2021 Executive Committee

MDRT is governed and managed by a five-member Executive Committee duly elected each year by the MDRT membership.

Randy L. Scritchfield, CFP, LUTCF

President

Randy L. Scritchfield, CFP, LUTCF, is the 2022 President of the MDRT Executive Committee. He is a 37-year MDRT member with three Court of the Table and 20 Top of the Table qualifications. An MDRT Foundation Excalibur Knight, Scritchfield is also a member of its Inner Circle Society and has served on its Board of Trustees. In addition, he is the founder and president of Montgomery Financial Group, a retirement planning firm in Damascus. His extensive MDRT volunteer history includes serving on MDRT’s Management Council six times and as a Committee Chair nine times. Among his leadership roles, Scritchfield has served as Top of the Table Divisional Vice President and Advisory Board Chair and Divisional Vice President of Annual Meeting Program Development. Scritchfield has also spoken at numerous MDRT Annual Meetings and Top of the Table Annual Meetings, as well as internationally on behalf of MDRT.


Ian Green, Dip PFS

Immediate Past President

Ian Green, Dip PFS, is the 2022 Immediate Past President of the MDRT Executive Committee. He is a 23-year MDRT member with five Court of the Table and 15 Top of the Table qualifications. Green is also a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. He is the founder of a family-owned financial planning firm, Green Financial Advice, in London. His extensive MDRT volunteerism includes leadership within several divisions, including as Divisional Vice President of Top of the Table and Advisory Board Chair in 2017 and Chair of the 2016 Annual Meeting Main Platform/Special Sessions Committee. His leadership in the profession includes regular speaking engagements, and he has previously held positions as trustee on the Personal Finance Society Charitable Foundation and on the board of directors of the Life Insurance Association.


Peggy Tsai, RFP, CCFP

First Vice President

Peggy Tsai, RFP, CCFP, is the 2022 First Vice President of the MDRT Executive Committee. She is a 20-year MDRT member with eight Court of the Table and five Top of the Table qualifications. She is also a Diamond Knight of the MDRT Foundation. Tsai, an advisor with Shin Kong Life Insurance Co., has won the award for No. 1 sales achievement in her company for seven consecutive years. Tsai has held numerous volunteer leadership positions for MDRT, including Divisional Vice President of Membership Communications Committee (MCC) Division 2, MCC Region Chair for Greater China and MCC Zone Chair for Taiwan. Tsai has also volunteered in several capacities for MDRT’s meetings, and she has presented at the MDRT Annual Meeting. In addition to her MDRT involvement, Tsai has spoken to numerous audiences of financial professionals in China and has contributed to industry publications in her region.


Gregory B. Gagne, ChFC

Second Vice President

Gregory B. Gagne, ChFC, is the 2022 Second Vice President of the MDRT Executive Committee. He is a 22-year MDRT member with four Court of the Table and 13 Top of the Table qualifications. He is also an Excalibur Knight of the MDRT Foundation and has served on its Board of Trustees. Gagne is the founder of Affinity Investment Group LLC, which provides wealth management and distribution planning services. His extensive MDRT volunteerism has included Top of the Table Global Council Member and Advisory Board Chair and the 2020 Program Development Global Council Member, responsible for the Program General Arrangements (PGA) and Program Development Committee (PDC) for the 2020 Annual Meeting and 2020 Global Conference. He has spoken at 12 MDRT meetings. In addition to his MDRT leadership, Gagne is a past president of NAIFA-New Hampshire and was awarded the NAIFA-New Hampshire Distinguished Financial Advisor Award in 2008.


Carol Kheng, ChFC

Secretary

Carol Kheng, ChFC, is the 2022 Secretary of the MDRT Executive Committee. She is a 23-year MDRT member with one Court of the Table qualification. She is also a Gold Knight of the MDRT Foundation and has served on its Board of Trustees. A private wealth consultant with Prudential Assurance Company Singapore, Kheng currently focuses on estate planning for high-net-worth individuals. Kheng's extensive MDRT volunteerism includes roles as Divisional Vice President of the Global Conference Program General Arrangements (PGA) Division, Divisional Vice President Member Resources - Practice Management Division and Divisional Vice President of the 2014 MDRT Experience meeting. Kheng is also a 2020 Prudential Presidents' Club awardee and has been a member of Prudential's Quality Club Elite and Star Club since 1996. In 2005, she was the founding member and chairperson of Prudential's MDRT Club.


