Allegiance Marketing Group




	Steve brings over 20 years of experience in the financial services industry where he has a long track record of achievement, delivering long term sales growth across multiple organizations. Since joining AMG in 2008, Steve has led the strategic direction of AMG to become one of the leading marketing organizations for top independent agents and financial advisors across the country. Steve started his financial services career with Prudential, progressing from Agent to Sales Manager and ultimately to Managing Director over his 11 year tenure. Prior to joining AMG, Steve served as the Area Investment Manager for Citigroup in Fresno, California where he established Citi’s® bank brokerage operation. By developing a successful platform and through recruitment of top talent, Citi’s® Central California investment banking operation grew from 3 to 18 brokers and experienced outstanding growth under Steve’s direction. Steve can be reached at steve@amgadvisor.com or (800) 330-1997, extension 269.

	Prior to his current role, John was the Director of Finance and Accounting at GSP & Associates, an alternative asset management and private investment firm specializing in real estate. During his tenure, John led the completion of several private placements utilized for capital raising, managed various credit agreements, coordinated legal and due diligence activities and spearheaded strategic initiatives including tax planning, purchase price allocations, and financial modeling for bank financing. John also spent 5 years with Arthur Andersen, LLP, ascending to the role of Experienced Senior in the Audit and Assurance division where he lead the audits of public and private companies, and where he worked on transactional projects including IPOs, public debt offerings, and mergers, acquisitions and dispositions. After leaving Arthur Andersen, John became the corporate controller of Axian Communications, a portfolio company of HIG capital, a leading private equity firm based in Miami. John earned his BS in Accounting from Boston College, and went on to obtain an MBA with a concentration in Accounting from the University of Miami School of Business. John is a Certified Public Accountant in the State of Florida and is a member of the American Institute of CPAs (AICPA). John can be contacted at: (800) 330-1997 x259 or you can email him directly at: jzaloom@amgadvisor.com

	Alan brings 6 years of legal practice and 18 years of advanced sales experience to AMG, and is an invaluable asset available to our team.* His career includes the practice of law in tax, estate and business continuation planning, direction of a life insurance company advanced sales department and creation of a successful life insurance and annuity brokerage firm that focused on developing and maximizing markets for producers . Alan has excelled at super-charging financial professionals to a higher level of production via training and education, technical and motivational workshops for agents and for their clients, point of sale and closing support for top producers and, simply, doing whatever it takes to earn their business. On the personal side, he enjoys playing and coaching baseball and hockey, travel and fitness training. Alan looks forward to supporting your efforts and building your revenue with AMG. Alan can be contacted directly at: alan@amgadvisor.com or by calling (800) 330-1997, x205. *Please note that AMG and its representatives do not give legal advice; you are encouraged to consult your attorney regarding legal issues.

	Chuck brings 20 years of experience in the Financial Services Industry. He has been a Top Producer as well as leading his team to the #1 Sales position with WM Financial Services in 2003. Chuck was a Financial Consultant for the brokerage arm of Great Western Bank for 8 years. During that time he was a President’s Club member every year which recognized the company’s largest producers. He led the team in Florida for WM Financial Services as the Regional Sales Manager. His team of 24 Financial Consultants was consistently recognized as one of the premier teams in the country. He took on a new challenge during 2006-2008 building a team of 50 Licensed Platform employees in Florida and Georgia. This team more than doubled their production each year for the next 2 years. Chuck has recruited top producers and developed others. His teams were recognized year after year for operational excellence as well as sales. He was responsible for all aspects of compliance and supervision of licensed employees. Chuck attended San Diego State University where he studied Business Management and Music. He is responsible for training our internal staff and our agents in the field to maintain the highest integrity with regards to making suitable recommendations to clients. He looks at each situation with the protection of the client and the agent in mind. Since he has “walked in your shoes” he has keen insight into profiling and thoroughly explaining the products. Chuck holds Series 7, 63, 65, 53, and 24 registrations as well as Life, Health, and Variable Annuity insurance licenses. Chuck may be contacted at: (800) 330-1997 x 235 or you may e-mail him at chuck@amgadvisor.com

	Jodi has been working in the financial industry since 1988 initially in the independent insurance arena and has been a registered representative since 1991. Over this time period she has gained a wide variety of experiences from the institutional sales side to personal retail production. She worked closely with regulators to form 2 different broker dealers as well as a registered investment advisory firm in Florida. She is well versed in fee based planning, structured fixed products, alternative investments, stock trading and insurance products and has been a supervising principal since 1995. Through AMG’s branch office of Questar Capital she recruits registered representatives and supervises their activities in the field. She is also in charge of developing monthly programming designed to increase reps securities knowledge and sales productivity. She earned a B.S. in Commerce from the University of Virginia with concentrations in Finance and Human Resource Management as well as the Chartered Financial Consultant designation (ChFC) from the American College. She holds a series 7, 63, 66, 24 and 27 securities registrations as well as Life, Health and Variable Annuity insurance license. Jodi can be reached at Judith.chu@questarcapital.com or (800) 330-1997 x 252. Securities offered through Questar Capital Corporation (QCC), Member FINRA/SIPC. Advisory Services offered through Questar Asset Management (QAM), A Registered Investment Advisor. Allianz Life Insurance Company of North America and Allegiance Marketing Group, LLC (AMG) are affiliated companies of QCC and QAM.
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