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Chairman of the Board–
Chief Executive Officer –
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Chief Underwriting Officer -
Executive Vice President, New Business Development -
Executive Vice President, New Business Development -
Director of New Business -
Illustration & Product Specialist -
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Brokerage Director -
Annuities -
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Director of Commissions -
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Director of Contracting & Licensing -
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Director of Compliance -
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Mike Rodman has been a life insurance industry leader for the past 25 years. After graduating from the University of Notre Dame in 1983, Mike has been an agent, a general agent and a brokerage general agent during the course of his career. He earned his CFP designation in 1989. Mike is a six time qualifier for Top of The Table, Million Dollar Round Table’s highest honor, as well as a four-year member of the International Forum, and the Association of Advanced Underwriters (AALU) and the Life Insurance Settlement Association (LISA).
Mike is also past president of NAIFA-San Diego as well as an active member of The Financial Planning Association (FPA), The Society of Financial Service Professionals (SFSP) and The National Association of Independent Life Brokerage Agencies (NAILBA).
Mike founded Advanced Planning Services, Inc. (APS) as “The Industry’s First Advanced Sales Brokerage General Agency.” Since that time APS has become one of the Premier Advanced Sales and Advanced Underwriting organizations serving the entire industry, including producers, producer groups, and other agencies and carriers. Mike sits on the board of multiple privately owned companies in the financial services industry including a Broker-Dealer.
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Debra Fitzpatrick
Chief Executive Officer |
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Deb Fitzpatrick began her career in the life insurance industry over 35 years ago. She has enjoyed all facets of the business including personal production of life, disability income and group health insurance sales, Connecticut Mutual/MassMutual Brokerage Director, Connecticut Mutual Assistant General Agent and Large Case Underwriting Manager for a multiple insurance carrier.
Deb brings to Advanced Planning Services the insight and longtime experience to creatively solve problems and find solutions for a winning partnership for the producer and his client.
If you have any questions, please contact Deb directly at dfitzpatrick@apshome.com or ( 619) 220-8116 ext. 118.
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Marty Fleischer
Chief Underwriting Officer |
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Martin R. Fleischer, CLU, FLMI has been an underwriter in the insurance industry for over thirty five years. He has a broad range of experience working in both the home office and field environments.
Marty is a graduate of Temple University with a degree in Economics and Mathematics. He worked to obtain both his CLU and FLMI designations in 1983. Marty was formerly employed as the Chief Underwriter at the Travelers Life Companies and has written several articles about life insurance and underwriting that have been widely circulated.
Marty brings so much experience to Advanced Planning Services that we are excited to share with our agents and brokers.
If you have any questions, please contact Marty directly at marty@apshome.com
or (619) 220-8116 ext. 337. |
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Kim Berns
Executive Vice President, New Business Development |
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Kim Berns began her life insurance career 11 years ago after 15 years in the property and casualty insurance arena. Her experience with complicated underwriting, carrier strengths, advanced sales ideas, product knowledge and dedication to customer service has aided her in building strong relationships with each carrier and allowed her to gain the respect of the producers that she works with.
With her past experience in all facets of the life insurance industry, Kim is a great addition to the Advanced Planning Services team.
If you have any questions, please contact Kim directly at KBerns@apshome.com or ( 619) 220-8116 ext. 120.
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Deb Bruno
Executive Vice President, New Business Development |
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Debbie entered the insurance industry in California in 1982 working as an assistant to life insurance agents. In 1986, she joined a stock brokerage firm where she worked in the insurance department assisting in underwriting and case design.
In 1997, she joined a multiple carrier brokerage firm and worked in the underwriting department working with producers across the country. Debbie brings us extensive knowledge in the new business area.
If you have any questions, please contact Deb directly at DBruno@apshome.com or ( 619) 220-8116 ext. 119.
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Kari Shenk
Director of New Business |
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Kari joins Advanced Planning Services with more than 20 years of experience in the life insurance industry. She began her career in the new business department of Connecticut Mutual’s home office in 1983. In 1985 she transferred to San Diego and worked as Office Manager for the local Connecticut Mutual agency until 1994. Kari recently joined the APS team after 10+ years as administrative assistant in a life producer’s office. Kari’s many years of experience with case management and agent relations are a great addition to the APS team.
If you have any questions, please contact Kari directly at KShenk@apshome.com or (619) 220-8116 ext. 141.
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Andy Cleeremans
Illustration & Product Specialist |
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Andy entered the insurance and financial services industry in 2003 as a client manager for a broker dealer after graduating from UC Santa Barbara with a B.A. in Business Economics. He has over seven years experience as an investment advisor representative. He work there included working with his own clients while managing the prospect and new business flows for the entire firm as well as fielding customer service inquiries from existing clients. During this time, he discovered his specialty in working with other advisors on case designs for their life insurance and annuity clients. In addition to having his California insurance license, he has also passed both the Series 7 and Series 66 examinations.
Andy joins the Advanced Planning Services team working with agents on life insurance illustrations and internal sales. If you have any questions, please contact Andy directly at ACleeremans@apshome.com or (619) 220-8116 ext. 301.
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Terry Kaltenbach CLU, ChFC
Brokerage Director |
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Heather Parrish
Director of Commissions |
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Heather Parrish attended Trevecca Nazarene University in Nashville, Tennessee and earned Bachelor’s Degrees in both Accounting and Business Administration. She was the head of the accounting department of a financial service firm for three years before joining our company to be Manager of Producer Compensation in 2004. She works with more than 35 insurance carriers and handles all commissions and compensation for several hundred independent producers and more than 20 independent marketing organizations.
If you have any questions, please contact Heather directly at HParrish@apshome.com or (619) 220-8116 ext. 304.
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Kirsten Kittelson
Director of Contracting & Licensing |
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Kirsten has been in the life insurance and financial services industry for over 15 years. She oversees all carrier contracts for the company as well as our producers.
Kirsten has extensive experience in Resident and Non-Resident State Life licensing, as well as, knowledge of State by State compliance and legislative issues.
If you have any contracting or licensing questions, please contact Kirsten directly at KKittelson@apshome.com or (619) 220-8116 ext. 112.
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Cody Jordan
Director of Compliance |
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Cody Jordan is a graduate of Montana State University—Bozeman where he received his B.A. in Philosophy and he is also a graduate of Hamline University School of Law where he received his Juris Doctorate degree. Since 2004, Cody has worked in and around the insurance industry. In early 2007, Cody joined Advanced Planning Services as its Director of Compliance. Among other things, Cody’s work focuses primarily on life settlement and premium finance compliance related issues.
If you have any questions, please contact Cody directly at CJordan@apshome.com or (619) 220-8116 ext. 328.
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