Kevin Brown

Orlando

,

Florida

,

USA

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Motivational speaker and author Kevin Brown is passionate about helping people and organizations embrace a simple philosophy that separates world-class organizations and high-performance people from everybody else. Through his presentations, Brown entertains, inspires and challenges people to show up every day and make a positive difference at work and in life.

Alex Sheen

Cleveland

,

Ohio

,

USA

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Alex Sheen is the founder of "because I said I would," a social movement and nonprofit dedicated to bettering humanity through promises made and kept. Sparked by the loss of his father, Sheen and his organization send promise cards to anyone anywhere in the world at no cost. In just two years, "because I said I would" has sent more than 12.3 million promise cards to more than 153 different countries. Sheen is a five-time TEDx speaker, and his charitable work has been featured on ABC World News, CNN, The Today Show, NPR, The Los Angeles Times and many other programs.

Jessica Thompson

St. Louis

,

Missouri

,

USA

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Jessica Thompson is the CEO of All Hands and Hearts (AHAH), an international disaster relief nonprofit. Her initial three-week volunteer work with AHAH to help rebuild homes in Indonesia turned into a lifelong commitment to the organization’s mission. To date, she has helped coordinate more than 63,000 volunteers, launch 144 disaster relief programs and impact more than a million lives.

Amanda Stevens

Brisbane

,

Queensland

,

Australia

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Amanda Stevens is a renowned thought leader who combines current consumer insights with fascinating research to deliver powerful strategies to organizations that want to better connect with their customers. She has consulted to some of the country’s biggest brands, including Lend Lease, Microsoft and Procter and Gamble, and has presented at more than 700 conferences in 14 countries. Stevens is a former Young Australian of the Year, was awarded the prestigious Centenary Medal by the Governor General for business innovation and was the supporting speaker for Condoleezza Rice at the Global Leadership Summit in 2014.

Bhupinder S. Anand, ACII, DipPFS

London

,

,

United Kingdom

入會總年份：

27

內閣會員榮譽：

26

頂尖會員榮譽：

22

Bhupinder S. Anand, ACII, Dip PFS, is managing director of Anand Financial Architecture, based in London, England, UK. He has twice been awarded U.K.’s Independent Financial Advisor of the Year and is one of the profession’s favorite speakers, having spoken at major conferences all around the world and at MDRT many times. He also runs the Advisor Master Class coaching program and is author of “Smashing the Glass Ceiling: Breaking Through Your Personal Barriers to Success.” Anand has a unique insight into understanding the importance of how creative branding and positioning can influence the results we get from our clients.

Chan Yee Man

Hong Kong

,

,

Hong Kong, China

入會總年份：

18

內閣會員榮譽：

1

頂尖會員榮譽：

0

Chan Yee Man joined the insurance industry at 18, selling insurance as her first full-time job. A year later, she qualified for MDRT and discovered the secrets to increasing productivity and achieving a high-level of sales performance.

Su-Ling Chang

Hsinchu City

,

,

Taiwan Area

入會總年份：

11

內閣會員榮譽：

5

頂尖會員榮譽：

4

Su-Ling Chang has been in the banking industry for 23 years. Her experience includes being the head of the wealth management department and a bond trader in the dealing room of the head office. Chang has worked on $10 billion worth of planning projects, mainly for clients with abundant assets, and in 2019, she was transferred to the insurance company of the group.

Wen Chien Clement Chia

Singapore

,

,

Singapore

入會總年份：

5

內閣會員榮譽：

1

頂尖會員榮譽：

0

Clement Chia Wen Chien manages personal and corporate financial portfolios of clients across diverse backgrounds, and takes pride in the effectiveness of his solutions provided. His work centers on three core values — accuracy, timeliness and reliability — and his key principle is built on the priorities and interests of his clients.

Sudhakar Gabriel

CHENNAI

,

TN

,

India

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Sudhakar Gabriel has been in the life insurance profession for more than 21 years. While Gabriel focuses on the referrals and recommendations side of the business, his specialties also include retirement solutions and business insurance.

Juan Bernardo Hoyt Trevino

Nuevo Leon

,

,

Mexico

入會總年份：

22

內閣會員榮譽：

10

頂尖會員榮譽：

5

Juan Bernardo Hoyt Trevino started his financial services career in 2000 and has received recognition for his contributions on numerous occasions. He is an active MDRT member, mentor, and local and national life coach.

Susana Alejandra Leal Aguirre

Nuevo Leon

,

NL

,

Mexico

入會總年份：

6

內閣會員榮譽：

0

頂尖會員榮譽：

0

Susana Alejandra Leal Aguirre started her career as an insurance advisor in 2015. She is an only child, married and a mother. She has learned that replacing the need of provision with hard work and determination, plays an important role to reach goals and makes your dreams come true.

Jae Seok Park

Seoul

,

,

Republic of Korea

入會總年份：

12

內閣會員榮譽：

1

頂尖會員榮譽：

0

Jae Seok Park has a doctorate in engineering and is a successful financial advisor.

Witsanu Pudtaraksamanee

Kamphaengphet

,

,

Thailand

入會總年份：

8

內閣會員榮譽：

2

頂尖會員榮譽：

1

Witsanu Pudtaraksamanee, a former car salesman, transitioned to the financial services profession and has found great success for the past 20 years, earning recognition as the youngest advisor in the history of AIA Thailand to hold the high-level position of regional director.

