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 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.
Edward J. Ruiz, CLU®, ChFC®
Team Lead: Consulting & Analytical Services
Underwriting & Client Services
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.
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