EBN Team

In addition, he focuses on business succession, life insurance and financial planning. He is a frequent national speaker as an expert in Nonqualified Executive Benefit Plans and Bank Owned Life Insurance Programs.  Mr. Fritz is a Past Director of Finseca, an organization which is recognized as the financial services most important organization focused on legislative lobbying on Capitol Hill as well as providing educational opportunities for the industry’s most sophisticated planners. He is the Past Chair of Finseca’s Nonqualified Deferred Compensation/COLI/BOLI Committee. In addition, Mr. Fritz is a Past Trustee of The American College of Financial Services.  Established in 1925, The American College provides advanced degrees and credentials for Advisors involved in the financial services industry.

David lives in River Hills, Wisconsin with his wife, Molly, and has six children.

His work is centered around designing creative strategies for executive compensation planning, business succession planning, and estate planning for high net worth individuals.  He is a frequent speaker at various industry meetings and seminars. Prior to entering the financial services industry, Pat worked for three years as a senior accountant in audit for KPMG in the bank service area.  He worked five years as an attorney for Michael Best & Friedrich LLP where he concentrated his practice in general corporate and securities law. 

Pat is a shareholder and Director of a bank in Iowa.  He is also an active member in the State Bar of Wisconsin and a member of the MDRT Association.  Pat lives in Milwaukee, Wisconsin with his wife, Jill, and three children.

Mark enjoys active membership in many state banking associations, along with the National Association of Life Underwriters and lifetime membership in the Million Dollar Round Table. 

Mark and his wife Julie currently split time between their BOLI practice in Minnesota and their residence in Arizona, where hobbies include golf, western reining and enthusiastic involvement with various philanthropic organizations.

Shannon is responsible for the post-sale servicing and administration of Executive Benefits Network’s Bank Owned Life Insurance (BOLI) clientele. In addition to working closely with our clients, she also oversees various aspects of the day-to-day business operations. Shannon holds her state insurance licenses and is Series 6 and 63 registered.

Shannon received her Bachelor’s degree in Accounting and Finance from the University of Wisconsin-Milwaukee.  She lives in Grafton, WI with her husband and values spending time with her family and friends.  Shannon also loves animals and enjoys relaxing with her pets.

Sue assists with servicing Executive Benefits Network’s clientele, as well as provides support to the Director of Operations and Client Services.  In addition, she also provides administrative support to Patrick J. Marget, J.D., CPA, CFP®, CLU®.  Sue holds her Wisconsin state insurance licenses.

Sue earned her Bachelor’s degree in Communications from Marquette University, and currently resides in Racine, WI with her husband and two children.  She enjoys playing tennis and volleyball, trying new foods and spending time with family and friends.

Lisa specializes in the implementation of all BOLI cases at Executive Benefits Network. She offers thirteen years of experience in the insurance and securities industry in addition to sixteen years in the medical field as a Certified Medical Assistant. Lisa holds her state insurance license and her Series 6 and 63 securities licenses. She serves as a consultant for BOLI case design and oversees the process of communication with clients and insurance carriers to initiate and complete insurance underwriting and policy placement. Over the course of her years with Executive Benefits Network, she has been involved in every aspect of the business working closely with David Fritz, Managing Partner.

Lisa is involved with developmental and educational programs and has been a guest speaker for various seminars at Northwestern Mutual. She is Past President of the Greater Milwaukee Medical Assistants. She lives in the Town of Lisbon, WI and enjoys numerous outdoor activities, travel and time spent with family and friends.

Garrett provides sales and presentation support for Executive Benefits Network. Before joining in 2018, Garrett spent nearly a decade on Wall Street where he offered prime brokerage services for hedge funds and other institutional investors. Garrett holds his Wisconsin state insurance licenses and is Series 6 and 63 registered.

Garrett graduated from Villanova University’s School of Business where he doubled majored in Business Management and Management Information Systems.  He currently resides in Shorewood with his wife, Meg, and their three daughters. In his free time, he enjoys traveling, golf, woodworking and spending time with his family.

