OUR ADVISORS
Iowa Advisors
1580 Boyson Rd | Suite 1 | Hiawatha, IA 52233
Barb Wiltgen
Series 6, 63, 26, 65
Financial Advisor
Barb has been in the financial services industry since 1987. Barb is committed to helping clients identify and achieve their financial goals. She assists clients by providing basic financial education, and working with them to develop and implement investment strategies that will help them be properly protected, debt free, and financially independent.
C: 319.329.9336
O: 319.832.1104
bwiltgen@primerica.com
Diane Martinsen
Series 6, 63, 65
Financial Advisor
Diane has been in the financial services industry since 1986. She believes in client focus, attention to each client’s individual needs and the ability to find solutions for every situation. She has a passion to help individuals of all ages and backgrounds, which has been evident throughout her career.
C: 319.480.1919
O: 319.832.1104
dmartinsen@primerica.com
Metro-Chicago Area Advisors
1400 East Touhy Ave. | Suite 170 | Des Plaines, IL 60018
Angel Sapundzhiev
Series 6, 63, 65
Financial Advisor
Angel started his career in the financial services industry in 2007. He is focused on becoming a valuable resource for every client. He helps each client develop and implement an investment plan that is designed to address their individual situation.
C: 224.522.2413
O: 319.832.1104
asapundzhiev@primerica.com
Regional Vice President
Series 6, 63, 26, 65
Financial Advisor
Esther has been in the financial services industry since 2011. She understands that each individual is in a different financial phase of their life. She provides a client-focused approach to fit each unique situation. Esther is dedicated to learning about clients’ personal goals in order to develop customized financial strategies to assist clients in achieving their unique financial goals.
C: 773.732.2223
O: 847.227.5191
erades@primerica.com
Maria Yanez
Regional Vice President
Series 6, 63, 26, 65
Financial Advisor
Maria has been in the financial services industry since 1994. She enjoys helping clients develop a personalized investment plan and assisting them in building financial security today and for generations to come.
C: 847.809.7005
O: 847.227.5191
myanez.gat07@primerica.com
Mike Marino
Series 6, 63, 26, 65
Financial Advisor
Mike has been in the financial services industry since 2008. His main objective is to help clients reach their financial goals by creating individualized plans for retirement. He is committed to being available for each client to help them stay on track. Each client’s well-being is his highest priority.
C: 773.835.8849
O: 847.227.5191
mmarino.kvle9@primerica.com
For additional information about an investment adviser representative, including licenses and state registrations, please visit www.BrokerCheck.com.
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Individuals identified as Bohannon Financial Group are affiliated with PFS Investments Inc. a subsidiary of Primerica, Inc., and offer products and services through PFS Investments Inc.
A Primerica representative’s ability to offer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.
PFS Investments Inc. (PFSI) offers brokerage and advisory services. Representatives do not have investment discretion over any client account or assets. For additional information about the products and services available from PFSI, including fees, expenses and the compensation received by PFSI and your representative, please review a copy of our Form CRS, Form ADV brochure and our informational brochure, Investing with Primerica, available from your representative and online at www.primerica.com/pfsidisclosures.
PFSI, 1 Primerica Parkway, Duluth, Georgia 30099-0001, registered broker-dealer and investment adviser, member of FINRA/SIPC. PFSI offers advisory services through and is the sponsor of the Primerica Advisors Lifetime Investment Program. Primerica Brokerage Services, Inc. (PBSI), member of FINRA/SIPC, is the provider of brokerage services for the Primerica Advisors Lifetime Investment Program. Representatives who offer advisory services are supervised persons of PFSI, and are not associated persons of PBSI. Primerica, Inc., PFSI and PBSI are affiliated companies.
The Lifetime Investment Program is an advisory program sponsored by PFSI under the name Primerica Advisors. For additional information about Primerica Advisors, please ask your representative for a copy of the Lifetime Investment Program Form ADV brochure.
Mutual funds, annuities, 529 plans, 401(k) plans and asset managers referenced above are made available through contractual relationships between PFSI and the product providers.
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Investing entails risk including loss of principal. Past performance is no guarantee of future results.
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