2022 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

Randy L. Scritchfield, CFP, LUTCF

MDRT President

Randy L. Scritchfield, CFP, LUTCF, is the 2022 President of the MDRT Executive Committee. He is a 38-year MDRT member with three Court of the Table and 21 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

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 24-year MDRT member with five Court of the Table and 16 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

Peggy Tsai, RFP, CCFP

MDRT First Vice President

Peggy Tsai, RFP, CCFP, is the 2022 First Vice President of the MDRT Executive Committee. She is a 21-year MDRT member with eight Court of the Table and six 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

Gregory B. Gagne, ChFC

MDRT Second Vice President

Gregory B. Gagne, ChFC, is the 2022 Second Vice President of the MDRT Executive Committee. He is a 23-year MDRT member with four Court of the Table and 14 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

Carol Kheng, ChFC

MDRT Secretary

Carol Kheng, ChFC, is the 2022 Secretary of the MDRT Executive Committee. She is a 24-year MDRT member with one Court of the Table and one Top 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, Florida, USA


2019

Ross Vanderwolf, CFP

Rothgard Financial Partners

Fortitude Valley, Queensland, Australia


2018

James D. Pittman, CLU, CFP

Insurance Consulting Services Inc.

Portland, Oregon, USA


2017

Mark J. Hanna, CLU, ChFC

Hanna Insurance & Financial Solutions, Inc.

Concord, California, USA


2016

Brian D. Heckert, CLU, ChFC

Financial Solutions Midwest LLC

Nashville, Illinois, USA


2015

Caroline A. Banks, FPFS

Caroline Banks & Associates Ltd

London, England, UK


2014

Michelle Hoesly, CLU, ChFC

Resource 1 Inc.

Norfolk, Virginia, USA


2013

D. Scott Brennan

The Brennan Group LLC

South Bend, Indiana, USA


2012

Jennifer A. Borislow, CLU

Borislow Insurance Agency

Methuen, Massachusetts, USA


2011

Julian H. Good Jr., CLU, ChFC

Good Financial Group, LLC

Metairie, Louisiana, USA


2010

Guy E. Baker, MSFS, CLU

BMI Consulting

Irvine, California, USA


2009

Walton W. Rogers, CLU, ChFC

W. Rogers & Associates

Annapolis, Maryland, USA


2008

James E. Rogers, CLU, CFP

James E. Rogers, Ltd.

