MEET THE TEAM
MEET THE TRUCHOICE OID TEAM
OF INSURANCE SPECIALISTS
This dedicated team of FINRA-registered, insurance-licensed professionals are eager and ready to help you add additional value to your client experience. Let us earn the right to be the only insurance team you will ever need.
Chief Distribution Officer
Jim draws on over 25 years of financial services sales, management, and wholesaling experience to help Registered Investment Advisors drive revenue by servicing and supporting the risk management side of their advisory business. Jim's experience in the securities and insurance industries afford him a deeper understanding of a producer's overall business model – knowledge he leverages today to help advisors identify insurance solutions that make sense for their clients. Beginning his career as an insurance agent and registered representative for Pruco Securities, Jim's talent and leadership abilities were quickly recognized. He was promoted to Branch Manager and, later, Field Director, where his success recruiting and developing financial professionals led his team to earn multiple President's Citation awards. He also earned the GAMA Award for career development. Following Pruco, Jim joined Allianz, where he held several sales leadership positions, including SVP and District Director of Sales. He also led Distribution Relationship Management, where he successfully developed and enhanced broker-dealer relationships. Jim holds his Series 7, 26, 63, and 65 registrations and currently serves as Chairman of the Board of Directors for the National Association for Fixed Annuities.
John Stanoch, MBA
OID National Account Director
John brings 18 years of experience in the financial services industry. He started his career as a registered representative with First Investors Corporation and later accepted a position with Allianz Life. In late 2002, John moved to US Allianz Securities (later known as Questar Capital Corporation), where he held multiple roles across Operations, Recruiting, and Business Development. John, serving as an Intelligence Officer with the United States Navy, took an 18-month leave of absence in late 2010 to mobilize to Kandahar, Afghanistan, supporting Operation Enduring Freedom. Upon his return in 2012, he accepted a position on the Allianz Life Variable Annuity team. John then moved to TruChoice to serve as a Branch Office Manager and Director of RIA Development.
Tom Liedl, ChFC®, RICP®, WMCP®
As an OID Specialist, Tom partners with advisors to identify insurance solutions to create more stable and predictable outcomes for their clients. Tom draws upon over a decade of financial services experience, including eight years with State Farm Insurance as an Insurance and Financial Services Representative. Tom also spent three years at Allianz Life, working with advisors to help implement annuity solutions into their practice. Tom holds his Series 6 and 63 registrations and the Charter Financial Consultant, Retirement Income Certified Professional, and Wealth Management Certified Professional designations.