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


Brad Watson

Senior Vice President, Sales & Marketing


Heath Waddington

Vice President of Sales


Gissou Gotlieb

Field Suitability & Compliance Officer


Leyla Conlan

Operations Manager


Nick Bates

Branch Office Manager


James Morris

Designated Supervisory Principal


Brianna Regan

Marketing Development Director


Dina Mestel

Sales Trainer


John Grodzicki

Special Projects Manager


Dave Campbell

Director of Life and Long Term Care


Claudia Pahl

Manager of
Life Services


Terry Krueger

Senior
Marketing Consultant


James Ruhle

Senior
Marketing Consultant


Rick Muzik

Senior
Marketing Consultant


Abby Lantz

Senior
Marketing Consultant


Joe Jacobs

Senior
Marketing Consultant


Donnie Lantz

Marketing Consultant


Dylan Smeltzer

Marketing Consultant


Mike Lautenbach

Marketing Consultant


Michael Heibel

Marketing Recruiter


Ryan Gliesman

Marketing Recruiter


Julie Rush

Suitability Specialist


Meghan Eiler

New Business Coordinator


Jennifer Potter

New Business Coordinator


Vicki Tobler

Licensing Coordinator


Meghan Shipley

Administrative Assistant


Shanna Judit

Marketing Distribution Coordinator
   
         
AE118
800.321.3924