Locally grown.

U.S. Growth Team creates opportunities to connect close to home.

Coming together with other professionals is a big part of MDRT, and we’re creating new ways for you to expand your local MDRT network.



Build relationships with MDRT members in your area, and share the value of our association with potential joiners. Enjoy happy hours at local restaurants, idea exchanges at members’ offices, or even outings to sports events. These casual get-togethers will help you grow personally and professionally — while also strengthening MDRT.

Get involved with a team in your area.
What if there isn’t a team? Start one!

› Organize and promote local meetups
› Spread awareness of MDRT programs
› Encourage attendance at MDRT events

Commit two to four hours per month, receive support from MDRT along the way and be recognized for joining this effort!

For more information about the U.S. Growth Team or how to start a team, email growthteam@mdrt.org.

Click here to downlaod the US Growth team PDF.









US GROWTH TEAM REPRESENTATIVES

Reach out to a member in your area to find out about upcoming events and other ways you can get involved.

Arizona

Joshua A. Miceli
Scottsdale, AZ
josh@busolagroup.com

William N. Homer
Scottsdale, AZ
nickh@busolagroup.com

California

Amine Mabsout, CRPS, AWMA
Orange, CA
amabsout@gmail.com

Steven Wang
Irvine, CA
steven.wang.jdw6@statefarm.com

Florida

Robert B. Newman, ChFC, MBA
Miami, FL
Robert_Newman@npcfinancial.com

Georgia

Steven R. Cannon
Woodstock, GA
steve.cannon.cn6q@statefarm.com

Illinois

Steven E. King, ChFC, CLU
Deerfield, IL
steven.king@axa-advisors.com

John F. Nichols, MSM, CLU
Chicago, IL
jfn@drgdi.com

Iowa

Layne Jeffrey Brown, ChFC, CLU
Pleasant Hill, IA
layne@clbrownassociates.com

Jon F. Heim, LUTCF, CFP
West Des Moines, IA
jheim@financialguide.com

Peter Hill, ChFC
Des Moines, IA
peter@vision-financial-group.com

Kansas

Judith McDaniel, CLU, ChFC
Lawrence, KS
jude@mcdanielknutson.com

Daniel Shurley
Shawnee, KS
dan.shurley@fbfs.com

Kimberly A. Thompson, LUTCF
Spring Hill, KS
kimberly2.thompson@prudential.com

Louisiana

Charles J. Giardina, LUTCF, CFP
New Orleans, LA
cgiardina@financialguide.com

Donna Elison Lacour, LUTCF
New Orleans, LA
delacour@ft.newyorklife.com

Massachusetts

Albert K. Li, ChFC, CSA
Reading, MA
aaali8@msn.com

Michael S. Ross
Burlington, MA
ross.mike@pmlmail.com

Michigan

Pratik P. Shah, LUTCF, CLTC
Farmington Hills, MI
pratik.shah@prudential.com

New Jersey

John R. Benton Jr., CLTC
Warren, NJ
john.benton@prudential.com

Michael A. Ducore, CLU, ChFC
Woodbridge, NJ
michael.ducore@axa-advisors.com

Mark D. Olson, CFP, MSFS
Somerville, NJ
mark@hwsnj.com

Saji Philip
Princeton, NJ
saji.philip@ampf.com

Brian G. Tarpey
Fairfield, NJ
btarpey@tarpeygroup.com

New York

Paresh B. Shah
Melville, NY
paresh_shah@fhfg.com

North Carolina

Scott A. Fligel, CFP, ChFC
Charlotte, NC
scott.fligel@nm.com

Ohio

Karen M. Caponi, LUTCF
Seven Hills, OH
kmcaponi@ft.newyorklife.com

Jay M. DeFinis, CLTC
Cleveland, OH
jay.definis@nm.com

Pennsylvania

John M. Angiulli, CLU, CFP
Pittsburgh, PA
jangiulli@ft.newyorklife.com

Scott D. Edelman
Yardley, PA
scott@edelmanwealthmanagement.com

Bronwyn L. Martin, PhD, ChFC
Kennett Square, PA
bronwyn.x.martin@ampf.com

Tennessee

Emily Prendiville, CLU, ChFC
Franklin, TN
emily@financialtransitions.us

Texas

Walter K. Corbett
Dallas, TX
wcorbett@metlife.com

Karin V. Larrave
Addison, TX
klarrave@nm.com

Daniel O’Connell, MBA
Addison, TX
doconnell@nextlevel.agency

Harold E. Shepard
Carrollton, TX
harold@shepardfinancialservices.com

Virginia

Vijay K. Khetarpal, AIF, CFP
Tysons Corner, VA
vijay@integrityfinancial.com

Margie Stevens
Winchester, VA
margies@stevensretirement.com

Washington

Jeannine Resteiner-Citoli
Bellevue, WA
jeannie@stickneyresearch.com

Gregg Michael Quinn, CFP, CLU
Redmond, WA
Gregg.M.Quinn@ampf.com