About the Client

Jefferson National works from a steadfast principle: Deliver greater value. It aims to help RIAs and fee-based advisors take a seat on the client's side of the table to better serve investors and help them achieve their financial goals. The company's innovative products and services offer simplicity, transparency, lower costs and more choice. Additionally, Jefferson National is a recognized innovator of tax-advantaged investing solutions for RIAs, fee-based advisors and the clients they serve. Winner of more than 20 industry awards, including the DMA "2010 Financial Services Company of the Year," and acclaimed for launching the industry's first flat-fee, next-generation variable annuity, Jefferson National has built a brand trusted and supported by more than 2,000 RIAs and fee-based advisors nationwide.

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The Team

• Vice President Chief Technology Officer: Jeff Chandler
• Vice President, Marketing: Bob Borgert
• Director of Application Development: Frank Wheatley
• Director of Project Management: Stephanie Johnson
• Director of Online Marketing: Mark Forman
• Assistant Marketing Manager: Rachel Reho