Deals & People September 6, 2012

Guardian Expands 401(k) Sales Force

The Guardian Insurance & Annuity Company Inc. named Jasonn D. Potter regional vice president for its retirement plan sales team.
Reported by

Potter, a wholesaler retirement specialist, will be responsible for developing Guardian Retirement Solutions’ sales of funding vehicles to qualified plans in Utah, Colorado, Montana, Northern Nevada and Idaho.

Guardian Retirement Solutions has expanded its 401(k) sales force by 40% this year, Potter’s addition brings the company’s total number of wholesalers to 17.

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“Jasonn is a highly respected professional with a proven track record of success,” said Jason Frain, vice president of 401(k) product management and development at Guardian Retirement Solutions. “He is a perfect example of how Guardian’s retirement sales team is growing with the addition of experienced professionals to handle the increasing demand in the small-plan market.”

Potter comes to Guardian from The Standard, where he was a regional pension consultant for more than five years. He previously served as a financial adviser with American Express Financial Advisors. A graduate of University of Oregon with a BS in Business Administration, he has earned his Series 7, 63, 65 and Life and Health Insurance Licenses.

 

Deals & People September 6, 2012

Sageview Adds Team Members

SageView Advisory Group has added six retirement industry professionals to its team.
Reported by

Sara Jaggars, Tim Duncan and Gregory Koehler are the newest additions to the Kansas City office, while Julie Kim and Dan Quirk, CFA, CFP have joined SageView’s Western office, in Irvine, California. Mark Foster is the newest member to join the Boston location.  

Before joining SageView, Jaggars held the role of portfolio manager at M&I Institutional Trust Services, a division of M&I Bank. She joins SageView as a senior investment adviser, and brings more than 13 years of experience in the financial services industry.  

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Also coming from M&I Bank, Duncan brings 14 years of industry experience, with his most recent role being vice president and institutional portfolio manager for M&I Retirement Services. He joins SageView as a retirement plan consultant.  

Koehler was most recently a financial adviser for Raymond James Financial Services in Columbus, Ohio. Koehler will co-lead the wealth management division for SageView’s Midwest region.  

Rounding out the Western Advisory team, Kim joins SageView from Wells Fargo, where she served as an account executive. Kim has worked in the retirement industry for over 16 years and will continue her career as account executive with SageView.   

Quirk joins SageView from his previous roles as partner at San Francisco-based Seacliff Capital and investment analyst at J.P. Morgan. His responsibilities at SageView include senior investment adviser and investment committee member.     

Foster brings 16 years of industry experience including positions with CIGNA, Putnam Investments and The Hartford. Foster will be based in SageView’s Boston office, and will focus on retirement plan consulting of new business and relationship management.

 

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