Board of Directors
[+] Malcolm Sklar, Chairman
GBS Insurance & Financial Services, Inc./Life Plans Unlimited
Malcolm Sklar started his 33 year insurance career in 1973 with Phoenix Mutual Life after graduating from Jacksonville University in 1972. In 1975 he joined Life Plans Unlimited, which was one of the first General Agents with Security Connecticut Life. In 1987 Malcolm became president of Life Plans and participated on the original Security Connecticut Advisory Council. Malcolm was a founding partner of LifeMark Partners, Inc., and is currently Chairman of the Board. He is also currently the President of GBS Insurance and Financial Services, the insurance and employee benefits division of Arthur J. Gallagher, which acquired Life Plans Unlimited in 2002. Malcolm has also authored many articles for trade publications and has been a featured speaker at various industry events.
[+] Leon Huffman, Treasurer
The Brokers Network
Leon Huffman is the President of Huffman & Associates, an Orlando, FL based distributor of life, annuity and LTC products. Leon started his career in 1972. He has obtained CLU, ChFC, CPCU designations and is a NASD registered principal. He has served on numerous advisory boards for insurance companies. He is past president of Central Florida Chapter of CLU & ChFC, past president of Professional Association of Independent Insurance Distributors, and former board member of FFRL RE-Insurance company.
[+] Steve Taber
Mercury Financial Group
Steve Taber has a bachelor’s degree from Oklahoma State University and pursued his MBA at the University of Denver. He has been in the insurance industry since 1986, starting with a family insurance based firm and then working for a major insurance carrier for multiple years. With a desire to move into more of a client-focused position, Steve accepted the position of Estate Planning Specialist with Smith Barney & later Prudential Securities (now Wells Fargo Advisors). Steve enjoyed tremendous success and was consistently one of the leaders of both firms. In 2004 Steve launched Mercury Financial Group which is now a national advisory firm that works with the top Wall Street firms and banks.
[+] Steven Jackson
American Brokerage Company, LLC
[+] Mark Rosen, CLU
Underwriters Brokerage Services
Mark Rosen is President of Underwriters Brokerage Service, an independent life and health brokerage agency located in Pittsburgh, PA. Mark’s insurance career began in 1978 at Security-Connecticut Life in Hartford for an initial training program and he then returned to the family business as a marketing associate. ark has been active in numerous industry organizations including, LIFE, Inc., where he previously served as president; as member of the board of the local NAIFA chapter and the local chapter of the Society of Financial Service Professionals; as well as a member of the Estate Planning Council and the International Association for Financial Planners. Rosen and his firm are also founding members of LifeMark Partners, a national marketing organization. He is a graduate of Miami University of Ohio and resides in the Pittsburgh suburb of Mt. Lebanon, with his wife Georgia and their teenagers, Zachary and Rachel.
[+] Michael Cohen
Eugene Cohen Insurance Agency, Inc.
[+] Melinda Meyer
ValMark Insurance Agency, Inc.
Melinda Meyer received her bachelor’s degree from Illinois State University and has since earned multiple insurance licenses. She has over 30 years of senior management experience in both multi-carrier insurance environments and broker dealer operations. Melinda served as Valmark Securities’ COO for 12 years during the creation and development of the enterprise and is currently VP of member office development. She serves on the board for NAILBA as well as LifeMark Partners.
[+] John Rucker, CLU
The Rucker Company
John Rucker is a graduate of the University of Virginia (BA and MBA) and a CLU since 1974. He began his insurance career with First Colony Life in 1971 and moved to Midland Life in Columbus as Vice President and Chief Marketing Officer in 1982. Since 1985 he has been the president of several brokerage agencies and is the current President of The Rucker Company, a BGA in Columbus with a sales office in Philadelphia and reps in Cincinnati and Boise, Idaho. John became a member of NAILBA in its second year of existence and has been a member ever since. He has also been a member of NAIFA and SFSP for many years and has contributed articles to their professional journals over the years.
John and Meredith have three adult children and nine grandchildren and are very active in the Episcopal Church locally and regionally.
William (Bill) Shelow, CLU, ChFC, CPCU
Senior VP, Chief Technology Officer
Vice President, Distribution
Vice President, Operations