WealthVest’s executive leadership team has a long and varied history of success in the financial services industry. The team’s experience and in-depth industry knowledge help to drive WealthVest’s success, making us the fastest-growing and most innovative firm in the industry.
Lincoln Collins is a senior financial services executive with an entrepreneurial spirit. He led the launch of the Hartford Life Limited, Europe as the Chief Executive Officer, and within four years, generated sales over $1.25 billion and was a top-ten provider of both variable annuities and private pensions. The company achieved industry awards for product innovation, marketing, customer service, & technology, and was named a Financial Times Top 50 Workplace in the United Kingdom.
Prior to The Hartford, Lincoln helped launch American Skandia as employee number 14 in 1988. He was the leader of Skandia’s strategy and product development teams before being named Chief Operating Officer. Lincoln played a major role in the development of the annuity platform, mutual funds, 401k, and variable life product lines. Known for innovative product, marketing, and use of technology to support sales, Skandia raised over $43 billion in assets before Prudential Financial purchased the company in 2003 for $1.2 billion.
Lincoln lives in San Francisco with his wife and two children; he enjoys mountain biking, running, skiing, and sailing. He is a board member of First Graduate, a program dedicated to helping young people in the San Francisco Bay Area become the first members of their families to graduate from college. Lincoln also enjoys participating in the Marin Highlanders Rugby Club.
Wade Dokken has 25 years of experience as an annuity marketing innovator and senior life company executive manager. Wade was the face of American Skandia, leading its sales and marketing from their launch in 1988. He also played a vital role as a marketing and sales innovator.
Moving from National Sales Manager to Chief Marketing Officer at American Skandia, Wade led the development of one of the industry’s highest performing sales teams, reaching 125 field wholesalers in the wirehouse, bank, and financial planner channels, and selling variable annuity, 401k, mutual fund, and variable life. American Skandia was perennially the VA leader in the financial planner channel, and its wholesaling and marketing teams routinely received the highest scores from Market Metrics in key quality measures. Wade was named CEO in 2000, and led the sale of the company through Goldman Sachs to Prudential Financial for $1.2 billion in 2003.
After the sale of American Skandia, Wade, his wife, and three boys traveled the world for a year, at one point living in Italy as part of an international education experience for the children. Now living in Bozeman, Montana, Wade and his family are avid skiers, hikers, and participants in all the outdoor pursuits of Southwestern Montana. Read articles, blogs, and posts on his blog.
As Vice President of Sales, Matt Sawyer brings 22 years of experience in the financial services industry to WealthVest Marketing. Matt’s goal is combine his expertise in marketing, practice management, and service excellence to provide a best in class experience to advisors who are in partnership with WealthVest Marketing.
Working for well-known organizations like DWS Investments, Putnam Investments, and Lincoln Financial Distributors, Matt has mastered the knack of selling a variety of financial products across all distribution channels. He also understands the issues facing advisors in today’s environment, which has allowed him to build consultative and trusting relationships with his clients.
Matt holds both Series 7 and 64 licenses, and has experience in the manufacturing, distribution, and utilization of traditional products and alternative investments. He has completed Fusion Training, Impact Performance Group Training, and Advanced Practice Management Training. He has worked extensively with clients to build diversified, risk sensitive portfolios by incorporating structured products and alternative investments.
Matt and his wife Gina live in Bozeman, Montana, with their three children. His passions away from work include snowboarding, wake-boarding, mountain biking, and golf.
Les is a veteran in the financial services industry, with experience spanning four decades. His career in financial services began in the early 1980s as an account executive with EF Hutton. As a top-producing broker in his class, his book included futures, managed money, insurance, and individual securities.
Les became a retail wholesaler in 1986, and the success he attained evolved into an institutional role with the premier provider of retirement and pension benefits in the industry. He entered the annuity business with American Skandia as a wirehouse wholesaler in 1993 and eventually became a managing member of the team, leading the industry in innovation, annuity sales, and the development of cutting-edge marketing tools. At American Skandia, Les held positions as Divisional Sales Manager, National Sales Manager, and National Account Sales Manager, covering all channels of distribution.
From 2001-2008, Les served as President and Chief Sales Officer of MetLife Investors Distribution Company and President of General American Insurance Company, a subsidiary of MetLife. He built teams that were focused on results and helped the firm become recognized as the number one sales and marketing company providing retirement planning solutions including life and annuity products. The management team he created was critical to the success of the Fortune 50’s successful acquisition of Travelers in 2003.
Les is a a licensed charter boat captain and avid fly fisherman who enjoys his family, cooking, the bagpipes, and SEC football. He and Carrie reside in Bozeman, Montana, at the base of the Bridger Mountains.
As Vice President of Customer Service and Operations, Kim guides WealthVest’s licensing, appointment, and new business processing teams. She is constantly focused on providing all WealthVest customers with an exceptional experience.
