Board of Directors
Bill Shelow is President of LifeMark Partners, Inc. He assumed that role in September of 2011. In this role Bill is responsible for the relationships of LifeMark Partners and the company’s partner agencies and executing strategies that fuel the growth and status of LifeMark Partners in the industry. Prior to joining LifeMark, Bill was President of Duncan Financial Group and CEO of Wealth Preservation and Management t/a Atlantic Financial Group; one of LifeMark’s 41 BGAs since 2008. In that role Bill helped to significantly grow the BGA, increasing revenue fourfold in three years. He also oversaw the management of six other business units of Duncan Financial Group, the parent company of Atlantic Financial Group. Bill also enjoyed a 25-year career with the Harleysville Insurance Companies, where he spent his last 14 years with Harleysville Life Insurance Company. During that time he headed up sales and marketing as a Senior Vice President and from 2003 to 2008 served as President and COO of Harleysville Life. During this 14-year stretch, Harleysville Life grew direct written premiums significantly. Bill holds a Bachelors Degree from The Pennsylvania State University in The College of Human Development. He also has earned the designations of CLU, ChFC, CPCU and LLIF. He has served on the boards of nonprofit organizations and lives in Collegeville, Pennsylvania with his wife and three of his five children.
Mark Rosen, CLU is President of Underwriters Brokerage Service, an independent life and health brokerage agency located in Pittsburgh, PA. Mark’s insurance career began in 1978 at Security-Connecticut Life in Hartford for an initial training program after which he then returned to the family business as a marketing associate. Rosen and his firm are founding members of LifeMark Partners, a national marketing organization, where he currently serves as Chairman of the Board. Mark has been active in numerous industry organizations and is a Past Chairman of NAILBA, the National Association of Independent Life Brokerage Agencies. In addition he is a Past President of LIFE, Inc., has served as member of the board of the local NAIFA chapter and local chapter of the Society of Financial Service Professionals and is also a member of the Estate Planning Council, International Association for Financial Planners, AALU and PLAN. A graduate of Miami University of Ohio, Mark resides in the Pittsburgh suburb of Mt. Lebanon and he and his wife Georgia are proud parents to Zachary and Rachel.
Christopher G. Greis is the President and founder of Leaders Partners, Inc., North Barrington Illinois. Leaders is a service and distribution company for life insurance professionals and financial advisors. It specializes in case design, joint point of sale, and efficient back office processing. It is a member of NAILBA, where Chris is a past chair, and LifeMark Partners, Inc., a marketing organization he co-founded.

Prior to forming Leaders Partners, Chris spent twelve years in underwriting and marketing capacities at the home office and twenty years as a Brokerage General Agent in two prior businesses, both of which he founded. He entered the brokerage business 1981.

Chris holds memberships in the major industry trade organizations and the LIFE, Inc. and Risk Appraisal Forum study groups, and he is a past-President of the Greater Chicago Chapter of Financial Service Professionals. Chris also currently serves on the field advisory councils of Legal and General America, Transamerica and Mutual of Omaha. He is a frequent author and speaker on industry affairs. His blog, Consumer/Advisor Post, can be accessed via or He can be reached via email at
Bill Conwell started in the life insurance business in 1979 as an agent with State Life of Indiana. In 1982 he became the Brokerage Manager for the Transamerica Branch in Birmingham. The Branch became a General Agent in 1986, and Bill gained ownership in 1988. The agency joined LifeMark in 2004, and merged with Grice Financial in Charlotte in 2009, to form Dixon Wells. Dixon Wells has acquired new locations in Nashville TN, and Columbia SC since that time. Bill served on the local NAIFA Board for 10 years as Public Service Chairman. In charge of the annual fundraiser golf tournament, and the annual Toys for Tots campaign. He is also a member of the local FPA chapter. Bill graduated from the University of Montevallo with an Accounting Degree and was a four year letterman on the golf team. He served on the Board of Governors of Hoover Country Club, 1995-1997, and 2002-2004 and was President in 2003. Bill’s interests include golf, fishing, hunting, watching Alabama Football, but most weekends Bill will be on his tractor managing his property in South Alabama. His main interest is keeping up with his real estate wife, Beth.

