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The Experts

The Experts

Luke Acree

President, ReminderMedia

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President, ReminderMedia

Luke Acree

Luke Acree, President of ReminderMedia, is a sales fanatic, a marketing evangelist, and an expert team builder. Luke has worked with tens of thousands of business professionals over the years, helping them understand how to connect with their client database in a way that generates leads, secures repeat clients, and captures referrals. In 2003, ReminderMedia launched American Lifestyle magazine, a one-of-a-kind, customizable marketing tool. Since then, Luke has led ReminderMedia to over 30,000 clients and has expanded the product line to include turnkey social media management, digital magazines, e-mail marketing, and analytics. Along his path from software engineer to leader of a multimillion-dollar company, Luke has shown an uncanny ability to analyze tough problems, deliver solutions that drive revenue, and foster success for the business.

Blake Gillies

President-DI Concierge & Brokerage Director-Acacia Financial Group

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President-DI Concierge & Brokerage Director-Acacia Financial Group

Blake Gillies

insurance@sma.org

800-423-4992

Blake Gillies is the President of The DI Concierge & Brokerage Director for Acacia Financial Group. Both are New Orleans based affiliates of United Wealth Advisors Group, LLC. He formerly held the title of Brokerage Manager for The DI Center from 2011-2018, serving predominately the Louisiana & Mississippi markets.

Blake is a 2010 graduate of Huntingdon College in Montgomery, Alabama with a B.S. in Business Administration. During his college tenure at both Huntingdon College and Enterprise-Ozark Community College, Blake was a five-time baseball Letterman.

Blake is an involved member of the National Association of Insurance & Financial Advisors, serving at the Local, State and National levels. He is the 2020 NAIFA Louisiana President-elect, a NAIFA & NAIFA National YAT Committee Chairperson. He has been acknowledged for this service to NAIFA by being honored in 2016 as the New Member of the Year for NAIFA Greater New Orleans & Louisiana. Blake is also involved in the New Orleans Miracle League, with the K’s for Kids Foundation.

Blake married Brooke Schaffer in January 2018. They reside in Ponchatoula, Louisiana. His hobbies include hunting, fishing & spending time with their ever-growing number of pets.

Lauren Guenter

Manager, Channel Programs at Insperity

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Manager, Channel Programs at Insperity

Lauren Guenter

Paul Haydel

Strategic Alliance Manager at Insperity

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Strategic Alliance Manager at Insperity

Paul Haydel

Jason Himmelberger

Sr. Vice President-Customers Bank

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Sr. Vice President-Customers Bank

Jason Himmelberger

Mark Massey

Vice President - SMA Services Inc.

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Vice President - SMA Services Inc.

Mark Massey

mmassey@sma.org

901-355-2559

Mark Massey is Vice President of SMA Services Inc. A wholly owned subsidiary of the Southern Medical Association (SMA). With over 800 plans sold and over 30 years in the business, Mark has built his reputation as the go-to-person when it comes to qualified retirement plan design. His expertise in retirement plan strategies for business owners and their employees is second to none.

Prior to joining SMA, Mark served as the National Vice President of Retirement Plans for United Wealth Advisors Group, LLC. Mark received his Bachelor’s Degree from the University of Memphis and currently holds FINRA Series 6 and 63 registrations. He is also a life, health, and property and casualty insurance licensed professional. He is an accredited instructor of continuing education for Certified Public Accountants in the State of Tennessee and provides continuing education training for many other organizations. Mark is a native of Memphis but now resides in Louisiana with his wife, Angie.

Tim Romig

Executive Vice President, Director & Market President - Customers Bank

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Executive Vice President, Director & Market President - Customers Bank

Tim Romig

Pennsylvania and New Jersey

Customers Bank

tromig@customersbank.com

Brad Swineheart

SVP of Channel Marketing and Business Development, White Glove

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SVP of Channel Marketing and Business Development, White Glove

Brad Swineheart

Advisors and financial professionals are busier than ever. That’s why I believe attracting new clients and growing your business should be as intuitive and hands-off as possible.

As the SVP of Business Development at White Glove, I am dedicated to providing advisors with successful marketing methods that generate prospects and clients. I additionally work to uncover the best industry strategies by discovering how advisors in the trenches today are growing their practices.

With White Glove’s custom programs: Quadruple Guaranteed Seminars, Virtual Seminars, and Social Connect™, professionals can grow their business without spending extra time booking venues, figuring out new tech, following up with seminar registrants, or keeping social media channels updated with great content. White Glove handles all that and more.

Clients benefit from countless freed-up hours that they can spend on other important things like their own clients, their family, and activities they enjoy, all without sacrificing results.

I also am the host of the BeAdvised podcast, where I interview industry leaders and focus on bringing valuable takeaways to help advisors see success. https://beadvised-leadingwithvalue.blubrry.net/subscribe-to-podcast/

Email : brad.swineheart@whiteglove.com