We are now enrolling individual advisors in our major medical insurance plans, with savings up to 50% versus the open market, including HSA-eligible plans. Available in ALL 50 STATES. Visit AdvisorHealthPlan.org for INSTANT rates.

Management Team

The FSI Team is led by Dale Brown, FSI’s President & CEO. Our team is passionate about making a difference in the independent financial services industry. We strive to provide exceptional service to our members, so that they can provide exceptional service to their clients.

Leadership

Dale Brown, CAE

President & CEO

David Bellaire, Esq.

Executive VP & General Counsel

Michelle Allgauer, CAE, CMM, CMP

Senior VP, Education & Engagement

Brett McAllister

Senior VP, Finance, Operations & Business Strategy

Robin Traxler

Senior VP, Policy & Deputy General Counsel

Advocacy

Renee Barnett

Director, Federal Regulatory Affairs & Senior Counsel

Dan Barry

Director, State Legislative Affairs

Matt Landers

Director, Political Engagement

Hanna Laver, Esq.

Director, Legislative Affairs & Senior Counsel

Jennifer Nguyen

Political Affairs Coordinator

Member Engagement & Sponsorship

Kathryn Anderson

VP, Corporate Relations

Allison Kuehner Mutschler

Director, Marketing & Communications

Christine Bermingham

Education Manager

Finance, Operations & Business Strategy

Chris Paulitz

Head of Strategic Initiatives

Kevin Whitehead

VP, Business Development

Wanda S. Blevins

Director of Customer Relation Systems & Revenue

Jeremy Bronheim

Controller

Matthew Epstein

Manager, Customer Relations Systems

Keith Thomas

Accounting Clerk

Human Resources

Nicki Brown

AVP, People & Culture

Executive Assistant

Andress Green, CP

Executive Assistant