Hirotaro Shibata

Tokyo

,

,

Japan

入會總年份：

18

內閣會員榮譽：

7

頂尖會員榮譽：

0

Hirotaro Shibata joined Prudential of Japan in 2003 and was promoted to executive life planner in 2013.

David Trusler, MBA

Catoosa

,

OK

,

USA

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

David Trusler is a financial advisor based in Tulsa, Oklahoma, USA, who helps clients maintain a comprehensive business and individual strategy.

Robert Abbate, FICS, CSA

Henrico

,

Virginia

,

USA

入會總年份：

16

內閣會員榮譽：

7

頂尖會員榮譽：

0

Robert Abbate, FICS, CSA, began his career as an agent in 2005 and has guided many of his advisors to MDRT qualification since starting his own agency in 2016. He is a member of MDRT Global Services, and his company currently has seven office locations, 27 financial advisors and 16 full-time administrators.

Christopher Lynn Stark, FICF

Tarrant

,

Texas

,

USA

入會總年份：

1

內閣會員榮譽：

0

頂尖會員榮譽：

0

Christopher Lynn Stark, FICF, has been in financial services for almost a decade and is a general agent for the Knights of Columbus, serving northwest Texas. He is also a founding member of MDRT Global Services.

Satontorn Bovontanasankun

Trang

,

,

Thailand

入會總年份：

6

內閣會員榮譽：

0

頂尖會員榮譽：

0

Satontorn Bovontanasankun decided to take over her mother's 30-plus-year profession in the financial services industry after her mother was diagnosed with Alzheimer's disease. As she is a quick learner and a methodical person, she integrates the modern approach to working and combines it with experiences of the old. She credits her MDRT certification for most of her achievements.

Somchai Charoenprakob

Bangkok

,

,

Thailand

入會總年份：

10

內閣會員榮譽：

3

頂尖會員榮譽：

0

Somchai Charoenprakob has found great success as a financial services advisor through word-of-mouth marketing. He is passionate about sharing his strategies with others and has been a lecturer for 17 years at Muang Thai Life events.

Sang Uk Han

Gyeonggi-do

,

,

Republic of Korea

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Sang Uk Han, a former adjunct professor for the insurance finance department at Seoul Digital University, has appeared on media platforms and spoken at many conferences on the topics of insurance and sales.

Kuo Hua Huang, CFP

Toufen City, Miaoli County

,

,

Taiwan Area

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Kuo Hua Huang, CFP, is the founder of Hongyu Consulting Co. Ltd. and has experience in the insurance industry for the past decade. Knowing the hard work of financial advisors and his love for training, Huang created the "Thunder Dragon Sales" training system, which focuses on helping financial advisors obtain MDRT membership more efficiently.

Andrew R. Inwood

Sydney

,

NSW

,

Australia

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Andrew Inwood is the CEO of CoreData research, a global customer research and database business with offices in London, Manila, Boston, Madrid, Sydney and Perth. For the past 20 years, he has been leading research on the relationship between customers, markets and advice all across the globe, specializing in the transfer of trust between organizations and individuals. He is a highly regarded keynote speaker and researcher, working for governments, asset managers, banks, and financial advice and distribution businesses.

Liu Xiao Qing

Beijing

,

,

China

入會總年份：

7

內閣會員榮譽：

2

頂尖會員榮譽：

0

Liu Xiao Qing holds a master’s degree from the University of Southampton and joined the insurance profession in 2016. She was promoted to business director within three years and has received accolades for her accomplishments.

Shumon Nagata

Tokyo

,

,

Japan

入會總年份：

3

內閣會員榮譽：

0

頂尖會員榮譽：

0

Shumon Nagata’s background includes working at an advertisement agency as well as planning and operating events. He joined Prudential of Japan in 2018 and has been recognized for his success over the years.

Charlie Reading, APFS

Rutland

,

,

United Kingdom

入會總年份：

6

內閣會員榮譽：

6

頂尖會員榮譽：

6

Charlie Reading, APFS, is the founder of Efficient Portfolio, one of the U.K.’s top financial planning practices. He is a three-time Ironman finisher, ultrarunner and the author of four books. As the host of the TRIBEathlon podcast, Reading interviews top endurance athletes from around the world. He has founded and sold several businesses and now runs a coaching business for professionals called The Trusted Team.

Pamela J. Sams, CRPC

Herndon

,

Virginia

,

USA

入會總年份：

4

內閣會員榮譽：

2

頂尖會員榮譽：

0

For 19 years, Pamela J. Sams, CRPC, has been helping women improve their personal and financial wealth through solid financial planning. She focuses on helping her clients secure their financial futures so they can have peace of mind. With a strong voice in the area of personal finance for women, Sams was featured in the Women in Wealth section of the November 2020 issue of Fortune magazine as a top wealth manager in the Washington, D.C. metro area.

