2024 MDRT Executive Committee

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


MDRT Leadership


2024 Executive Committee

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

Gregory B. Gagne, ChFC

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.


Peggy Tsai, RFP, CCFP

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.


Carol Kheng, ChFC

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.


John F. Nichols, MSM, CLU

John F. Nichols, MSM, CLU

MDRT Second Vice President

John F. Nichols, MSM, CLU, is the 2024 Second Vice President of MDRT. He is a 23-year MDRT member with 18 Court of the Table and 16 Top of the Table qualifications. He is also a Past President of the MDRT Foundation as well as a Royal Order Excalibur Knight and a member of its Inner Circle Society. Nichols is president of Disability Resource Group Inc., a national insurance agency that he founded in 1999. Additionally, he is a partner with Acrisure, a global fintech services provider. Nichols has spoken at the MDRT Annual Meeting five times and the Top of the Table Annual Meeting and MDRT Experience once. He has also spoken at more than 500 programs and events throughout the U.S.


Clay Gillespie, CFP, CLU

Gillespie is the 2024 Secretary of MDRT. He is a 22-year MDRT member with 20 Court of the Table and 19 Top of the Table qualifications. He is also an Excalibur Knight of the MDRT Foundation. Gillespie is a financial advisor, portfolio manager and managing director with RGF Integrated Wealth Management in Vancouver, British Columbia, Canada. He specializes in retirement income planning. Gillespie’s extensive MDRT volunteerism began in 2007, and he has since served on an array of committees in various roles. In 2019, Gillespie served as Global Council Member and Advisory Board Chair of the Top of the Table Division. He has also served as Global Council Member of the Finance Division. Other leadership positions include service as Captain of the 2015 MDRT Annual Meeting Focus Session Committee and Chair of several committees within the Top of the Table Division.


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