The Staff of Ann Arbor Annuity Exchange
Founded in 1990, Ann Arbor Annuity Exchange is a national marketing organization and wholesale distributor of traditional fixed annuities, fixed index annuities, life insurance, and long term care insurance, serving the independent financial professional. Rely on our experienced, service-oriented staff and put our relationships to work building your business.
 
Ann Arbor Annuity Exchange is ready to service your needs 8:30am–6:30pm ET Monday through Thursday and 9:00am–5:00pm ET Fridays. Call us at 800.321.3924.




Van Lumbard

President


Heath Waddington

Senior Vice President,
Sales & Marketing


Nick Bates

Vice President of
Annuity Sales,
Branch Office Manager


Gissou Gotlieb

Field Suitability
& Compliance Officer


Leyla Conlan

Director of Finance
and Operations


Brianna Regan

Marketing Development Director


Terry Krueger

Senior
Marketing Consultant


James Ruhle

Senior
Marketing Consultant


Abby Lantz

Senior
Marketing Consultant


Joe Jacobs

Senior
Marketing Consultant


Donnie Lantz

Senior
Marketing Consultant


Dylan Smeltzer

Senior
Marketing Consultant


Mike Lautenbach

Marketing Consultant


Michael Heibel

Marketing Consultant


Casey Kreutzberg

Marketing Consultant


Chris Russen

Marketing Consultant


Vincent Hernandez

Marketing Recruiter


Matt Kaas

Life Marketing Consultant


Keith Jones

Life Marketing Consultant


Dina Mestel

Sales Trainer


Claudia Pahl

Senior Coordinator


Meghan Eiler

New Business Coordinator


Jennifer Potter

New Business Coordinator


Meghan Shipley

Operations Coordinator


Megan Osterman

Licensing Coordinator


Shanna Judit

Marketing Distribution Coordinator


James Morris

Suitability Specialist, Designated Supervisory Principal


John Grodzicki

Director of Information Systems
   
 
800.321.3924