Blake Mohr
Executive Director
Mohr joins Capitas® from ReliaStar Life Insurance, member ING where he held several key senior management titles including Executive Vice President, Senior Vice President, Vice President and Chief Financial Officer for the Worksite Financial Services business unit, and Assistant Vice President and Controller Individual. During his time at ING ReliaStar, Mohr was responsible for managing the company's 401(k) business that successfully recorded substantial growth in sales and profits under his direction.
Prior to ReliaStar, Mohr was employed by Coopers & Lybrand as a member of their audit staff from 1981 to 1986. Mohr holds a B.A. in Accounting from the University of Northern Iowa and is a Certified Public Accountant.
Terry Brower
Operations Director
Terry joins Capitas Financial after 5 years with a Capitas Financial Partner -Interchange Brokerage Services. During her employment with Interchange Brokerage she handled the policy in force, agent contracting and compliance, and commissions. She was also the network, computer, software and iPipeline support for the office, agents and brokers.
In June of 2003, Terry joined Capitas and is responsible for supporting our Partners by managing our AGA Expansion program and relationships, iPipeline technology, and Finance.
Jeff Cassat, CLU, ChFC, LLIF
Marketing Director
Jeff works closely with the Capitas partners in further developing Capitas’ penetration in the independent marketplace, as well as support Capitas’ point-of-sale recruitment, training, and retention. Cassat is responsible for building and expanding the Capitas Advanced Markets Network, managing the Capitas Policy Review system and other software, as well as working closely with Capitas insurance carriers and national accounts to develop approved marketing materials.
Before joining Capitas, Cassat was with Midland National Life Insurance Company where he served as the Assistant Vice President of Marketing. He was responsible for creating and implementing resources to support the recruitment and sales efforts of more than 8,000 sales representatives. Prior to Midland National Life, Cassat spent 18 years with Equitable Life of Iowa.
Dominic Cursio
National Annuity Sales Director
Dominic joined the Capitas Annuity Company in June 2007. Prior to working with Capitas Dominic worked for Allen Marketing where he helped build and maintain one of the nation’s largest annuity brokerage agencies.
Dominic specializes in recruiting and training insurance agents in the sale and marketing of annuity products. He is also affiliated with a number of industry organizations, including NAILBA, NAIFA and NAFA.
Toni Hill
Manager of Annuity Operations
Toni specializes in annuity new business submission, processing, agent licensing, and commissions. In addition Toni has strong computer and customer service skills. Prior to joining Capitas Financial in early 2008, Toni worked as the Operations Manager for Goodwin Network of Advisors a multi-million dollar a year financial planning and insurance brokerage firm.
Nathan Rogerson
Manager of Annuity Marketing
Nathan joined Capitas Financial in the spring of 2008. He specializes in annuity marketing, recruiting and training of insurance agents in the sale of annuity products. He has designed and implemented many annuity seminars and direct mail marketing strategies. Prior to joining Capitas, Nathan owned and operated a small insurance agency and insurance brokerage operation in Des Moines, IA with agents in various states.
Peter Klein
Director of Life Settlements
Peter joined Capitas Financial as the Director of Life Settlements in June 2007 with more than 25 years of experience in capital markets, securities and investment banking. His experience encompasses both public securities, such as bonds, and alternative asset classes, such as life settlements.
Peter began his career with Travelers Insurance Company in investment management. During his tenure there, he attended life insurance school. He has advised corporations on key-man policies, performance bonds, corporate COLI plans, and non-qualified pension plans. He facilitated the sale of policies and advised on the sale of viatical portfolios.
For the past several years Peter has provided consulting services to funds investing in life settlements. He has also worked with a major investment banking firm providing specialized loans to established life settlement funds.
Idie Wallmow
Senior Administrative Coordinator
Idie joined Capitas Financial in April of 2003 and is responsible for supporting the Executive Director and communicating with Partners, Carriers and National Accounts on various initiatives. She joins us with 10 years of Agency experience.
Before Capitas, Idie held a key role for 5 years as a Client Service Manager for a Certified Financial Planner. Idie is a dedicated team player with strong work ethic and an innate desire to help our team accomplish our goals.
Leah Broman
Marketing Manager
Leah joined Capitas in August 2005. She is responsible for planning and implementing a variety of projects and initiatives for Capitas, including field communications, marketing support, website and intranet management, as well as assisting with meeting coordination.
Leah is a graduate of the University of Northern Iowa where she earned a degree in English and journalism.
Anne Bush
Marketing Associate
Bush graduated in May 2008 from the College of Saint Benedict with a degree in Communication. As Marketing Associate, Bush will be responsible for supporting the marketing staff by providing design, development and distribution of publications, sales materials and marketing resources.
Alison Guessou
Operations Coordinator
Guessou joined Capitas Financial in July 2008 as the Operations Coordinator. She is responsible for supporting the Operations staff with production and sales reporting, database management, and technical support assistance. Guessou is graduate of the College of Saint Benedict with a degree in business management.