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Allianz Subject Matter Experts

SavingsSavings

Retirement Trends and Topics

Allianz Life subject matter experts are available to provide commentary on a variety of financial management topics; research studies, and common financial planning issues such as Social Security, estate planning, and tax-efficient income planning strategies.

Kelly LaVigne

JD
VP of Advanced Markets

Social Security, estate planning, tax-efficient income planning, retirement planning strategies and health care.
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Waldean Wall

MSFS, ChFC, EA
VP of Financial Planning Strategies

Social Security, estate planning, tax-efficient income planning, retirement planning strategies and health care.
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Aimee Lynn Johnson

CRPC, CLU, CDFA, ChFC
VP of Financial Planning Strategies

Social Security, estate planning, tax-efficient income planning and retirement planning strategies.
aimee lynn johnson subject matter expert
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Product trends – annuities and life insurance

As the industry’s leading provider of fixed index annuities (FIAs), Allianz Life subject matter experts are available to offer insight on all aspects of annuity and life insurance products, including product innovation, product development, product distribution, and sales trends.

Eric Thomes

Chief Distribution Officer

Social Security, estate planning, tax-efficient income planning, retirement planning strategies and health care.
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Sherri Du Mond

SVP of Sales, FMO Distribution

Social Security, estate planning, tax-efficient income planning and retirement planning strategies.
sherri dumond subject matter expert

Jason Wellmann

SVP of Life Insurance Sales

Women’s market, divorce, health care, Social Security, retirement planning strategies.
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Allianz Investment Management (AIM) U.S.

AIM manages investment strategies for the global insurance businesses of Allianz SE, our parent company. In the United States, AIM manages more than 40 investment portfolios with more than USD $100 billion in assets under management. AIM subject matter experts are available to comment on a variety of market and economic indicators including Federal Reserve actions, interest rates, credit markets, and economic releases such as inflation, GDP, consumer confidence, housing, retail sales, and job/unemployment news.

Todd Hedtke

VP of Investment Strategy, AIM
todd hedtke subject matter expert

Brian Muench

VP of Investment Management, Allianz Life Insurance Company of North America

President & Managing Director, AIM
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Rosanne Kropp

VP of Investment Strategy, Allianz Life Insurance Company of North America

Managing Director, Investment Strategy, AIM
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John Bredemus

VP of Investment Strategy, AIM
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Charlie Ripley

AVP of Investment Strategy, AIM
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Johan Grahn

AVP of Portfolio Management, AIM
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Media contacts