David is the Co-Founder and Managing Partner of Executive Benefits Network and a 33-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 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 19-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
Underwriting & Client Services
Joe B. Jones
Principal, Executive Benefits Network
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.
Nancy A. Jones
Steven J. Terbovich, MBA, CLU, ChFC
Director of Client Services