Jeff White | Regina Ryan | Cheryl Garger | D. Scott Welton | Dick Megorden | John W. Tonissen, Jr. | Kenneth Anderson | Ken Samuelson | Stephanie McCullough | Suzette Hagan

Jeff White, CLU, ChFC
President and CEO, American Financial Group, Ltd.
     Jeff White leads a team of financial specialists serving both domestic and international clients. Operating out of their headquarters in Berwyn, PA (suburban Philadelphia), the American Financial Group of companies includes two SEC registered investment advisory firms, AFMG and IFG/Russell and the parent company, AFG, founded by Jeff in 1984.

     AFG, AFMG and IFG/Russell are unusually well connected to international financial organizations and bring to their clients the “knowledge capital” generated by such global financial research firms as Russell Investments and Standard & Poor. Clients include public and private companies, law firms, healthcare systems, universities and foundations as well as a large number of individuals. Services include global asset management, executive compensation, employee benefits as well as life and health insurance.

     A specific focus is investment consulting work for foundations and endowments done in concert with Russell Investments. The need for foundations to make distributions; conserve capital and aspire to a growing rate of distribution has led to effective disciplines designed to modulate investment volatility and enhance long term yields. The global market and manager research embedded in these services gives clients of IFG/Russell Advisors an unusual depth and breadth of asset management resources.

     Another focus is assisting retiring executives transitioning from a concentration of assets in the stock of their company to a diversified income producing series of investment portfolios. Often, these executives have large deferred compensation assets as well access to which is an ongoing issue since the executive is an “unsecured creditor” of the corporate sponsor of such plans. Retirees face similar needs to foundations as noted above. Working with each client group has led to enhanced asset management services for both.

     The combination of investment advisory teams of AFMG and IFG/Russell and the executive compensation team of AFG can prove invaluable in structuring transition plans for their executive clients. Mr. White and his associates are nationally recognized for their work in the design, funding and distribution strategies for non-qualified deferred compensation plans.

     Given the increasing volatility of the US Dollar relative to other world currencies, clients of AFMG enjoy access to FDIC insured CD’s denominated in various foreign currencies as well as high dividend paying equities also denominated in the leading currencies of the world..

     In the insurance area, Mr. White has been a marketing leader for a number of the largest insurance companies in the world. In the belief that no one insurance company offers the best coverage and underwriting services, AFG and its specialists are licensed with over 20 leading companies and offer each client a comparative analysis of the policies and services of all 20.

You can contact Jeff at whitej@afgifg.com

Regina Ryan
Vice President, Operations and Compliance, IFG/Russell Advisors
     Regina joined AFG in 1985. She is a fully licensed securities and insurance broker, including Principal Series 24, and serves as the IFG Compliance Officer. Regina heads the answering of any questions and solving any problems which may arise from our 21 IFG investment advisory associates and 14 Walnut Street representatives. She will be involved from the sales presentation, through the account setup, transition of assets, and daily operations of all securities accounts.

You can contact Regina at: ryanr@afgifg.com

Cheryl Garger, CLU
Vice President, Corporate Services, American Financial Group
     Cheryl joined the American Financial Group in 1986. She manages a team of specialists who provide a complete range of services to our corporate clients. Cheryl graduated Summa Cum Laude from Bloomsburg University with a degree in Business. From her experience in banking, she brings to our corporate clients a high level of accuracy and timeliness in all required reports. Cheryl blends a wealth of knowledge in FASB accounting procedures for compensation and benefit plans with an in-depth understanding of funding products and unmatched computer skills. It is her goal that the client enjoy minimal administrative involvement in each program AFG puts in place.

You can contact Cheryl at gargerc@afgifg.com



D. Scott Welton

     D. Scott Welton has been a leading sales agent for over 40 years. A Charlotte native, Scott graduated from the University of North Carolina at Chapel Hill in 1964 with a Bachelor of Arts degree in Economics. He served his country in the US Army for two years specializing in cryptography and communications. Through estate planning, Scott has served a broad base of professional and executive clients, helping them from the point of estate creation to the need for estate preservation. This has included counseling these clients on their needs for security for the family, education needs, pre-retirement and post retirement needs. In 1996 Scott affiliated with IFG/Russell Advisors, Inc. IFG/Russell Advisors, Inc., a Pennsylvania-based registered investment advisor provides comprehensive asset management consulting services to a targeted base of corporate and private investors. IFG/Russell Advisors, Inc. consults in all areas of retirement plans and asset management. Scott brings a wealth of knowledge and a history of outstanding customer service to his wide range of business and professional clients. His abilities and accomplishments have served his clients well over the years in the areas of estate planning and financial services. His expertise along with his network of financial specialist help him deliver a broad range of investment solutions for his clients.