Larissa Sedano Jerez

Yucatan

,

,

Mexico

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Larissa Sedano Jerez is a Certified Transformational Coach by the Tec de Monterrey and holds a master’s degree in Neuro Linguistic Programming (NLP). Larissa has specialized in neuro-semantics, neurosciences, positive psychology, neuro-language, conversational hypnosis, and happiness sciences. She has participated as a speaker and designer for Teleclinica, a program for insurance advisors which helps them boost their level of activity and significantly increase appointments and sales.

Wai Hung (Franky) Shum

Hong Kong

,

,

Hong Kong, China

入會總年份：

4

內閣會員榮譽：

0

頂尖會員榮譽：

0

Franky Wai Hung Shum graduated from Oklahoma Baptist University with a degree in marketing and has over 15 years of experience in the property management industry. In 2012, he joined the wealth management industry. Through his MPF promotion and retirement planning business, he has qualified for MDRT several times throughout his financial planning career. He became the top-ranked individual account and asset manager in the company's MPF business in 2022.

Voraseth Sinsophonphong

Pathumthani

,

,

Thailand

入會總年份：

8

內閣會員榮譽：

5

頂尖會員榮譽：

2

Voraseth Sinsophonphong was a former marketing officer who became a bank branch manager after only nine years of employment. He chose to embark on a new professional path and became a financial advisor and life insurance agent. He did not become an MDRT member during the first two years of his new career so he applied to participate in an MDRT conference under the mentoring program, where he was successfully certified MDRT with Court of the Table distinction and has been certified MDRT annually since. Voraseth is a current member of his company's financial advisor club and is in his ninth year of working in the sector. He occasionally serves as a master of ceremonies and a speaker for a variety of significant events.

Rajesh Tagore

Mumbai

,

,

India

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Rajesh Tagore is the author of “When, How and Whom Not to Recruit as Insurance Advisor” for getting the right people for agency; “Advisor Recruitment Kit” for ideas to sell insurance agency as a career; and “Wealth Kit” for selling insurance effectively through concepts. Tagore specializes in training through games, tools, demonstrations and visual aids.

Debra Jasper, Ph.D

Westerville

,

Ohio

,

USA

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Debra Jasper, Ph.D., is a faculty fellow at The Ohio State University, where she teaches graduate courses in managing a hybrid world. As an international speaker, Jasper has delivered keynotes and master classes around the world on how to engage virtually with clients and colleagues. She has also been named by Ernst & Young as one of the top women entrepreneurs in North America.

Eugene G. Bozzi, LUTCF

Egg Harbor Township

,

New Jersey

,

USA

入會總年份：

17

內閣會員榮譽：

3

頂尖會員榮譽：

Eugene G. Bozzi, LUTCF, has been an advisor at Prudential Financial for 38 years, specializing in retirement, wealth protection and legacy planning. He is an active member of Prudential’s field advisory council, a Prudential citation qualifier and a masters council member.

Carla Brown, FPFS

Cuddington

,

,

UK

入會總年份：

6

內閣會員榮譽：

6

頂尖會員榮譽：

6

Carla Brown, FPFS, owns a growing practice near Chester, England, UK, with a support team of nine. She started her award-winning business 10 years ago, believing that true wealth is about more than just money and credits embracing a client-centric financial planning approach for her success.

Tzu-Pin Chao

Chengdu City

,

SC

,

China

入會總年份：

7

內閣會員榮譽：

6

頂尖會員榮譽：

6

Tzu-Pin Chao continues to push his business development forward by contributing to public charity programs. He understands how to build a Top of the Table brand, from personal donations to leading a whole team in serving the community well.

Wendy Diaz

San Salvador

,

,

El Salvador

入會總年份：

2

內閣會員榮譽：

頂尖會員榮譽：

Wendy Diaz is a life insurance specialist from El Salvador who educates audiences on prevention and orientation of kidney disease and kidney transplants. She has authored motivational books and is passionate about serving others.

Naji A. Haddad

Beirut

,

,

Lebanon

入會總年份：

15

內閣會員榮譽：

2

頂尖會員榮譽：

Naji A. Haddad is a self-made, self-taught financial advisor from Lebanon who consistently makes a positive difference in his clients’ lives by helping them live with dignity and leave a lasting legacy — giving them a safer tomorrow.

Julianne Hertel, CLTC

Worcester

,

Massachusetts

,

USA

入會總年份：

8

內閣會員榮譽：

4

頂尖會員榮譽：

2

Julianne Hertel, CLTC, has been a financial services advisor for 15 years and is based in Worcester, Massachusetts, USA. Her focus is financial planning and wealth management for clients who wake up every day and make the world a better place for the rest of us.

Lee Jue Rong

Singapore

,

,

Singapore

入會總年份：

18

內閣會員榮譽：

10

頂尖會員榮譽：

3

Lee Jue Rong began her financial services career in 2004 and currently serves as financial services director and private wealth consultant at Prudential Singapore.

Chul Kang

Seoul

,

,

Korea

入會總年份：

9

內閣會員榮譽：

3

頂尖會員榮譽：

Chul Kang is a financial services advisor who has found success connecting with high-income clients using technology. He is also active within MDRT, having spoken at several MDRT events over the years.

