your
Business

our passion

Our Insurance Services

We partner with financial professionals nationwide including independent Financial Advisors, Insurance Agents, Accountants, Attorneys and directly with individual clients and businesses. We strive to achieve the best possible solution based on individual circumstances by providing expert advice on company and product selection, underwriting and administrative support, negotiations and ongoing inforce support.

50 STATES WE OPERATE IN

100 s FINANCIAL PROFESSIONALS SUPPORTED

10000 + CLIENTS SUPPORTED

OUR HISTORY

“What has made us a great firm in the past will make us great in the future. Our reputation is what we are known for now." —Dan May, President and CEO

Founded in 1959, AdvisorNet has almost 60 years in the insurance business. We started as a Career General Agency with one insurance company, five insurance agents and one staff person. In the 1990s we moved away from the Career Agency model, added new companies and transitioned into a full service independent Brokerage General Agency. In 2006, we expanded our insurance company and product offerings by joining one of the largest insurance marketing organizations in the country. This allows AdvisorNet to objectively offer a large and competitive mix of insurance companies while maintaining our uniquely independent culture.

history

OUR TEAM

Our team of experienced insurance and benefits experts are here to provide individualized solutions for you and your clients.

MATT ROEDEL

MATT ROEDEL

VP, Insurance & Benefits
612.437.8256 mroedel@advisornet.com
JASON FRANCISCO

JASON FRANCISCO

Director of AdvisorNet Benefits
612.436.3763 jfrancisco@advisornet.com
LISA ADOLPHSON

LISA ADOLPHSON

Individual & Medicare Benefits Specialist
612.347.8696 ladolphson@advisornet.com
JILLIAN CROSS

JILLIAN CROSS

Insurance & Benefits Coordinator
612.347.8639 jcross@advisornet.com
JOANN HOLT

JOANN HOLT

Commission Specialist
612.347.8661 jholt@advisornet.com
JAY LOE

JAY LOE

Distribution Contractor
612.347.8698 jloe@advisornet.com
EMILY MCCRADY

EMILY MCCRADY

Operation Specialist, Insurance
612.347.8637 emccrady@advisornet.com
Andy Powell

Andy Powell

Senior External Wholesaler
612.503.1825 apowell@advisornet.com
Nate Preuss

Nate Preuss

Head of Life Insurance Strategies
651.760.7577 npreuss@advisornet.com
ROBYN SANTANA

ROBYN SANTANA

Contracting & Licensing Specialist
612.347.8660 rsantana@advisornet.com
Fred Sherman

Fred Sherman

Concierge Service Manager
651.760.7534 fsherman@advisornet.com
Max Stecker

Max Stecker

Annuity Distribution Specialist
651.760.7696 mstecker@advisornet.com
JENNIFER TURBERVILLE

JENNIFER TURBERVILLE

Case Manager Team Lead
612.347.7803 jturberville@advisornet.com
NICHOLAS WEILER

NICHOLAS WEILER

Senior Internal Wholesaler
612.347.8672 nweiler@advisornet.com
LOTTIE WORKMAN

LOTTIE WORKMAN

Senior Case Manager
612.436.3705 lworkman@advisornet.com