A Unique Approach
to Leadership

A Message from Our President.

Brian Peterson

President
TruChoice

We realize you have choices in the solutions you offer your clients and the team you choose to work with. Our goal is to earn your business daily.

That’s why our seasoned leadership chooses to partner with experienced, retail practitioners who manage over $100 million in client assets annually and who know the world you live in.

By partnering consultatively in this way, we deliver solutions that are conceived and tested inside a successful financial services practice, not just based on theory. That’s right, turn-key seminar and marketing platforms that have been tested and proved to make a difference in how you attract and close new clients. That’s the difference our team can deliver for yours.

Corporate Leadership Group

Tom Wade

President
American Financial Marketing

Scott Wheeler

President
Ann Arbor Annuity Exchange

Chief Marketing Officer
TruChoice

Steve Bates

President
GamePlan Financial

President
TruAdvisor Network

Richard J. Marasco

President
The Annuity Store

Terri Buker

Chief Operating Officer
TruChoice

Gissou Gotlieb

Chief Compliance Officer
TruChoice

Jim Maietta

Chief Distribution Officer
TruChoice

Jeff Sullivan

Chief Information Officer
TruChoice

Josh Zwart

Chief Financial Officer
TruChoice

Sales Leadership Group

Todd Hayworth

Senior Vice President
American Financial Marketing

Heath Waddington

Senior Vice President
Ann Arbor Annuity Exchange

Kevin Ross

Senior Vice President
GamePlan Finacial

Gordon Sylvester

Senior Vice President
GamePlan Finacial

Jim Green

Senior Vice President
The Annuity Store

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