LIMRA Announces 25 Rising Stars of Retirement Under 40

Honors the next generation of financial leaders

WINDSOR, Conn., July 6, 2016 – LIMRA today announced the winners of its contest to recognize 25 Rising Stars of Retirement under 40 in the financial services industry.

“By 2040, there will be more than 80 million retirees in the United States, and most will need help from our industry to ensure they have a financially secure retirement,” said Robert A. Kerzner, president and CEO, LIMRA, LOMA and LL Global. ““We feel it’s important to acknowledge the next generation of leaders who will help transition the industry through this time of significant disruption. These outstanding young professionals demonstrate remarkable skill and dedication in their respective roles. We are delighted to recognize their accomplishments and celebrate their successes.”

The winners will be honored at a reception during LIMRA’s 100th Annual Conference, which will be held Oct. 23-25, 2016, in Chicago, Illinois. To learn more about the conference, please visit:

To view the winners and read excerpts from their nominations, please visit here.

25 Rising Stars of Retirement Under 40


Christopher Adams
Investment Product Specialist
Prudential Retirement

Bill Bainbridge
Vice President, Head of Annuity Product Development
Voya Financial

Rachel Barrow
Director, Guardian Individual Markets
Guardian Life Insurance Co.

Matthew Bryan
Assistant Vice President, Head of Distribution Marketing
Guardian Life

Jared Christensen
Vice President, Participant Guidance Solutions
Fidelity Investments

Kellie Desrosiers
Assistant Vice President, Head of Relationship Management & Planning
Voya Financial

Travis Gavinski
Regional 401(k) Sales Director
Lincoln Financial Distributors

Rob Goodman
Assistant Vice President, Program Management Office and Strategic Alignment, Retirement Solutions Division
Pacific Life Insurance Co.

Elizabeth Griffith
Senior Vice President, National Sales Development
Jackson National Life

Jennifer Harmer
Assistant Vice President, RPS Customer Experience
Lincoln Financial Group

Jaron Havens
Assistant Vice President, Implementation, Retirement Plan Services
Lincoln Financial Group

Alexandra Henry
Internal Sales Supervisor
Allianz Life Financial Services

Dylan Huang
Senior Managing Director, Head of Retail Annuities
New York Life Insurance Co.

Jonathan Kreider
Assistant Vice President, Investment Products
Great-West Investments

Meredith Kroger
Regional Director
Protective Life

Kim Lisella
Head of Distribution and Retirement Solutions
Legal & General Retirement America

Renée Markiewicz
Director, Product Development
Prudential Retirement

Luke Schroeder
Relationship Manager
T. Rowe Price

Katie Taylor
Director of Thought Leadership
Fidelity Investments

Ketul R. Thaker
Director, Consultant Relations
MassMutual Financial Group

Michelle Tortorella
Communications Consultant, Institutional Marketing

Tony Truax
Senior Internal Retirement Consultant
Allianz Life Financial Services

Brandon Willett
Financial Advisor

Lindsey Wills
Marketing Manager
Retirement Plan Services
Lincoln Financial Group

Martin Woll
Head of Institutional Savings


LIMRA: 100 Years Strong and Moving Forward!

Since 1916, LIMRA, a worldwide research, learning and development organization, has been the trusted source of industry knowledge, helping more than 850 insurance and financial services companies in 64 countries. To learn more about LIMRA’s 100th Anniversary Celebration, please visit