You can contact Scott at swelton@finsvcs.com

Dick Megorden
Manager, International Financial Group/Russell, Charlotte, NC
     Dick established the first Russell Company advisory office in Charlotte by co-founding CP&S/Russell Advisors of Charlotte, NC in 1991. Dick is a veteran of the financial services industry beginning his career with the Ding's Agency of Connecticut Mutual Life in March of 1968. Dick entered the Sales and Sales Management Program and ultimately became an agency supervisor in 1972. Dick began his investment-counseling career with Connecticut Mutual Life in 1978 and began to specialize in investment planning in 1982 as a registered representative of Integrated Resources Equity Corporation until 1990 when he began laying the foundation to operate as a registered investment advisor representative of CP&S/Russell Advisors. Dick was instrumental in the establishment of IFG/Russell Advisors in Berwyn, PA for which he received Russell's "Builder Award" in 1997. Dick Joined IFG/Russell Advisors, Inc. in 1995 and has been their leading producer since then. Dick received a Bachelor of Arts Degree in History from the University of North Carolina at Charlotte in 1970. He earned a position on the Dean's List his Junior and Senior years at UNCC. Dick received his Chartered Life Underwriter Degree from the American College of Life Underwriters of Bryn Mawr, PA in 1972. Dick is responsible for designing the prototypes of many of the point of sale pieces currently employed by Russell Advisor Representatives worldwide. Dick is a well-known lecturer in professional circles and a provider of continuing education to Certified Public Accountants.

You can contact Dick at frmegorden@carolina.rr.com

John W. Tonissen, Jr., CLU, LUTCF

     Jack graduated with a BA from University of the South, Sewanee, Tennessee. Since 1971, he has been licensed in financial services. Jack is president of Navigator Financial, Inc. - providing 401-k coaching, investment, and insurance services. He is an active member of Million Dollar Round Table, the premiere worldwide association of financial professionals.

You can contact Jack at jtonissen@walnutstreet.com

Kenneth D. Anderson

     Kenneth D. Anderson, CLU, ChFC, has been involved in the financial services industry since 1985. He graduated with a Bachelor's Degree in Business from the University of North Carolina at Chapel Hill. While attending UNC-CH, he played Varsity baseball for three years, including the 1983 ACC Championship team, in which he was recognized as the team's Most Dedicated Player.

     Ken has dedicated his career to furnishing a full range of products and services with a proven performance record. Thorough and innovative, he meets the needs of high net worth individuals, successful professionals, business owners and retirees. His areas of expertise include business continuation, estate planning, retirement planning investments.

     His extensive background and knowledge in the financial, estate and retirement planning fields allow Ken to provide outstanding service to his clients. He holds the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC).

     During his career in the financial industry, Ken has made a commitment to hard work and long hours. Through consistent effort, and a reputation for outstanding service, he has built a solid client base and expanded his business through referrals from satisfied clients and other professionals. He is a qualifying member of the prestigious Million Dollar Round Table and holds memberships with the National Association of Security Dealers and the Society of Financial Service Professionals. He has attained Premier Club and Honor Council status with the Principal Financial Group in Greensboro, North Carolina. Currently, Ken is a managing partner of Executive Financial.

     Ken is involved in the community with various civic and church related activities. He resides in Greensboro with his wife, Caroline and three children, Katharine, David and Rachel. Golf, exercise and family take up his leisure time.

You can contact Ken at kanderson@exfinancial.com

Ken Samuelson, CLU

     Kenneth R. (Ken) Samuelson was born in Baltimore, Maryland. Ken earned a Bachelor's degree in Business Administration/Accounting from the University of North Carolina at Chapel Hill in 1980 and that year joined the High Point office of BDO Seidman, successfully completing the CPA examination in 1982. In 1986, Ken moved to Charlotte and joined The Morehead Group, Inc. In addition to his work responsibilities, he has served in a number of civic and philanthropic roles, including Chairman of The Charlotte Estate Planning Council, and Chairman of the Board of Deacons at Uptown Church. He also currently serves as the Chairman of the Queens College Estate Planners Committee. He is Chartered Life Underwriter and a Chartered Financial Consultant. In 2000, Ken was awarded the American Red Cross "Codicil Award". This honor is given to professional advisors in Charlotte demonstrating commitment to the promotion of philanthropy. Ken met his wife, Ruth, at University of North Carolina and has been married for 21 years. Ruth currently serves as a Mecklenburg County Commissioner representing District 5. Ken and Ruth have four children, Bobby, 16, David, 15, Joy, 13, and Alex, 13. 

You can contact Ken at krs@vnet.net

Stephanie McCullough

     Stephanie joined American Financial Group, Ltd in 1997. With nearly ten years of experience in the industry, she enjoys working with clients to assuage their financial anxieties. Her main responsibilities include working with qualified and non-qualified retirement plan sponsors on plan design, administration and vendor selection, as well as with individual employees on understanding and making the best use of those plans. In recent years she has developed a specialty in the area of retirement and other benefit plans for not-for-profit organizations. Stephanie holds an M.A. from the Johns Hopkins School of Advanced International Studies and a B.A. from Duke University. She holds licenses for securities sales, as well as life and health insurance.

You can contact Stephanie at: mcculloughs@afgifg.com 

Suzette S. Hagan

     Suzette joined American Financial Group in December of 2006 as our retirement specialist in Berks County, PA. She works with our not-for-profit and corporate clients on education and communication of retirement plans to all employees, primarily in one-on-one meetings. She has worked in the financial services industry for 12 years, for such respected companies as Vanguard, Lockwood Advisors, and Pennsylvania Merchant Group. She earned a B.A. from Pennsylvania State University and has her Series 4, 7, 24, and 66 securities licenses.

You can contact Suzette at: hagans@afgifg.com 

1205 Westlakes Dr. Suite 365, Berwyn, PA 19312
Tel (610) 296-3393 Fax (610) 640-0753