Meet your MVP
financial solutions team

A big-picture, enthusiastic, intuitive thinker — Dawn is focused on getting the right solutions developed for each broker and their clients in the most effective, accurate, and quickest way possible. She is an innovative
and creative problem solver in case development and business organization.

Work Experience

Dawn started as life agent in the college market. In Life and Long-Term Care brokerage for over 35 years, first with Larry Gordon Agency until forming MVP Financial Services in 1999 with partners Mary Lou Paul and James
Chrisler. Our successful brokerage general agency is built on serving our Most Valued Producers in the best ways available and getting them what they need and want, just as soon as they make a request! MVP Financial
is known for our incredibly knowledgeable and caring staff and for our ability to get the best possible outcomes with our tenacity, experience, and drive.

Career Accomplishments

• Entered life insurance sales over 40 years ago to get paid what she could earn by her own hard work
• Became one of the first women General Agents in the country when the industry was 89% male
• Attained the CLU designation as one of the first three agents to do so in the company
• Past President of Madison Life Underwriters
• Past President of Wisconsin Life Underwriters; attained highest statewide membership ever
• Past Board Member Wisconsin Society of CLU and ChFC
• LUTC teacher

Education

• B.A., Psychology and Economics, University of Wisconsin Madison
• CLU®, ChFC®, American College

Family & Personal

Dawn and her husband, David Sebag, reside in Fitchburg, WI and spend some winter weeks at their home in Green Valley, AZ to golf and attend the largest International Bead Show. She has a passion for creative organic cooking. As a result of their extensive world traveling, she is quick to experiment with many international flavors and foods! She highly values her family and friends and tries to spend time with them as much as possible, regardless of where they are in the country!

Board member – managing director

Results-oriented professional with CEO and executive leadership experience in team & culture development, board/directorship roles, domestic and international marketing, and capital raising with venture capital, private
equity and industrial firms, joint ventures and strategic alliances, mergers & acquisitions, and strategic planning experience in chemicals and energy industries. Brings strong ability to develop strategies, evaluate
business opportunities, enter new markets and industries, and execute on strategies to create outsized returns.

Work Experience

• Board member, previously president & CEO, DryLet
• Board Member, NuMat Technologies
• Board Member, Graphene Technologies, Inc.
• Founder, President & CEO of SIMBOL materials
• Director, CenterPoint Energy (NYSE:CNP)
• Manager, El Paso Merchant Energy (NYSE:EP)

Career Accomplishments

• Tesla Motors made $325 million buy-out offer for Simbol
• Founded Simbol franchise, raised $80+ MM capital equity from domestic/international
• Financial/Strategic investors, $8.5 MM government; $240 MM valuation in 29 months
• Project financing structure for $110 MM capital raise at coal gas startup
• Acquired oil/gas field telemetry technology business at CNP, delivered 50%+ IRR
• FP&A, acquisitions, restructurings, and divestitures of $3.5 billion of 77 domestic / 11 international power plants and $1.1 billion in off-‐balance sheet 144A debt
• Negotiated IP licensing transactions and strategic alliances / ventures
• Testified in hearings at U.S. Senate and House of Representatives on strategic minerals

Education

• M.B.A., Rice University
• LL.M., Univ. Houston Law Center
• J.D., South Texas College of Law
• B.Com., University of Guelph

Admissions, certifications

• Attorney, State Bar of Texas
• C.I.R.A., Assoc. of Insolvency and Restructuring Advisors
• C.T.P., Turnaround Management Association
• C.F.P.A., National Association of Plan Administrators
• FINRA Series 65, SIE, 7, 79, 24, 63
• CA Insurance no. 4245207

Family & Personal

Married, resides with wife, daughter, and son in San Diego. Lost complete left arm due to an oyster microbial infection.

Read my story published by Scientific American.

Detail oriented professional with extensive experience in the insurance wholesale marketplace. Fred keeps a steady momentum for clients with a focus on design and follow-up as key drivers to developing proper solutions
and bringing them to closure. His understanding of the intricacies and nuances of design and implementation takes the guesswork out of the insurance process.

Work Experience

• MVP Financial Services, LLC (Current)
• Manager of Insurance Services, Larry Gordon Agency
• National Brokerage Manager Toner Organization

Career Accomplishments

Fred began his career with Mass Mutual in Richmond, VA in 1990 as a career agent, specializing in estate planning and business-related insurance strategies. In 1993 moved back to his hometown of Philadelphia, PA transitioning
to insurance brokerage with the Toner Organization. During his time there he expanded his brokerage market into LTC and disability income protection distribution lines to complement life and annuity markets. Fred
was moved to a Senior National Brokerage manager, expanding the Toner brand nationally, increasing revenue sales by 200% while managing and mentoring a staff of five junior associates. In 2002, he moved to Madison,
WI to take a similar position with The Larry Gordon Agency for a short period before joining MVP Financial Services, Inc in 2007 where he remains today.

