R. David Fritz, Jr. CLU
Managing Director
dfritz@ebn-design.com

David Fritz is the co-founder of the Executive Benefits Network which is a national executive benefit firm specializing in the design, funding, securing and administration of nonqualified deferred compensation plans and Bank Owned Life Insurance programs. Mr. Fritz is a twenty-five year veteran of the financial services industry and is a Financial Representative with the Northwestern Mutual Financial Network*. He is a frequent speaker across the banking industry and Northwestern Mutual Financial Network as an expert in the area of nonqualified executive benefit plans and Bank Owned Life Insurance programs. Mr. Fritz has placed over $1 billion of life insurance face amount over his career with Northwestern Mutual.

Mr. Fritz started his career in the insurance industry in 1986 when he joined UNUM as an employee benefit specialist in UNUM’s Washington D.C. sales office. In 1990, Mr. Fritz moved to Milwaukee, WI to become the sales manager for UNUM’s Wisconsin marketplace. He joined Northwestern Mutual in June of 1993.

Mr. Fritz is married to Molly and has six children. He is an alumnus of Williams College of Massachusetts where he specialized in History and Finance. He is President of the Milwaukee Winter Club Youth Hockey Organization, Trustee of the Village of River Hills, Trustee of the University School of Milwaukee Board and is a current board member of the Milwaukee Country Club, Prevent Blindness of Wisconsin and Children’s Hospital of Wisconsin Foundation. He is a member of the Community Bankers of Wisconsin, Wisconsin Bankers Association, Bank Holding Company Association, Association for Advanced Life Underwriting, the Society of Financial Service Professionals and the MDRT Association’s Court of the Table.

Patrick J. Marget, J.D., CPA, CFP®, CLU
Managing Director
pmarget@ebn-design.com

Patrick J. Marget is a J.D., CPA, CFP® and CLU. Prior to entering the financial services industry, Mr. Marget worked for three years as a senior accountant in audit for KPMG in the bank service area and for five years as an attorney for Michael Best & Friedrich LLP where he concentrated his practice in general corporate and securities law. After earning his Bachelors Degree, cum laude, from the University of Notre Dame, he received his law degree, with honors, from the University of Iowa College of Law. Mr. Marget is a 12 year veteran of the financial services industry and is a Northwestern Mutual Financial Representative*. For more information about Northwestern Mutual and its product offerings, see www.nmfn.com. Patrick’s career focus is in the COLI/BOLI marketplace, as well as working with private and public companies and its executives on designing creative strategies for executive compensation planning, business succession planning, and estate planning.

Patrick is an active member of the State Bar of Wisconsin and serves on the Board of Directors of a bank in Iowa. He is active in the Estate Planning Council in the Midwest region. Additionally, he is a frequent speaker at various industry meeting and seminars, and has also presented at the State Bar of Wisconsin’s Annual Estate Planning Update Seminar on “Understanding Life Insurance.” Mr. Marget lives in Whitefish Bay, Wisconsin with his wife Jill and three children.

John Anderson, CPA
Associate
janderson@ebn-design.com

Prior to joining EBN, Mr. Anderson worked for Clark Consulting as a Senior Consultant focused on the design, implementation, and administration of nonqualified executive benefit plans that often included the use of Bank Owned Life Insurance (BOLI) financing strategies. Prior to joining Clark, Mr. Anderson worked as a Partner at the accounting firm of Virchow, Krause and Company focusing his time in working with financial institutions such as community banks. Prior to his accounting career, John was the CEO of Bankers Service Corporation, a subsidiary of Bankers Bank Wisconsin located in Madison, WI. Mr. Anderson’s specialties included mergers and acquisitions, valuations, and other bank consulting throughout Wisconsin, Minnesota and Iowa. John is married to Diane and they have two children and four grandchildren.

Laura A. Bouslough
Associate
lbouslough@ebn-design.com

Laura A. Bouslough is a twenty-four year veteran of the financial services industry. After receiving her BA from the University of Wisconsin, she began her career as a technical writer and trainer with the Northwestern Mutual Life Insurance Company. Laura is an agent of the Northwestern Mutual Life Insurance Company and can offer Northwestern Mutual’s insurance products*. For more information about Northwestern Mutual and its product offerings, see www.nmfn.com. She is an expert in the area of estate planning and Corporate Owned Life Insurance.

Laura is a member of the MDRT, AALU, NAIFA, and Financial Security Professionals. She also serves on the Board of Directors for the American Red Cross and the Women’s Fund, and has done fundraising work on behalf of the United Way, UPAF, Sojourner Truth House, Creative Sharp, the Bottomless Closet, the Milwaukee Ballet and Gilda’s Club. Laura grew up in Lake Mills, Wisconsin, and currently resides in East Troy, Wisconsin with her husband, Jeff.