Past Presidents

2020

Regina Bedoya, CLU, ChFC

RB Financial Advisors

Juno Beach, FL


2019

Ross Vanderwolf, CFP

Rothgard Financial Partners

Fortitude Valley, Queensland, Australia


2018

James D. Pittman, CLU, CFP

Insurance Consulting Services Inc.

Portland, Oregon


2017

Mark J. Hanna, CLU, ChFC

Hanna Insurance & Financial Solutions, Inc.

Concord, CA


2016

Brian D. Heckert, CLU, ChFC

Financial Solutions Midwest LLC

Nashville, IL


2015

Caroline A. Banks, FPFS

Caroline Banks & Associates Ltd

London, England


2014

Michelle Hoesly, CLU, ChFC

Resource 1 Inc.

Norfolk, Virginia


2013

D. Scott Brennan

The Brennan Group LLC

South Bend, Indiana


2012

Jennifer A. Borislow, CLU

Borislow Insurance Agency

Methuen, MA


2011

Julian H. Good Jr., CLU, ChFC

Good Financial Group, LLC

Metairie, LA


2010

Guy E. Baker, MSFS, CLU

BMI Consulting

Irvine, California


2009

Walton W. Rogers, CLU, ChFC

W. Rogers & Associates

Annapolis, Maryland


2008

James E. Rogers, CLU, CFP

James E. Rogers, Ltd.

