Our Team

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 & President

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John A. Pfleger

Senior Advisor

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Wendy J. Engel, ASA, MAAA

Senior Vice President and Actuary

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Tradyn S. Foley

Vice President

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Turner S. Fixen

Vice President

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Wayne F. Perg, PH.D.

Economist

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