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Staff

When you became my client, you placed your trust in me to help make your vision a reality. I honor that trust with the help of my expert staff. Together, we make a strong commitment to customer service.  Here you will find a listing of the people who help make it happen.  If you have a problem or need assistance at any time, please let us know.

 
Jeri – Operations
Associate Financial Representative
816-412-1544
 
 
Jeri Evans has been an associate financial representative with Mark’s team since 2003. She is licensed in life, accident and health, series 6, series 63 and long term care. 
 
 
Jeri can help you with the following:
 
·         Insurance & Investment related service questions
·         Policy Owner Service – loans, beneficiary changes, address changes, bank changes, etc.
·         Processes new investment accounts, life, disability, variable annuities & long term care applications
·         Assist with Underwriting Inquires
 
 
Shannon – Marketing
Marketing Assistant   
816-412-1484
        
               
Shannon Firestone has been the marketing assistant for Mark’s team since 2009. She is a graduate of the University of Kansas and is licensed in life, accident and health.
 
Shannon can help you with the following:
 
·         Schedule appointments
·         Referrals & networking opportunities
·         Supply quotes - life, disability income and long term care
·         Supply information about Northwestern Mutual products and services
·         Schedule Exams