Edward F. Marshall, APFS

Shrewsbury

,

,

UK

入會總年份：

6

內閣會員榮譽：

6

頂尖會員榮譽：

5

Edward Franklin Marshall, APFS, began his career in financial services in 2001, joining Kingsland Wealth Management in 2006. He enjoys taking the time to understand his clients’ most deeply held values and then providing them with the tools necessary to achieve their goals for reasons most important to them. He believes this approach allows each client to experience complete confidence in their financial plan along with knowing they have his lifetime support.

Subhas V. Nathan

Singapore

,

,

Singapore

入會總年份：

19

內閣會員榮譽：

頂尖會員榮譽：

Subhas V. Nathan is a financial services director who has mentored MDRT, Court of the Table and Top of the Table advisors, using proven methods based on his “success with character” philosophy. He is the leader of Eminence Group in Singapore, where he fulfills his passion of helping fellow advisors reach their highest potential.

Scott S. Paterick, CLU, ChFC

Wisconsin Rapids

,

Wisconsin

,

USA

入會總年份：

32

內閣會員榮譽：

22

頂尖會員榮譽：

14

Scott S. Paterick, CLU, ChFC, is a successful financial advisor who credits MDRT for positively changing his life. Through his experiences, Paterick has learned how having meaningful and productive discussions with clients have helped them to understand that dealing with difficult issues now will undoubtedly pay off in the future.

Charlie Reading, APFS

Rutland

,

,

UK

入會總年份：

6

內閣會員榮譽：

6

頂尖會員榮譽：

6

Charlie Reading, APFS, is the founder of Efficient Portfolio, one of the U.K.’s top financial planning practices. He is a three-time Ironman finisher, ultrarunner and the author of four books. As the host of the TRIBEathlon podcast, Reading interviews top endurance athletes from around the world. He has founded and sold several businesses and now runs a coaching business for professionals called The Trusted Team.

Lin Zhang

Shanghai

,

,

China

入會總年份：

3

內閣會員榮譽：

1

頂尖會員榮譽：

Lin Zhang is an 11-year entrepreneur who entered the financial services profession in 2019. He has found success in choosing how he spends his time wisely and enjoys sharing his ideas with others so they, too, can get the most out of living a life centered on the Whole Person concept.

Zhang Luoning

Quarry Bay

,

,

Hong Kong, China

入會總年份：

6

內閣會員榮譽：

1

頂尖會員榮譽：

Zhang Luoning graduated from the City University of Hong Kong in 2014 and joined AIA Hong Kong in 2016. She was promoted to senior district manager in 2020 and currently helps more than 200 clients manage their financial portfolios.

Freddie Ravel

Los Angeles

,

California

,

USA

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Freddie Ravel is a Grammy-nominated performer, communication expert and business visionary who has consistently transcended the boundaries of music, culture and thought leadership. As an artist who has joined Madonna on the silver screen, rocked stadiums with Carlos Santana, led teams behind Dr. Martin Luther King Jr. and Deepak Chopra, and directed the band Earth, Wind & Fire, Ravel continues to expand music as the ultimate multitasking power tool to enhance our daily lives.

Ana Cecilia Fitz Ocampo

Ciudad De Mexico

,

,

Mexico

入會總年份：

11

內閣會員榮譽：

2

頂尖會員榮譽：

0

Ana Cecilia Fitz Ocampo is the founder of Fitz Asesores (Fitz Advisors) and has been a Financial Advisor for 13 years. With more than 500 clients during her career, Fitz Ocampo attributes her success to her positive way of thinking, because when you live with a positive mentality every situation moves forward in a simpler way. She continues to be thankful to every single one of her clients that have been part of her professional career and her family that she loves.

Danielle J. Genier, CLU, CFP

Timmins

,

ON

,

Canada

入會總年份：

24

內閣會員榮譽：

17

頂尖會員榮譽：

11

Danielle J. Genier, CLU, CFP, is the founder of Genier Financial Services Inc., which provides full financial planning. At this point in her career, she specializes in working with clients who are 10 years prior to retirement, retired or small-business owners. Genier is very passionate about this profession and enjoys helping her clients and mentoring the advisors and staff in her office.

Clay Gillespie, CFP, CLU

Vancouver

,

BC

,

Canada

入會總年份：

22

內閣會員榮譽：

20

頂尖會員榮譽：

19

Clay Gillespie, CFP, CLU, is a financial advisor, portfolio manager and managing director at RGF Integrated Wealth Management, a Vancouver-based firm founded in 1973 with 65 employees. Gillespie specializes in retirement income planning, effective income generation in retirement and associated estate planning issues. He was Top of the Table Global Council Member and Advisory Board Chair in 2019 as well as chair of CALU in 2017.

Brandon Heckert, CFP, AAMS

San Jose

,

California

,

USA

入會總年份：

6

內閣會員榮譽：

2

頂尖會員榮譽：

3

Brandon Heckert, CFP, AAMS, began his career in financial services at age 18 interning at MassMutual and at his father’s practice, FSM Wealth. Before becoming a partner at FSM Wealth, Heckert advised representatives on advanced financial planning strategies in areas of investing, retirement planning, education funding and insurance planning at Country Financial. He holds a Bachelor of Science degree from Illinois State University, is a member of NAIFA-California and has spoken at MDRT events as well as at numerous virtual sales and leadership conferences globally.

