Experience Empowers Us to Be Nimble & Act Quickly

Alan Jahde, JD, LLM (taxation)

Founder and CEO
41 years of experience in private placement life insurance and annuities, dynasty trusts, LLCs, and related real estate and income tax planning structures
bio | 480-530-0956  |  email

Tommy Mayes

President
33 years of financial services industry experience
bio | 480-530-0957  |  email

Nikki Pethtel

CFO
20 years of insurance accounting and operations experience
bio | 480-530-0951  |  email

Shari M. Johnson

Policy and Client Service Administrator
25 years of customer service experience, specializing in insurance and underwriting
bio | 480-530-0954  |  email

Brian Merrell

Case Manager
20 years of business development/client service experience
bio | 480-530-0955  |  email

David Nilsen

Senior Staff Accountant
4 years of experience in accounting within financial services
bio | 480-530-0953  |  email

John Fernado Rios

Accounting Manager
15 years of accounting and financial reporting experience, including within life insurance companies
bio | 480-530-0952 |  email

Dara Wieser

Director of Operations
19 years of senior leadership experience
bio | 480-530-0958 |  email

Board of Directors

Byron F. Allen

President/CEO, American Savings Life Insurance Company
28 years of insurance industry experience
bio

Alan Jahde, JD, LLM (taxation)

Founder and CEO, Investors Preferred
41 years of experience in private placement life insurance and annuities, dynasty trusts, LLCs, and related real estate and income tax planning structures
bio

Tommy Mayes

President, Investors Preferred
33 years of financial services industry experience
bio

Kevin Millslagle

Managing Director of Operations and Investments, SunGate Capital
14 years of senior leadership experience, including financial oversight
bio

James N. Price

Registered Representative
50 years of financial services experience
bio

Kenneth Rumbaugh

Advisor, Kenneth Rumbaugh, Inc.
42 years of professional business advisor experience
bio

Appointed Actuary

Christopher H. Hause FSA, MAAA, CLU

Christopher H. House founded Hause Actuarial Solutions in 2001, and the firm is recognized as an A.M. Best Top 20 Life Actuarial Consultant. Chris has led the company through both organic growth and through acquisition, and his team boasts over 110 years’ experience consulting health, life insurance and annuity companies. He has been a Fellow of the Society of Actuaries since 1986 and has been a Member of the Academy since 1980. Christopher earned a Bachelor's degree in Mathematics at the University of Wyoming in 1975.

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