2024 Executive Committee

MDRT is governed and managed by a five-member Executive Committee duly elected each year by the MDRT membership.

Gregory B. Gagne, ChFC
President

Gregory B. Gagne, ChFC, is the 2024 President of MDRT. He is a 24-year MDRT member with 19 Court of the Table and 15 Top of the Table qualifications. An Excalibur Knight of the MDRT Foundation, Gagne is also a member of its Inner Circle Society and has served on its Board of Trustees. Gagne is the founder of Affinity Investment Group LLC, which provides wealth management and distribution-planning services. His extensive MDRT volunteerism has included roles as Top of the Table Global Council Member and Advisory Board Chair and the 2020 Program Development Global Council Member. He has spoken at 12 MDRT meetings. In addition to his MDRT leadership, Gagne is a past president of NAIFA–New Hampshire and was awarded the Distinguished Financial Advisor Award in 2008.

Peggy Tsai, RFP, CCFP
Immediate Past President

Peggy Tsai, RFP, CCFP,  is the 2024 Immediate Past President of MDRT. She is a 22-year MDRT member with 15 Court of the Table and six Top of the Table qualifications. She is also a Diamond Knight of the MDRT Foundation and a member of its Inner Circle Society. Tsai, an advisor with Shin Kong Life Insurance Co., has won the award for No. 1 sales achievement in her company for seven consecutive years. Tsai has held numerous volunteer leadership positions for MDRT, including Divisional Vice President of Membership Communications Committee (MCC) Division 2, MCC Region Chair and MCC Zone Chair. Tsai has also volunteered in several capacities for MDRT’s meetings and has presented at the MDRT Annual Meeting. In addition to her MDRT involvement, Tsai has spoken to numerous audiences of financial professionals and has contributed to industry publications in her region.

Carol Kheng, ChFC
First Vice President

Carol Kheng, ChFC,  is the 2024 First Vice President of MDRT. She is a 25-year MDRT member with three Court of the Table and two Top of the Table qualifications. A Diamond Knight of the MDRT Foundation, Kheng is also a member of its Inner Circle Society and has served on its Board of Trustees. A master financial consultant with Prudential Assurance Company Singapore, Kheng focuses on estate planning for high-net-worth individuals. Kheng's extensive MDRT volunteerism includes roles as Divisional Vice President of the Global Conference Program General Arrangements (PGA) Division, Divisional Vice President Member Resources – Practice Management Division and Divisional Vice President of the 2014 MDRT Experience meeting. Kheng is also a 2020 Prudential Presidents’ Club awardee and has been a member of Prudential’s Quality Club Elite and Star Club since 1996. In 2005, she was the founding member and chairperson of Prudential’s MDRT Club.

John F. Nichols, MSM, CLU
Second Vice President

John F. Nichols, MSM, CLU, is the 2024 Second Vice President of MDRT. He is a 23-year MDRT member with 18 Court of the Table and 16 Top of the Table qualifications. He is also a Past President of the MDRT Foundation as well as a Royal Order Excalibur Knight and a member of its Inner Circle Society. Nichols is president of Disability Resource Group Inc., a national insurance agency that he founded in 1999. Additionally, he is a partner with Acrisure, a global fintech services provider. Nichols has spoken at the MDRT Annual Meeting five times and the Top of the Table Annual Meeting and MDRT Experience once. He has also spoken at more than 500 programs and events throughout the U.S.

Clay Gillespie, CFP, CLU
Secretary

Clay Gillespie, CFP, CLU, is the 2024 Secretary of MDRT. He is a 22-year MDRT member with 20 Court of the Table and 19 Top of the Table qualifications. He is also an Excalibur Knight of the MDRT Foundation. Gillespie is a financial advisor, portfolio manager and managing director with RGF Integrated Wealth Management in Vancouver, British Columbia, Canada. He specializes in retirement income planning. Gillespie’s extensive MDRT volunteerism began in 2007, and he has since served on an array of committees in various roles. In 2019, Gillespie served as Global Council Member and Advisory Board Chair of the Top of the Table Division. He has also served as Global Council Member of the Finance Division. Other leadership positions include service as Captain of the 2015 MDRT Annual Meeting Focus Session Committee and Chair of several committees within the Top of the Table Division.