Brian D. Heckert, CLU, ChFC

Nashville

,

Illinois

,

USA

入會總年份：

35

內閣會員榮譽：

23

頂尖會員榮譽：

16

Brian D. Heckert, CLU, ChFC, has dedicated his professional life to providing strategic financial advice and services for individuals and businesses. He has been involved with numerous MDRT committees and served as MDRT President in 2016. He also served as the 2019 President of NAIFA–Illinois. Through his industry leadership, he has gained a broad world view, and he has been featured and quoted in media outlets such as Forbes, the Wall Street Journal, CNN Money and ThinkAdvisor in addition to speaking to audiences in 49 U.S. states and 35 countries on topics ranging from advanced planning ideas to practice management.

Nonthachai Kraikitwanich

,

,

入會總年份：

3

內閣會員榮譽：

1

頂尖會員榮譽：

0

Nonthachai Kraikitwanich has more than 20 years of experience in the financial services profession as an advisor and team leader. Highly competent in life insurance planning, retirement planning, long-term medical fund planning and other services, Kraikitwanich is also very skilled in coaching and preparing his team to become MDRT members. He is currently working on a special training project to increase the number of MDRT members at his company.

Tzu Hao Kuo

Taipei

,

,

Taiwan Area

入會總年份：

6

內閣會員榮譽：

0

頂尖會員榮譽：

0

Tzu Hao Kuo has seven years of practical experience in an accounting firm, and during his 18 years in the insurance industry, he specialized in consultation in the fields of financial risk planning, pension preparation, tax risk and family inheritance. He has also assisted organizations, schools and enterprises in the exchange of various financial insurance and tax special topics through more than 100 lectures. …………………………………………………………………………………………………………………………………………………………….

Lau Wah Shui

Hong Kong

,

,

Hong Kong, China

入會總年份：

2

內閣會員榮譽：

1

頂尖會員榮譽：

0

12/23 to magggie

Eun Ji Lee

Seoul

,

,

Republic of Korea

入會總年份：

10

內閣會員榮譽：

0

頂尖會員榮譽：

0

Eun Ji Lee has found great success as a financial services advisor since joining Prudential Life Insurance in May 2008

Pu Li, CFA

Beijing

,

,

China

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Pu Li, CFA, the founder of Independent Financial Advisors Association in China and a founding partner of Sun Raise Investment, obtained a master's degree in finance from Tsinghua University and the Chinese University of Hong Kong and majored in business analysis from Wharton Business School. Deeply involved in the insurance industry for 18 years, Li created the first "Key Customer Service System," targeting high-net-worth customers in the industry. Li was awarded the "Top 10 Leaders in the Wealth Management Industry" by the China brand influence promotion plan.

Bhushan Suhas Limaye

Mumbai

,

,

India

入會總年份：

4

內閣會員榮譽：

0

頂尖會員榮譽：

0

Bhushan Suhas Limaye is a chartered accountant with more than 25 years of experience in the financial services profession. He specializes in wealth creation, wealth protection and risk management, with a focus on mutual funds, fixed deposits, life insurance, medical insurance and various types of taxation.

Ryan Jake Perkins

Timmins

,

ON

,

Canada

入會總年份：

5

內閣會員榮譽：

2

頂尖會員榮譽：

1

Ryan Jake Perkins has worked at Genier Financial Services Inc. for the last seven years and has been the principal of the firm for the last year. He specializes in serving professionals, young business owners and next-generation wealth clients.

Masashi Sunada

Tokyo

,

,

Japan

入會總年份：

12

內閣會員榮譽：

3

頂尖會員榮譽：

0

Masashi Sunada began his career with a consumer credit company before joining the financial services profession. Rising above the setbacks he soon encountered, Sunada created the Client Management Method when he was 34 and was able to triple his production in one year. He has built a highly repeatable relationship strategy, and in 2019, he established a marketing company.

Helen Jayne West, APFS

Plymouth

,

,

United Kingdom

入會總年份：

24

內閣會員榮譽：

12

頂尖會員榮譽：

6

Helen Jayne West, APFS, is the founder and director of West Financial Management Co. Ltd., with more than 32 years of experience in the financial planning business. She has a passion for helping clients with wealth succession planning, enabling assets to transfer to the next generation tax efficiently. West has built her business by acquisitions over the recent year and presents on various topics to private individuals and professional connections.

Lam Pui Ka

Kuala Lumpur

,

,

Malaysia

入會總年份：

6

內閣會員榮譽：

4

頂尖會員榮譽：

2

Lam Pui Ka is a financial services advisor in Malaysia and has spoken at numerous MDRT events over the years. She has achieved many tremendous achievements in her career and inspires her clients to secure their future through sound financial planning.

Shalyn Lee, BSc, CIAM

,

,

Singapore

入會總年份：

5

內閣會員榮譽：

0

頂尖會員榮譽：

0

Shalyn Xiaoqi Lee, BSc, CIAM, is a financial services director who has led multimillion-dollar agencies since 2006. She is also a working mom and advocates balancing a successful business with an enjoyable home life.