Education

• B.A. History, Widner University
• Member of Phi Gamma Mu National history honor society and an ambassador to the university

Family & Personal

He and his wife Amy have raised one son and enjoy time with friends and family for all social occasions. Fred has a passion for food, fine wine, biking, skiing, golf and playing volleyball and soccer.

Throughout Scott’s career he has been a trusted advisor & wholesaler. He brings 30 years+ of technical expertise in life insurance, long-term care, annuities, disability, and property casualty insurance. Scott has built
partnerships with financial planners, producers, and agencies to meet each client’s unique needs. He is known for his collaborative and customer-focused approach.

Work Experience

• MVP Financial Services, LLC (Current)
• Owner & CEO, Thorp Brokerage Resources, Inc. (Current)
• Producer, Anderson Agency
• Producer, Hays Companies
• Property Casualty Broker, Atlantis International

Career Accomplishments

Scott began his career in New York City, where he supported sales and marketing for Atlantis International. He worked with food and beverage companies to provide product recall insurance and led key initiatives to develop
cutting-edge crisis management and monitoring services. He joined Thorp Brokerage Resources in 1999 as a partner and co-owner with his father, Gary. As a part of Scott’s role, he led new business development, agency
relationships, technology solutions, and business operations. Over the last 10 + years, Scott has partnered with MVP Financial Services, LLC.

Education

• B.A. Sociology, Colorado State University
• He earned his postgraduate degree in Risk Management from the College of Insurance in New York.

Family & Personal

Scott, his wife Kelly, and their dog Lew live in Edina, Minnesota. Together they enjoy travel, time with friends and family, skiing, and golf. Scott has a passion for all things music and enjoys playing the guitar.

Focused on providing customized personalized care to each and every agent.

Work Experience

• Joined MVP Financial as an affiliate office in 2002
• Insurance Brokerage Services, Inc 1994-present
• Career Accomplishments:
  • Purchased Insurance Brokerage Services, Inc. in 2012
  • Attained her CLU license in 2003 and LTCP license 2006
  • 2006 began case management

Education

BS Business, Minnesota State University Moorhead

Family & Personal

Married to Brett – 2 kids Maddie and Zach and a Golden Retriever named Jersey. Live in West Fargo, ND Loves spending time at Lake Lizzie with family and friends, golfing, pickleball, bowling and traveling.

Detail-oriented professional within the insurance wholesale marketplace. Bryan brings strong experience in client relationship development, financial planning, and insurance solutions. This background lends well to providing the same service and assistance to insurance advisors. His experience gives him unique insight into client needs and provides appropriate solutions.

Work Experience

• Lakeshore Financial Group

Career Accomplishments

Bryan began his career with Lakeshore in 2019, where he provided financial planning and insurance solutions. He made it a focus of his practice to educate his clients,
ensuring that they understood and agreed with his recommendations. In his first year in the financial services industry, he was a conference qualifier based on the quality of the work he did for his clients. He holds his life insurance license in multiple states.

Education

• B.A. Actuarial Science, Bradley University
• Associate of Science, Moraine Valley Community College

Family & Personal

He will be getting married to his fiancée, Vivian, October 2025. In his free time, he likes to watch/play sports, work out, and spend quality time with his friends and family.

Saying that Mike has a passion for Financial Services is an understatement. He is a life insurance agent that flipped to retail investments and then institutional investments. After 20 years or so, he realized that the two industries conflicted. He sees huge value and an opportunity in going back to the basics, life insurance. He believes the average person wants a better understanding of their options and feels that the product consultant (since most assets are in a product) is who he is… both investments and insurance. Mike has also developed “MAZing Tools” and “MAZing Indicators” which can be used in measuring benchmark lag and gross to net return ratios.

Work Experience

In 2016, formed the Advanced Group and supported both life insurance and investment services while working with partner firms such as: Property/Casualty, Banks and Independent
Advisor/Agents.

In 2012, joined up with Fisher Investments and focused on institutional investments (targeting
retail, high minimums).

In 2004, joined Merrill Lynch and expanded into retail investment services.

Life insurance career began in 1988 (year of TAMRA Act, MEC guidelines). Continued the
development of clients and insurance knowledge until 2004.

Career Accomplishments

• Series 6, 7, 63, 65 FINRA licenses
• Life, Health and Long-Term Care licenses
• MDRT (Court of the Table) membership

Education

Attended Kent State University

Family & Personal

Mike has been married to his wife Lynn for 30 years, they have two sons. When Mike’s not
working, he enjoys playing golf, racquetball, and taking beach vacations.

