
Our Team
At Abacus Life we know that the foundation of any company is the people we employ. We seek out the best talent to work as part of our team. We pride ourselves on being able to understand the finer details of the cases that we take on.

Our Mission
Abacus is a leading vertically integrated alternative asset manager specializing in life insurance products. Since 2004, the company has purchased life insurance policies from consumers seeking liquidity and has actively managed those policies over time (via trading, holding, and/or servicing). With over $2.9 billion in face value of policies purchased, Abacus has helped thousands of clients maximize the value of life insurance.
Over the past 19 years, the company has built an institutionalized origination and portfolio management process that is supported by a 78-person team, long-term relationships with 78 institutional partners and 30,000 financial advisors, and the ability to operate in 49 states. The company has serviced approximately $950 million in policies and has managed assets for large asset managers and third-party investment funds. Abacus has underwritten and valued approximately $520 million of policies on behalf of third parties.
Abacus’ leadership team averages 20+ years of experience and have been innovators since the life settlements industry’s inception in the mid-90s. The company is a proud member of the Life Insurance Settlements Association (LISA) and complies with HIPAA and privacy laws to maintain and protect confidentiality of financial, health, and medical information. Abacus is also proud to be a BBB Accredited Business with an A+ rating.
Hallmarks of Our Success
Large Purchase Range
At Abacus, we purchase life insurance policies with face values ranging from $100,000 to $50 million. Ensuring that no matter how small or large your policy may be, we likely can assist you.
Unsurpassed Service
We believe in supporting and connecting with our clients during these times and we back it up with things like our Lapsesaver Program.
Policies Purchased
We are a direct buyer with excellent relationships, we can work to accommodate nearly any policy, so long as the insured is qualified.
Faster Offers
With our exclusive 24-hour pricing, Abacus is the right choice to finish your settlement as quickly as possible.

Jay Jackson
President & CEO
Sean McNealy
Managing Partner
Scott Kirby
Managing Partner
Matthew Ganovsky
Managing Partner
Shane McGonnell
Vice President
Samantha Butcher
VP of Operations
Karen Teller
VP of Finance and HR
Bill McCauley
Chief Financial Officer
Dani Theobald
Lead/General Counsel
Jeff Smith
Senior Managing Director of Marketing
Cassie Schaelling
Managing Director of Direct to Consumer
Ashleigh Hammad
Director of Sales
Stuart Little
Director of Sales
Tim Leonard
Director of IT
Courtney Pezzopane
Director of Sales - Client Direct
Efi Laina
Sales Manager – Client Direct
Daniel Brown
Account Executive
Emily Gardner
Director of Broker Services
John Aldridge
Account Executive
Liz Andree
Account Executive
Fiona Li
Account Executive
Jordan Morgan
Account Executive
Kolby Santo
Account Executive
Scott Flowers
Account Executive
Toni Riddle
Account Executive
Victoria Berezein
Account Executive
David Ward
Account Executive
Ben Schieffelin
Account Executive
Harrison Bahlow
Account Executive
Deven Patel
Account Executive
Gabe Tilford
Account Executive
Ryan Santo
Account Executive
Blake Gallimore
Marketing Specialist
Zaid Anwar
Marketing Specialist
Daniel Cusimano
Trading Specialist
Erika Blackwell
Director of Policy Acquisitions
Erica Cormany
Senior Policy Acquisition Manager
Nathan Hausmann
Policy Acquisition Manager
Denise Tanner
Policy Acquisition Manager
Megan Schulte
Policy Acquisition Manager
Krissy Lubrano
Managing Director of Operations & HR
Sherri Ballentine
Case Manager
Susan Long
Servicing Agent
Martie Aguilera
Contracts Analyst
Gaia Rose
Case Processor
Blanca Diaz
Case Processor
Anetra Draine
Case Processor
Celeste Higgins
Contracts Manager
Alexa Morales
Contracts Analyst
Nicole Lehman
Senior Contracts Analyst
Tracey Ford
Contracts Analyst
Kim Rasi
Contracts Analyst
Nathan Klawinski
Contracts Analyst
Dalton Burdette
Policy Acquisition Manager
Tammy Leach
Contracts Analyst
Win Lei
Contracts Analyst
Janine Allen
Contracts Analyst
Frank Walden
Director of Finance
Nicole Mortensen
Senior Accountant
Angie Quinn
Director of Servicing
Layne Gierke
Senior Financial Analyst
Armando Cabrera
Financial Engineer
Matthew Olivos
Web Developer
Patrick Galloway
Full Stack Developer
Shawn Petrunak
Director of Capital Markets
Kevin David
Financial Analyst
Amine Mahboub
Pricing Analyst
Matthew Vaughn
Pricing Analyst
Bradley Post
Pricing Analyst
Francisco De Miranda
Pricing Analyst
Tom MacDonald
Financial Analyst
Erin Perkins
Servicing Agent
Patti Hughes
Servicing Agent
Kiana Williams
Servicing Agent
Shaylene Mason
Servicing Agent
Corinne St Laurent
Servicing Agent
Lise Bazin
Case Processor
Samantha Whitman
Senior Accountant
Nancy Gouin
Office Manager*On Average, An Offer Is Generated 14-21 Days After Receiving An Insured’s Application. After An Offer Is Accepted Funds Are Typically Available In A Clients Bank Account Within 21 Days. These Numbers Are Based On The Most Recent Six Months Of Cases Closed By Abacus. **The Average Percent Of Face Value Paid By Abacus For A Policy Is 23.3%. This Number Can Fluctuate Greatly Based On An Individual’s Specific Impairments And Age.