Board of Directors

OFFICERS

James J. Sorebo, CLU®
President

James J. Sorebo serves as Senior Vice President, Community Banks & IBDs for Highland Capital Brokerage. Jim started his financial services career in 1979 and was an executive with an industry-leading insurance and investment company. While there, he led the company’s wholesaling efforts and was president of a wholly-owned subsidiary.

As a recognized speaker and sales trainer, Jim has been a featured speaker before industry trade groups like Life Insurance and Market Research Association (LIMRA), bank and broker/dealer sales conferences, and insurance company conventions. A graduate of Minnesota State University with a Bachelor of Science in Business Administration, Jim is a Chartered Life Underwriter (CLU®), and a member of the Society of Financial Service Professionals and Bank Insurance and Securities Association (BISA).

Jim has given back to the industry in numerous ways over his career. He served on the National Association of Independent Life Brokerage Agencies (NAILBA) board for six years and was Chairman in 2017. Additionally, he participates in the Association for Advanced Life Underwriting (AALU) Brokerage Task force, building relationships with the Members of Congress on the issues affecting our industry. Jim serves on the board of directors for The Lone Survivor Foundation, which restores, empowers, and renews hope for our wounded warriors and their families suffering from PTSD.



Robin S. Landers, CLU
Immediate Past President

Robin Landers is a principal at NAILBA member agency Landers-Stein & Associates, Inc., a Miami-based BGA founded in 1959 by Bernie Landers and Marty Stein.

 A graduate of the University of Florida’s College of Journalism, Robin has a degree in Advertising. She started as a file clerk at Landers-Stein in 1983, earned her insurance license, followed by her CLU designation. She partnered with Carmen A. Rodriguez in 1995 to begin their agency together, choosing Robin’s sister, Diane Preuss, as their first staff person, all of whom had worked for the original agency.

She has been president of both the Miami SFSP (CLU) and NAIFA–Miami. In addition to serving on the NAILBA Charitable Foundation Board, she also served on the NAILBA Marketing Committee and works on NBA’s Nomination and Bylaws committees. Along with her volunteer commitments to the insurance community, Robin has served on the board of The Heart Association and the Women’s Fund. She is the wife of a prize-winning journalist, and is the proud mother of five children and grandmother to five grandchildren.

Jason E. Lea, CFP
Chair, NAILBA
Ex-Officio Member

Jason Lea joined Brokers’ Service Marketing Group in 2000 and in his current role of President, oversees all sales & marketing related activities at BSMG. He was recently recognized as one of the most promising young executives in Rhode Island as a part of the Providence Business News 40-Under-Forty program.

Prior to joining BSMG, Jason was employed by MFS Investment Management. He is currently a member of the Financial Planning Association of Rhode Island, the Rhode Island Estate Planning Council, and several carrier field advisory boards. Jason also serves on the membership committee of the Boston Estate Planning Council and is Past President of the Rhode Island Society of Financial Service Professionals. A graduate of Davidson College with a Bachelor of Science degree in Economics, Jason has also earned his CFP® designation, is a licensed insurance agent, and is FINRA registered series 6 and 63.

Victoria Van Dusen-Roos
Treasurer, NAILBA 
Ex-Officio Member

 

Tori Van Dusen-Roos, co-principal and 50% owner of Diversified Brokerage Services, joined DBS in 1993 and currently serves as its Chief Operations Officer. In this role, Tori is responsible for overseeing its Director of Operations, Director of Finance, Director of IT, Chief Underwriter and Director of HR.

Tori stays very active in the industry and currently sits on the advisory councils of a few different insurance companies. She is a current LIBRA Insurance Partners Board Member, a member of NAILBA’s Executive Board where she serves as treasurer, and on the NAILBA Foundation Board of Directors as its current Grants Committee Chair. She is also a past Board Member of LifeMark Partners, past President of LIFE, Inc. (a National Life Brokerage Study Group), and has served on numerous NAILBA committees in the past.

Tori lives in Shorewood, Minnesota with her husband Greg and two beautiful children, Parker and Piper. Most of her spare time is spent with her family but she still finds time for her monthly cooking club, summer golf league, boating, dining with friends, and gardening around the house.

 

Dan LaBertDan LaBert
NAILBA
Dan LaBert is NAILBA CEO and serves on the Foundation Board as an ex-officio member.

 

 


DIRECTORS
 

David Barrist 
Barrist Insurance Group

David Barrist is the President of Barrist Insurance Group located in Philadelphia, Pennsylvania. He is an industry veteran with a demonstrated 20+ year history of working in the insurance arena. An expert in underwriting difficult Long Term Care Insurance, Universal Life, Sales, Disability Insurance, and Annuities. A strong team building professional with a B.A. focused in Psychology from Temple University. 