Ed provides executive benefits plan and policy design consultation on nonqualified plan cases for the bank, corporate, and insurance company markets.  Ed holds his Wisconsin state insurance licenses and is Series 6 and 63 registered.  Ed previously worked in the Advance Markets division of Northwestern Mutual as a sales consultant.

Ed graduated from Oakland University in Rochester, Michigan with a BSE in Computer Engineering.  Ed is married to Cindy and has four adult children and two grandchildren.

Doug is responsible for implementation and insurance underwriting for corporate and personal insurance policies for Pat Marget.  He handles the client servicing of individual policies. Doug holds his Wisconsin state insurance licenses and is Series 6 and 63 registered.

Doug is a Wisconsin native who joined the team after moving back to the area from Chicago. He received his BA from the University of Wisconsin – Milwaukee and his MA from the University of Illinois – Chicago.   He currently resides in Shorewood with his wife Katie, and their two sons, Hunter and Dylan.

Liz’s responsibilities include providing administrative and marketing support to David Fritz, CLU®. She also handles the firm wide marketing including design of firm materials, event coordination, strategic planning, scheduling and website maintenance. She earned her bachelor’s degree in Marketing with an Emphasis in Direct and Internet Marketing from the University of Wisconsin-Whitewater.

Liz lives in Grafton, WI with her husband, three daughters and goldendoodle. She enjoys being active, spending time with friends and family and volunteering.   

He has published several articles on Bank Owned Life Insurance that have appeared in the American Banker, Bank News, and Bankers Online. Joe has appeared as a guest instructor for numerous organizations including Securities Institute Association, Robert W. Baird, Stifel Nicolaus, Northwestern Mutual, Mass Mutual, Kansas University Law School, and the University of Missouri-Kansas City Law School. He is a specialist in the areas of tax planning with life insurance. He is a member of the Estate and Business Strategies group and a Financial Representative of Northwestern Mutual. He frequently speaks on the design of corporate owned life insurance for balance sheet enhancement to Fortune 1000 companies.

Joe is a graduate of Baker University and the Kansas State Captain of the Association of Advanced Life Underwriters. He is a member of the Society of Financial Services, Kansas University Alumni, and St. Johns Parish. He lives in Lawrence, Kansas with his wife Nancy. He has three children Nicole, Abby, and Cody.

Ty brings a unique perspective to Executive Benefits Network as a 38 year veteran of the banking industry. He started his banking career in Arizona before moving back to his hometown of Montezuma, Kansas to continue the success of his family-owned Montezuma State Bank. He was the fourth generation to run the bank, serving as President & CEO for 27 years. He joined EBN in 2014 as a Marketing Specialist. He focuses on helping banks in the Midwest to retain and reward their top executives.

Ty attended Kansas State University and Arizona State University. He is a former member of the Bank Management Committee with the Kansas Bankers Association, and also a former member of the Membership/Marketing Committee with the Community Bankers Association of Kansas. He is an avid golfer, serving as the Golf Chairman of the Dodge City Country Club. Ty resides in Wichita, Kansas and has two children.

Steven is a twenty-two year veteran of the financial services industry. He spent eighteen years in the banking industry as a senior officer and board member of several banks in the Greater Kansas City Metropolitan Area. While in banking, he served as Chairman of the Board The Greater Kansas City Clearing House and the President of the local chapter of the Bank Administration Institute. He left banking seven years ago to join the Northwestern Mutual Financial Network. He joined Executive Benefits Network as a senior analyst for bank profitability strategies and liaison to the Federal Reserve.

He graduated from Pittsburg State University in 1969 with a degree in Chemistry and Math. He also completed his MBA at Central Missouri State University in 1973. He is currently on the Board of Directors of the Kansas City Kansas Chamber of Commerce. He has served as Chairman of the Board of the Wyandotte County Chapter of the American Red Cross and a Board Member of the Greater Kansas City YMCA.

Steven lives in Lake Quivira, Kansas with his wife and daughter Mindy. He is currently working with many banks, bankers, large trusts, and corporate officers with their planning needs.