Meet The Wholehan Staff
CEO, ChFC, CLU, CFP
(419) 473-2323 x224
As CEO of Wholehan Marketing, Mike has over 40 years of experience in the insurance industry. Mike is the founder of Wholehan Marketing Associates, an Independent Insurance Brokerage General Agency headquartered in Toledo, Ohio. Mike was the former President of the Toledo Life Underwriters and Life and Qualifying Member of the MDRT. He is a frequent industry speaker. Mike has built Wholehan Marketing Associates as an organization which educates, supports and provides contracts to other insurance and investment professionals throughout the United States. Mike and his wife, Gina, have raised five children, are active with the music department at Central Catholic High School and the North Cape Yacht Club.
President, Advanced Sales
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Chris has over 25 years of insurance brokerage experience. Upon returning from The Ohio State University, Chris graduated among the first class from the University of Toledo with a B.B.A. degree in Entrepreneurship, Family and Small Business. He began building Wholehan Marketing in 1991 with a single life insurance contract to offer, and has grown the company to what it is today. He started the Long-Term Care Insurance department in 1998, is a Certified Master Trainer for the LTCP designation, has presented at many industry meetings on Long-Term Care Insurance, and is active in the University of Toledo Center for Family Business. Chris oversees all aspects of Wholehan Marketing and enjoys spending time with his children, Lucas and Mallory, water skiing, snow skiing, working out, and cheering on the Buckeyes and Steelers.
Annuity Sales Manager
(419) 473-2323 x226
Tim joined Wholehan Marketing in 2005 with a wealth of experience assisting the independent agent with all their annuity needs. Tim is also a fellow graduate of the University of Toledo graduating with a Bachelors of Business Administration in Finance with a minor in Marketing in 2003. We're excited that he will complete his CFP designation in July, 2011. His “Do what he says,” attitude and experience from start to finish in any annuity situation has enabled him to build successful relationships with any type of agent.
Administrative Assistant to CEO
(419) 473-2323 x223
Becky is Assistant to Michael L. Wholehan, CEO and Owner of Wholehan Marketing. In addition, in her role as Office Manager, she is responsible for many of the operational functions of the Agency. Becky joined Wholehan Marketing in 2004 and brings over 30 years of experience providing executive level support to owners and management teams throughout the Toledo area. She is a Toledo native, attended the University of Toledo Executive Secretarial Program and holds a Human Resources Certification through the University College. She is married and has two grown sons.
Life Insurance Underwriting Manager
(419) 473-2323 x222
Linda has worked in the insurance industry since 1995 and joined Wholehan Marketing in 1999. Linda and her team manage all aspects of your submitted life cases, from initial guidance in completing life applications to placing the policy in force. Linda's expertise in prescreening cases, researching carrier options, and obtaining the desired rate class enable her to provide affordable solutions for clients, resulting in paid cases for agents. In her free time Linda enjoys travel, gardening, yoga, and painting.
Life Insurance Underwriting Specialist
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Erica joined Wholehan Marketing in 2012 and has over ten years of insurance industry experience. Her focus is on processing new life business as it enters the door, assists in making the underwriting process run smoothly, keeping agents up to date with status on their cases, and other administrative support. She is a graduate of BGSU and Lourdes College. She loves spending time with her husband, two sons, and friends. When time allows, she enjoys being outdoors, gardening, and reading a good book.
Annuity New Business Manager
(419) 473-2323 x227
Lori recently joined the Wholehan team. She has over 16 years of insurance and financial services experience in areas of customer service, training, production, and compliance. Lori will process your annuity cases from start to finish ensuring everything has been completed. She is a graduate of the University of Toledo. Lori enjoys spending time with her husband and daughter.
Licensing and Commissions Manager
(419) 473-2323 x221
Charity Sizemore, Licensing and Contracting Manager, has worked in the insurance industry since 2002. Charity joined Wholehan Marketing in 2007 and is your primary contact for licensing, contracting, and training needs. She is pursuing her Associate Degree in Business Management at Owens Community College and is a member of the Phi Theta Kappa Honor Society. Charity is also a busy mom who enjoys spending time with her son Reece.
Long Term Care New Business Specialist
(419) 473-2323 x228
Patricia K. Taylor is still known to many as Patti Wholehan. Patti joined Wholehan Marketing in 2000 as the second member of the LTCI department. She has been an integral part of the Wholehan Marketing LTCI team, handling all facets of the underwriting and administration. She obtained her LTCP designation in 2003. Patti also handles all the commissions for Wholehan Marketing. She graduated from the University of Toledo with her B.B.A. in 2004. Patti and her husband Ben live in Sylvania, Ohio, with their children, Gillian and William. She enjoys working out, jet-skiing, and cheering on the Buckeyes.
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Jayne Minger joined the Wholehan Marketing family in May 2014. She has over 20 years of office administration experience within the recruiting and staffing industry. She will be our front desk receptionist also assisting with special reports and projects.
Annuity Sales Specialist
(419) 473-2323 x225
Benjamin W. Jackson’s first experience working for Wholehan Marketing was over ten years ago – while awaiting departure for boot camp training with the US Navy, he was hired to make calls inviting local representatives to our company seminars. After four deployments on the aircraft carrier Carl Vinson, over 1000 flight hours and six years of distinguished service as a Rescue Swimmer, Ben was honorably discharged and moved to Fairfax, VA in order to study Business Administration at Northern Virginia Community College and live close to his elder brother’s family. As all roads lead to home, Ben moved back to Toledo and rejoined Wholehan Marketing in September of 2014 as a part of the annuity sales team. He finds the opportunity to assist agents and advisors in providing financial solutions for their clients to be highly rewarding. In his spare time Ben enjoys swimming, reading, taking part in community volunteer efforts and spending time in the company of family and friends.
Annuity Sales Specialist
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Christian has over 9 years of experience in sales. He is motivated, focused, and driven by the entrepreneurial environment at Wholehan Marketing. He brings value to his advisors through strategic planning, case construction, product design, generating sales ideas, and outstanding attention to detail. Christian is passionate about making a positive impact on people’s lives and offering leadership training. His personal mission is to help his advisors grow their business and become more effective business leaders in their community. Christian is life insurance licensed and is committed to providing the best service possible. In his free time, he likes to lift weights, eat tons of food, go hiking, and spend time with loved ones.
Gain Access To Our Online Tools
When you signup for our online tools, you will have 24 hour access to a wealth of tools to simplify your business. You will have access to tools such as:
- Annuity Rates
- Life Quotes
- Underwriting & Prescreening Tools
- Product Training Links & Licensing Info
- Up-to-date Forms & Application