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


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

Director of Information Systems

Dave Campbell

Director of Life
& Long Term Care

Matt Kaas

Life Marketing Consultant

Claudia Pahl

Manager of
Life Services

Terry Krueger

Marketing Consultant

James Ruhle

Marketing Consultant

Abby Lantz

Marketing Consultant

Joe Jacobs

Marketing Consultant

Donnie Lantz

Marketing Consultant

Dylan Smeltzer

Marketing Consultant

Mike Lautenbach

Marketing Consultant

Michael Heibel

Marketing Consultant

Casey Kreutzberg

Marketing Consultant

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