Northwestern Mutual
1959
*Adon N. Smith II, CLU
Northwestern Mutual
2001
Tony Gordon
1974
*C. Robinson Fish III, CLU
Northwestern Mutual
1966
*Donald Shepherd
John Hancock
1963
*Daniel H. Coakley
New York Life
1939
*Paul C. Sanborn
Connecticut Mutual
1981
*Clune J. Walsh Jr., CLU
Walsh Financial Group
1987
*Wilmer S. Poynor III, CLU, ChFC
New York Life
1978
*Jack L. McKewen, CLU
Fidelity Mutual
1973
*Henry F. McCamish Jr., CLU
Massachusetts Mutual
1955
*George B Byrnes, CLU
New England Life
1954
*G. Nolan Bearden
New England Life
2009
Walton W. Rogers, CLU, ChFC
W. Rogers & Associates
1930
*Earl G. Manning
John Hancock
1929
*George E. Lackey, CLU
Massachusetts Mutual
1928
*William M Duff, CLU
Equitable-New York
1927
*Paul F. Clark, CLU
John Hancock
*Deceased
View more