rdfR. David Fritz, Jr. CLU®
Managing Partner, Executive Benefits Network
(414) 431-9688



jbj_cropJoe B. Jones
Managing Partner, Executive Benefits Network
(785) 838-9800




rdfR. David Fritz, Jr. CLU®
Managing Partner, Executive Benefits Network
(414) 431-9688

David is the Co-Founder and Managing Partner of Executive Benefits Network and a 34-year veteran of the financial services industry. David began his career in the insurance industry in 1986 after graduating from Williams College with a B.A. degree.  David specializes his career in the design, funding and securing and administration of nonqualified deferred compensation plans and Bank Owned and Corporate Owned Life Insurance programs. 


Patrick J. Marget, J.D., CPA, CFP®, CLU®
Managing Director, Executive Benefits Network
(414) 431-9681

Patrick J. Marget is a J.D., CPA, CFP® and CLU®.  He is a Co-Owner and Managing Director of Executive Benefits Network in Milwaukee, Wisconsin. Pat is a 20-year veteran of the financial services industry. Pat’s career focus is in the BOLI/COLI marketplace, as well as working with private and public companies and its executives.


Shannon Krause
Director of Operations and Client Services
(414) 431-9686


Isaac Monson
Associate Financial Representative
(414) 431-9686


Lisa A. Oddis
Case Implementation Executive
(414) 431-9684


Garrett Pasternak
Presentation and Sales Support
(414) 431-9685


Edward J. Ruiz, CLU®, ChFC®
Team Lead: Consulting & Analytical Services
(414) 431-9682


Douglas Sichmeller
Underwriting & Client Services
(414) 755-8262


Elizabeth Wendorf
Marketing Coordinator
(414) 755-8276


Mark A. Blake
Regional Managing Director
(612) 386-7465

Mark has 30+ years of experience in the insurance and financial services industry. Since 2005, his primary business concentration has been working with community banks on the analysis and implementation of BOLI and supplemental benefit plans. Mark currently services over 100 community banking institutions in Minnesota, Missouri, Iowa, North Dakota, South Dakota, Nebraska, Wisconsin and Western Illinois.


Julie Myers
Client Service Representative
(952) 548-9985




Joe B. Jones
Principal, Executive Benefits Network
(785) 838-9800

Joe is a 33-year veteran of the financial services industry. He spent twelve years associated with the Todd Organization of St. Louis, LLC. He co-founded Executive Benefits Network in 2001 with David Fritz.



Ty Hedlund
Marketing Specialist


Cody Jones
Marketing Director



Nancy A. Jones
Account Executive


Jake Stoetzner




Steven J. Terbovich, MBA, CLU, ChFC
Account Executive



Nicole Volz
Director of Client Services


Josh Williams
Account Representative