Past Presidents

2020
Regina Bedoya, CLU, ChFC RB Financial Advisors Juno Beach, Florida, USA

2019
Ross Vanderwolf, CFP Rothgard Financial Partners Fortitude Valley, Queensland, Australia

2018
James D. Pittman, CLU, CFP Insurance Consulting Services Inc. Portland, Oregon, USA

2017
Mark J. Hanna, CLU, ChFC Hanna Insurance & Financial Solutions, Inc. Concord, California, USA

2016
Brian D. Heckert, CLU, ChFC Financial Solutions Midwest LLC Nashville, Illinois, USA

* Deceased

2015
Caroline A. Banks, FPFS Caroline Banks & Associates Ltd London, England, UK

2014
Michelle Hoesly, CLU, ChFC Resource 1 Inc. Norfolk, Virginia, USA

2013
D. Scott Brennan The Brennan Group LLC South Bend, Indiana, USA

2012
Jennifer A. Borislow, CLU Borislow Insurance Agency Methuen, Massachusetts, USA

2011
Julian H. Good Jr., CLU, ChFC Good Financial Group, LLC Metairie, Louisiana, USA

2010
Guy E. Baker, MSFS, CLU BMI Consulting Irvine, California, USA

2009
Walton W. Rogers, CLU, ChFC W. Rogers & Associates Annapolis, Maryland, USA

2008
James E. Rogers, CLU, CFP James E. Rogers, Ltd. Vancouver, BC, Canada

2007
Philip E. Harriman, CLU, ChFC Lebel and Harriman, LLP Falmouth, Massachusetts, USA

2006
Stephen O. Rothschild, CLU, ChFC Rothschild & Sale St. Louis, Missouri, USA

2005
Adelia C. Chung, CLU, ChFC Spectrum Wealth Management LLC Honolulu, Hawaii, USA

2004
George B. Pickett, JD, CLU Pickett Bradford & Assoc Jackson, Mississippi, USA

2003
Richard H. Sullenger The Sullenger Financial Group Paso Robles, California, USA

2002
Marvin H. Feldman, CLU, ChFC Feldman Financial Group Palm Harbor, Florida, USA

2001
Tony Gordon Bristol, England, UK

2000
Brian H. Ashe, CLU Brian Ashe & Associates Lisle, Illinois, USA

1999
Reginald N. Rabjohns, CLU, ChFC Secure Futures Northfield, Illinois, USA

1998
Gene L. Mahn, CLU, ChFC Massachusetts Mutual Thousand Oaks, California, USA

1997
John W. Cruikshank III, CLU Northwestern Mutual Deerfield, Illinois, USA

1996
Walter G. Schnee III Phoenix Life Pasadena, California, USA

1995
Robert B. Plybon, CLU, ChFC Plybon & Associates Greensboro, North Carolina, USA

1994
* Lyle L. Blessman The Blessman Group Denver, Colorado, USA

1993
Charles D. Marks, CLU, ChFC New Orleans, Louisiana, USA

1992
William T. O'Donnell Schwarz Brothers Benefits Chicago, Illinois, USA

1991
Seymour Petrovsky, CLU Prescott, Arizona, USA

1990
* David H. Hilton, CLU, ChFC

1989
G. Carey Hauenstein, CLU Laurel, Mississippi, USA

1988
Arlen I. Prentice, CLU, ChFC Kibble and Prentice Seattle, Washington, USA

1987
* Wilmer S. Poynor III, CLU, ChFC Birmingham, Alabama, USA

1986
* Frank Friedler Jr., CLU

1985
Ron D. Barbaro Toronto, ON, Canada

1984
* Paul R. Buckley, CLU The Buckley Group Lewiston, Maine, USA

1983
Jack B. Turner, CLU, ChFC Jack B. Turner and Associates Clarksville, Tennessee, USA 1982
* Stanley Liss, CLU

1981
* Clune J. Walsh Jr., CLU Walsh Financial Group Birmingham, Michigan, USA

1980
* Millard J. Grauer, CLU Longboat Key, Florida, USA

1979
* Paul L. Oliver Jr., CLU

1978
* Jack L. McKewen, CLU

1977
* Marshall I. Wolper, CLU

1976
* Rulon E. Rasmussen, CLU New York Life Phoenix, Arizona, USA

1975
* Jack Peckinpaugh, CLU, ChFC Indianapolis Life Muncie, Indiana, USA

1974
* C. Robinson Fish III, CLU Northwestern Mutual Boston, Massachusetts, USA

