The Life & Annuity Team :: Brokers Alliance

Cayse Mersch

Senior Life Consultant

Cayse Mersch
Senior Life Consultant

What is your title and primary responsibility at Brokers Alliance?

Life Brokerage Specialist, I am responsible for case design, case management and some underwriting.

What is the best piece of professional advice you’ve ever received?

Never count on a case until it is paid.

If you could swap jobs with anyone for a day (inside of outside the company), who would it be and why?

Charles, I have always wanted to play the guitar

If you could master any skill instantly, what would it be?

Again, guitar would be good.

Do you have a favorite quote or mantra that you live by?

I create my own happiness

What's one item you always have on your desk (or in your workspace) that makes your day better?

Family pictures

Who has been a significant influence in your professional development, and why?

Joe Racich, he taught me everything I know

What’s the most unexpected or unique job that you’ve ever had?

cold calling for rodeo ticket sales

Awards & Recognitions

Louis Messina

Senior Vice President of Strategic Partnerships

Louis Messina
Senior Vice President of Strategic Partnerships

What is your Title and primary responsibility at Brokers Alliance?

Senior Vice President of Strategic Partnerships

What's one item you always have on your desk (or in your workspace) that makes your day better?

My first Fathers day gift. A picture of my son and I

What skill or talent do you have that might surprise your colleagues?

I read minds

What is one thing you absolutely need to start your day off right?

The snooze button

If you could pick any fictional character to be your friend in real life, who would it be?

Harvey Specter

What’s a book, movie, or TV show you never get tired of rewatching?

The Avengers

Awards & Recognitions

Brandon Sabagh

Senior Vice President of Strategic Partnerships

Brandon Sabagh
Senior Vice President of Strategic Partnerships

What is your title and primary responsibility at Brokers Alliance?

Agent Relationship Manager

Tell us about your hometown and family:

Born and raised in Novi, MI, a suburb of Detroit.

What is your proudest accomplishment?

Funding my schooling by working full time.

At the end of your workday, how do you measure if it has been a success?

By how tired I am. If I'm not drained, I didn't do enough.

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

Napoleon Bonaparte. He was one of the most influential historical figures and transformed many regions.

What are the top three items on your bucket list?

Backpack Europe, Build a 7 second car, Snowboard Zermatt.

What would be your “walk-up song”?

Rooster by Alice In Chains

Awards & Recognitions

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Neil Sabagh

Vice President of Strategic Partnerships

Neil Sabagh
Vice President of Strategic Partnerships

What is your Title and primary responsibility at Brokers Alliance?

Vice President of Strategic Partnerships

If you could swap jobs with anyone for a day (inside of outside the company), who would it be and why?

Elon Musk so I can send rockets into space

Do you have a favorite quote or mantra that you live by?

"Only put off until tomorrow what you are willing to die having left undone" - Pablo Picasso

What skill or talent do you have that might surprise your colleagues?

Badminton and Pickleball

Who has been a significant influence in your professional development, and why?

My father instilled in me a strong foundation in business disciplines from a young age, preparing me with the knowledge and skills to succeed in the professional world.

What is one thing you absolutely need to start your day off right?

A large cup of coffee

What’s a book, movie, or TV show you never get tired of rewatching?

Peaky Blinders

Ashley Kowalski

Vice President of Strategic Partnerships

Ashley Kowalski
Vice President of Strategic Partnerships

What is your title and primary responsibility at Brokers Alliance?

Vice President of Strategic Partnerships: Recruiting agents/agencies, building relationships, and getting stuff done!

What is the best piece of professional advice you’ve ever received?

Mindset is everything, if you don't fix your mindset you'll never achieve what you set out to do

If you could swap jobs with anyone for a day (inside of outside the company), who would it be and why?

Detective - My love of curiosity and solving mysteries. I enjoy digging deep and uncovering unsolved mysteries

If you could master any skill instantly, what would it be?

Public Speaking

Do you have a favorite quote or mantra that you live by?

"Everything is figureoutable." - Marie Forleo

What's one item you always have on your desk (or in your workspace) that makes your day better?

Picture of my Daughter when she was a baby.

What skill or talent do you have that might surprise your colleagues?

I love to write and journal, as a teen published poetry and short stories

Who has been a significant influence in your professional development, and why?

Leila Hormozi & Cody Sanchez - as powerful successful entreprenuers who both excelled in sales learning from their experience via podcast/books & interviews has made a huge difference in my professional development

What’s a cause or charity you’re passionate about?

Domestic Abuse Survivors Empowerment - Teaching Women how to not just survive but thrive.

Awards & Recognitions

Alex Heer

Vice President of Strategic Partnerships

Alex Heer
Vice President of Strategic Partnerships

What is the best piece of professional advice you’ve ever received?

Stay Humble in all endeavors

If you could swap jobs with anyone for a day (inside of outside the company), who would it be and why?

Scottie Scheffler because I love golf and he is by far the best golfer in the world right now. It would be fun to go play on some of the most amazing courses in the world

If you could master any skill instantly, what would it be?

Consistency

Do you have a favorite quote or mantra that you live by?

Hard work and perseverance are more important than talent alone

What’s a childhood dream you’ve always had (or still have)?

Become extremely finically successful so that I can bless others constantly

What’s the most unexpected or unique job that you’ve ever had?

When I was 13 years old, I was working for a farmer girdling grape vines at 5 am

Gavin Heer

Vice President of Strategic Partnerships

Gavin Heer
Vice President of Strategic Partnerships

Blake Heckendorf

Vice President of Strategic Partnerships

Blake Heckendorf
Vice President of Strategic Partnerships

Christina Wilcoxson

Vice President of Strategic Partnerships

Christina Wilcoxson
Vice President of Strategic Partnerships

Nathan Harmon

Vice President of Strategic Partnerships

Nathan Harmon
Vice President of Strategic Partnerships

Sloane Coleman

Digital Partnership Experience Coordinator

Sloane Coleman
Digital Partnership Experience Coordinator

What is your title and primary responsibility at Brokers Alliance?

I am here to help with any and all of Brokers Alliance's available technology services and resources. Reach out to me personally if you have any questions about myAdvisorCloud, myAdvisorGrids, or anything else you are struggling with and I will help you find the solution.

Tell us about your hometown and family:

Born and raised in Louisville, Kentucky. I love being in a larger city surrounded by beautiful nature, I hope to raise my own family here around family too.

What is your proudest accomplishment?

I know it sounds cliche, but I am so proud of the relationships in my life. I have a great circle of friends that have supported me for years, a big and loving family that has my back through it all, and of course, my soon-to-be husband, Jake, that motivates me more than anything. I feel the relationships you keep say a lot about a person, and I am proud to be represented by the people in my life.

At the end of your workday, how do you measure if it has been a success?

I will put forth as much effort as is needed to solve as many problems as possible, so as long as I have made someone’s day easier, I am happy.

If you could meet any one person, living or dead, at Starbucks for a coffee, who would it be and why?

I think I would have to put my Nana in a room with Julie Andrews… they are too similar for me to believe they may not be the same person. Plus, who wouldn’t want to hear the angelic voice that made ‘the Hills come alive’?!

What are the top three items on your bucket list?

My bucket list has many levels- some are easily attainable, others may take some work to reach, haha. I want to travel the world with my soon-to-be husband (10 different countries before having children, ideally), become a GREAT drummer, and my biggest goal is to start a big, happy family to share my successes with.

What would be your “walk-up song”?

Let it happen- Tame Impala

Emma Siderius

Marketing Specialist

Emma Siderius
Marketing Specialist