Leadership Team
Richard Marooney
Managing Partner
P: 952.258.5016 E: rmarooney@minneapolis.nef.com
Rich Marooney has over sixteen years of experience in insurance and financial services. He has qualified for President’s Conference, a MetLife honor awarded to managers who have excelled at attracting, developing and retaining advisors,from 1999-2008 with his previous firm before joining Mid American Financial Group in 2009.
Rich began his career in financial services in 1997. He joined Creative Financial Group in Philadelphia, PA after working at United Parcel Services in Connecticut as a Center Manager. He managed and coordinated over 150 people and a daily package volume of 175,000. At Creative Financial Group, Rich qualified for Leaders his first two years and was awarded Marketing Associate of the Year and Agent of the Year. In 1999, he was promoted to Sales Manager where he quickly assumed leadership and achieved Sales Manager of the year in both 2002 and 2003. In 2003, Rich was promoted to Senior Managing Associate where he managed more than 60 Associates and seven million dollars in new business. “From the untimely death of my son, Ryan, I realized that I needed to be an advocate for financial responsibility. I wanted to make an impact on people’s lives. We at Mid American Financial Group, make that happen.”
Rich is a native of Long Island, NY and Danbury, CT. He attended Ohio State University and graduated from Western Connecticut State University in 1989 with a Bachelors of Science in Business (Industrial Management). He now resides in Eden Prairie, MN with his wife and sons. He is member and secretary of NAIFA MN and registered representative and registered principal with New England Securities. Since moving to Minnesota, Rich has taken up hunting and fishing as his main hobbies when not watching his sons play hockey.
Frank J. Fasano
Managing Associate
Registered Representative
Greater Iowa
P: 515.309.2458 E: ffasano@iowa.nef.com Frank J. Fasano has over 30 years of experience in insurance and financial services. He has qualified for the National Management Award for the past 12 years. Frank is a native of Des Moines, Iowa. He attended Drake University School of Business, with an emphasis on business and finance. Frank began his career with New England Financial in 1971 as a financial representative assisting clients in investments and financial services. From 1976 to 1986, he was a sales manager and in 1986, he assumed leadership of Financial Services of Iowa. In 2004, Frank expanded his leadership to Mid American Financial in both Minnesota and Iowa. In Sept. 2009, Frank made a move back to Iowa to be with his family and manage the Des Moines area offices once again. Frank and his wife, Kris, have two grown sons, Frank Jr. and Nick. Both sons work at NEF. Frank and his wife raise German Shepherds and Frank serves as a judge of AKC German Shepherd Dog Shows nationwide. Accomplishments:
Registered Representative New England Securities Corp.
Former president of the Des Moines General Agents (DMGA) and Managers Association (MA)
Former chairman of the Des Moines General Hospital Foundation (DMGHF)
Previously served on the Des Moines General Hospital Board of Trustees
Former board member of Drake University College of Business Alumni Association
General Securities Principal.
Josh Rice
Managing Associate
Registered Representative
Cedar Rapids, Iowa
P: 319.654.9580 ext. 1770 E: jrice4@iowa.nef.com Josh wears two hats with MAFG, one is to attract new talent and grow reps in their careers. The other hat is to simplify the lives of his clients through the effective use of insurance and investment products. Josh has been in the financial services business for over 10 years and is also a board member of NAIFA-CR (National Association of Insurance and Financial Advisors – Cedar Rapids). Josh has his BA from the University of Northern Iowa and is currently working toward various industry designations through the American College. Josh is married to Kendra and has two boys, Colin and Tate. Aside from playing with his boys, Josh enjoys the outdoors, golfing and dedicating time to various community activities.
Anthony Haider
Managing Associate
Registered Representative
Minneapolis, MN
P: 952-258-5047 E: ahaider@minneapolis.nef.com
Tony joined Mid American Financial Group in 2007 as a registered representative and was promoted to managing associate in 2010. He focuses on mentoring and recruiting quality advisors to be a part of our team.
Tony resides in Circle Pines with his wife, Chantell, their son Ben and daughter Audrey. He is an active member of the Air Force Reserves, serving as a Technical Sergeant in aircraft maintenance. He also attends Eagle Brook church in Lino Lakes and is a member of the Minnesota Precision Manufacturing Association. Tony is an avid outdoorsman spending his free time enjoying local bass fishing tournaments and the Havana Nights cigar club.