Vancouver, BC, Canada


2007

Philip E. Harriman, CLU, ChFC

Lebel and Harriman, LLP

Falmouth, Massachusetts, USA


2006

Stephen O. Rothschild, CLU, ChFC

Rothschild & Sale

St. Louis, Missouri, USA


2005

Adelia C. Chung, CLU, ChFC

Spectrum Wealth Management LLC

Honolulu, Hawaii, USA


2004

George B. Pickett, JD, CLU

Pickett Bradford & Assoc

Jackson, Mississippi, USA


2003

Richard H. Sullenger

The Sullenger Financial Group

Paso Robles, California, USA


2002

Marvin H. Feldman, CLU, ChFC

Feldman Financial Group

Palm Harbor, Florida, USA


2001

Tony Gordon

Bristol, England, UK


2000

Brian H. Ashe, CLU

Brian Ashe & Associates

Lisle, Illinois, USA


1999

Reginald N. Rabjohns, CLU, ChFC

Secure Futures

Northfield, Illinois, USA


1998

Gene L. Mahn, CLU, ChFC

Massachusetts Mutual

Thousand Oaks, California, USA


1997

John W. Cruikshank III, CLU

Northwestern Mutual

Deerfield, Illinois, USA


1996

Walter G. Schnee III

Phoenix Life

Pasadena, California, USA


1995

Robert B. Plybon, CLU, ChFC

Plybon & Associates

Greensboro, North Carolina, USA


1994

*Lyle L. Blessman

The Blessman Group

Denver, Colorado, USA


1993

Charles D. Marks, CLU, ChFC

New Orleans, Louisiana, USA


1992

William T. O'Donnell

Schwarz Brothers Benefits

Chicago, Illinois, USA


1991

Seymour Petrovsky, CLU

Prescott, Arizona, USA


1990

*David H. Hilton, CLU, ChFC


1989

G. Carey Hauenstein, CLU

Laurel, Mississippi, USA


1988

Arlen I. Prentice, CLU, ChFC

Kibble and Prentice

Seattle, Washington, USA


1987

*Wilmer S. Poynor III, CLU, ChFC

Birmingham, Alabama, USA


1986

*Frank Friedler Jr., CLU


1985

Ron D. Barbaro

Toronto, ON, Canada


1984

*Paul R. Buckley, CLU

The Buckley Group

Lewiston, Maine, USA


1983

Jack B. Turner, CLU, ChFC

Jack B. Turner and Associates

Clarksville, Tennessee, USA


1982

*Stanley Liss, CLU


1981

*Clune J. Walsh Jr., CLU

Walsh Financial Group

Birmingham, Michigan, USA


1980

*Millard J. Grauer, CLU

Longboat Key, Florida, USA


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, Arizona, USA


1975

*Jack Peckinpaugh, CLU, ChFC

Indianapolis Life

Muncie, Indiana, USA


1974

*C. Robinson Fish III, CLU

Northwestern Mutual

Boston, Massachusetts, USA


1973

*Henry F. McCamish Jr., CLU

Massachusetts Mutual

Atlanta, Georgia, USA


1972

*James B. Longley, CLU


1971

*Richard G. Bowers, CLU

New York Life

Keokuk, Iowa, USA


1970

*John H. Ames, CLU

Mutual Benefit Life

Morriston, New Jersey, USA


1969

*Stanley S. Watts, CLU

Equitable-New York

Miami, Florida, USA


1968

*Sadler Hayes

Penn Mutual

New York, New York, USA


1967

*Frank E. Sullivan, CLU

Mutual Benefit Life

Newark, New Jersey, USA


1966

*Donald Shepherd

John Hancock

Boston, Massachusetts, USA


1965

*Iram H. Brewster

Phoenix Mutual

Pittsburgh, Pennsylvania, USA


1964

*Alfred J. Lewallen, CLU

Mutual Benefit Life

Miami, Florida, USA


1963

*Daniel H. Coakley

New York Life

Boston, Massachusetts, USA


1962

*Lester A. Rosen, CLU

Union Central

Memphis, Tennessee, USA


1961

*James B. Irvine Jr., CLU

Northwestern Mutual

Chattanooga, Tennessee, USA


1960

*Robert S. Albritton, CLU

Provident Mutual

Los Angeles, California, USA


1959

*Adon N. Smith II, CLU

Northwestern Mutual

Charlotte, North Carolina, USA


1958

*William D. Davidson, CLU

Equitable-New York

Chicago, Illinois, USA


1957

*Howard D. Goldman, CLU

Northwestern Mutual

Richmond, Virginia, USA


1956

*Arthur F. Priebe, CLU

Penn Mutual

Rockford, Illinois, USA


1955

*George B Byrnes, CLU

New England Life

Atlanta, Georgia, USA


1954

*G. Nolan Bearden

New England Life

Atlanta, Georgia, USA


1953

*William T. Earls, CLU

Mutual Benefit Life

Cincinnati, Ohio, USA


1952

*Walter N. Hiller, CLU

Penn Mutual

Chicago, Illinois, USA


1951

*John O. Todd, CLU

Northwestern Mutual

Evanston, Illinois, USA


1950

*Theodore Widing, CLU

Provident Mutual

Philadelphia, Pennsylvania, USA


1949

*Paul W. Cook, CLU

Mutual Benefit Life

Chicago, Illinois, USA


1948

*Paul H. Dunnavan, CLU

Canada Life

Minneapolis, Minnesota, USA


1947

*Harold S. Parsons

The Travelers

Corona Del Mar, California, USA


1946

*Louis Behr, CLU

Equitable-New York

Chicago, Illinois, USA


1945

*John E. Clayton

Massachusetts Mutual

Newark, New Jersey, USA


1944

*A.J. Ostheimer III

Northwestern Mutual

Honolulu, Hawaii, USA


1943

*Ron Stever, CLU

Equitable-New York

Los Angeles, California, USA


1942

*Robert P. Burroughs

National Life-Vermont

Manchester, New Hampshire, USA


1941

*H. Kennedy Nickell, CLU

Connecticut General

Chicago, Illinois, USA


1940

*Harry G. Mosler

Massachusetts Mutual

Los Angeles, California, USA


1939

*Paul C. Sanborn

Connecticut Mutual

Boston, Massachusetts, USA


1938

*Jack Lauer

Penn Mutual

Cincinnati, Ohio, USA


1937

*Grant Taggart

California-Western States

Cowley, Wyoming, USA


1936

*Harry T. Wright

Equitable-New York

Chicago, Illinois, USA


1935

*Caleb R. Smith

Massachusetts Mutual

Ft. Lauderdale, Florida, USA


1934

*Thomas M. Scott

Penn Mutual

Philadelphia, Pennsylvania, USA


1933

*M. J. Donnelly

Equitable-New York

New Castle, Pennsylvania, USA


1932

*Robert A. Brown

Pacific Mutual

Los Angeles, California, USA


1931

*Theodore M, Reihle, CLU

Equitable-New York

New York, New York, USA


1930

*Earl G. Manning

John Hancock

Boston, Massachusetts, USA


1929

*George E. Lackey, CLU

Massachusetts Mutual

Detroit, Michigan, USA


1928

*William M Duff, CLU

Equitable-New York

Pittsburgh, Pennsylvania, USA


1927

*Paul F. Clark, CLU

John Hancock

Boston, Massachusetts, USA


*Deceased

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