1973
* Henry F. McCamish Jr., CLU Massachusetts Mutual Atlanta, Georgia, USA

1972
* James B. Longley, CLU

1971
* Richard G. Bowers, CLU New York Life Keokuk, Iowa, USA

1970
* John H. Ames, CLU Mutual Benefit Life Morriston, New Jersey, USA

1969
* Stanley S. Watts, CLU Equitable-New York Miami, Florida, USA

1968
* Sadler Hayes Penn Mutual New York, New York, USA

1967
* Frank E. Sullivan, CLU Mutual Benefit Life Newark, New Jersey, USA

1966
* Donald Shepherd John Hancock Boston, Massachusetts, USA

1965
* Iram H. Brewster Phoenix Mutual Pittsburgh, Pennsylvania, USA

1964
* Alfred J. Lewallen, CLU Mutual Benefit Life Miami, Florida, USA

1963
* Daniel H. Coakley New York Life Boston, Massachusetts, USA

1962
* Lester A. Rosen, CLU Union Central Memphis, Tennessee, USA

1961
* James B. Irvine Jr., CLU Northwestern Mutual Chattanooga, Tennessee, USA

1960
* Robert S. Albritton, CLU Provident Mutual Los Angeles, California, USA

1959 * Adon N. Smith II, CLU Northwestern Mutual Charlotte, North Carolina, USA

1958
* William D. Davidson, CLU Equitable-New York Chicago, Illinois, USA

1957
* Howard D. Goldman, CLU Northwestern Mutual Richmond, Virginia, USA

1956
* Arthur F. Priebe, CLU Penn Mutual Rockford, Illinois, USA

1955
* George B Byrnes, CLU New England Life Atlanta, Georgia, USA

1954
* G. Nolan Bearden New England Life Atlanta, Georgia, USA

1953
* William T. Earls, CLU Mutual Benefit Life Cincinnati, Ohio, USA

1952
* Walter N. Hiller, CLU Penn Mutual Chicago, Illinois, USA

1951
* John O. Todd, CLU Northwestern Mutual Evanston, Illinois, USA

1950
* Theodore Widing, CLU Provident Mutual Philadelphia, Pennsylvania, USA

1949
* Paul W. Cook, CLU Mutual Benefit Life Chicago, Illinois, USA

1948
* Paul H. Dunnavan, CLU Canada Life Minneapolis, Minnesota, USA

1947
* Harold S. Parsons The Travelers Corona Del Mar, California, USA

1946
* Louis Behr, CLU Equitable-New York Chicago, Illinois, USA

1945
* John E. Clayton Massachusetts Mutual Newark, New Jersey, USA

1944
* A.J. Ostheimer III Northwestern Mutual Honolulu, Hawaii, USA

1943
* Ron Stever, CLU Equitable-New York Los Angeles, California, USA

1942
* Robert P. Burroughs National Life-Vermont Manchester, New Hampshire, USA

1941
* H. Kennedy Nickell, CLU Connecticut General Chicago, Illinois, USA

1940
* Harry G. Mosler Massachusetts Mutual Los Angeles, California, USA

1939
* Paul C. Sanborn Connecticut Mutual Boston, Massachusetts, USA

1938
* Jack Lauer Penn Mutual Cincinnati, Ohio, USA

1937
* Grant Taggart California-Western States Cowley, Wyoming, USA

1936
* Harry T. Wright Equitable-New York Chicago, Illinois, USA

1935
* Caleb R. Smith Massachusetts Mutual Ft. Lauderdale, Florida, USA

1934
* Thomas M. Scott Penn Mutual Philadelphia, Pennsylvania, USA

1933
* M. J. Donnelly Equitable-New York New Castle, Pennsylvania, USA

1932
* Robert A. Brown Pacific Mutual Los Angeles, California, USA

1931
* Theodore M, Reihle, CLU Equitable-New York New York, New York, USA

1930
* Earl G. Manning John Hancock Boston, Massachusetts, USA

1929
* George E. Lackey, CLU Massachusetts Mutual Detroit, Michigan, USA

1928
* William M Duff, CLU Equitable-New York Pittsburgh, Pennsylvania, USA

1927
* Paul F. Clark, CLU John Hancock Boston, Massachusetts, USA