Category: Team

Home » Archive by Category "Team"

Daniel Church

Daniel Church has been in the financial services industry for 10 years focusing on the planning and implementation of life insurance plans for high net worth families and corporate clients. He is responsible for the design of innovative solutions for retirement needs and complex estate plans, as well as the underwriting aspects of each plan. […]

Allen Cannon

For more than 25 years in the financial service industry, Allen Cannon has worked diligently to help his corporate and individual clients design and implement strategic executive benefit packages tailored to their unique needs. Allen was previously with MullinTBG (a Prudential subsidiary company) since 1997 and joined TMH in 2013. Allen brings his extensive advisory […]

Roxanne Storey, CRPS®

Roxanne (Roxie) Storey has been in the financial services industry over 15 years, working one-on-one with individuals, as well as with small-mid size business owners and executive management teams. Prior to joining TMH, Roxie was a financial advisor with Mass Mutual, then Romero & Levin Wealth Management, enabling her to advise TMH’s individual and corporate […]

Kristin Gustin

Kristin Gustin has been managing complex operations for several years, focusing on designing and implementing efficient systems to increase productivity and sales. Kristin’s previous work experience enables her to organize and manage customer service and account management for TMH’s individual and corporate clients. Kristin holds a BA from Chapman University in Business Administration.

Taylor Haden

Taylor Haden has been in the financial services industry for 10 years. Taylor’s experience provides a unique ability to advise both individuals and corporate clients in the areas of executive retention, estate planning, and tax strategies to create retirement income and preserve generational wealth. Prior to joining TMH, Taylor worked for Bear, Stearns & Co […]

Blake H. Tippett

Blake Tippett has been advising middle market public and private companies for 10 years, focusing on financial and asset planning matters. Blake’s previous work experience enables him to effectively advise TMH’s individual and corporate clients in the areas of planning innovative executive benefit solutions, asset protection policies, and wealth preservation. Blake holds a BA in […]

Michael C. Moorhead

Managing Partner For more than 35 years in the financial services industry, Mike Moorhead has worked diligently to help his corporate and individual clients implement customized, cost efficient benefit plans and investment strategies. Mike brings his extensive experience with Fortune 500 companies to companies of all sizes as well as private clients. Prior to starting […]

Donald M. Tippet, Jr.

Managing Partner Donald M. Tippett, Jr. has over 35 years of industry experience and has worked extensively with many Fortune 500 companies in executive benefit design and funding. In May 2012, Don left MullinTBG (a Prudential subsidiary company) to form TMH with his partner Mike Moorhead. TMH now has a broader platform from which to […]