Our Team
"Helping folks plan and prepare for their future and that of their favorite ministries is both joyful and satisfying. It is joyful to see their reaction when they complete their legacy plan and realize their loved ones will be provided for, and ministries for which they have a heart will be resourced. They are helping their family while placing their treasure where their heart is. It is satisfying to see the peace of mind that comes when they realize their wishes will be carried out."
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James L. Engwall
Financial Services Representative
Pacific Southwest Conference [south]
Directory
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Financial Services Representatives [click underlined link to send an e-mail]
All 800, 866 and 877 telephone numbers are toll-free.
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| Almquist, Terrance |
877-768-1760 |
Great Lakes Conference
Covenant Village of the Great Lakes [Grand Rapids MI]
Lower Michigan |
| Crawford, Michelle |
877-768-1761 |
The Holmstad [Batavia IL]
Windsor Park Manor [Carol Stream IL] |
| Engwall, James |
877-727-5270 |
Pacific Southwest Conference
California [South of the Bay Area]/Arizona |
| Heintzelman, Peter |
800-483-2177 |
Central Conference
Illinois/Indiana/Wisconsin/Upper Michigan
Great Lakes Conference
Ohio/Pennsylvania [W]/New York [W] |
| Hickman, William |
877-768-1762 |
North Pacific Conference
Washington/Oregon/Montana/Idaho |
| Holdeman, Lavern |
877-768-1763 |
Midwest Conference
Colorado/Iowa/Kansas/Nebraska
Midsouth Conference
Arkansas/New Mexico/Oklahoma/Texas |
| Johnson, LeRoy |
800-483-2177 |
Nationwide |
| Lawson, Kevin |
877-222-3960 |
Northwest Conference
Minnesota/North and South Dakota |
| Nelson, Kenneth |
209-216-5628 |
Covenant Village of Turlock [Turlock CA] |
| Sjoblom, Joanna |
800-483-2177 |
Covenant Village of Northbrook [Northbrook IL] |
| Stenger, Douglas |
866-779-2377 |
Pacific Southwest Conference
California [Bay Area and North]/Nevada |
| Swenson, Randall |
877-768-1765 |
Southeast Conference
Florida/George/Alabama/Mississippi/Louisiana/North and
South Carolina/Virginia/West Virginia/Kentucky/Tennessee |
| Turner, Roger |
877-768-1764 |
East Coast Conference
Connecticut/Maine/Massachusetts/New Hampshire/New
Jersey/New York [E]/Pennsylvania [E]/Rhode Island |
| Walles, Charles |
800-483-2177 |
Nationwide |
| |
| Corporate Office [call 847-583-3200 to reach any team member not listed here] |
| Anderson, Molly |
847-583-3240 |
Administration Assistant |
| Conrad, Patricia |
847-583-3232 |
Corporate Secretary |
| D'Alessandro, Sharon |
847-583-3246 |
Vice President, Trust Administration |
| Heintzelman, Peter |
847-583-3235 |
Vice President, Marketing |
| Johnson, Eric |
847-583-3244 |
Vice President, Chief Operating Officer |
| Johnson, Gary |
847-583-3245 |
Portfolio Manager |
| Jozefiak, Michael |
847-583-3241 |
Administration Assistant |
| Lindman, Paul |
847-583-3250 |
Vice President, Systems |
| Magnusson, Michael |
847-583-3252 |
Vice President, Operations |
| Peterson, Christine |
847-583-3242 |
IRA Administrator |
| Sjoblom, Joanna |
847-583-3247 |
Senior Trust Administrator |
| Walles, Charles |
847-583-3230 |
President |