Marvin has been passionate about the Bank on Yourself concept since 2003 when he first came on board with SET. After five years in the banking industry, he quickly learned that the only way to truly help people is to work with those willing to listen, and then give them the education and tools necessary to help his members and their clients reach their goals. Marvin has obtained the designation of CFP® Professional and has been instrumental in developing the virtual system currently in place. He calls New Baltimore, Michigan, his home with his wife Rachel, and his children: Delaney, Marissa, and Owen. He is passionate about more than the Bank on Yourself concept; he enjoys travel with his family, especially to any water-based destination. Marvin believes that through proper education of the Bank on Yourself concept, the world can become a better place.

A respected financial strategist and educator, Dan has helped hundreds of advisors across the nation understand and implement safe money strategies for their clients’ wealth protection and preservation. Dan specializes in advanced life insurance and annuity strategies, as well as approaches that protect wealth from major eroding factors such as taxes, inflation, and stock market losses. Dan has been in the financial services industry since 2005. He graduated from Wayne State University with a degree in Psychology, and he holds the Retirement Income Certified Professional (RICP) designation, along with life and health insurance licenses in MI, OH, IL, TN, PA, and NJ. In his spare time, he enjoys golf, running, and performing and recording music with various local music groups. Dan also serves on the board of his home church in Beverly Hills, where he has been a member for almost four decades.

Keith entered the financial services industry in 1981, joining his father’s John Hancock agencies in Michigan. With a focus on advanced planning early on, Keith completed his CLU and ChFC curriculum in 1988. With most of his time spent in the professional marketplace, working with medical professionals and dentists, Keith had the opportunity to gain extensive experience in advanced planning, estate planning, qualified plans, and deferred compensation plans. Keith moved into agency management in 1991 and in 1994 became the leading sales manager in the country with John Hancock. In 1997 Keith left John Hancock to establish his own independent firm and investment advisory firm, which was sold in 2010. Keith continues to work with his own clients and has been a Strategic Business Coach with Strategic Education Technologies since 2013. Keith and his wife Lisa live in West Bloomfield, Michigan, have two adult sons, and enjoy golf and other outside activities.

Dave has been in the financial services industry for 36 years, starting with the Prudential Insurance Company. Dave joined the SET IMO in June of 2000 as an advisor and coach working with other advisors in the SET IMO. He has earned his CLU and ChFC along with his life and health licenses. He is a graduate of Central Michigan University. He lives with his wife Dianne in Romeo, Michigan. Dave and Dianne have five grown children and four grandchildren (with three grandbabies on the way). In his free time, Dave enjoys camping, golf, and riding his Harley.

Dave has been a Financial Advisor specializing in college financial aid planning and retirement with SET since May 1997. Dave is a Strategic Business Coach and Financial Advisor who has earned his FINRA series 6 and 63 registrations along with his life and variable contract licenses in Michigan. In his role at SET, not only does Dave still maintain his personal practice as a college and retirement financial advisor but over the years been assisting in educating and training SET advisors on how to create a successful, well-rounded college funding practice themselves. Dave has helped and currently works with hundreds and hundreds of clients in some capacity over the past 22 years. Born in Detroit, he is a graduate of Michigan State University. Dave lives in Shelby Township with his wife Nicol and their three children Chris, Cole, and Chloe. When Dave is not in the office, he is usually busy running his kids all around, but he also enjoys playing golf and tennis and is a long-time music aficionado and collector.

Andrew became a member of the SET family in March 2016 as the Director of Bank On Yourself® Authorized Advisor Development. He is responsible for enrolling new Bank On Yourself® Authorized Advisors in the program and is the NAIFA representative for SET. Andrew became an advisor in 2000 and earned his F.I.C.F. He and his wife, Maureen, graduated from Eastern Michigan University. Their daughter Claire is following them at Eastern with a swim and academic scholarship. Their son Mitchell is a cross country record holder and is a starter on the basketball team. When not living the dream at SET, Andrew is very active at his Church, a devoted father and husband, loves to cook, coach, and participate in almost all sports.

Larry joined SET in April of 2017 and is responsible for marketing/development of sales ideas and managing the firm’s initiative into the small business market. He has over 35 years of experience in the financial services industry, working for such companies as Connecticut Mutual, Mass Mutual, BMA, American General and American International Group. Larry holds his insurance licenses and a series 6 and 63 in securities. Larry is a graduate of the University of Delaware and holds two Masters degrees from the University of Massachusetts. He lives in Montgomery, Texas with his wife, Diane – they have two adult children, Chris and Dina. Free time includes volunteer work, working out, playing golf, and reading.

Lauri is a New Business Coordinator and has been with SET since June 2001, she coordinates new applications and provides status follow-up during the underwriting process. Lauri has a great working relationship with all our insurance carriers and looks forward to providing you with unparalleled customer service. She lives in Warren, MI, with her husband, Darryl, their son Jared and their dog Luna. Lauri enjoys volunteering for various organizations and spending time outside in the sunshine.

Rhonda joined SET IMO in September of 2003 as Licensing Coordinator. In this role, she is responsible for reviewing and processing contracting for all 40+ SET IMO Carriers. Some of Rhonda’s job duties include processing and onboarding new agents and distributing news and information to our agents. Rhonda currently resides in Macomb Township, Michigan with her husband Charles and son Adam.

Margie has worked with the team for over 15 years, and her primary role at SET is ensuring and improving the performance, productivity, and efficiency of our New Business department. As office manager, Margie manages the day-to-day operations and support of our network of members and their agencies. In her free time, she enjoys hunting for antiques. She loves to repurpose old items and make them useful again!

Robyn joined SET for Advisors in February 2021 as a New Business Coordinator. She processes whole life, term, and annuity applications for several agents throughout the U.S. She is meticulous and detail-oriented and has enjoyed learning everything there is to know in the insurance business world. She lives in Macomb Township, MI, with her husband Dan and teenage sons Jamie and Jacob. Robyn plays volleyball and loves to travel to different national parks and abroad for hiking, kayaking, and outdoor adventures.

Stephanie joined SET IMO in February of 2019 as a staff accountant. In this role, she is responsible for processing all revenue received. Some of Stephanie’s job duties include processing all accounts receivable, assisting with accounts payable and commissions. Stephanie currently resides in Warren, Michigan with her daughter Kayla and grandson Jaxon.