Support

Support Team

 

A Professional Support Team

The Advanced Planning Group consists of a team of over 30 professionals with more than 300 years’ combined experience in law, taxation, business, insurance, finance, and philanthropy, with advanced degrees and designations including Chartered Life Underwriter®, Certified Financial Planner®, Chartered Financial Consultant®, AEP®, Juris Doctor, and Certified Public Accountant. Learn more here.

 
 
 

Advanced Planning Group

CARLOS VICENT

Carlos Vicent, JD, CLU®, ChFC®, MSFS®, MBA, LL.M, is an Advanced Planning Consultant for the Northeast Zone. Prior to joining the Advanced Planning Group in 2011, Carlos worked extensively with individuals and closely held/family businesses in areas of taxation, estate planning, business planning and retirement planning as a financial advisor and later as an attorney. Carlos holds JD and Masters of Laws in Taxation degrees from Thomas M. Cooley Law School, a Masters of Business Administration from Michigan State University, Masters in Science in Financial Services from the American College, and a Bachelor of Science in Liberal Arts from Excelsior College.

AMANDA SARP

Amanda Sarp, J.D., supports the agents of the South Central Zone in her role as an in-house Advanced Planning Consultant. As an engaging and thoughtful consultant, Amanda collaborates with agents, clients and other professional advisors in the areas of trust and estate planning, with an emphasis on the intricacies of trust planning; and, resolving estate planning gaps for wealthy individuals. Amanda earned her law degree from Texas A&M University School of Law, Fort Worth, Texas; and, her Bachelor of Arts degree (summa cum laude) from the University of Texas at Arlington. Amanda is a member of the State Bar of Texas..

GEOFF PFEIFFER

Geoff Pfeiffer, JD, CLU®, ChFC®, AEP®, FLMI®, supports the South Central Zone in his role as an in-house Advanced Planning Consultant on the Case Design Team. His areas of experience and knowledge include estate planning, executive benefit plans, and business exit strategies. Geoff is active in industry organizations, including General Agents and Managers Association, NALU, NAIFA, and NAECP. He served as a member of the National Board for the Society of Financial Services Professionals and was President of the Greater Phoenix and Rocky Mountain chapters. Geoff obtained his B.B.A. from the University of Cincinnati and his JD from Cincinnati Law School.

MARK JANSEN

Mark Jansen, JD, CPA, CLU®, ChFC®, is the Advanced Planning Consultant for the South Central Zone. With 23 years in the financial services industry, Mark brings a creative and comprehensive approach to using insurance products in estate and business planning. He is known for his teaching and conversational style of presentation. Mark graduated cum laude from the University of Minnesota Law School.

LYNN R. KING

Lynn R. King, J.D., is a Corporate Vice President and Advanced Planning Consultant for New York Life Insurance Company, serving the agents of the South Central Zone. As a member of the unique Virtual Consulting Team, Lynn collaborates with agents and their high net worth and business owner clients on actionable estate and business planning strategies. Lynn joined New York Life as a seasoned professional with solid credentials. She specializes in succession planning, asset preservation and wealth transfer techniques. Lynn received her Bachelor of Arts degree in Finance and Political Science at the University of Illinois at Urbana-Champaign; and, received her law degree from The John Marshall Law School, Chicago, Illinois.

 
 
 

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