Nadia Wijatno, CLU, ChFC

,

,

Singapore

入會總年份：

9

內閣會員榮譽：

3

頂尖會員榮譽：

0

Nadia Wijatno, CLU, ChFC, of Singapore, joined the financial services profession 13 years ago fresh out of university. She came looking for a job to pay the bills but what she found was a fulfilling career that has given her tremendous joy, meaning and fulfillment.

Joowon Cha

Seoul

,

,

Republic of Korea

入會總年份：

14

內閣會員榮譽：

8

頂尖會員榮譽：

3

Joowon Cha is a financial services advisor who specializes in consultation for corporations, inheritances and gifts, and wealthy client management including real estate.

Jorge Daniel Guzman

Ciudad De Mexico

,

DF

,

Mexico

入會總年份：

7

內閣會員榮譽：

2

頂尖會員榮譽：

0

Jorge Daniel Guzman works for Grupo KC and is a driving force for his company being internationally acknowledged as one of the top 250 insurance companies in the world. Dedicated to growing his business and transforming the lives of his clients, colleagues and agents, Guzman supports nonprofit organizations, has received accolades for his success and has been interviewed by major media outlets such as Forbes, Expansión, Líderes Mexicanos, The Business Year and Newsweek.

Julianne Hertel, CLTC

Worcester

,

Massachusetts

,

USA

入會總年份：

8

內閣會員榮譽：

4

頂尖會員榮譽：

2

Julianne Hertel, CLTC, owns Dream Big Wealth Strategies and specializes in wealth management. Her clientele are the dream-chasers and the world-changers — the people who wake up every day and make the world a happier and better place.

Ng Ka Cheung

Hong Kong

,

,

Hong Kong, China

入會總年份：

7

內閣會員榮譽：

2

頂尖會員榮譽：

1

Ng Ka Cheung is an experienced financial services advisor for high-net-worth clients, with a special focus on family wealth inheritance and trust insurance services. Since 2020, she has also been committed to helping her clients set up charitable funds and actively promotes the donation of insurance policies to various charitable organizations in the community.

Panitan Saengmaneetham

Bangkok

,

,

Thailand

入會總年份：

6

內閣會員榮譽：

0

頂尖會員榮譽：

0

Panitan Saengmaneetham has found great success as a financial advisor who leads her team by example. Unafraid to reinvent herself when necessary, Saengmaneetham sets the tone for her team and encourages them to reach higher, resulting in a new group of MDRT members.

Thidarat Saksayamkul

Bangkok

,

,

Thailand

入會總年份：

11

內閣會員榮譽：

5

頂尖會員榮譽：

2

Thidarat Saksayamkul has been in the life insurance and financial advisory business for 13 years. From a talented junior salesgirl to Top of the Table member, Saksayamkul has become a strong executive for eight years and has received accoldates as the No. 1 team member for four consecutive years. Her enthusiasm not only inspires her team to succeed, but it also motivates many advisors in her organization to achieve MDRT. She has often been dubbed as "Wonder Girl," who always has faith, conviction and devotion to her work.

Sanjay Tolani, Ph.D., MBA

Dubai

,

,

United Arab Emirates

入會總年份：

21

內閣會員榮譽：

19

頂尖會員榮譽：

17

Sanjay Tolani, Ph.D., MBA, is the CEO of Goodwill World (a multi-family agency), with offices in fourteen countries, working with ultra-high-net-worth families in 53 countries on estate planning and family office management. The creator of multiple unique insurance products in Asia, Tolani is also the author of 12 bestseller financial books and has been recognized as a renowned speaker on topics such as economics, investments, insurance, risk management and sales management.

Jeremy Mark Wellington, DipPFS, DipCII

Truro

,

,

United Kingdom

入會總年份：

12

內閣會員榮譽：

7

頂尖會員榮譽：

7

Jeremy Mark Wellington, Dip PFS, Dip CII, is the founder of Financial Planning Concepts Ltd., based in Cornwall, England, UK. He runs the business alongside his wife and fellow director, providing investment advice mainly to retirees, executives and professionals. Wellington credits his expansive client base to his team’s core values of care, honesty, integrity, quality, collaboration and education which ultimately helps their clients balance their lives and their assets.

Fang Xie

Shanghai

,

,

China

入會總年份：

18

內閣會員榮譽：

9

頂尖會員榮譽：

1

Fang Xie has been in the financial services profession for 22 years and is skilled in helping clients understand family financial protection needs from a multidimensional perspective with a professional, objective and rational analysis. Sensitive to information related to life insurance, family financial security, laws, taxation and cutting-edge technology, Xie integrates her knowledge from multiple fields and uses them in her insurance business communication to help clients see the importance of optimizing family asset allocation on a whole new level.

Takahisa Yamaguchi

Tokyo

,

,

Japan

入會總年份：

13

內閣會員榮譽：

0

頂尖會員榮譽：

0

Takahisa Yamaguchi has held position of company chair for Nippon Life for MDRT Japan Chapter in 2021 and 2022. As a former banker, Yamaguchi can provide financial support to clients for financing, financial improvement, benefit plan design, retirement planning, and more.

France Zaguirre

Singapore

,

,

Singapore

入會總年份：

5

內閣會員榮譽：

1

頂尖會員榮譽：

0

Francees Manuelle Zaguirre, a financial advisor at AIA Singapore, was born and raised in the Philippines before moving to Singapore at the age of 20 to begin a career in financial services, a decision that was rooted in his passion for service. Though he didn’t have a network of family, friends or money at that time, Zaguirre now serves as an MDRT mentor, volunteers at various charitable organizations and believes in giving back to society.