Nate Richter
Managing Associate
Registered Representative
P: 952-258-5056 E: nrichter@minneapolis.nef.com
After graduating from the University of Colorado-Boulder in 1998 with a degree in Business, Nate started his career in the Financial Services industry as a Financial Planner with Woodbury Financial. His experience since then includes being a Branch Manager for Woodbury Financial, Co-Managing Partner at John Hancock Financial Network, and is now a Managing Associate for Mid American Financial Group. Nate believes in a holistic, comprehensive wealth planning approach to help his clientele reach their goals. He is a past member of the Board of Directors of the Financial Planning Association of MN, has completed the educational requirement for the Certified Financial Planner (CFP) designation, and is also pursuing his Life Underwriter Training Council Fellowship (LUTCF) designation. Nate is an avid outdoorsman and is a member of numerous outdoors and conservation organizations. He enjoys pursuing muskies in the summer, and hunting in the fall especially being out in the field with his black lab Libby.
John Horntvedt
Managing Associate
Registered Representative
Rochester, MN
P: 507-287-6700 E: jhorntvedt@minneapolis.nef.com John joined Mid American Financial Group as the Managing Associate in Rochester after many years in management in other industries, including sales, finance, lending, real estate and business consulting. John graduated from Gustavus Adolphus College in 1991 with a degree in Management. John enjoys spending time with his wife, Erin and daughters, Hailee and Courtney, as well as playing golf and serving on various community service organizations.
John’s ongoing goal is to provide dedicated leadership to the Rochester office with an emphasis on client relationships and a positive environment of growth and success.
Lyndsy Gumz, MBA, PHR
Recruiting Director
P: 952-258-5193 E: lgumz@minneapolis.nef.com
Lyndsy recruits and hires aspiring financial advisors who are committed to being advocates for their clients. She strongly believes your career should provide satisfaction, happiness and an opportunity to make a difference. Your career should fuel your ambitions, not limit them. It’s her personal goal to be an advocate for MAFG and find those seeking the same vision.
Lyndsy has a BA from Iowa State University and MBA from Hamline University. In her free time she enjoys running marathons and road races, biking and cheering on her favorite teams. She is a member of Big Brothers Big Sisters, National Association of Insurance and Financial Advisors, Women In Financial Services, Minnesota Association of Colleges and Employers and the Twin Cities Human Resources Association. Equal Opportunity Employer
Erica Schuenemann
Marketing Director
Registered Representative P: 952.258.5112 E: eschuenemann@minneapolis.nef.com Erica has been in the banking and financial services industry since 2002. She joined MetLife as a financial services representative in 2003 and in April of 2006 transferred to Mid American Financial Group as the Marketing Director. As the Director of Marketing, Erica provides resources to the firm so that agents can develop marketing and prospecting ideas and strategies to effectively build their business and reach ultimate success in the financial services industry. She works with representatives in developing and effectively implementing their marketing plan, penetrating target markets, and promoting themselves within the community.
Erica received a BA in business management from the College of St. Benedict with an emphasis on marketing and finance.
Erica and her husband Bryan reside in Farmington, MN with their daughter Kayley, son, Brady and two dogs. Erica enjoys biking, camping, fishing and traveling. She is an active member of Bethlehem Lutheran Church in Lakeville and Minnesota Women in Marketing and Communications.
Adam Elg
Training Director
Registered Representative
P: 952-258-5035 E: aelg@minneapolis.nef.com
Adam Elg started his career in financial services in 1990. He began coaching and training financial advisors in 1997 and provided comprehensive consulting to financial advisors managing combined assets of over $500MM with incomes of $100K to $1M. He held various positions at Ameriprise Financial before joining Mid American Financial Group. With more than twenty years of experience designing, developing and delivering live and virtual training programs in the financial services industry, and through hundreds of presentations, workshops and a national coaching program, he teaches financial advisors "best practices" to help them provide excellent service to their clients, increase their productivity and enhance their quality of life. He is a seasoned trainer, public speaker and lecturer with the ability to create appropriate messages for distinct audiences. Adam obtained a bachelor’s degree from Metropolitan State University and a Masters of Art degree in Organizational Development from the University of St Thomas - both in Minneapolis MN. He is a graduate of the Coaches Training Institute and has received the designation of Certified E-Myth Coach from E-Myth Worldwide, the leader in small business coaching. Adam is a big brother with Big Brothers/Big Sisters of the Greater Twin Cities. He lives downtown Minneapolis and enjoys the walking and biking trails, lakes and numerous cultural opportunities available. He also enjoys traveling, boating and golfing.
Patrick M. Olson
Financial Planner
Registered Representative
P: 952.258.5097 E: polson@minneapolis.nef.com Patrick started his career in the financial field in 2004 and decided to make the transition to Mid American in 2008, so he would be able to help his colleagues engage their clients on a deeper level. Which will in turn help them, to grow their practices.
Also provide families and business owners with assistance in building their financial freedom. He has the team, knowledge and experience required to help him meet both of these goals.
