Meet Our Team

Alan Wolford, CFS, CAS

Partner

Alan has specialized in the wholesale distribution of financial services products for 30 years, partnering w/advisors across multiple channels to raise more than $1.5 billion in assets. He co-founded Vision Wealth Marketing in 2019 to create a platform to engage financial advisors in a consultative manner, in order to identify the best solutions for their clients. He enjoys spending time with family, travelling & working out. He resides in Louisville, Ky with his wife, Kathy, and two children, Taylor & Nolan.

Michael Ohmstede

Regional Vice President (KY/IN/OH)

Michael Ohmstede is a Kentucky native that currently resides in Lexington, KY with his wife and daughter. He has been wholesaling annuities for 5 years and has partnered with advisers to bring in over $160+ million in premium. He is an avid Kentucky basketball/football fan and enjoys spending his free time outdoors with friends and family.

Brent Morris

Sr. Annuity Specialist

Prior to joining Vision Wealth Marketing as a Sr. Annuity Specialist , Brent was a Sr. Internal Wholesaler for Jackson National, focusing on growing advisors’ businesses through a consultative approach to retirement planning.  With over 15 years of industry experience, Brent is passionate about helping agents succeed in growing their businesses and achieving their goals. Originally from Knoxville, TN, Brent is a graduate of the University of Mississippi with a Bachelor’s degree in Business Administration.  

 

Mark Gehring

Regional Director

Mark has been in the financial services industry as an advisor for 16 years, and as a Whoelsaler for over 22 years partnering with advisors in raising nearly $3 Billion dollars in assets!  Mark currently reside in Louisville Ohio with His Bride of over 32 years, 4 daughters, 3 son-in-laws and 7 grandchildren they enjoy spending family time with! 

Keaton Fate

REGIONAL V.P.- RETIREMENT SOLUTIONS

A dedicated and results-driven individual who is passionate about helping people achieve financial stability and live their best lives. With a degree in Personal Financial Planning from Central Michigan University and hands-on experience with various financial products—all forms of annuities & hedging strategies —Keaton leverages his expertise to empower others in their financial journeys. Currently living in Denver, CO, Keaton is passionate about making a positive impact in his community through financial education and support.

Contacts

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