Strategic Benefits Group executives bring decades of experience and a varied expertise in guiding the organization. Robert H. Kerrigan, Jr. Chief Executive Officer
Shawn C. Mackey, Managing Director
| With an emphasis on long-term relationships, the principals of Strategic Benefits Group utilize their extensive experience in planning and creating executive and employee benefits programs with high impact results. These principals include: |
| Brett Bissell, CLU, ChFC, CFP | Robert Grimm, CLU, ChFC, CFP | | Steven M. Dark | David Katz | | Randall R. Dawson, CLU | Edward Moyzes, MAcc, CLU, CFP | | Jeremy Dicker | Allan B. Oulate | | Curtis Estes, CLU, ChFC, CFP | Keith Wagner, CLU | | Scott A. Gajda |
| | Kevin Dupree |
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| Brett Bissell, CLU, ChFC, CFP | | | With more than a decade of experience in financial services as well as sales management experience, Brett Bissell provides customized benefits and retirement planning for small businesses. Brett holds a Bachelor of Arts degree in speech communications from California State University, Long Beach. (back to top) |
| Steven M. Dark | | | With more than a decade of experience in financial services, Steve Dark provides customized benefits programs and executive wealth planning for medium-sized businesses and corporations. Dark holds a Bachelor of Arts degree in business communications from Arizona State University. (back to top) |
| Randall R. Dawson, CLU | | | A principal in Irvine, CA, Randall R. Dawson has 25 years of experience providing companies and individuals with creative solutions to complex executive benefit, retirement, business succession and wealth preservation planning needs. His professional objective is to empower companies and their employees by maximizing current strategies and expenditures more effectively so the objectives of both the employer and employees are profitably met. Preserving the value of privately held companies and net worth of families is also a primary focus of his practice. He holds a B.S. from Iowa State University and is a Chartered Life Underwriter. He is active with the Union League Club of Chicago and its affiliated charities, particularly the Boys and Girls Clubs of Chicago and its outreach programs. He and his family are very active with the U.S. Tennis Association (USTA) and its junior development organizations. (back to top) |
| Jeremy Dicker | | | Jeremy Dicker, Managing Director of Strategic Benefits Group LLC and affiliated with Strategic Financial Group in Los Angeles, has been in the financial security industry since April 1, 1995. Jeremy's focus is corporate executive benefit planning, high net worth financial planning and estate planning. He maintains a primary office in West Los Angeles with a team dedicated to client centered service and open architecture design and advice. He is a member of the Association for Advanced Life Underwriters (AALU) and National Association of Insurance and Financial Advisors (NAIFA). Jeremy's educational focus was and continues to be political science and community service. He is a resident of Marina del Rey and a California native whose first love is baseball and continues to be a major priority in his personal life. Jeremy enjoys anything outdoors -- the beach, surfing, golf, and of course playing baseball. His community involvement and interests extend to anything around serving underprivileged children. Jeremy serves on the Board of Junior Achievement of Southern California as well as its executive committee where he serves as Chairman of the golf committee. This has become the premier event in Southern California benefiting JA SoCal. (back to top) |
| Kevin Dupree | | | With more than 15 years of experience in financial services, Kevin Dupree serves small to medium-sized businesses and executives with benefits programs and executive wealth planning services. Kevin holds a Bachelor of Science degree in political science from California State University, Long Beach. (back to top) |
| Curtis Estes, CLU, ChFC, CFP | | | A native of Kansas, Curtis Estes has more than 15 years of experience in insurance, investments and benefits. He serves medium-sized businesses and corporations with customized benefits programs. Curtis holds a Bachelor of Arts degree in business from the University of Kansas. (back to top) |
| Scott A. Gajda | | | Scott joined Strategic Benefits Group in 1997. His primary focus is personal needs analysis, corporate executive benefits, business succession, and estate analysis. He maintains a primary office in Irvine with a team of professionals dedicated to client service and research. He received a B.S. in Business Finance from Illinois State University. His industry affiliation includes membership in the Association for Advanced Life Underwriting and National Association of Insurance and Financial Advisors. Scott is an avid tennis player and also enjoys golfing, competing in triathlons and spending time with his family and friends. (back to top) |
| Robert Grimm, CLU, ChFC, CFP | | | With more than 15 years of experience in the financial services industry, Robert Grimm specializes in retirement and investment planning for small to medium-sized businesses and executives. Robert holds a Bachelor of Science degree in business from Indiana University. (back to top) |
| David Katz | | | With 20 years of experience in the financial services industry, David Katz serves privately held businesses and executives with customized investment and benefits programs. He holds a Bachelor of Arts degree in marketing from Cal Poly Pomona. (back to top) |
| Edward Moyzes, MAcc, CLU, CFP | | | A principal in the West Los Angeles office, Edward Moyzes, MAcc, CLU, CFP joined Strategic Benefits Group in 2001. His primary focus is planning for business owners and key executives. He holds both a Bachelor of Arts in Accounting and Masters of Accountancy from the University of Denver. (back to top) |
| Allan B. Oulate | | | A native of Ivory Coast in West Africa, Allan B. Oulate has seven years of experience in providing tailored financial security solutions for mid-size businesses, as well as corporate executives and key employees. His primary focus is designing strategic solutions for corporate executive benefits, business succession planning, and wealth and estate planning services. He maintains an office in Downtown Los Angeles with a team of professionals dedicated to servicing his clients. He holds a degree in Economics from Pomona College, in Claremont, California, and is fluent in both French and Spanish in addition to English. He is an avid basketball and soccer fan, and enjoys spending time with his family and friends. (back to top) |
| Keith Wagner | | | With more than 15 years of financial services experience, Keith Wagner provides wealth and estate planning services to executives. Keith holds a Bachelor of Arts degree in psychology from California State University, Long Beach. (back to top) |
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