• Team Bios

Jonathan R. Bussert

Jonathan R. Bussert

President/CEO

A licensed life insurance representative, Jon is known as the “marketer’s marketer.” For more than 17 years, Jon has worked with and trained financial professionals across the country and has wholesaled over $1.5 billion in annuities with top industry FMOs. With a penchant for doing things right the first time, today Jon leverages his expertise in wholesaling, case design, marketing and product knowledge to help producers quickly find the best solutions for clients.

Mark Dombroski

Mark Dombroski

Executive Vice President of Life Sales

With 25 years of experience in financial services, Mark knows how to leverage business, life and estate planning products to benefit producers and their clients who want to leave a legacy for their families. His expertise includes producer training, case design and solving complex insurance issues, and he calls upon these skills daily as he works to help producers grow their business.

Pete Pecci

Pete Pecci

Sr. VP of Broker Dealer/RIA Development

Pete has earned a reputation for inspiring financial advisors to reach their individual goals—and supporting them every step of the way. A licensed securities representative and insurance professional, Pete’s 24 years in the insurance industry encompass wholesaling for a top mutual fund company, operating independent broker/dealers and RIAs, providing sales management for a leading bank’s financial services program and a property/casualty company, and working as a financial professional in his own practice.

Lindsey Kirk

Lindsey Kirk

Chief Operating Officer

Lindsey is a “people person” who believes producers are best served when a dedicated support team handles all the details and paperwork, enabling producers to focus on finding their next client. She’s equally passionate about helping producers help clients customize retirement strategies based on their individual goals. A life-licensed representative, Lindsey’s 12-year tenure in the insurance industry gives her expertise in annuity sales operations, new business development, contracting, suitability, and sales and marketing.

Joe Dombroski

Joe Dombroski

Sales Support Specialist

Joe’s work ethic can be summed up in two words: customer-focused. His enthusiastic desire to help others succeed combined with his love of solving complex problems, make him an ideal champion for producers and their clients. As a Florida Atlantic University finance major, behind the scenes, Joe is adept at problem-solving, which helps him achieve the best possible positive outcomes for those he serves.