OUR ADVISORS
THE BOHANNONS
1580 Boyson Rd | Suite 1 | Hiawatha, IA 52233
Senior National Sales Director
Series 6, 63, 26, 65
Gordy graduated from the University of Iowa in 1982 with a Business Degree. After growing up in South Pasadena, California, he created a path of his own at Iowa by playing football and leading the Iowa Hawkeyes to the Rose Bowl. Upon graduation, his leadership mindset allowed him to begin building a business in the financial services industry that would become Bohannon Financial.
Since starting Bohannon Financial, he has implemented a personal philosophy of treating every client’s financial goal as his own.
Three of his sons, Jason, Matt, & Jordan are an integral part of Bohannon Financial. Jason, Matt, & Jordan are active in the business development activities and engage personally with clients.
O: 319-832-1104
gordy.bohannon@primerica.com
Regional Vice President
Series 6, 63, 26, 65
Financial Advisor
Jason graduated with a Business Degree from the University of Wisconsin in 2010. Following his graduation, he played professional basketball in Germany. He started his career in the financial services industry in 2011.
Jason’s experiences and financial insights are shared with clients to help them address critical questions about investing. In addition, he helps clients identify an investment plan and select investment strategies that can help them accumulate assets, preserve assets through risk management, and distribute retirement income.
O: 319.832.1104
jason.bohannon@primerica.com
Regional Vice President
Series 6, 63, 26, 65
Financial Advisor
Matt graduated from the University of Northern Iowa in 2016 with a degree in Finance & Accounting. Following graduation, he worked at a Big Four accounting firm. In 2017, he decided to begin his career in the financial services industry by joining Bohannon Financial.
He was drawn to the financial services industry after seeing his father, Gordy, and brother, Jason, build a business that focuses on helping clients reach their goals by helping them better understand their finances. He is committed to educating and teaching others about their financial options and helping them throughout the various phases of life.
O: 319.832.1104
mbohannon@primerica.com
Jordan Bohannon
Regional Vice President
Series 6, 63, 65
Financial Advisor
Jordan graduated from the University of Iowa in 2022. Following his graduation, he played professional basketball. In 2023, he decided to begin his career in the financial services industry by joining Bohannon Financial.
Jordan is focused on making a positive impact in the community. He saw his father, Gordy, build a business focused on putting the client first. He is committed to educating families about their financial options.
O: 319.832.1104
jbohannon@primerica.com
For additional information about an investment adviser representative, including licenses and state registrations, please visit www.BrokerCheck.com.
Iowa Advisors
1580 Boyson Rd | Suite 1 | Hiawatha, IA 52233
Barb Wiltgen
Series 6, 63, 26, 65
Financial Advisor
Barb started her career in the financial services industry in 2003. She brings her years of experience and her deep commitment to client success to each client relationship. She assists clients by providing financial education to them, and working with them to develop and implement an investment plan designed to address their individual situation. She takes pride in serving families across multiple generations. Passionate about helping people achieve financial confidence, Barb builds lasting relationships rooted in trust, understanding and care.
C: 319.329.9336
O: 319.832.1104
bwiltgen@primerica.com
Diane Martinsen
Series 6, 63, 65
Financial Advisor
Diane has been in the financial services industry since 1986. She believes in client focus, attention to each client’s individual needs and the ability to find solutions for every situation. She has a passion to help individuals of all ages and backgrounds, which has been evident throughout her career.
C: 319.480.1919
O: 319.832.1104
dmartinsen@primerica.com
Metro-Chicago Area Advisors
1400 East Touhy Ave. | Suite 170 | Des Plaines, IL 60018
Angel Sapundzhiev
Series 6, 63, 65
Financial Advisor
Angel started his career in the financial services industry in 2007. He is focused on becoming a valuable resource for every client. He helps each client develop and implement an investment plan that is designed to address their individual situation.
C: 224.522.2413
O: 847.227.5191
asapundzhiev@primerica.com
Regional Vice President
Series 6, 63, 26, 65
Financial Advisor
Esther has been in the financial services industry since 2011. She understands that each individual is in a different financial phase of their life. She provides a client-focused approach to fit each unique situation. Esther is dedicated to learning about clients’ personal goals in order to develop customized financial strategies to assist clients in achieving their unique financial goals.
C: 773.732.2223
O: 847.227.5191
erades@primerica.com
Maria Yanez
Regional Vice President
Series 6, 63, 26, 65
Financial Advisor
Maria has been in the financial services industry since 1994. She enjoys helping clients develop a personalized investment plan and assisting them in building financial security today and for generations to come.
C: 847.809.7005
O: 847.227.5191
myanez.gat07@primerica.com
Mike Marino
Series 6, 63, 26, 65
Financial Advisor
Mike has been in the financial services industry since 2008. His main objective is to help clients reach their financial goals by creating individualized plans for retirement. He is committed to being available for each client to help them stay on track. Each client’s well-being is his highest priority.
C: 773.835.8849
O: 847.227.5191
mmarino.kvle9@primerica.com
For additional information about an investment adviser representative, including licenses and state registrations, please visit www.BrokerCheck.com.
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A Primerica representative’s ability to offer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.
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