E4 Insurance Services is a national Independent Marketing Organization (IMO) that distributes life insurance, annuities, long-term care, and disability income solutions through independent financial advisors and insurance professionals. We seek to build consultative partnerships with holistic practitioners looking to balance asset investment with financial security. We deliver value by crafting better financial and emotional outcomes for clients, bringing certainty and predictability to an uncertain world. Our dedicated support teams manage each case to address your clients’ unique planning challenges and objectives.

We “Make Life Simple”! E4IS is not like the countless other IMO’s that focus and market based on rates and compensation. Click below to learn more about what E4 IS…

E to the 4th Power

E4 Insurance Services seeks to build long-term consultative partnerships with holistic advisors intent on balancing personal and business investment with risk mitigation solutions that create better and more predictable financial outcomes for clients. We are a trusted source for advisors nationwide. We custom-tailor every design to address the unique planning challenges and financial objectives presented with each and every case. We make life simple for our clients and their clients. At E4, we bring Energy, Edge, and Execution to work each day in order to Energize our client’s protection business.

Executive Leadership


Download Contacts
Daniel Peterson, LLIF®  LUTCF®  FIC®
President & Managing Partner
701-532-3882
Brendon DeRouin, CLU®  ChFC®  LACP® RICP®
Chief Executive Officer & Managing Partner
608-848-0403
Steve Bergee, LACP®
Senior Vice President, Chief Design Specialist
& Managing Partner
701-532-3893
Greg Spaeth
Chief Strategic Initiatives Officer
701-532-3887

Executive Assistant


Faith Lehmann, CCM
Executive Assistant
701-532-3881

Marketing


Sidney Peterson, CCM
Marketing Manager
701-707-2251

Marketing


Jessie Carlquist, CCM
Marketing Communications Specialist
608-292-1637

Operations


Lucie Gruby, CCM
Executive Vice President, Business Operations & Partner
701-532-3885
Carli Dravitz, CCM
Strategic Operations Specialist
701-532-3888
Arthur Fosse, CCM
Accounting Specialist
608-848-0426
Marguerite Anderson, CCM
Commissions & Business Processing Specialist
701-532-3886

New Business & Contracting


Tracy Spaeth
Contracting Specialist
Direct 608-848-0422
Krista Andring
Senior New Business Manager
701-532-3883
Allison Ashworth, CCM, ACS, ALMI
Senior New Business Manager
608-848-0408
Tim Rieder
Senior New Business Manager
701-532-3884
Kelly Hayes, CCM, ACS, ARA, ALU, FLMI, AIRC
New Business Manager
608-848-0421
Stephanie Reifsnyder, CCM
New Business Manager
608-848-0406
Errol Cachola, ACS, ALMI, FLMI, CCM
New Business Manager
608-292-1642

Sales


Phil Haug, LUTCF
Senior Vice President, Sales & Partner
701-707-2255
Brady Serold, CLTC
Senior Vice President, Disability Income
360-903-9603
Steve Walker, CLTC®, LUTCF®
Vice President of Institutional Accounts & Partner
701-532-3896
Bill Anderson, CLU®, ChFC®, CKA®
Wealth Strategist, Greater Minneapolis/St. Paul, MN
612-819-9204
Jessica Bowden, LUTCF®
Regional Vice President
912-308-5337
Shayne Fickling, CLU®  ChFC®, LUTCF®
Regional Vice President
608-848-0405
Preston French
Regional Vice President
731-445-8262
Josh Meester
Regional Vice President & Partner
608-848-0420
Mike Nassr, LUTCF®
Regional Vice President
916-600-9317
Todd Scott
Regional Vice President
704-641-4035
Shane Van Patten, CLTC®
Regional Vice President
701-532-3880
Jeremy Vidmar, FIC®, CLTC®
Regional Vice President
701-690-8372
Scott Bachmann, CCM
Regional Vice President
608-848-0427
Brandon Unger
Regional Vice President
917-210-7677
Jordan Peterson, CCM
Apprenticeship Trainee
701-501-9932
Erin Shrader, CCM
Support Specialist
701-707-2323

Design Team


Ronnie Hamilton, CFP, CLU, ChFC, AEP
Senior Vice President of Advanced Markets
701-707-2228
Doug Twiddy
Director of Annuities
701-532-3890
Bill Black
Case Design Specialist
608-848-0409
Daniel Cambron
Case Design Specialist
608-848-0407
Angela Summers, J.D.
Vice President, Long-Term Care Specialist
701-532-3894