Jacqui Engebos
Associate
jengebos@ebn-design.com

Jacqui Engebos recently joined EBN bringing over 25 years of experience in community bank accounting finance and operations. Jacqui offers a unique background in financial management experience – serving both high performing and troubled banks. Prior to joining EBN, Jacqui spent the last 14 years in senior management; most recently she spent 2 years as a bank consultant with dbrok group, LLC working primarily with troubled banks. Prior to that, she served as the founding Chief Financial Officer at Nicolet National Bank, Green Bay, Wisconsin where she was responsible for all aspects of a start up bank, organizing and developing accounting, finance, operations, information technology and treasury activities. She began her banking career at Associated Bank, spending 14 years there, starting in profitability and financial systems, progressing to Controller, Regional Chief Financial Officer and served as a loaned executive to special projects.

Lisa A. Oddis
Account Executive
loddis@ebn-design.com

Ms. Oddis joined the Executive Benefits Network in 2000. She holds her state insurance license and is Series 6/63 registered. Ms. Oddis’ responsibilities include overseeing the implementation, administration and service of all corporate plans. Ms. Oddis is a sixteen year veteran of the administrative and clinical sides of the medical field as a licensed Medical Assistant. Her medical background is a valuable tool as it relates to insurance underwriting.

Jackie Garfield , MBA
Account Executive
jgarfield@ebn-design.com

Jackie joined the Executive Benefits Network in June 2010. She graduated from the University of Iowa in 2002 with a Marketing degree and obtained her MBA from the University of Denver in 2009. Prior to joining EBN, Jackie spent four years at the Home Office of Northwestern Mutual in Policyowner Services and Compliance, in addition to several years at a small IT consulting firm. She holds her WI and IL state insurance licenses and is Series 6/63 registered. She is primarily responsible for the implementation, administration and servicing of EBN corporate plans.

Lindsey M. Bessy, ALMI, CLTC, MBA
Sales & Marketing Director
lbessy@ebn-design.com

Lindsey joined Executive Benefits Network in 2010 after working in various positions for Northwestern Mutual over the past seven years. Most recently she served as a Long-Term Care Specialist for Northwestern Mutual’s corporate office. Lindsey holds her state insurance license and is Series 6, 7, 63 and 66 registered. After earning her Bachelors Degree, magna cum laude, from Carroll University, she went on to earn her MBA, summa cum laude, from Concordia University. Lindsey is responsible for plan design creation, preparing illustrations and presentations, as well as marketing for the firm. Lindsey resides in Franklin, Wisconsin with her husband Joe and two children.

Andrew Bainbridge
Customer Service and Support Specialist
abainbridge@ebn-design.com

Andrew joined Executive Benefits Network in August 2011. Prior to joining EBN, Andrew spent 3 years at the Home Office of Northwestern Mutual in addition to several years at a global manufacturing firm. Andrew is responsible for the servicing and administration of Bank Owned Life Insurance. Andrew lives in the Milwaukee-area with his wife and two daughters.

Keri Sikora
Associate Financial Representative
keri.sikora@nmfn.com

Keri joined the Executive Benefits Network and the Northwestern Mutual Financial Network in October 2011. She holds her WI state insurance license and graduated from the University of Milwaukee – Wisconsin with a Bachelor’s Degree in Business Administration. Keri has an extensive background in providing quality customer service for nearly 13 years. Having just made the transition from working in the medical field as an Executive Assistant, Keri fully understands the importance of being prepared for all of life’s unexpected events. As Associate Financial Representative to Laura Bouslough, Keri is primarily responsible for coordinating new business and the preparation of illustrations and presentations for Laura.

Jonathan Anderson
Plan Analysis & Compliance Reporting Specialist
jtanderson@ebn-design.com

Jonathan joined Executive Benefits Network in August of 2011. Jonathan is responsible for case analysis, presentation preparation, post-sale compliance, and benefit plan accounting. Mr. Anderson graduated from the University of Wisconsin-Milwaukee in 2005 with a Bachelors degree in Accounting. Before joining EBN, Jonathan worked as both a staff accountant and tax analyst for both private and public firms. Jonathan resides in Bayview with his wife Aleisha and their two children.

Sataya Froemming
Client Service Specialist
sfroemming@ebn-design.com

Sataya joined Executive Benefits Network in September 2011. Previously, Sataya worked in the banking industry and was involved in asset reconciliation and cash management. She can help you with updating presentations, proposals and client info, in addition to supplying insurance quotes, illustrations and annual reviews. Sataya holds her WI insurance license. She graduated from Alverno with a Bachelors degree in International Business and lives in Menomonee Falls with her husband Brian and their two children.