Pete Chrisos
Protective Life Insurance Company

Pete Chrisos is the Vice President and National Account Manager for Protective Life Insurance Company.

He has more than 37 years of insurance industry experience. He began his career in 1979 at North American Company for Life and Health Insurance working in multiple areas of the company  before starting his career as a as a Senior Life Underwriter.  He joined the Zurich Life Underwriting Team in 1998 as a Senior Life Underwriter and Sales Support Manager.

He began establishing his career as a Sales Vice President in the brokerage community in 2001. Pete joined Protective Life in 2006 and is currently a National Account Manager in the Brokerage Distribution channel, managing relationships with multiple strategic marketing organizations. Pete is a lifelong resident of the Chicagoland area and currently resides in Hoffman Estates, IL with his wife Karen and their two children, Kevin and Stephanie.

Philip Chuba
Prudential

Philip Chuba is a Vice President, Strategic Relationship Management for Prudential. He is an advocate for a firm’s specific needs, and then effectively connects and leverages Prudential capabilities and resources to help firms achieve their goals. His goal is to help our distributors develop strategies and tactics to drive profitable growth.

Phil graduated from St. Cloud State University with a degree in Marketing and a minor in Organizational Psychology. He also holds designations of CLU®, FLMI and ACS. Phil lives in Minnesota with his wife and their four children. Phil enjoys all sports and was a coach for youth hockey. He is a member of Prudential’s Beyond the Yellow Ribbon organization and is an active member of The River of Life Church.

PJ DoylePJ Doyle
CPS / Gulf States Brokerage

Paul (P.J.) Doyle, Jr., LUTCF, is a graduate of the University of Southern Mississippi. He joined his father, Paul Doyle, Sr., at Crisis Management Agency in 1990. In 1997, the agency merged with the Harrison James Group, where P.J. was a partner and regional brokerage manager.

In 2002, P.J. and long-time business partner Angie Dean opened up a CPS affiliate office, CPS/Gulf States Brokerage, LLC, where he serves as principal/owner. In 2008, CPS/Gulf States Brokerage merged with Crisis Management Agency.

Blair Farwell
Resource Brokerage, LLC

Blair Farwell RHU, REBC is the President and owner of Resource Brokerage, LLC. Blair has been in the insurance industry for 25 years. Blair has built a multi line wholesaler with 30 employees that have specialized divisions that focus on: Group Benefits, Individual Medical, Medicare Products, Life Insurance, LTC Insurance and individual DI. Resource Brokerage has been awarded one of the Best Places To Work In Illinois (Top 30- Small Employer Division) for 10 years! Blair is married to his wife of 20 years Nicole and has three daughters.

Keith Gilllies
Wealth Solutions, LLC

Keith M Gillies, CFP® is the Managing Principal of Wealth Solutions, LLC and The Pension Center, LLC, and co-founder of United Wealth Advisors Group, LLC, where he serves as Chief Executive Officer. He began his career as a financial advisor in 1981 with a commitment to providing advice and strategies to individuals, professionals and business owners to help them achieve their personal, business and charitable goals.

Keith is an honor graduate of Tulane University's A. B. Freeman School of Business with a M.B.A. and of the University of New Orleans with a B.A. in Political Science. He is a Certified Financial Planner, Chartered Life Underwriter, and Chartered Financial Consultant.

Professionally, Keith is a Past President of the National Association of Insurance and Financial Advisors, NAIFA. Prior to joining the NAIFA National Executive Committee, Keith was elected to two consecutive two-year terms to the National Board of Trustees. He is past-president of both greater NAIFA-Greater New Orleans and NAIFA-Louisiana. His honors include NAIFA-Greater New Orleans Member of the Year in 1997; NAIFA-Louisiana's President's Award in 2004; and NAIFA-Louisiana's Arthur Abramson Member of the Year Award in 2007. He is also a life and qualifying member of the most prestigious financial services organization in the world, the Million Dollar Round Table with status as a Top of the Table member.

A lifelong resident of the greater New Orleans area, Keith currently resides in New Orleans, Louisiana with his wife, Cindy. They have five children. He enjoys reading, golf, cycling, traveling with his friends and family.
.

Hamill

Andrew M. Hamill, CLU, ChFC
Breeze

Andrew M. Hamill is the Head of Distribution for Breeze. As the Head of Distribution, Andrew has a passion for protecting American families and making the process of getting disability income, critical illness, and other much-needed coverage faster and easier and proudly leads the distribution expansion and strategy at Breeze.