Douglas A. Mishkin is a third generation insurance professional. Although Doug entered the family industry, he chose a different career path from his father and grandfather, who built one of the nation’s largest multi-line and insurance benefits firms. He started his career as an agent with MassMutual Financial Group and The Guardian Life Insurance Company. In 1993, he moved to the independent channel by joining Bufkin, Hefferon & Siegel, a brokerage general agency in Manhattan, as their Brokerage Manager. He was offered the opportunity to join Algren Associates, Inc. in 1997 and, in 2001, was named President of the firm. In 2006, he assumed the role of Chief Executive Officer when Algren’s founder retired. Doug served as Chairman of the National Association of Independent Life Brokerage Agencies (NAILBA) in 2008, having previously served as a board member for seven years, and as chair of its membership committee. He was the recipient of the 2009 Stephen A. Kramer Humanitarian Award from the UJA-Federation of New York. In addition, to his NAILBA involvement, Doug is an active member of the National Association of Insurance and Financial Advisors (NAIFA), LifeMark Partners, Inc., SubCenters (of which he currently serves on their Board of Directors), the Professional Life Advisors Network (PLAN), Million Dollar Round Table (MDRT), the Association for Advanced Life Underwriting (AALU), and TYGERS. Doug is a member of MDRT’s “Top of the Table”, an exclusive forum for the world’s most successful life insurance and financial services professionals. He is also a former Director of the Life & Health Insurance Foundation for Education (LIFE), a non-profit organization dedicated to helping consumers make smart insurance decisions to safeguard their families’ financial future. He has sat on numerous insurance carrier field advisory councils including North American, Genworth, United of Omaha, ING, and MetLife, helping them strengthen and develop product lines and more effectively communicate with their distribution partners. He is frequently quoted and published in financial journals and publications and is an active speaker for national insurance and financial organizations. He has addressed international advisor forums from the Ukraine, Czech Republic, Hungary, Slovakia, and Western Europe. In his free time, Doug snowboards, coaches his sons in numerous sports, and currently serves as President of the Shore Regional Little League representing kids in the New Jersey shore towns of Sea Bright, Monmouth Beach, Oceanport, and West Long Branch. Doug is a graduate of Franklin & Marshall College in Pennsylvania, where he earned a bachelor’s degree in business management. He currently lives in Monmouth Beach, NJ with his wife and two sons.

Tori joined DBS in May of 1993 after graduating from Arizona State University with a bachelor’s degree in communications. She, along with her brother Chip Van Dusen, is the second generation to lead their family business.

Not only does Tori share ownership, but she is also the Head of Operations. She is responsible for the oversight of New Business, Internal Marketing Associates and all of Support and Services. Tori is also a Registered Principal for the agency.

Tori shares her passion for and knowledge of the industry, like her father, by being active. She currently sits on the advisory council for a few different Insurance Companies and The Leaders Group, a Broker Dealer. She is a current LifeMark Partners Board Member, past President of LIFE, Inc., and has served on numerous NAILBA committees. Tori is currently serving on the NAILBA Online Education Committee.