A dedicated employee of MVP for the past 25 years who tries to provide inspiration, motivation and guidance to her team and the company’s clients. Diane’s focus is to get applications from submission to commission in
the timeliest manner possible. She is the liaison between Sales personnel and Carriers. She has helped Brokers transition from an industry that was 100% paper at one time, to the world of technology and electronic
applications, health records and policies.

Work Experience

• MVP Financial Services, LLC since the beginning, 25 years!
• Chesapeake Commons Homeowners Association
• Olympic Federal Savings and Loan

Career Accomplishments

Diane began her business career managing the office, clubhouse, and pool of a 226-townhome unit community. She ran the day-to-day operations of the office and swimming pool and managed the staff of employees. Her responsibilities
included representing the ideas of both the Board of Directors and Homeowners. In 1999 she went to work for MVP and began running the new business department for the Geneva, IL office. Learning the Insurance business
from the ground up, Diane has been processing new business for 25 years and became a licensed agent in 2013. Most recently, Diane became Managing Director of Broker and Policy Services at MVP in 2023. She is now
located at the new home office in Oak Brook, IL.

Education

• B.S., Mass Communications – Broadcasting, minor in Public Relations, Illinois State University

Family & Personal

Diane has a daughter and son-in-law in the area, and son and future daughter-in-law living in San Francisco CA. She has one grandson and two granddaughters that she loves spending time with. Diane enjoys traveling, hiking, water sports, and spending time with family and friends. Her favorite time of the year is when she can sit outside and have a margarita or glass of wine.

I enjoy sifting through all the details of an insured’s medical history to find the best case possible for the client. Tough cases is my game!

Work Experience

• MVP Financial Services, LLC for 16+ years

Career Accomplishments

• Case manager at the Larry Gordon Agency and then Manager of New Business
• Manager of New Business of the Ryno Agency
• MVP Financial Services as Director of Underwriting

Education

• A.A., Wilbur Wright College, Chicago, IL
• College of DuPage

Family & Personal

Kristie enjoys spending time with her daughter Melissa, and son-in-law Adam. She loves traveling and learning new things by taking continuing education classes at College of DuPage. When not working she very much enjoys fun times with her many friends and family.

Skilled professional with 15+ years’ experience in operations and sales management of a large- bank branch network (100+ branches and 800+ employees), with a deep understanding of both transactional and sales aspects
of the retail banking business. She is focused on developing better efficiencies and workflow in various business processes. She enthusiastically demonstrates the support of a corporation’s mission, core values,
and long-term objectives. She is the consummate professional.

Work Experience

• MVP Financial Services, LLC
• Sales Performance Manager, National Bank
• Branch Network Coordinator, International Bank

Career Accomplishments

Nela began her career in 1999 with the International Bank (Belgrade, Serbia, Europe) as a customer service representative, then became a Branch Network Coordinator in charge of designing and implementing the strategy
for optimization and efficiency improvement of branch business processes and branch network performance. In 2014 she took over the position of Sales Performance Manager with the largest domestic Bank in Belgrade.
She was responsible for providing support and leadership to sales teams and sales activities of branches, supervising branch network sales efforts and the sales pipeline. In 2022 she joined MVP as Case Manager exploring
new career horizons in the Insurance industry.

Education

• B.A. Business Finance and Accounting, University of Belgrade (Serbia, Europe)

Family & Personal

Nela has one son and resides with her family in Europe. She enjoys socializing with her friends and family, traveling, and spending time in nature.

Shaquilla is a committed member of the MVP team, dedicated to inspiring, motivating, and guiding both her colleagues and the company’s clients. Her primary focus is ensuring applications move efficiently from submission to commission. Serving as a key liaison between Sales personnel and carrier representatives, Shaquilla plays a vital role in streamlining communication and processes. She has been instrumental in helping brokers transition from a traditionally paper-based industry to one that now embraces technology, including electronic applications, digital health records, and online policy management.

Work Experience

MVP Financial Services LLC

DHL Global Forwarding

New York Life

Country Financial

Carrer Accomplishments

• Life, Health, Property, and Casualty licenses
• Excel Certified
• Emergency Management Institute Certified

Education

College of DuPage (associate’s degree)

Purdue University (bachelor’s degree)

Purdue Global University (master’s degree)

Family & Personal
Shaquilla is the only girl among three brothers and shares her home with her beloved Toy Poodle, Kario. She enjoys traveling, shopping, and spending quality time with her family. In addition to her love for reading, Shaquilla also has a passion for interior decorating.

Results-oriented executive with a background in both Marketing and Financial Services. Frenchie has a deep and broad career in marketing strategy & communications for global, national, and local brands/companies, such
as: Coca-Cola, Proctor & Gamble, IKEA, USAA, and Texas Organ Sharing Alliance. Also, has extensive and award-winning experience in Hispanic Marketing. Did a career pivot to Financial Services as a licensed Life
and Health professional, working with world-class organizations such as Globe Life and WFG/Transamerica, providing services to businesses, business owners, individuals, and their families.