Vancouver, BC, Canada


2007

Philip E. Harriman, CLU, ChFC

Lebel and Harriman, LLP

Falmouth, MA


2006

Stephen O. Rothschild, CLU, ChFC

Rothschild & Sale

St. Louis, Missouri


2005

Adelia C. Chung, CLU, ChFC

Spectrum Wealth Management LLC

Honolulu, HI


2004

George B. Pickett, JD, CLU

Pickett Bradford & Assoc

Jackson, MS


2003

Richard H. Sullenger

The Sullenger Financial Group

Paso Robles, CA


2002

Marvin H. Feldman, CLU, ChFC

Feldman Financial Group

Palm Harbor, FL


2001

Tony Gordon

Bristol, England


2000

Brian H. Ashe, CLU

Brian Ashe & Associates

Lisle, IL


1999

Reginald N. Rabjohns, CLU, ChFC

Secure Futures

Northfield, IL


1998

Gene L. Mahn, CLU, ChFC

Massachusetts Mutual

Thousand Oaks, CA


1997

John W. Cruikshank III, CLU

Northwestern Mutual

Deerfield, IL


1996

Walter G. Schnee III

Phoenix Life

Pasadena, CA


1995

Robert B. Plybon, CLU, ChFC

Plybon & Associates

Greensboro, NC


1994

*Lyle L. Blessman

The Blessman Group

Denver, CO


1993

Charles D. Marks, CLU, ChFC

New Orleans, LA


1992

William T. O'Donnell

Schwarz Brothers Benefits

Chicago, IL


1991

Seymour Petrovsky, CLU

Prescott, AZ


1990

*David H. Hilton, CLU, ChFC


1989

G. Carey Hauenstein, CLU

Laurel, MS


1988

Arlen I. Prentice, CLU, ChFC

Kibble and Prentice

Seattle, WA


1987

*Wilmer S. Poynor III, CLU, ChFC

Birmingham, AL


1986

*Frank Friedler Jr., CLU


1985

Ron D. Barbaro

Toronto, ON, Canada


1984

*Paul R. Buckley, CLU

The Buckley Group

Lewiston, ME


1983

Jack B. Turner, CLU, ChFC

Jack B. Turner and Associates

Clarksville, TN


1982

*Stanley Liss, CLU


1981

*Clune J. Walsh Jr., CLU

Walsh Financial Group

Birmingham, MI


1980

*Millard J. Grauer, CLU

Longboat Key, FL


1979

*Paul L. Oliver Jr., CLU


1978

*Jack L. McKewen, CLU


1977

*Marshall I. Wolper, CLU


1976

*Rulon E. Rasmussen, CLU

New York Life

Phoenix, AZ


1975

*Jack Peckinpaugh, CLU, ChFC

Indianapolis Life

Muncie, IN


1974

*C. Robinson Fish III, CLU

Northwestern Mutual

Boston, MA


1973

*Henry F. McCamish Jr., CLU

Massachusetts Mutual

Atlanta, GA


1972

*James B. Longley, CLU


1971

*Richard G. Bowers, CLU

New York Life

Keokuk, IA


1970

*John H. Ames, CLU

Mutual Benefit Life

Morriston, NJ


1969

*Stanley S. Watts, CLU

Equitable-New York

Miami, FL


1968

*Sadler Hayes

Penn Mutual

New York, NY


1967

*Frank E. Sullivan, CLU

Mutual Benefit Life

Newark, NJ


1966

*Donald Shepherd

John Hancock

Boston, MA


1965

*Iram H. Brewster

Phoenix Mutual

Pittsburgh, PA


1964

*Alfred J. Lewallen, CLU

Mutual Benefit Life

Miami, FL


1963

*Daniel H. Coakley

New York Life

Boston, MA


1962

*Lester A. Rosen, CLU

Union Central

Memphis, TN


1961

*James B. Irvine Jr., CLU

Northwestern Mutual

Chattanooga, TN


1960

*Robert S. Albritton, CLU

Provident Mutual

Los Angeles, CA


1959

*Adon N. Smith II, CLU

Northwestern Mutual

Charlotte, NC


1958

*William D. Davidson, CLU

Equitable-New York

Chicago, IL


1957

*Howard D. Goldman, CLU

Northwestern Mutual

Richmond, VA


1956

*Arthur F. Priebe, CLU

Penn Mutual

Rockford, IL


1955

*George B Byrnes, CLU

New England Life

Atlanta, GA


1954

*G. Nolan Bearden

New England Life

Atlanta, GA


1953

*William T. Earls, CLU

Mutual Benefit Life

Cincinnati, OH


1952

*Walter N. Hiller, CLU

Penn Mutual

Chicago, IL


1951

*John O. Todd, CLU

Northwestern Mutual

Evanston, IL


1950

*Theodore Widing, CLU

Provident Mutual

Philadelphia, PA


1949

*Paul W. Cook, CLU

Mutual Benefit Life

Chicago, IL


1948

*Paul H. Dunnavan, CLU

Canada Life

Minneapolis MN


1947

*Harold S. Parsons

The Travelers

Corona Del Mar, CA


1946

*Louis Behr, CLU

Equitable-New York

Chicago, IL


1945

*John E. Clayton

Massachusetts Mutual

Newark, NJ


1944

*A.J. Ostheimer III

Northwestern Mutual

Honolulu, HI


1943

*Ron Stever, CLU

Equitable-New York

Los Angeles, CA


1942

*Robert P. Burroughs

National Life-Vermont

Manchester, NH


1941

*H. Kennedy Nickell, CLU

Connecticut General

Chicago, IL


1940

*Harry G. Mosler

Massachusetts Mutual

Los Angeles, CA


1939

*Paul C. Sanborn

Connecticut Mutual

Boston, MA


1938

*Jack Lauer

Penn Mutual

Cincinnati, OH


1937

*Grant Taggart

California-Western States

Cowley, WY


1936

*Harry T. Wright

Equitable-New York

Chicago, IL


1935

*Caleb R. Smith

Massachusetts Mutual

Ft. Lauderdale, FL


1934

*Thomas M. Scott

Penn Mutual

Philadelphia, PA


1933

*M. J. Donnelly

Equitable-New York

New Castle, PA


1932

*Robert A. Brown

Pacific Mutual

Los Angeles, CA


1931

*Theodore M, Reihle, CLU

Equitable-New York

New York, NY


1930

*Earl G. Manning

John Hancock

Boston, MA


1929

*George E. Lackey, CLU

Massachusetts Mutual

Detroit, MI


1928

*William M Duff, CLU

Equitable-New York

Pittsburgh, PA


1927

*Paul F. Clark, CLU

John Hancock

Boston, MA


*Deceased

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