Tori lives in Shorewood, Minnesota with her husband Greg and two beautiful children, Parker, who is ten, and Piper, who is seven. Her spare time is spent mostly with her family but she still finds time for her monthly cooking club, summer golf league, dining with friends and gardening around the house.
Dan Allison is the president and a principal of Brokers Clearing House. Dan began his career with graduate work in clinical and behavioral psychology. Building on his experience in that industry, he co-founded a firm that eventually employed hundreds of people and served countless families in the Midwest whose children were suffering with serious mental health issues. After selling that company, Dan started the Feedback Marketing Group and provided consulting services to many of the most successful wealth management companies in the world who sought his advice on building a successful, relationship-driven business and engaging clients in the referral process. Through the Feedback Marketing Group, Dan has spoken throughout the world as a featured keynote speaker for firms and organizations such as AIG, TD Ameritrade, Dimensional Fund Advisors, the Million Dollar Round Table, and Top of the Table. He is using his industry knowledge as a consultant to transform the Brokers Clearing House brand into a viable solution for advisors in an ever-changing industry. Dan and his wife of 16 years, Allison Allison, have sons named Ashton and Braxton.
Seixas “Chad” Milner III was born in Atlanta, Georgia in July of 1978 and grew up in Athens, Georgia. He is married to Wendi Milner, with whom he has two very loving boys, Seixas “Sage” Milner IV and Luke Milner. Chad attended Georgia College and State University from 2007-2000 and is very active in his church, Redeemer Presbyterian, which is in his home town of Athens, GA. Chad is the fourth generation of his family to be in the business and has been the Vice President of the Senior Markets division of The Milner Group since 2001. From 2001 until present, he has grown the annuity department from 10 million in sales to over 240 million in annual annuity sales.Chad is an expert in annuity product design and has received the accreditations of Certified Senior Advisor, Certified Annuity Advisor, and Certified Annuity Specialist. Because of his dedication for the company and business, Chad has been recognized and awarded for his excellence and outstanding achievements with NAIFA-Atlanta’s 2011, 2012 and 2013 Top Advisors Under 40 Award. In 2012 Chad founded North American Senior Benefits(NASB) which is a Brokerage Agency focused on the final expense senior market. Currently NASB is the leading IMO in the final expense marketplace with over 300 career agents producing over 20 million in annual premium. NASB continues to lead the final expense market by adding over 20 new career agents each week.
For over 25 years advisors have been turning to Dan Anderson for his knowledge and guidance. Dan is a visionary and trailblazer who set out to change the world of insurance brokerage and he hasn’t looked back since. His innovative thinking and idea of creating a more personal, efficient and seamless execution of wholesale insurance transactions led to the creation of Madison Brokerage.

Before starting Madison Brokerage, Dan founded The Insurance Exchange of America, Inc., a national life insurance wholesaler in 1987. He later sold to BISYS, a publicly traded NYSE company in 2001, now CRUMP, which was acquired by BB&T in April 2012. While at BISYS he served as Executive Vice President of National Sales and assisted in acquisitions and development. Dan has been a consultant to prominent insurance carriers concerning distribution and has served on the boards of numerous life insurance companies. Dan currently serves on Advisory Boards for Legal and General, American General & Prudential and is a LifeMark Partners board member. In addition, he is a trustee for the NJ Lymphoma and Leukemia Society and is a sought out, industry speaker.
Malcolm Sklar started his 33 year insurance career in 1973 with Phoenix Mutual Life after graduating from Jacksonville University in 1972. In 1975 he joined Life Plans Unlimited, which was one of the first General Agents with Security Connecticut Life. In 1987 Malcolm became president of Life Plans and participated on the original Security Connecticut Advisory Council. Malcolm was a founding partner of LifeMark Partners, Inc., and is currently Chairman of the Board. He is also currently the President of GBS Insurance and Financial Services, the insurance and employee benefits division of Arthur J. Gallagher, which acquired Life Plans Unlimited in 2002. Malcolm has also authored many articles for trade publications and has been a featured speaker at various industry events.
Leon Huffman is the President of Huffman & Associates, an Orlando, FL based distributor of life, annuity and LTC products. Leon started his career in 1972. He has obtained CLU, ChFC, CPCU designations and is a NASD registered principal. He has served on numerous advisory boards for insurance companies. He is past president of Central Florida Chapter of CLU & ChFC, past president of Professional Association of Independent Insurance Distributors, and former board member of FFRL RE-Insurance company.