Andrew is an active member of AALU, NAILBA, NAIFA, and the Society of Financial Services Professionals, for which he served several terms as a board member. He was Education Chairman of the European LUA, is a past board member of March of Dimes Central Virginia Chapter, a founding board member of Regents School of Charlottesville, and a member of the AALU “Future of the Industry” working group. Andrew attended Penn State University and graduated with a Bachelor of Science degree in Economics. He has earned CLU, ChFC, CLTC and LTCP designations. Andrew and his wife Eileen reside in Mount Pleasant, South Carolina with their three children, Michaela, Shannon and Ian.

 

Hope HowardHope Howard
Broker World

Hope Howard is Vice President and CFO of Broker World magazine. She started in the mortgage business in 2001 and then moved on to the insurance industry working with Farm Bureau of North Carolina. After writing P&C insurance she accepted a position with NAIM (National Association of Insurance Marketers). There she processed life and annuity cases for the marketing group. In her free time, she was an officer of the Carteret County Elks Lodge, where she worked planning charity golf tournaments and fund raisers. In 2007 she met her very shy and quiet husband, Steve Howard. They live in Lenexa, Kansas, with their two cats and two dogs.


Craig W. KlenckCraig W. Klenk
American National Insurance Company

Craig Klenk is the Vice President of Sales for American National Insurance Company (ANICO) where he is responsible for life, annuity, and pension sales. At ANICO Craig serves on the Life Product Development Committee, the Annuity Product Development Committee, the R&D Committee and the Underwriting Committee. He has been in the insurance industry for over 33 years holding several marketing and sales positions for Insurance Companies, P&C Agencies, and Brokerage General Agencies including ownership of a brokerage agency located in Houston, Texas until it was sold in 2002.

Klenk served as Chair for the National Association of Independent Life Brokerage Agencies (NAILBA) in 1998 after serving numerous years on the board and various committees. He also served as President of the Houston Chapter of the Society of Financial Service Professionals in 1997. He received the prestigious Golden Key Society Role Model Award from The American College in 1996.

Klenk is a graduate of The American College where he earned his Master of Science in Financial Services (MSFS) degree in 1992. He also holds the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College as well as the LIMRA Leadership Institute Fellow (LLIF) designation.


Sheryl J. Moore
Moore Market Intelligence/Wink, Inc. 

Sheryl J. Moore is president and CEO of Moore Market Intelligence. She is also the founder and creator of several competitive intelligence tools, including Wink’s AnnuitySpecs and LifeSpecs tools, as well as Wink’s Sales & Market Report. Moore Market Intelligence specializes in providing competitive intelligence tools to the insurance industry, particularly the indexed life and annuity markets. Ms. Moore provides competitive intelligence, market research, product development, consulting services and insight to select financial services companies.


Michael “Slades” Sladek     
Mutual of Omaha        

 Michael “Slades” Sladek is a National Sales Director with Mutual of Omaha.  In his current role he is responsible for sales and marketing to industry leading NMOs and BGAs and managing a team of seasoned sales professionals.  Slades has over 30 years of experience in the financial services industry. He earned his Bachelor of Science in Accounting with a double major in Economics from Northeastern Illinois University and received a Master of Science in Taxation from DePaul University. 

He and his wife Rose have 5 children and 8 grandchildren and reside in Houston, Texas.

 

Michael SmithMichael Smith
CPS Horizon Financial

Mike Smith is President of CPS Horizon Financial, an insurance brokerage firm. Since 2002, Mike’s clientele are financial advisors, accountants, insurance advisors and attorneys whose clients need various insurance products or solutions. CPS Horizon represents 3 dozen carriers and helps advisors with life, disability insurance, long term care, annuities, impaired risk cases, and living benefits. Prior to purchasing CPS Horizon, Mike was in personal production qualifying for life membership in MDRT including Court of the Table.

Mike has presented concepts and solutions, sales ideas, marketing programs, and information on current insurance and investment trends to the Million Dollar Round Table, The Financial Planning Association, The Society of Financial Service Professionals, the Women in Financial Services national convention in Chicago and 5 times at the NAIFA National Convention.

Mike is also the past Member Benefits Chair for NAIFA at the national level. He is a Past President of the NAILBA Charitable Foundation. Married to Pamela. Two daughters Stephanie 22, Hannah 19. Hobbies include travel, going to Packer games, collecting sports memorabilia, playing basketball, and trying to communicate with his daughters.