Our Team

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Andrew Kerr

Concierge Analyst

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April Hanson

Product Analyst

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Carter Kowalski

Account Manager

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Chelsea Mucha

Implementation Specialist

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George Davidson

Founder

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Jose Bowen

Case Manager

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Katiya Xiong

Vice President of Marketing, Finance & Technology

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Madison Padilla

Marketing & Office Administrator

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Mary Catherine Davidson

Commissions & Contracting Manager

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Matthew Riordan

Vice President of Operations

mitch transparent background new image (1)

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Mitchell D. Nelson

President

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Oran Wetzel

Account Manager

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Pang Xiong

Senior Case Manager

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Ryan Blake

Client Experience Manager

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Samantha Cross

Case Manager

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Sarah Craig

Project Manager

Andrew Kerr

952.224.5208
[email protected]

Andrew assists our consultants with income protection solutions and provides necessary tools to help them have successful conversations with their clients. He guides our team throughout the process, so our advisor’s clients receive valuable solutions that best fit their unique situation.

Schedule a meeting with Andrew

Andrew Kerr

952.224.5208
[email protected]

Schedule a meeting with Andrew

April Hanson, DIA

952.641.5213
[email protected]

April assists our consultants with income protection solutions and provides necessary tools to help them have successful conversations with their clients. She guides our team throughout the process, so our advisor’s clients receive valuable solutions that best fit their unique situation.

Schedule a meeting with April

April Hanson, DIA

952.641.5213
[email protected]

Schedule a meeting with April

Carter Kowalski, DIA

952.641.5203
[email protected]

Carter works closely with our consultants to help financial advisors find the best income protection solutions for their clients. He is also responsible for engaging and developing new customer relationships by providing extraordinary service, education, identifying revenue growth opportunities and generating referrals. He utilizes sales and marketing strategies to support the firm’s sales goals.

Schedule a meeting with Carter

Carter Kowalski, DIA

952.641.5203
[email protected]

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Chelsea Mucha, DIA

952.641.5221
[email protected]

Chelsea provides financial advisors with comprehensive implementation strategy and support on multi-life cases, which translates into her secondary role as an inforce consultant responsible for servicing inforce plans. She works closely with advisors to provide a smooth transition from the time a client decides to move forward with their new disability benefit to the point that the policies are placed inforce.

Schedule a meeting with Chelsea

Chelsea Mucha, DIA

952.641.5221
[email protected]

Schedule a meeting with Chelsea

George Davidson, CLU, ChFC, RHU, DIA, CLTC

952.641.5209
[email protected]

George is our firm’s strategic thinker, always seeing the big picture, has a pulse on your industry, and leads the direction of our firm. He entered the financial services industry in 1982 and, motivated by a desire to offer financial advisors an ethical resource for income protection strategies and solutions, founded Secura Consultants in 1995. The firm is now recognized as a national leader in the industry.

George Davidson, CLU, ChFC, RHU, DIA, CLTC

952.641.5209
[email protected]

Jose Bowen, DIA, DIF

952.641.5219
[email protected]

Jose provides expertise and oversight for medical and financial underwriting. He works closely with our team, carrier underwriters and clients to find the best options available.

Schedule a meeting with Jose

Jose Bowen, DIA, DIF

952.641.5219
[email protected]

Jose provides expertise and oversight for medical and financial underwriting. He works closely with our team, carrier underwriters and clients to find the best options available.

Schedule a meeting with Jose

Katiya Xiong, DIA

952.641.5207
[email protected]

Kat oversees all of the financial activities of the firm including business planning and budgeting. She also evaluates and implements new systems to ensure that technologies are used efficiently and effectively. Lastly, she manages and supports the development of marketing strategies and HR initiatives and systems.

Schedule a meeting with Kat

Katiya Xiong, DIA

952.641.5207
[email protected]

Schedule a meeting with Kat

Madison Padilla, DIA

952.641.5205
[email protected]

Madison is administrator for our office and marketing activities and provides general administrative support to leadership. She also maintains the accuracy of data in all our systems.

