FIELD SPOTLIGHT SESSION SPEAKERS
LAMP has a long history of providing top-notch speakers that introduce first-line and front-line leaders to innovative, relevant and forward-thinking strategies, techniques, and tools to help them build their business in the year ahead. All sessions undergo a rigorous peer-vetting process and each speaker must provide an innovative insight into growth and development, a forward-thinking tactical takeaway or a breakthrough trend or tool for action that has been previously tested.
Tina J Paulus-Krause
American Family Insurance
Tina has worked for American Family Insurance for over 20 years in Sales leadership with various operational and strategic roles, both internal HQ and in the field. In 2017, Tina joined Talent Development at AmFam as a Leadership Development Consultant to align closer to her passion.
Known as the “Millennial Financial Guru”, Sina Azari was appointed vice president of Present Financial Partners in October 2016. Azari began his career with Bankers Life in 2003 as a rookie sales agent where he was a consecutive MDRT qualifier. In 2007, he was promoted to branch sales manager and in 2011, recognized as the youngest leader in his role to take on the associate regional director position with CNO Financial Group. Since being in leadership, Azari has been a GAMA Frontline Leader.
Philip Lawrence is the Financial Centre Manager for Sun Life Financial in Pickering, Ontario. Since taking over the 90th ranked financial centre, his work to re-engineer and modernize the planning process has turned it into an Ultra High Performance financial centre. Philip has also worked as a Director and Regional Director at Estate and Financial Planning Services. Philip is married to his wife Natasha and has two young children.
Curtis V. Cloke is an award-winning international speaker, educator and writer as an industry recognized retirement income expert. He is an active life planner with over 29 years of experience serving his clients around the US from his Burlington, Iowa office. Curtis’s presentations are motivational, entertaining, inspirational and educational. His unique ability will take the audience to a place of knowledge and inspiration that will move their needle to make a difference in their spear of influence and grow their business and personal life to new heights.
Philip Kim is a Senior Vice President with the Southwest Branch of AXA Advisors, and the Director of the Retirement Benefits Group in Arizona and New Mexico. In his role as Director, Philip oversees the growth and development of the Retirement Benefits Group in the states of Arizona and New Mexico. Under Philip’s guidance, his team has perennially been nationally ranked in the Top 10% among his peers every year since 2010. His advisors and team have received numerous accolades from the Southwest Branch, AXA Advisors, and the Financial Services industry.
Tony is dedicated to helping his clients and business partners to secure and enhance their financial future. He holds himself to the highest level of personal and professional integrity and promises only to provide guidance, coaching, and solutions that are in the best interest of those he serves each day.
Freedom 55 Financial
Phil started in 1986 in the Group and Pension Department at London Life. In 1996, he moved to London Ontario at Head Office in an associate Regional Manager role. He moved back to Montreal in 1997 as a Regional Manager Group for both London Life and Great West Life after the acquisition. In 1999 he left to break new ground with Maxxum and Mackenzie Funds. He was offered the role of leading the 4 GWL sales and marketing Centres in 2010 in Quebec and subsequently offered his current role of RD Montreal City Centre North Shore in 2013.
Nick J. Halvorson
As a Senior Managing Director with the Minnesota Business Center of the Principal®, Nick Halvorson works with his team of Financial Professionals to help businesses and individuals build plans and strategies to achieve their financial goals. Nick works to build a culture of high-performing, honest and ethical financial professionals. Nick attended the University of St. Thomas where he obtained his degree in Financial Management and Business Administration. While at UST, Nick played football and remains very active with the Football Alumni Association.
American National Insurance Company
Mark Miletello is the General Agent over Southern CA with 24 agents reporting. Responsible for recruiting, developing and mentoring agents in helping his team build successful agencies throughout Southern CA. Mark also maintains his group health organization through Pacific Agency, Inc – as CEO. In this role, Mark uses his 27 years of health insurance experience to oversee 20+ health agents. He takes great pride giving his clients the utmost in professional advice, guidance and service!
Adam joined Lee, Nolan & Koroghlian, LLC in 2014 with 12 years of industry experience. Beginning his career at MetLife, Adam spent eight years with one of the company’s top agencies in the nation and quickly became a qualifier for Million Dollar Round Table from 2005-2007 and the company’s Leaders and President’s Conferences. His performance earned him a promotion to Sales Director, where he was ranked among the top 10% of his peers in the country. Adam went on to join the leading firm at Penn Mutual where he managed a team of leading financial professionals and qualified for the GAMA International Management Diamond Award before coming to Lee, Nolan & Koroghlian, LLC.