Darin Lucas, President & CEO
Office: 800.579.7923

Carl Muehlemeyer, COO
Office: 800.579.7923

Nicole Skattum, Executive VP | Operations
Office: 800.579.7923 ext. 507

Michele Schuh

Business Development Manager for Aegis Financial

Michele shares what our top producers across the country have implemented using her methods in a unique consultative approach we call “Practice Made Perfect.” Michele brings more than 20 years of industry experience to our team at Aegis Financial. She’s sat where you are, in front of the client, providing in-depth retirement planning for her own clients. She has sat behind the desk where your assistant sits, planning marketing strategies, managing 5 offices, providing customer support and building loyalty amongst her community. She has been at the top of the sales ranks for two Fortune 500 companies both in the telecom and CRM software sectors. Now, as an exclusive partner with Aegis Financial, Michele will help you uncover potential and build confidence among your staff.

Michael Blaker

Sales Coach

Michael Blaker has taught hundreds of producers across the country his unique, simplified, yet incredibly powerful sales system and helped them achieve income levels most agents have previously viewed as unattainable using life insurance. Blaker’s sales process is based on simplicity, focusing on the benefits of life insurance and not the technical aspect. “Life insurance is about protecting the ones you love,” says Blaker. “It’s an emotional sale. We have found the best way to communicate the power of life insurance is through stories and case study; people identify and empathize with that. The best part about the sales approach I teach is that agents don’t need to know much about life insurance to have a tremendous impact on their clients and create an additional revenue stream for their business that’s quite substantial.” Blaker was featured in Senior Market Advisor in 2005, showcasing his innovative approach to improving the Life Insurance industry, and brings 30 years of experience in life insurance and annuity production, and sales training.

Heather Schreiber

Tax and Social Security Specialist

Heather Schreiber, RICP®, founder of HLS Retirement Consulting, LLC, partners with financial, legal, and tax professionals to build holistic client solutions for retirement. Her goal is to help you build customized solutions for your clients by incorporating advanced planning strategies that meet your unique client needs in easy-to-understand and deliverable terms. With over 20 years in the financial services industry, Heather’s areas of experience and expertise include:
• Retirement income planning/case design
•IRA distribution strategies, Social Security strategies and rules, and how to cater the claiming decision with the unique needs and goals of the client

• Tax mitigation techniques

• Qualified Plans, 403(b)s, 457(b)s, and TSPs

• Social Security planning

• Beneficiary distributions and considerations

• Charitable giving

• Gifting and wealth transfer planning

• Tax law reform

• IRS reporting

• The proper use of trusts

• Non-qualified annuities, structure and taxation

• Illustrative capabilities – Social Security, RMD, Stretch IRA, 72(t), Roth Conversion

• 72(t), RMD, Stretch IRA, Roth Conversions

Lisa McLaughlin, Marketing Director
Office: 800.579.7923 ext. 517
Direct: 877.857.9312

Madelyn Price, Marketing Coordinator
Office: 800.579.7923 ext. 532

Kristen Dean, Marketing Coordinator
Office: 800.579.7923 ext. 515
Direct: 888.231.1278

Ingrid Alpenfels, Accountant
Office: 800.579.7923

Sarah Holstein, Annuity Operations Assistant
Office: 800.579.7923 ext.530

Michelle Aragon,
Client Services Manager for Chad Kopser
Office: 800.579.7923 ext. 516

Sarah Conklin, Front Desk Administrator
Office: 800.579.7923

Michele Hubbard, Licensing & Contracting Specialist
Office: 800.579.7923 ext. 527

Jennifer Rowan, Aspen Team Lead
Office: 800.579.7923 ext. 519

Chad Kopser, Senior VP
Marketing & Sales
Office: 800.579.7923 ext. 522

Mike Dudley, Senior VP
Marketing & Sales
Office: 800.579.7923 ext. 531

Grady Gorman, Regional VP
Marketing & Sales
Office: 800.579.7923 ext. 513

Michael Ladd, Regional VP
Marketing & Sales
Office: 800.579.7923 ext. 525

David Martinez, Regional VP
Marketing & Sales
Office: 800.579.7923 ext. 506

Rachel Root, Telluride Team Lead
Office: 800.579.7923 ext. 524

Josh Karasow, Senior VP
Marketing & Sales
Office: 800.579.7923 ext. 503

Tom Bradley, Senior VP
Marketing & Sales
Office: 800.579.7923 ext. 504

Ian Rivas, Regional VP
Marketing & Sales
Office: 800.579.7923 ext. 528

Brooke Watson, Vail Team Lead
Office: 800.579.7923 ext. 510

Nate Murphree, Senior VP
Marketing & Sales
Office: 800.579.7923 ext. 514

Steve Gibson, Regional VP
Marketing & Sales
Office: 800.579.7923 ext. 518

Hary Sastro, Regional VP
Marketing & Sales
Office: 800.579.7923 ext. 509

Adam Ellzey, Regional VP
Marketing & Sales
Office: 800.579.7923 ext. 505

Scott Soares, VP Life Sales
Office: 800.579.7923 ext. 533

Tim McGuire, VP Life Sales
Office: 800.579.7923 ext. 529

Desiree Dominguez, Life Team Lead
Office: 800.579.7923 ext. 511

Karla Cutshaw, Life Assistant
Office: 800.579.7923 ext. 508

For financial professional use only. Not intended for use by the general public. The information provided herein is the exclusive property of Aegis Financial, Inc., and is protected by copyright and other intellectual property laws of the United States. This material has been prepared for informational and educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice. All offers, promotions, and programs are conditional and only available to agents in good standing.


Address: 7105 W 44th Ave, Wheat Ridge, CO 80033

Phone: 800.579.7923

Email: info@aegisfinancial.com

Business Hours: 8:00a-5:00p M-F