Archive for Advisors

Michael Wollenberg

Mike Wollenberg is a Financial Advisor with The America Group. He specializes in helping his clients find the money they are currently losing unknowingly and unnecessarily. Mike’s goal is to increase his client’s future standard of living by utilizing what he knows to be true about money. He strives to utilize strategies that help make his clients more money without needing to take on more risk.

Mike has a Bachelor of Science degree in Management with an emphasis in International Business and a minor in Chinese from Missouri State University. To complete his degree, he also went to college at Shaanxi University in Xi’an, China. He is set to graduate from the University of Missouri Saint Louis with an MBA in Finance in 2020. Mike is currently licensed for the Series 7, 66, and Life and Health insurance.

Positively impacting the lives of others through maximizing the efficiency of their hard-earned dollars is one of Mike’s passions. He believes that he can positively influence his clients not by telling them what he knows to be true about money, but by showing them exactly what he implements for himself.

Mike is most proud of mentoring new students that joined in his fraternity. He helped establish a system of accountability for time management and keeping a high GPA. He remembers how stressful his first year of college was and takes pride in helping new students maintain a positive college experience.

If Mike could have dinner with anyone, real or fiction, he’d choose George Washington and Michael Scott. As a history enthusiast, the American Revolutionary War is one of Mike’s favorite time periods to study. As for Michael Scott, his dinner parties seem like they’d be a really fun time.

Mike spends his free time appreciating the outdoors. He enjoys his free time, hiking, mountain biking, bow hunting, fishing, and golfing. One of Mike’s favorite experiences was getting to hike on the world’s most dangerous hiking trail on a sacred mountain in China. This hike is completed during the night, so you can view the sunrise on the very top of the mountain while America was viewing the sunset.

Sean Loetscher

Sean Loetscher is a financial consultant with The America Group and comes to his position as a financial services representative with a unique approach: he helps people find money they are losing unknowingly and unnecessarily. By identifying this money, Sean can then help client use it to solidify their financial future preferably without impacting their current lifestyle.

Sean graduated from the University of Missouri – Columbia with a Bachelor of Science and Business Administration. Sean majored in Finance and Banking along with an emphasis in Real Estate. Helping people create a worry-free future is something he is passionate about, and a key part of what he brings to his position at The America Group.

Helping others extends outside of his job. Sean coached baseball for two years with the same organization that he was once a part of. He’s proud that he can give back by helping other kids grow and develop into young men.

While growing up, Sean spent a lot of summers in Gilbertsville, KY, but currently he enjoys going out west to ski in the winter as the highlight of his year. If he could have dinner with anyone, living or dead, they would be Gary Vaynerchuk, due to his ability to be his genuine self no matter what anyone tells him, and Kobe Bryant because of his unmatched commitment both in and out of sports, and his perspective that he was a small part in a big plan and lived every day without regret.

In his free time, Sean enjoys watching the remade Hawaii Five-0 and spending time with friends and family out on the Kentucky Lake.

Thomas Sullivan

Thomas Sullivan is a Financial Services Representative at The America Group. He works with individuals, couples, and businesses to help facilitate their financial goals and provide education and resources for his clients. Thomas graduated from Maryville University with a Bachelor of Science in Financial Services. He served as a College Financial Representative Intern at Northwestern Mutual while in school before being hired at The America Group.

The main goal of Thomas’ work is to empower his clients to achieve their financial goals. He is very proud that everyday he can make a strong and direct impact on the lives of many people by preparing them to succeed financially and helping them avoid unforeseen financial struggles. Showing a client the power of being efficient with the resources that they have is what Thomas focuses on.

Outside of work Thomas can be found hiking, biking, play golf or spending time with friends and family. Thomas loves anything outdoors and is always looking to try something new.

Jeffrey Smith

Jeffrey Smith is a career agent for The America Group. He joined the company in 2008.

He is most passionate about building relationships and being able to help people.

Jeffrey received his bachelor’s degree in management and marketing with a minor in history at William Jewell College on a baseball scholarship. Before working at The America Group, he spent 16 years as a supervisor at Dixon Distributing Company, a distributor of Anheuser Busch products.

Jeffrey is most proud of his family and he’s a hardcore baseball fan. His favorite moment was being able to witness in person a St. Louis Cardinals World Championship game with his wife and daughter.

Bryan Bloom

Bryan serves a CPA at The America Group, or “an advisor’s advisor.” He spends most of his time coaching other financial advisors. He provides hands-on coaching, meeting with the advisor and their clients in real life live interactions. He is a mentor with The Breakaway League, and received the Navigator Award in 2010 from Ohio National.

He graduated in 1976 with a Bachelor’s Degree from University of Illinois. In 1997 he received his CPA, and in 1989 his Master’s Degree (MBA) from the University of Illinois.

Bryan is passionate about applying the Internal Revenue Code in the most efficient way possible for clients in retirement. The Internal Revenue Code provisions do not require the filing of an income tax return during retirement if structured correctly.

He’s most proud of receiving The Navigator Award, since it is awarded based on an individual’s integrity. His favorite experience has been exploring different countries and people groups through worldwide travel, and he spends his free time interacting with his grandchildren. If Bryan could have dinner with anyone, he’d choose Jesus Christ because he would love to have a road to Emmaus experience to ask anything.

