Michael F. Padon*
President and Chief Executive Officer |
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Mike Padon is President and Chief Executive Officer of The Longmont Group, Inc., a company founded more than thirty years ago. His clients benefit from his extensive professional experience and from his role as a nationally recognized leader in professional associations that govern the highly specialized field of executive benefits and wealth transfer.
Mike is Past President of the Association for Advanced Life Underwriting (AALU), a national organization with interests in tax and regulatory issues of executive benefits and wealth transfer planning. Because of his professional involvement at the national level, Mike understands current governmental rules and restrictions and stays abreast of regulatory trends and taxation issues that may affect his clients.
He is a past Chairman of the Board of Directors for the Life and Health Insurance Foundation for Education, a life-time and qualifying member of the Million Dollar Round Table, a member of the Society of Financial Services Professionals, and a member of the Houston Estate and Financial Forum.
Mike graduated from the University of Texas with a bachelor's degree in Business Administration. He has served on the Boards of the Museum of Fine Arts Houston, the Business ArtsFund of Houston, and the Houston Ballet Foundation.
Eugene M. Peeples, IV*
Vice President |
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Gene is Vice President of The Longmont Group, Inc., and has thirteen years of experience advising successful individuals, families and enterprises in the areas of individual insurance planning, estate preservation/wealth transfer, business succession and executive benefits. Gene helps clients address business, estate and personal financial objectives through the use of specialized insurance and planning strategies, working in concert with other legal, tax and financial advisors. Prior to joining The Longmont Group, Gene led the regional life insurance and executive benefits practice for a national insurance consulting organization, and before that was a principal with a local benefits and insurance advisory firm.
Gene has a Bachelor of Business Administration degree from the University of Texas-Austin and has earned the Chartered Life Underwriter (CLU) designation through The American College. He is a qualifying member of the Million Dollar Roundtable and a member of the Society of Financial Service Professionals and Houston (and National) Association of Insurance and Financial Advisors. He has served on both the Development Board and the Planned Giving Advisory Council of Texas Children's Hospital, and is past president and emeritus member of The Children's Fund, Inc.
Lark B. Howard
Senior Director, Company Sponsored Benefits |
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Lark specializes in wealth transfer and executive benefit plan design, and she develops the systems and procedures for implementing plans. She serves as a continuing resource for clients who require information and insight about plans, insurance products, and legacy planning.
She received her Bachelor of Arts degree from the University of Delaware and has completed graduate courses in Business Administration at the University of Houston.
Jackie B. Finch
Senior Marketing Assistant |
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Jackie handles a variety of tasks involving the administrative functions of the office. She confers with the Senior Director, Company Sponsored Benefits and Senior Director, Private Clients Group to create and implement reports for client projects.
She attended the University of Houston and majored in Business Administration. She has over 30 years of experience as an Executive/Marketing Assistant.
Angela D. Griffin-Hall
Senior Director, Private Client Services |
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Angie has over 25 years of financial service experience and is responsible for client relationships with our new and existing Private Clients. She is involved in all phases of these relationships from the initial underwriting process to post-sale client service needs. Angie also coordinates underwriting individual executive benefit plans. She has earned the Certified Senior Advisor Designation.
She received her Bachelor of Science degree in Education from the University of New Orleans, an LSU system school.
*Registered Representative offering securities through M Holdings Securities, Inc. A registered broker/dealer, Member /. The Longmont Group, Inc. is independently owned and operated.
++Investment Advisory Services offered through M Holdings Securities, Inc., a Registered Investment Adviser.
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