MB Schoen & Associates is led by principals who helped create:
- The first private offering separate account COLI policy
- The first private offering separate account BOLI policy
- 17 US Patents relating to stable value, BOLI and other financial and insurance products, including 401KSecure™
Our team members’ backgrounds include actuarial science, accounting, insurance product development, financial product development, non-qualified deferred compensation, OPEB defeasance, benefit cost containment, systems development, IT security and administration. Together, we are industry-leading providers of BOLI Advisory, Administrative and Pre-Purchase Services.
Matthew B. Schoen
Founder & CEO
Tradyn S. Foley
President
Wendy J. Engel, ASA, MAAA
Senior Vice President and Actuary
Gerard J. Colaluca
Senior Vice President and Chief Bank Strategist
Carol Polasky
Managing Director, Business Development
Jon Reining
Managing Director, Business Development
Turner S. Fixen
Vice President
John A. Pfleger
Senior Advisor
Wayne F. Perg, PH.D.
Economist
Matt Self
Executive Benefits and BOLI Advisor
Jacob Winkels
Managing Director & Actuarial Analyst
Tharemy Hopkins
Analytics Manager & Client Services
Rachel Thysell
Client Support Analyst
Josh Wilcox
Financial Analyst
Matt Johnson
Investment Research Analyst