Sherri Jones Pearcy*

The south is known for its hospitality; and at The America Group Sherri shares that gift, especially with her clients! She grew up in the heart of the south, Memphis, TN. Sherri offers everyone in her office hot coffee, tea or ice-cold water. Many people compare meeting with her to spending time with a friend. Even though talking about finances and the future can be difficult, Sherri provides confidential, skilled guidance in a comfortable and disarming atmosphere.

Sherri and her husband of 30 years have four children, and she understands the challenge of balancing stable family finance with the desire to enjoy life. It’s not uncommon for her to help clients find money they are spending without even knowing it! Years before officially joining this industry, Sherri advocates for her father and other family members in areas of insurance, financial stability and future planning.

She enjoys developing relationships with clients and supporting them as they continue toward future goals. Sherri also specializes in legacy planning, ensuring clients passions continue to be supported for generations to come.

She spends most of her time working with clients on life insurance, Medicare supplement insurance, and property & casualty insurance, and is most passionate about helping others. She loves being there for family, friends, clients and even strangers, and really enjoys making a positive impact in the lives of others. She however does not like attention to be drawn to her, she does better as a cheerleader for others. Some of the ministries she is involved with are: Hope Unlimited Family Care Center, HaYovel International Missions, Starfish Ministry, Frontline Ministry, Our Thrift Store, The Ministerial Alliance, local United Way, The Ronald McDonald House, local food pantry’s & homeless ministries.

Sherri graduated with BS from the University of TN, Martin in 1988, and she is most proud of her savior and Lord Jesus Christ. She is also proud of her family, her great grandparents, grandparents, her mother and father, her husband and children. They are the loves of her life and the spark in her eyes! She’s an only child, and was a flight attendant for American Airlines for seven years.

Traveling is Sherri’s favorite thing, and she loves quick trips with the minimum luggage. Her very favorite trip was a trip to Israel in 2009 with her whole family. They lived with another family in an apartment in Aerial, Israel on a working mission trip. She met people from all over the world & denominations, and it was life changing and gave her such a love for Israel. Her second favorite trip was in 2010 with her oldest two children. They went to Peru on a mission trip to an orphanage. If Sherri could have dinner with anyone, she would like to sit and listen to how President Trump takes all the criticism and just keeps going.

She spends her free time with family, and enjoys tennis, swimming, golf, projects around their farm, skeet shooting, hunting, vacationing, and just relaxing around the dinner table catching up with family & friends.

Sherri’s favorite movies are Amazing Grace, Steel Magnolias, Ben Hur (Old Version), The Pursuit of Happiness, Confessions of A Shopaholic, The Blindside, and The Help.

* Sherri is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.

Chester Lawrence

Chester is a financial representative with The America Group. He joined the company in 2004 with the goal of helping clients achieve their financial goals and building relationships that feel more like partners working together to meet their goals.

Chester received his bachelor’s and master’s degree in education at the University of Kansas. He resides in Vienna, IL with his family. An interesting thing to know about Chester is that he worked in a prison for several years, but today enjoys the experience of watching the spiritual and educational growth of his family.

Amy Romack*

Amy works in the fields of Life, Disability, Group & Individual Medical, Medicare Supplement, Long Term Care Insurance & Annuities.

Before joining The America Group, Amy gained experience as an A.D. Banker & Company Life & Health Corse. She also participates in continuing education courses each year, has been the Office Administrator for Lungwitz Financial Services since 2012 while working alongside her Mentor Ronald Lungwitz, and she has been a NAIFA member since 2014.

Amy’s focus lies in SERVING clients and the community, and helping those clients to establish a firm foundation to build their Financial House. She takes pride in educating clients based on facts and not opinions, so they make intelligent decisions while building their financial strategy. Building a caring and close relationship with her clients and their families, let’s them know they can count on her to help in any situation they may face.

Raising her children has brought her joy and pride and watching them grow into young adults that are such hard workers and creators. She taught them the importance of caring for the wellbeing of others and treating others as they want to be treated. Amy values family and you will find her spending her free time with her huge family, walking her dogs, and cooking BBQ or gardening on the weekends when her schedule allows.

If she could have dinner with anyone, she would choose Mary Kay Ash to thank her for creating a company to enrich the lives of others, and instilling the Golden rule of God first, family second and career third. Amy would also like to have dinner with Maynard O. Romack, because she loves all of his stories and that he still can remember things that have occurred over his wise 98 years.

Fun Facts about Amy:

  • Favorite song is Champion
  • Favorite move is The Goonies
  • Favorite TV show is Mysteries at the Museum

* Amy is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.

Bart Vandeven

Bart Vandeven joined the America Group in 2016, and serves as a financial representative. As a real estate investor, he owns and operates a property management company. Bart has a BSBA in Economics from Southeast Missouri State University.

He loves helping people build a better future, and teaching them how to reduce their overall risk and formulate strategies to help maximize their spendable income.

One thing that he is most proud of is that he loves working with his father in law, and enjoys spending his free time reading.

Ronald Lungwitz

Ohio National Financial Services – Career Agent
The O.N. Equity Sales Company – Registered Representative
The O.N. Investment Management Company – Investment Advisor Representative

Ron’s Background and previous experience:

  • 1972 – Southeast Missouri State College – Bachelor of Science in Education – BSEd
  • 1975 – Southeast Missouri State University – Master of Arts in Teaching – MAT
  • 1985 – Life Underwriter Training Council Fellow – The National Association of Life Underwriters – LUTCF
  • 1999 – Chartered Life Underwriter – The American College of Financial Services – CLU
  • 2013 – Chartered Financial Consultant – The American College of Financial Services – ChFC