Sitzmann Morris & Lavis, an independent insurance advisory firm, has named Nathan White as its new vice president of SML Financial Services.
Mr White’s managerial responsibilities and tenure with SML will commence immediately. He had been with Great West Life since 2000 and most recently served as their regional sales director of 401(k) in their retirement services division. At SML, he will be responsible for the strategic management and production of all defined contribution plans and individual wealth management solutions. Mr White has received both his bachelor’s degree and MBA in finance from Saint Mary’s College in Moraga.
Gary Sitzmann, chairman and CEO of Sitzmann Morris & Lavis, said: Nate White is one of the most experienced, successful and respected 401(k) sales executives in the industry. He is a proven leader in the marketplace and will be a tremendous new resource for both our marketing staff and clients.