Kari Gillenwater

Little Rock

,

Arkansas

,

USA

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Founder and CEO of a successful financial services and insurance consulting firm, Kari is known for her extensive work with running advisor study groups and helping advisors accelerate their businesses, their brands and their teams. A coach and certified Kolbe™ consultant and Team Specialist, she specializes in helping advisors find right-fit talent, improve personal productivity, team performance and communication.

Barry Moline, CFP

Sacramento

,

California

,

USA

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Barry Moline, CFP, is the executive director of the California Municipal Utilities Association and has been bringing people together in the workplace for four decades. From his volunteer work with the U.S. Peace Corps in Guatemala to his leadership of associations, businesses, government and nonprofits, Moline has strived to solve the issues of communication stagnation, siloed information, unfounded assumptions and more by teaching his staff and his colleagues to relate to one another. He understands the importance of synergy and diplomacy and believes in the power of sharing personal stories as a means of connection.

Tzu-Pin Chao

Chengdu City

,

SC

,

China

入會總年份：

7

內閣會員榮譽：

6

頂尖會員榮譽：

6

Tzu-Pin Chao entered the financial services profession at 22 and has served more than 2,000 clients over the years. He possesses 30 international certificates, ranging from personal to organizational excellence, and he continues to break through adversity and achieve great success.

Chul Kang

Seoul

,

,

Republic of Korea

入會總年份：

9

內閣會員榮譽：

3

頂尖會員榮譽：

0

Chul Kang has embraced the use of technology to propel his business forward and has spoken at many MDRT events to help other financial professionals tap in to this differentiation strategy for contactless client consultation.

Andrea Doria Lopez Villasenor

Jalisco

,

,

Mexico

入會總年份：

6

內閣會員榮譽：

0

頂尖會員榮譽：

0

Andrea Doria Lopez Villasenor has worked in the financial services profession for 11 years. At age 23 she came to the insurance industry as a part-time assistant insurance agent. Since then she has also trained and developed new advisors. She is passionate about mentoring and empowering women to achieve financial autonomy.

Juli Y. McNeely, CFP, CLU

Spencer

,

Wisconsin

,

USA

入會總年份：

16

內閣會員榮譽：

6

頂尖會員榮譽：

3

Juli Y. McNeely, CFP, CLU, grew up in the financial services profession, watching her mother and father serve clients. She currently owns and operates McNeely Financial Services, an independent, Wisconsin-based firm founded by her father, while also growing her personal coaching practice, Juli McNeely Consulting LLC. She became NAIFA’s first female president in 2014 and was awarded the WIFS Woman of the Year award in 2015. In 2016, McNeely released “No Necktie Needed: A Woman’s Guide to Success in Financial Services.”

Yuka Nakahara-Goven, MBA, CLU

Dallas

,

Texas

,

USA

入會總年份：

26

內閣會員榮譽：

3

頂尖會員榮譽：

0

Yuka Nakahara-Goven, MBA, CLU, is from Japan and started her financial services career soon after obtaining her MBA in the U.S. She is fluent in Japanese, Mandarin and English and shares her passion for the profession by mentoring young advisors.

Poon Wing Chi

Kowloon

,

,

Hong Kong, China

入會總年份：

4

內閣會員榮譽：

0

頂尖會員榮譽：

0

Poon Wing Chi immediately joined the financial services profession after graduating with a degree in accounting. Her primary focus is to help her clients and their families achieve their life goals by providing proper financial products and services.

Navaporn Rungsawang

Bangkok

,

,

Thailand

入會總年份：

14

內閣會員榮譽：

4

頂尖會員榮譽：

0

Navaporn Rungsawang is an experienced keynote speaker for MDRT and THAIFA2014 on the topic of living meaningfully and leaving worthwhile. She is passionate about opening her clients’ hearts to the many benefits of life insurance and has established new team-building channels by inviting high-potential clients to join her firm.

Prashant Prabhakar Surdikar, B Com, MBA

Pune

,

MH

,

India

入會總年份：

15

內閣會員榮譽：

9

頂尖會員榮譽：

2

Prashant Prabhakar Surdikar, B Com, MBA, has been in the financial services profession for 26 years, serving more than 1,500 clients and families. His areas of expertise include life insurance and health insurance, in addition to providing individual and corporate insurance solutions to his clients.

Bruce Alexander

Leichhardt

,

NSW

,

Australia

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Bruce Alexander is creative director and principal of marketing, branding and strategy for Business Imagination Pty Ltd. He wrote advertising campaigns for clients such as Ferrari, Johnson & Johnson and Estée Lauder, and he created the brand Starmart for Caltex (Texaco) service stations seen throughout Australia, New Zealand and southern Africa. Alexander is a former professional composer and author of the book "Lasting Happiness in Uncertain Times."

Antonio Blando Chavez

,

,

Mexico

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Antonio Blando is an icon within the insurance industry with almost 20 years of experience helping hundreds of insurance advisors transform their results by teaching them the best practices for individual life insurance advisory sales. Antonio has won the top awards from his company and ASPRO GAMA.

