Phone: 952-838-3880
Toll Free: 800-695-2261
Fax: 763-522-6251

Our Team



SBG, INC. Main Office & Operations

4800 Olson Memorial Hwy. Suite 270
Golden Valley, MN 55422
(952)-838-3880
(800)-695-2261 (Toll Free)
(763)-522-6251 (Fax)

SBG, INC. Florida Sales Office
(561) 400-1011
(800) 695-2261 (Toll Free)
(888) 734-3226 (Fax)
Bill Dolan 952.838.3880
President, Partner
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Business Development

Sales:

Jeremy Robeck, Executive Vice President, Partner 763.404.7112
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Sales Team Leadership, Business Development, Life Case Design & Proposals


Doug Borrell, CLU, RHU 763.404.7103
Vice President, Partner Direct Fax: 763.404.8361
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Long-Term Care and Disability Income Specialist, Case Design & Proposals


Thom Peterson, CLU, ChFC 763-404-7106
Sales And Marketing Consultant Direct Fax: 763.404.8364
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Life Advanced Planning Specialist, Case Design & Proposals


Leo Carton, CFP 952.838.3880
Business Development Consultant
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Business Development, Advisor Training, Point of Sale Assistance


Ivan Weiss, AAMS, CRPC 763-404-7119
Sales And Marketing Consultant Direct Fax: 763.404.8373
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Life and Long-Term Care Case Design & Proposals

Fred Daub
561-400-1011

Business Development Consultant
Direct Fax: 888-734-3226

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Business Development, Point of Sale Assistance


New Business and Marketing:

Cynthia House 763.404.1114
Vice President Direct Fax: 763.404.8369
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New Business Team and Marketing Leadership, Impaired Risk Underwriter



Shannon Palme 763.404.7107
Senior Case Manager- Underwriter Direct Fax: 763.404.8365
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Application Forms, Underwriting Questions, Case Management



Jean Hall 763.404.7117
Senior Case Manager- Underwriter Direct Fax: 763.404.8372
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Application Forms, Underwriting Questions, Case Management



Natalie Lyke 763.404.7115
Case Manager Direct Fax: 763.404.8370
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Application Forms, Underwriting Questions, Case Management



Jessica Dolan 763-404-7108
Case Manager Direct Fax: 763.404.8375
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Application Forms, Underwriting Questions, Case Management



Mike Helmbrecht 763.404.7113
Marketing Director Direct Fax: 763.404.8368
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Marketing Programs, Reporting, Insurance Carrier Resource Management



Jean Filipiak 763.404.7116
Agency Services Manager Direct Fax: 763.404.8371
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Contracting & Licensing Forms, Commission Inquiries, In Force Policy Service

Operations:

Lynne Dolan 763.404.7102
Operations Manager, Partner General Fax: 763-522-6251
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Accounting, HR, Office Management




Ashley Chmielewski 952.838.3880
Receptionist General Fax: 763-522-6251
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