LAFAYETTE LIFE - Key Persons


Angie Holthaus - VP

Job Titles:
  • Vice President
  • W & S Financial Group Distributors in 2005 As National Accounts Director
Angie Holthaus is vice president of relationship management for W&S Financial Group Distributors, Inc., an operating unit of IFS Financial Services, Inc. and the wholesale division of Western & Southern Financial Group (Western & Southern), based in Cincinnati. Holthaus leads efforts to support and expand business opportunities with banks, credit unions, savings and loans, and broker-dealers. Possessing over three decades of experience in financial services, Holthaus joined W&S Financial Group Distributors in 2005 as national accounts director for the broker-dealer channel. She advanced to associate vice president in 2009 and to vice president of national accounts for the broker-dealer channel in 2015. Before joining the company, Holthaus held senior leadership roles in financial services sales, operations and consulting, as well as served as a financial advisor. She previously worked for Edward Jones, Fidelity Investments, Kemper Funds, and DST Systems.

Anthony J. Gigliotti

Job Titles:
  • Assistant Vice President & Director, Sales Support
  • Assistant Vice President and Director, Sales Support for W & S Financial Group Distributors, Inc
Anthony J. Gigliotti is assistant vice president and director, sales support for W&S Financial Group Distributors, Inc., an operating unit of IFS Financial Services, Inc. and the wholesale division of Western & Southern Financial Group (Western & Southern), based in Cincinnati. Before joining W&S Financial Group Distributors in 2014, Gigliotti served as director of retirement plan services at Ameritas. Prior to that, he spent 16 years at Great American Financial Resources in various leadership positions across the annuity portion of the organization. Gigliotti earned a bachelor's degree in political science from Northern Kentucky University. He holds FINRA Series 6, 7, 24, 63 and 66 registrations. He also holds state life and health insurance licenses.

Bradley J. Hunkler - CFO, SVP

Job Titles:
  • Chief Financial Officer
  • Senior Vice President

Brendan M. White

Job Titles:
  • Senior Vice President & Co - Chief Investment Officer

Bruce W. Maisel - Chief Compliance Officer

Job Titles:
  • Chief Compliance Officer

D. Todd Henderson

Job Titles:
  • Senior Vice President & Chief Actuary, Risk and Data Officer

Daniel J. Downing

Job Titles:
  • Senior Vice President / Independent Agent Distribution
  • Senior Vice President of Independent Agent Distribution
  • Strategic and Operational Direction of the Independent Agent
Daniel J. Downing leads the strategic and operational direction of the independent agent distribution channel and serves as W&S Financial Group Distributors' national sales manager for the independent agent channel in Goshen, New York. He reports directly to Mark E. Caner, president of W&S Financial Group Distributors. Downing joined W&S Financial Group Distributors in 2000 as vice president of the independent agent channel in Goshen as part of Western & Southern's acquisition of Integrity Life Insurance Company and National Integrity Life Insurance Company. His previous experience included positions at Sun America, John Alden Life Insurance Company and TIAA-CREF. Downing earned his bachelor's degree in finance and economics from Fordham University. He earned a master of business administration in finance from Adelphi University. He holds FINRA Series 6, 26 and 63 registrations. He is also licensed in life and health insurance and variable annuities in New York.

David E. Nevers

Job Titles:
  • Public Relations & Corporate Communications

Harvey T. Fladeland

Job Titles:
  • Senior Vice President / Financial

James C. Hale

Job Titles:
  • Chairman & Founder / CS Advisors LLC / Founder, Former Chief Executive Officer, Managing Partner Emeritus and Senior Advisor