Work Experience

• Financial Professional, Globe Life, WFG/TransAmerica, Cuellar & Assoc., and MVP Financial
• Integrated Marketing Director, SWEB Development
• EVP, Marketing Development, MarketVision
• Managing Partner, Diginary Holdings Group
• SVP, UPSHOT Marketing Agency
• Account Director, FCB/Impact Agency
• Marketing Promotions Manager, Miller Brewing Company

Career Accomplishments

• Pioneered a new Bottler & Internal communications system for Coca-Cola USA’s hundreds of marketing programs, subsequently, created a new vertical business unit within my agency.
• For P&G, led the innovation and implementation of a breakthrough marketing campaign for the under-served Latina market segment. This cause marketing shopper program to provide breast cancer information and prevention
  services direct to the community, through retailers and the Komen Foundation. It was lauded by P&G’s CMO as Best-In-Class in North America and was an industry award winner.

Education

B.A. Journalism – Advertising & Public Relations, University of Texas at El Paso

Licenses, certifications

TX, CO, GA, WY Life and Health TX License No., 2343862

Family & Personal

Lives with her sister in San Antonio, Texas. She is an avid amateur golfer and on the Board of Directors – Communications for the LPGA Amateurs SA Chapter. When not working or golfing, Frenchie enjoys spending time with family.

A modern marketer who blends creativity with strategic acumen to drive impactful campaigns. She also has experience in the insurance industry. Marifer has a specialty in digital marketing, where she has demonstrated a knack for crafting compelling narratives that resonate with target audiences.

Work Experience

• Marketing Manager at Cuellar & Associates, LLC
• Director of Tradeshows at Cuellar & Associates LLC
• Social Media Manager at SAPS Entertainment
• Marketing Manager at BLS Construction Management

Career Accomplishments

She was key in creating the Cuellar & Associates brand, orchestrating the development of marketing initiatives from the ground up, cultivating a strong online social media presence, and leading a multi-disciplined team of 10 members, while delivering impactful results.

As a key member of SAPS Entertainment’s founding team, she spearheaded the establishment and management of the company’s social media presence. She created their content strategies and fostered relationships with influencers, artists, and television programs, contributing to SAPS’ emergence as a prominent player in the entertainment industry.

Education

B.S. Education with a certification in Bilingual Education (BIED), University of Texas at San Antonio

Family & Personal

Marifer lives in San Antonio. She is a runner who enjoys time with her Shih Tzu companion, Lucas. She also enjoys reading, and spending quality time with her friends and family. As an avid food enthusiast, she loves exploring new culinary experiences, and has a passion for travel. She has lived in four countries: USA, Mexico, Korea, and Italy.

George began his career by independently developing the first publicly available PDF-to-Excel and PDF-to-Word conversion software, Able2Extract, while pursuing
a degree in Computer Engineering at the University of Toronto. After graduating, he remained in Toronto for six years before relocating to Belgrade, Serbia, where he
continued building and marketing Able2Extract from Europe.
From 2015 to 2018, George was part of the founding team at Embroker, Inc., a digital-first commercial insurance brokerage and Insurtech startup based in San
Francisco, Chicago, and Belgrade. Embroker combined software automation with broker expertise to simplify business insurance.
Most recently, George has been focused on operating an insurance lead generation and marketing company, bringing his deep tech background and industry
knowledge to the forefront of client acquisition strategies.

Work Experience:

• Embroker, Inc

Education

B.A.Sc. Department of Electrical and Computer Engineering, Toronto, Canada
Nicholas County High School, Summersville, West Virginia

Family & Personal

George currently resides in Belgrade, Serbia, but frequently travels to the U.S. In his
free time, he enjoys spending time with friends and staying social.

Chris Carr

A detail-oriented and organized professional with a strong command of CRM systems and Microsoft Office. Chris brings efficiency and structure to every task she takes on, making her a reliable asset in any team environment.

Work Experience

• Customer Service Representative, Southern Glazers Wine and Spirits
• Volunteer/Administrative Assistant, Jaycees
• Technical Support Specialist, NSC

Career Accomplishments

• Worked directly with customers/businesses, suppliers, sales representatives, and management through order processing with 100% accuracy.
• Manage content for an organization’s social media.
• Installed and configured modems.

Education

B.A. Communications & Media Studies – Columbia College

Associates, Moraine Valley Community College

Family and personal

Chris is the middle child, with an older sister and a younger brother. She enjoys traveling and has visited Ireland with her family, where they connected with their Irish roots. In her free time, she loves spending time with her family and hopes to explore more of Europe in the future.