Financial Advisors
Contact for Mutual Funds
North
(CT, DC, DE, MA, MD, ME, NC, NJ, NH, NY, PA, RI, SC, VA, VT, WV - map)
- Craig Schwalb
VP, Intermediary Sales - North Region
Cell: 617.921.6335
Rachel Kotubey
AVP, Intermediary Sales - North Region
Office: 877.726.8842, Direct: 816.391.4115
South
(AL, AR, AZ, CA, CO, FL, GA, LA, MS, NM, NV, OK, TN, TX, UT - map)
- Tony DeMarino
- SVP, Intermediary Sales - South Region
Office: 816.391.4112, Cell: 816.719.1147
Jason Craine
AVP, Intermediary Sales - South Region
Office: 877.726.8842, Direct: 816.391.4114
Midwest
(IA, ID, IL, IN, KS, KY, MI, MN, MO, MT, NE, ND, OH, OR, SD, WA, WI, WY - map)
- Andy Arnold
VP, Intermediary Sales - Midwest Region
Cell: 773.469.3112
Blake Briscoe
AVP, Intermediary Sales - Midwest Region
Office: 877.726.8842, Direct: 816.391.4113
Contact for National Accounts
- Lance Peterson
SVP, Head of Intermediary Markets
Office: 816.391.4108
Dana Cunningham
VP, National Accounts
Office: 816.391.4109


