LAAHU Mentoring Directory

The following individuals listed below have volunteered to Mentor other LAAHU Members in the areas of expertise listed adjacent to their names. If you wish to add your name and skills to this valuable tool, please contact us at

Keith Blackmer

Sales & Marketing

Susan Blais, LTCP

LTCI Marketing

Joan Bumgarner

Small Group Sales

Shari Caprio, CLU, ChFC

Getting Started in Small Group

Kathy Dibble, MPA

Health Ins. 101/Bus. Plans, Selling Group, AB1672

Ken Doyle, MBA

Sales, Marketing & Strategic Planning

Helene Freedman, RHU

Regulatory Compliance

Dede Kennedy-Simington, LPRT 

Starting Out as an Independent Agent

Carla Magarity, CLU, RHU

Dress for Success

Monte Merken, DFP, LPRT, LUTCF

D.I./Int’l Maj. Med./Bus.Buy-In-Out, Cross Mktg.


Joseph Navarro, CSA

Marketing & Sales Training

Ross Pendergraft

Corporate Wellness Programs

M. D. Sam Smith, CFP

State Programs, Community Health

David Style

Self Insured Plans