James J. Fitzgerald - CIO, SVP

Job Titles:
  • Chief Information Officer
  • Senior Vice President

James J. Vance

Job Titles:
  • Senior Vice President & Co - Chief Investment Officer

James K. Risk, III

Job Titles:
  • President & Chief Executive Officer / Kirby Risk Corporation

Jill T. McGruder

Job Titles:
  • Senior Vice President & Enterprise Chief Marketing Officer

John F. Barrett - CEO, Chairman, President

Job Titles:
  • Chairman
  • Chairman of the Board
  • Chief Executive Officer
  • President
  • Our Chairman, President & Chief Executive Officer
Beginning in 1987 as its Chief Financial Officer, John F. Barrett has more than 30 years of leadership tenure with Western & Southern Financial Group. In addition to his top executive responsibilities, he actively serves in key leadership roles with local and national companies, organizations and educational institutions. John Barrett has been a prominent leader not only in the development of downtown Cincinnati but also for numerous civic causes that drive continual improvement of our community in areas such as health care, cancer research, arts and education. As Chairman, President and Chief Executive Officer of Western & Southern Financial Group (Western & Southern), John Barrett serves on a wide range of boards and is highly active in the business and non-profit communities. He joined Western & Southern in 1987 as its Chief Financial Officer. He was named President in 1989, Chief Executive Officer in 1994 and Chairman in 2002. Under his guidance, Western & Southern has become a recognized leader in consumer and business financial services, providing life and health insurance, annuities, mutual funds, investment management, financial planning and retirement solutions through its member companies. John Barrett serves on the board of directors of Cintas Corporation with past board memberships that include The Andersons, Inc., Cincinnati Bell, Convergys Corporation, Fifth Third Bancorp and Touchstone Investment Trusts. He is a director and past chairman of the American Council of Life Insurers, a member of The Business Roundtable, a member of The Financial Services Roundtable, and a trustee for Americans for the Arts. John Barrett also serves as a member of the Board of Overseers for the Hoover Institute at Stanford University. He is past president of the Association of Ohio Life Insurance Companies and a member and past chairman of the Ohio Business Roundtable. A very active leader in the rejuvenation of downtown Cincinnati, John Barrett launched the United Way Women's Leadership Council to increase giving among top female contributors. He also founded The Herbert R. Brown Society in Cincinnati to encourage greater African American engagement with the local United Way. Dozens of Cincinnati area organizations and community causes benefit from John Barrett's civic leadership. Currently, he is spearheading a $105 million fundraising campaign to help the University of Cincinnati's Barrett Cancer Center and other members of the Cincinnati Cancer Consortium pursue National Cancer Institute designation for cancer research excellence.

John P. Zanotti

Job Titles:
  • Chairman / Integrated Media Technologies, Inc. ( Los Angeles, California )

Jonathan D. Niemeyer - Chief Legal Officer, SVP

Job Titles:
  • Chief Administrative Officer
  • General Counsel
  • Senior Vice President

Katie Bezold

Job Titles:
  • Vice President / Product Management

Kevin L. Howard

Job Titles:
  • Deputy General Counsel

Linda M. Lake

Job Titles:
  • Senior Vice President, Human Resources

Lisa B. Fangman

Job Titles:
  • Senior Vice President, Insurance Operations

Mark E. Caner - President

Job Titles:
  • President
Mark E. Caner, MBA, AEP, ChFC, CLU, CFP®, is president of W&S Financial Group Distributors, Inc. an operating unit of IFS Financial Services, and wholesale division of Western & Southern Financial Group based in Cincinnati.

Paul B. Moore - SVP

Job Titles:
  • Chief Customer Officer
  • Senior Vice President

Paul Kruth

Job Titles:
  • Vice President, National Sales Manager / Independent Agents / Independent Marketing Organization

Pearse McCormack

Job Titles:
  • Divisional Vice President / Financial

Phillip R. Cox

Job Titles:
  • President & Chief Executive Officer / Cox Financial Corporation ( Cincinnati, Ohio )

Robert B. Truitt

Job Titles:
  • Co - Founder, President & Chief Executive Officer Ash Access Technology, Inc.

Rodrick Snyder

Job Titles:
  • Audit

Stephen G. Hussey

Job Titles:
  • Senior Vice President, Compensation & Benefits

Terrie A. Wiedenheft

Job Titles:
  • Senior Vice President, Business Unit Support and Execution

Thomas L. Williams

Job Titles:
  • President & Chief Executive Officer / North American Management and Development Company ( Cincinnati, Ohio )

Todd A. Lee

Job Titles:
  • Marketing & Digital Center of Excellence

Travis D. Schraffenberger

Job Titles:
  • Marketing Support & Execution

Wade M. Fugate

Job Titles:
  • Controller