Resources & Updates on the DOL Fiduciary 3.0 Rule. Learn more and get involved here!

Board of Directors

The Finseca Board of Directors represent the diversity of our entire profession — in roles, constituencies, company affiliations, stages of career, perspectives, demographics, and engagement experience. These leaders are instrumental in establishing a unified organization that serves the entire profession, and the families and communities its members serve.​

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Mike James

Chair
Marc Cadin | CEO, Finseca

Marc Cadin

Finseca's CEO
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Rick Van Benschoten

Immediate Past Chair
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George “Chip” Van Dusen, IV

Chair-Elect
Stephanie Rivas

Stephanie Rivas

Secretary
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Jim Hebets

Treasurer
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Lorrie Baldevia

Director
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Daphne Boyle

Director
2

Todd Buchanan

Director
3

Moira Buckley

Director
Christie Corado

Christie Corado

Director
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Robert E. Eichler

Director
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Joe Gergely

Director
2

John Gilbert

Director
3

Jason Grover

Director
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Matthew Hodson

Director
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Amy Jamrog

Director
Tim Klusas Headshot

Tim Klusas

Director
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Jason Lea

Director
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Timothy Maguire

Director
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Mike Martini

Director
Brandy

Brandy Mickens

Director
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Eric Naison-Phillips

Director
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Cathy Neifeld

Director
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Amy Salo

Director
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Mike Scovel

Director
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Keith Wagner

Director
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Misty Weltzien

Director
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Howard Sharfman

Chair
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John Bucsek

Immediate Past Chair
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Sam Terrazzino

Treasurer
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Ryan Beck

Trustee
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Davin Bell

Trustee
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Jessica Ciccarelli

Trustee
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Bruce Davison

Trustee
jamie

Jamie Hebets

Trustee
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Jim Pucci

Trustee
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Dr. Maurice Springer

Trustee

Resources

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About

Together, we elevate our profession by serving the needs of our members. We protect dreams and promote financial wellbeing for all. We are the home of the top financial security professionals. Together, we are Finseca.

Events

Finseca events put insight and intentionality front and center, helping financial security professionals protect and enhance the financial well-being of people, families, and businesses everywhere.

Insights

As the home of the top financial security professionals, Finseca will elevate the reputation and visibility of the work our members do.

Resources

Access searchable content in one place! It has never been easier to find what you need to accelerate your business and maximize results. From deeper dives into diverse topics on policy and regulation, to one-pagers and webinars featuring experienced industry leaders, the Finseca Resource Library is your one-stop shop for quick and actionable tools.

Communities

Finseca’s Communities are designed to help meet the needs of each unique community within the financial security profession. Our model brings the profession together for issues that impact everyone, while also providing a customized, community-focused structure for discussion and collaboration in a more intimate setting for different areas of the profession.