His personal goal is to become a lifetime resource for everyone he comes in contact with.
Shawn P. Walsh
Investment Specialist
Registered Representative
P: 952.258.5093 E: swalsh@minneapolis.nef.com Shawn has been in the financial services industry since 1998 working for both Riversource Funds as a wholesaler and Merrill Lynch before joining Mid American Financial Group as the Investment Specialist in 2010. His role as the investment specialist is to work with advisors on portfolio design and allocations, trades and overall investment ideas and advice. Through his experiences in the industry, he brings an honest and elaborate process of understanding a client’s goals and feelings about investing – a process that leads to investing based on the planning process and thorough communication. By focusing on the long term goals of the client, portfolio strategies are designed to reduce market risk and benefit from opportunities the market presents. Shawn currently lives in Maple Grove with his wife, Amanda, step-daughter, Taylor, and daughter, Kaitlin.
Michael McConachie, CFP®, CRPC®
Annuity Specialist
Registered Representative
P: 952.258.5092 E: mmcconachie@minneapolis.nef.com Mike McConachie has been in the financial services industry since 2002, working as a financial planner, consultant to large market 401k plan participants, and most recently as a wholesaler covering both annuity and investment products before joining Mid American Financial Group in 2011. As the annuity specialist, Mike brings extensive industry knowledge and a consultative approach to help advisors design retirement income solutions for their clients with predictable results. Mike graduated from the University of Denver with a degree in finance and currently holds the CFP® and CRPC® professional designations.
Ronda Zattera
Manager of Operations
P: 952.258.5018 E: rzattera@minneapolis.nef.com
Ronda began her career in Chicago as a Certified Respiratory Therapist before accepting a position in 1984 with Great West Life as a New Business Analyst. Five years later she moved to the Twin Cities, where she joined Piper Jaffrey as an Annuity and Retirement Plan Specialist. As Operations Manager, Ronda brings over 20 years of experience to the day-to-day operations in the area of finance, new business processing, compliance and consulting. Supervising our internal support staff, Ronda works on problem resolution and training. In her former role as Director of Operations for Fortune Financial and Blue Ridge Investments, she was committed to setting high standards, defining expectations, demonstrating concern for clients’ needs, responding effectively and determining levels of satisfaction.
As a Summa Cum Laude graduate of Crown College in St. Bonifacius, MN, Ronda holds a B.S. with an emphasis in Management and Ethics. She also has her Life and Health Insurance licenses as well as Series 7, 66, 24 and 51 Securities Registrations.
She resides in Victoria with her husband, Dennis and their five children, ages 11-17. Life is busy and forever changing but it is important she spends time with family and friends, creating memories and enjoying the “great outdoors” traveling, hiking, camping and shooting photography.
Lori Kramer
Controls Director
P: 952.258.5095 E: lkramer1@minneapolis.nef.com Lori joined the firm in 2006 with experience in the industry beginning in 1974. Eighteen of those years, Lori was a financial services representative. Lori established a First Allied Securities office, an Independent Firm, where she was Producing Manager and Compliance Officer until 2001.
Lori is responsible for implementation, maintenance, and oversight of supervisory procedures designed to ensure that the agency is operating according to regulatory and company policy. The primary functions related to supervision can be summed up as reporting, tracking, and documentation of sales practices, and the use of education and training to resolve issues identified through this process.
She holds the following securities licenses: Series 7, 24,63, life health and variable annuities. She lives near Norwood/Young America, MN on her family’s Century Farm. She has one son, Mark who is a CPA/Partner in a firm in Maple Grove, and 3 grandchildren. She enjoys reading, gardening, planting trees, home improvement projects and quilting.
Robert D. Spiegler CLU®, ChFC®,CLTC
Brokerage Manager, Registered Representative
Minneapolis, MN
P: 952.258.5041 C: 507.380.9406 E: rspiegler@minneapolis.nef.com Bob began his career in the financial services industry in 1972 after graduating from Luther College in Decorah, Iowa. After three years with National Life of Tennessee, Bob became the Unit Manager for Principal Financial Group in Mankato, Minnesota and continued in that position for twenty-four years. Bob’s unit was the Gold Club Division Winner and the Overall Commission Leader in consecutive years with nine of sixteen agents making Premier Club one of those years. Bob was the Long Term Care Leader in 2005 for the Mid American Agency after joining New England Financial in 1999. Bob is also a registered representative of New England Securities. Bob and his wife, Karen, have three grown children. They have taught Sunday school for over thirty years. He is a past president of Kiwanis and active in CBS. Bob finds great satisfaction professionally and in his community “helping people help people.”
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