Sol Hicks

Acworth

,

Georgia

,

USA

入會總年份：

36

內閣會員榮譽：

27

頂尖會員榮譽：

24

Sol Hicks is an internationally sought-after speaker, career coach and consultant. With 52 years in the business, he believes his success is transferable and recently launched Hicks Global Institute, a worldwide training community for advisors and sales professionals everywhere. He also mentors more than 150 advisors from around the world.

Ho Tsz Ying

Hong Kong

,

,

Hong Kong, China

入會總年份：

5

內閣會員榮譽：

0

頂尖會員榮譽：

0

Ho Tsz Ying began her career in the insurance profession when she was a university student, qualifying for MDRT soon after. She is dedicated to educating clients of all ages about the concept of comprehensive financial protection and takes great pride in earning their trust with the financial advice she provides.

Narissara Jiratrakulchai, CFP

Pathumthani

,

,

Thailand

入會總年份：

3

內閣會員榮譽：

0

頂尖會員榮譽：

0

Narissara Jiratrakulchai, CFP, is a former engineer who is passionate about her career as a financial planner. With an expertise in personal financial planning, Jiratrakulcahi is dedicated to helping clients manage their wealth and achieve their financial life goals through a comprehensive financial plan with a wide range of insurance and investment products.

Surojit Kala, CIC, FSS

Kolkata

,

,

India

入會總年份：

14

內閣會員榮譽：

8

頂尖會員榮譽：

0

Surojit Kala, CIC, FSS, is an India-based wealth architect with more than two decades of experience in finance management. With a unique approach to risk and asset management, Kala has managed the financial blueprint of thousands of people over the last twenty years. For his dedication and contribution to the finance industry, he was recognized as the first MDRT member in the College Street Branch in Kolkata.

Kam Tan

Hong Kong

,

,

Hong Kong, China

入會總年份：

10

內閣會員榮譽：

3

頂尖會員榮譽：

0

Kam Tan entered the financial services profession in 2012 and is currently a financial planning manager. She is passionate about helping her friends and family with proper risk management, educating clients and their families to do the same and cultivating team members to achieve MDRT.

Yutaka Kikunami

Tokyo

,

,

Japan

入會總年份：

11

內閣會員榮譽：

0

頂尖會員榮譽：

0

Yutaka Kikunami was born in Hiroshima, Japan, and earned a bachelor's degree in education from Chiba University. After selling houses for 16 years, Kikunami began working at Tokio Marine Nichido Anshin Life when he was 39 and has a mission to develop trainers who can host cash flow management courses in every one of the 47 prefectures in Japan by 2027.

Stuart Shee Yew Kuen, AFC

Singapore

,

,

Singapore

入會總年份：

25

內閣會員榮譽：

0

頂尖會員榮譽：

0

Stuart Shee Yew Kuen, AFC, is the founder of Advisors in-Sync, an agency dedicated to empowering lives. He is an active MDRT member and mentor and has spoken in more than 60 cities across 16 countries on sales and agency leadership topics. Shee Yew Kuen authored the bestselling book “Work of Heart” and donates all his speaking fees and book sale profits to various charities.

Phat Sitthiramruay

Bangkok

,

,

Thailand

入會總年份：

2

內閣會員榮譽：

0

頂尖會員榮譽：

0

Phat Sitthiramruay finally found his true calling as a financial advisor after experimenting in other fields. He has found great success in the financial services profession and is committed to helping more advisors achieve MDRT.

Hae Suk Song

Seoul

,

,

Republic of Korea

入會總年份：

4

內閣會員榮譽：

1

頂尖會員榮譽：

0

Hae Suk Song is the director of Korea Financial Planning Corporation and has received many accolades during his career in financial services. He is a speaker who specializes in VIP client training and provides financial planning to 100 doctors and employees of large businesses.

Mongkol Tangmannaikit

Bangkok

,

,

Thailand

入會總年份：

4

內閣會員榮譽：

1

頂尖會員榮譽：

0

Mongkol Tangmannaikit is passionate about leading his team through a core-driven business approach that is simple yet efficient. Believing hard work and discipline lead to success, Tangmannaikit encourages his team to aim higher, achieve more and become empowered from the inside out.

Clay Gillespie, CFP, CLU

Vancouver

,

BC

,

Canada

入會總年份：

內閣會員榮譽：

頂尖會員榮譽：

Clay Gillespie, CFP, CLU, is the 2023 Nominee to the MDRT Executive Committee and a 22-year MDRT member with one Court of the Table and 19 Top of the Table qualifications. He is also a Gold Knight of the MDRT Foundation. He is managing director with RGF Integrated Wealth Management in Vancouver, British Columbia, Canada, where he specializes in retirement income planning. In 2019, Gillespie served as Global Council Member and Advisory Board Chair of the Top of the Table Division. He is currently serving as Global Council Member of the Finance Division. Other leadership positions include service as Captain of the 2015 Annual Meeting Focus Session Committee and Chair of several committees within the Top of the Table Division. In addition to his MDRT leadership, Gillespie has been active in numerous professional associations, including the Conference for Advanced Life Underwriting (CALU), where he served as Chair in 2017.