David is the Co-Founder of Executive Benefits Network and a 33-year veteran of the financial services industry. David began his career in the insurance industry in 1986. 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 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 18-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.
Edward J. Ruiz, CLU®, ChFC®
Team Lead: Consulting & Analytical Services
Joe B. Jones
Principal, Executive Benefits Network
Joe is a 27-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.
John M. Charnes, Ph.D, MBA
Nancy A. Jones
Robert A. Schehrer, CPA
Steven J. Terbovich, MBA, CLU, ChFC
Director of Client Services