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team ray

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“It is a privilege to be part of the growth process of a practice. I feel honored to help positively impact the lives of the individuals I work with."

ray kathawa

VP of Practice development

Ray Kathawa, M&O Marketing’s Vice President of Practice Development, has improved the business, sales techniques, and profits for hundreds of agents across the country for over a decade. Ray has worked among the nation’s most successful financial services professionals in the life insurance, fixed index annuity, and securities marketplaces.

it's time team ray helps you
meet team ray

dan malley

executive director of practice
development

ben phencie

case design specialist

Paul mcgillivray

Advanced market specialist

sarah brown

director of advisor engagement

Summer hutchinson

pr executive

Mark Hermiz

inside sales recruiter

kim smith

licensing manager

jordan maxwell

creative manager

lena dakroub

account manager

norm bald

director of life division

jason oberst

suitability & underwriting Consultant

ADam raynish

inside sales recruiter

john shaffer

dss team
Have you asked yourself lately
What's in it for you?

(248) 784-1293

ray kathawa
VP of Practice development

Ray Kathawa, M&O Marketing’s Vice President of Practice Development and the host of The Informed Advisor Podcast, has improved the businesses, sales techniques, and profits for hundreds of financial professionals across the country. Over the last two decades, Ray has worked among the nation’s most successful financial service professionals in the fixed annuity, life insurance, and securities marketplaces. Currently, Ray’s top 20 advisors average $1,820,000 in annual revenue.

He has mastered the ability to understand financial professionals’ practices, developing methods to improve them, and successfully implements those methods through proven processes. He has truly become the consultant to the consultant. His work ethic and drive are evident through the success of the agents and advisors he works with. Regardless of what your aspirations and goals are, Ray can get you there.

Consistently breaking records as one of the top product and marketing consultants in America, Ray has been recognized as the #1 wholesaler in the country for multiple
insurance carriers and distribution channels. Such is a testament to his unique talent to increase the production of the professionals he works with.

Ray is a founding member of the Independent Excellence Group, a prestigious think-tank in the financial services industry comprised of the top independent advisors in America. When not working with advisors, Ray is a committed husband and father, who spends his free time with his wife and four beautiful children.

events calendar

april, 2026

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