Schedule a meeting with Madison

Madison Padilla, DIA

952.641.5205
[email protected]

Madison is administrator for our office and marketing activities and provides general administrative support to leadership. She also maintains the accuracy of data in all our systems.

Schedule a meeting with Madison

Mary Catherine Davidson

952.641.5210
[email protected]

Mary Catherine assists financial advisors in securing their carrier appointments, making it as easy as possible for them by providing defined instructions and continued assistance as needed. She also assists advisors with commission inquiries and understanding carrier compensation.

Mary Catherine Davidson

952.641.5210
[email protected]

Matthew Riordan, DIA, LTCP

952.641.5202
[email protected]

Matt oversees the day-to-day administrative and operational functions of the business. He works closely with our CEO and President to execute the strategic vision of the firm. He is also responsible for developing programs in a team-based environment, building new customer relationships and managing existing ones.

Schedule a meeting with Matt

Matthew Riordan, DIA, LTCP

952.641.5202
[email protected]

Matt oversees the day-to-day administrative and operational functions of a business. He works closely with our CEO and President to execute the strategic vision of the business. He is also responsible for developing programs in a team-based environment, building new customer relationships and managing existing ones.

Schedule a meeting with Matt

Mitchell D. Nelson, DIA, CLTC

952.641.5206
[email protected]

Mitch is responsible for the shared business development and execution of the strategic vision of the business. He also helps fee-only and fee-based financial advisors with guided client consultations using Secura Consultants’ dedicated Concierge and Exclusive service models that involve in-depth coverage analysis, strategic policy design and active policy management.

Schedule a meeting with Mitch

Mitchell D. Nelson, DIA, CLTC

952.641.5206
[email protected]

Schedule a meeting with Mitch

Oran Wetzel, DIA

952.641.5223
[email protected]

Oran works closely with financial advisors to find the best income protection solutions for their clients. He is also responsible for engaging and developing new customer relationships by providing extraordinary service, education, identifying revenue growth opportunities and generating referrals. He utilizes sales and marketing strategies to support the firm’s sales goals. He also assists with inforce block management.

Schedule a meeting with Oran

Oran Wetzel, DIA

952.641.5223
[email protected]

Schedule a meeting with Oran

Pang Xiong, DIA

952.641.5201
[email protected]

Pang provides expertise and oversight for medical and financial underwriting. She works closely with our team, carrier underwriters and clients to find the best options available for coverage. She also leads the development of our internal case management processes.

Schedule a meeting with Pang

Pang Xiong, DIA

952.641.5201
[email protected]

Schedule a meeting with Pang

Ryan Blake, DIA, MBA

952.641.5222
[email protected]

Ryan manages the daily workflow of our consultants and case managers by focusing on compliance with our internal operations and processes. He also oversees operations’ quality assurance to ensure the team meets the strict quality standards for financial advisors.

Schedule a meeting with Ryan

Ryan Blake, DIA, MBA

952.641.5222
[email protected]

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Samantha Cross, DIA

952.641.5224
[email protected]

Samantha provides expertise and oversight for medical and financial underwriting. She works closely with our team, carrier underwriters and clients to find the best options available for coverage.

Schedule a meeting with Sam

Samantha Cross, DIA

952.641.5224
[email protected]

Samantha provides expertise and oversight for medical and financial underwriting. She works closely with our team, carrier underwriters and clients to find the best options available for coverage.

Schedule a meeting with Sam

Sarah Craig

952.641.5211
[email protected]

Sarah splits her time between developing tools and resources to help the team function more efficiently and assisting with case work. Her primary focus is on employer market cases, analyzing data on the front end and putting together final presentation materials for financial advisors.

Schedule a meeting with Sarah

Sarah Craig

952.641.5211
[email protected]

Schedule a meeting with Sarah

A senior consultant will provide a detailed recommendation and coverage charts