Midwest division
Sales and relationship management team
Retirement plans under $30 million
This sales team—including regional leads who manage and coach the team—specializes in plans under $30 million and includes internal and external sales consultants who will work with you on a daily basis for new opportunities.
Regional leads
Steve Davis
Divisional Vice President
646-753-2647
sdavis@jhancock.com
Justin Jordan
Internal Sales Director
617-572-4361
justinjordan@jhancock.com
Regional vice presidents and internal sales consultants
Bill Cartwright
Regional Vice President
Iowa and Nebraska
402-510-1769
Bill_Cartwright@jhancock.com
Kelsey Cornwell
Internal Sales Consultant
617-572-9749
Kelsey_Cornwell@jhancock.com
Jim Colby
Regional Vice President
Central Illinois and Indiana
317-540-2147
Jim_Colby@jhancock.com
Andrew O'Brien
Internal Sales Consultant
617-572-0480
ao'brien@jhancock.com
Kevin Frazier
Regional Vice President
Southern Illinois and central/eastern Missouri
314-496-0848
Kevin_Frazier@jhancock.com
Mindy Tran
Internal Sales Consultant
770-677-6640
Mindy_Tran@jhancock.com
David Hiss
Regional Vice President
Northwestern Illinois
630-853-7988
dhiss@jhancock.com
Kevin Butler
Internal Sales Consultant
617-572-0094
kbutler@jhancock.com
Bridgette Rutter
Regional Vice President
Chicago and Davenport
312-502-0186
Bridgette_Rutter@jhancock.com
Kyle Brennan
Internal Sales Consultant
617-572-1603
kbrennan@jhancock.com
Jonah Smith
Regional Vice President
Eastern Minnesota, Eau Claire, and La Crosse
612-516-4766
Jonah_Smith@jhancock.com
Greg Barrett
Internal Sales Consultant
617-663-4630
gbarrett@jhancock.com
Matt Van Egeren
Regional Vice President
Upstate Michigan and Wisconsin
414-208-6590
Matthew_VanEgeren@jhancock.com
Andrew Tysz
Internal Sales Consultant
617-663-4613
atysz@jhancock.com
John Wood
Regional Vice President
Western Minnesota, North Dakota, and South Dakota
952-237-2546
John_Wood@jhancock.com
Warren Howe
Internal Sales Consultant
617-572-9878
Warren_Howe@jhancock.com
Retirement plans over $30 million
This sales team—including regional leads who manage and coach the team—specializes in plans over $30 million and includes an internal and external sales consultant who will work with you on a daily basis for new opportunities.
Regional leads
Bill Thompson
Divisional Vice President
617-943-9128
William_Thompson@jhancock.com
Dan Toohill
Internal Sales Director
617-543-0753
dtoohill@jhancock.com
Regional vice president and internal sales consultant
Dan Dodillet
Regional Vice President
Midwest
630-215-4754
ddodillet@jhancock.com
Polly Brooks
Internal Sales Consultant
781-619-2472
pbrooks@jhancock.com
Business development directors
This group is focused on providing marketing and sales support services to financial professionals and regional vice presidents.
Mark Montgomery
612-840-4528
Mark_Montgomery@jhancock.com
Austin Erickson
773-431-9086
aerickson@jhancock.com
Strategic relationship management team
This service team will consult with you to establish plan objectives and help guide changes and improvements to achieve your goals. Regional leads manage and coach their teams to provide this personalized service and support.
Regional leads
Mark Regan
Divisional Vice President,
Strategic Relationship Management
508-828-8776
mregan@jhancock.com
Stephen Schuman
Divisional Vice President,
National Strategic Relationship Management
617-572-1785
sschuman@jhancock.com
Strategic relationship managers
-
Your strategic relationship manager (SRM) serves as your primary service contact, helping to ensure that our products and services meet your clients’ needs today and in the future. They work with all our partners to help drive better participant outcomes and improve the plan's health.
-
For group annuity contracts, you can find your SRM for each plan under your block of business summary at jh401kadvisor.com.
-
For open-architecture plans, you can find your SRM for each plan on the homepage of jhplansponsor.com.
-
You can contact the national relationship management team at 844-547-7776
or rpsrmcentral@jhancock.com.This concierge team provides comprehensive, responsive service to all financial professionals and is the primary SRM contact for financial professionals who have emerging books of business with John Hancock (under $5M).