Kim has worked across a wide variety of disciplines, including marketing, general management, finance, and operations for both large corporations, including Miller Brewing Company and General Motors, and small businesses, such as Lone Mountain Guest Ranch in Big Sky, Montana. Kim’s professional experiences and her educational background have given her a holistic view of business and a strong understanding of how the seamless integration of marketing, sales, and operations ensures the delivery of a positive customer experience.
Kim holds an undergraduate degree from The University of the South in Economics and an MBA from Vanderbilt University. Kim and her husband Mark live in Manhattan, Montana, spending much of their free time with their dogs Jack and Annie, fly fishing, hiking, backpacking, camping, skiing, and cooking.
Throughout his career of more than 25 years, Dan has held various positions in IT and software development, including programmer, architect, project manager, development manager, product manager, and CTO. From Wall Street to Silicon Valley, Dan has managed and developed systems for financial services, high-tech companies, and government organizations. Dan has also held positions as a financial advisor at Smith Barney, and at Oracle in CRM product management. At WealthVest, Dan and his team focus on delivering tools, technologies, and processes to empower the entire organization and advance the company’s competitive advantage.
Dan has a bachelor’s degree in computer science from the University of Buffalo, and an MBA from Emory University. He lives in San Francisco with his wife, Evelyn, where they enjoy traveling, the great outdoors and the many fine dining and cultural experiences the city has to offer.
Kevin Connor comes to WealthVest Marketing from Hartford Life Distributors, where he led the marketing and distribution of The Hartford’s broker-sold retirement and investment products, including annuities, mutual funds, retirement plans, and 529 college savings plans. Kevin was responsible for all distribution functions, including internal and external sales, marketing and sales support, strategic relationship management, and business development.
Kevin began his career at PLANCO – one of the nations’ oldest, largest and most respected financial product wholesaling firms – in 1981 as a regional marketing director. He was consistently a top producer in several territories, including New York, Tennessee, South Carolina, North Carolina, and Georgia. In March of 1988, he was named Divisional Vice President of the Northeastern Division, and became PLANCO’s Western Divisional Manager in May of 1991. Kevin was promoted to Vice President of Financial Institution sales in May of 1993.
In 1998, PLANCO became a part of The Hartford Financial Services Group, Inc. As a result of his success, Kevin was chosen in 1999 to direct the continued growth of PLANCO. He oversaw the creation of the Hartford Leaders’® management and sales teams, and drove the expansion of the Hartford Leaders product and sales force with proven leadership in areas critical to PLANCO’s success. Kevin accepted the promotion to Managing Director in September 2000. As a managing director, he helped manage the overall business of PLANCO, leading the company’s interaction with The Hartford’s product development area and outside investment managers. When PLANCO became part of Hartford Life Distributors in 2008, Kevin was named Executive Vice President of the organization.
Kevin attended Bloomsburg State University in Pennsylvania. He holds his FINRA Series 6, 26, 51, and 63, and life, health, and disability insurance licenses, as well as his CMFC® designation. Kevin and his wife Gail live in the Philadelphia area with their children, Madison and Jackson.
Ted is an investment and retirement planning specialist with over 30 years in the financial services industry. As National Sales Manager and Director of Institutional Relationships, Ted leads the recruitment, negotiation, and day to day management of marketing consultants and IMO/AFMO partnerships.
Ted has worked with several Fortune 500 companies, including MetLife, Merrill Lynch, and Prudential Financial. As an investment advisor, he has had a large hand in the training and development of hundreds of investment professionals.
Ted entered the annuity industry in 1999 when he was charged with building a corporate training facility for American Skandia. In this role, he led all senior training for both the internal and external sales force. He eventually returned to the field and managed the Florida territory for Prudential Annuities to sales of nearly $200 million annually.
Ted is a graduate of Bucknell University and earned his master’s degree from Harvard University. He is a Returned Peace Corps Volunteer, having spent several years teaching English and global culture to Zulu-speaking children in South Africa.
In his spare time, he trains for and competes in triathlons at the masters level. Ted resides with his family and his Rhodesian Ridgebacks in the Pocono Mountains of Pennsylvania.
Tom Mazzaferro is an experienced life insurance and annuity accounting and finance executive with 30 years of expertise. Tom was a member of the founding executive team at American Skandia, where he rose to become Chief Financial Officer. Here, he was responsible for all financial aspects of the firm including accounting & reporting, planning, tax, actuarial, SEC & regulatory relations, treasury, and rating agency management. In addition, he was the President of the Investment Advisor, responsible for managing American Skandia’s series of mutual funds. Tom was a leading member in the sale of American Skandia to Prudential Financial. He is active in community service, providing tax preparation and money management for AARP, and as a counselor for SCORE.