human resources professionals, and attorneys. Certified Employee Benefits Specialist. President, MidSouth Association of Health Underwriters. Member, National Association of Health Underwriters and Technical Advisory Group (TAG) for Tennessee Insurance Exchange Initiative.
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JAMES “JAY” F. KEEGAN JR. Chairman and founder of Bodock, Inc., a holding company with four operating subsidiaries. President and CEO, Adams Keegan, a national HR services and software company. Founder and CEO, Staff Line, a multistate staffing firm. Co-Founder, The James Group, a multi-state life and health insurance agency. Member, Young Presidents’ Organization, Chairman’s Circle of Greater Memphis Chamber, and St. Jude Children’s Research Hospital’s Memphis Club. Leadership Memphis and New Memphis Institute alumnus. Past Chairman and Director, EmergeMemphis. Former director, Navy League of Memphis.
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DAVID KLEVAN Principal, Corporate Benefits Management Group. Board Member, Pink Ribbon Open golf tournament. Past Chairman, Germantown Area Chamber of Commerce, Planning Commission. Vice Chair, Shelby County Chamber Alliance. Recipient, Sam Walton Small Business Award in 1999; and Home Town Hero award, City of Germantown, 2000. Company named 2008 “Small Business of the Year,” Germantown Area Chamber of Commerce. Advisory Board, Baptist Rehabilitation Hospital. Alderman, City of Germantown. 3:20 PM
MICHAEL S. MCMANUS Senior Partner and Founder, McManus Reilly Financial. B.A., Economics, University of Tennessee. Company provides financial strategy services including employee and executive benefits and retirement planning. Chartered Life Underwriter. Member, Society of Financial Professionals. Life Member, Million Dollar Round Table. Member, Estate Planning Council of Memphis and Economic Club of Memphis. Board Member, Boys & Girls Clubs of Greater Memphis. Advisory Board Member, Rotary Club of East Memphis. JIM E. MEEKS JR. Managing Partner, Northwestern Mutual of Memphis. Territory covers West Tennessee, Arkansas, North Mississippi, and Southern Missouri. Business specializes in investment strategies and products, life insurance, employee and executive benefit programs, education funding, estate analysis, and retirement analysis. The Northwestern Mutual Memphis office was first established in 1965 and Meeks became managing partner in 2009. Has qualified for Million Dollar Round Table many times.
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WM. ASHLEY PACE Producer Partner, Lockton Companies. Graduate, University of Tennessee. Excels in effective benefit plan design, risk management strategy, compensation, and retirement strategies to position organizations to reduce insurance costs and increase productivity. Recipient, Presidents Club Award. Member, International Foundation of Employee Benefits, National Business Group on Health, and Society of Human Resource Managers. Mentor in NEXUS Leadership Program and Board Member of the American Heart Association. SHANNON DYSON Vice President, Shoemaker Benefits Corporation. Graduate of the University of Tennessee. Responsible for Group Benefit operations in Memphis and Nashville with a focus on Group Health, Life, and Disability benefits plans. Specializes in creative plan design and long-term benefits planning to help employers provide value to their employees by using sometimes unconventional products and services. National Association of Insurance and Financial Advisors, MidSouth Association of Health Underwriters. CHARLES SIMS JR. President and CEO, the Sims Financial Group, Inc. Certified Financial Planner, Life Underwriter Training Council Fellow, and Certified Mutual Funds Manager. Member, National Association of Insurance and Financial Advisors. Life and Qualifying Member, Million Dollar Round Table. First African-American member of John Hancock’s Hall of Fame. Life and Founding Member, Crescent Club of Memphis. Board Member, First American Bank and WKNO. DARREL SUMNER Vice President, Strategic Financial Partners Benefits. B.A., University of Memphis. Services include strategic design, funding, and marketing of group health, dental, life/accidental death and dismemberment, short and long-term disability, voluntary benefits, and employer solutions. Multiple terms served on various Field Advisory Committees of a number of leading insurance companies. STUART ZALOWITZ Senior Vice President, Employee Benefits Division, Regions Insurance, Inc. Bachelor of Science, University of Oklahoma. NAHU Certified Healthcare Reform Consultant. Estate Planner, National Association of Health Underwriters Golden Eagle Award Winner. Member, National Associations of Estate Planners and National Association of Health Underwriters. Certified LongTerm Care Specialist.