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LIMRA LOMA Secure Retirement Institute Board of Directors

  • Carolyn M. Johnson

    Chief Executive Officer, Annuities and Individual Life
    Voya Financial
  • Stephen Patterson

    (Vice Chair)
    Executive Vice President
    Fidelity Investments

  • William C. Anderson

    (Past Chair)
    Senior Vice President
    Capital Group
  • Gumer C. Alvero

    Executive Vice President, Annuities

  • Dewey P. Bushaw

    Executive Vice President, Retirement Solutions Division
    Pacific Life Insurance Company
  • David Cruz, CFA

    Senior Vice President and Head of Institutional Annuities
    New York Life

  • John M. Davis

    Principal and Senior Product Leader
    Edward D. Jones & Co., L.P.
  • Peter Gordon

    Chief Executive Officer, John Hancock Retirement Plan Services
    John Hancock

  • John M. Grogan, JD, CPA

    Executive Vice President, Insurance Products and Client Services
    Northwestern Mutual
  • Steve T. Joyce, CLU, CFP

    Senior Vice President, Institutional Investment Services
    Capital Group

  • Jamie Ohl

    President, Retirement Plan Services
    Lincoln Financial Group
  • Wayne Park, J.D.

    Head of Individual Investors
    T. Rowe Price

  • Gerald W. Patterson, Jr.

    Senior Vice President & Income Solutions
  • S. Katherine Roy, CFP

    Managing Director
    JP Morgan Asset Management

  • Eric R. Stevenson

    Senior Vice President, Nationwide Retirement Plans Distribution
  • Scott Stolz, CFP, RICP

    Senior Vice President, Private Client Group
    Raymond James & Associates

  • Brian R. Sward, CFA, CAIA, CFS

    Senior Vice President – Product/Investment Management
    Jackson National Life Distributors LLC
  • Robert TeKolste, CLU, LLIF

    President – Annuity Division
    Sammons Financial Group

  • Eric J. Thomes

    Senior Vice President of Sales – FMO Distribution
    Allianz Life
  • George Phillip Waldeck, Jr. (Phil)

    President and Chief Executive Officer
    Prudential Retirement

  • Eric Wietsma, FSA, MAAA

    Senior Vice President