The Sammons Retirement Solutions management team is comprised of seasoned professionals with decades of experience in developing financial planning solutions.
President, Sammons Institutional Group
Bill Lowe is President of Sammons Institutional Group, Inc. (SIG), a member company of Sammons Financial Group. SIG provides individual retirement solutions to financial professionals in banks and brokers/dealers through its wholesale divisions, Sammons Retirement Solutions and Midland Retirement Distributors.
With more than 35 years in the financial services industry, Bill has managed broker/dealer and retirement businesses, with a proven track record developing and distributing retirement plans, annuities, insurance, and investment solutions. Prior to joining Sammons Financial Group in 2011, Bill spent 17 years at ING in a variety of leadership roles.
Bill has a bachelor’s degree in Business Administration and Computer Science from Doane University. He has participated in executive programs at Dartmouth and the University of Chicago and completed the CEDEP General Management Program at Insead in Fontainebleau, France. He is a General Securities Principal, Investment Advisory Representative, Chartered Life Underwriter, Chartered Financial Consultant, and Fellow of the Life Management Institute.
Bill is currently on the boards of Meals from the Heartland in West Des Moines, Iowa and the Insured Retirement Institute (IRI) in Washington, D.C. In 2023, he was named the Industry Champion of Retirement Security by IRI in recognition for his service to the retirement income industry.
Vice President, Sales Administration
Stacy Bagby is Vice President, Sales Administration for Sammons Institutional Group. Joining the company in June 2011, she is responsible for all sales administration functions, including data and analytics, planning and projects, compensation and financial management, systems support, and fund revenue administration.
Prior to SIG, Stacy spent 17 years at ING in management roles spanning value-added programs, specialty markets, distributor communications, and project management. Stacy has nearly 30 years of financial services experience, starting her career as a registered representative with New England Financial.
Stacy is a graduate of AIB College of Business and holds a degree in Business Administration. She is also a graduate of Drake University's Executive Leadership Program and is a Certified Six Sigma Black Belt.
Vice President, National Sales
Greg Bonzagni is Vice President and Head of Distribution for Sammons Institutional Group. Joining the company in October 2011, he oversees all day-to-day management of the Sammons Retirement Solutions and Midland Retirement Distributors internal and external sales teams.
Prior to SIG, Greg held several positions in sales and sales management for asset management and insurance products at companies such as Principal Global Investors, ING, JP Morgan, and MFS.
Greg earned his Bachelor of Arts degree from the University of Massachusetts at Amherst and holds his Series 6, 63, 26, and 7 licenses. He is an engaging speaker on industry trends and practice management and frequently presents at industry conferences around the country.
Vice President, Business Development
Kerry Cahill is Vice President of Business Development for Sammons Institutional Group, having joined the company in November 2011. She is responsible for developing, maintaining and growing broker-dealer relationships for Sammons Retirement Solutions and Midland Retirement Distributors suite of solutions.
Prior to joining Sammons Financial Group, Kerry was with ING for 14 years where she held several roles in customer service, internal sales and business development. As a Business Development manager at ING she was responsible for broker dealer relationships for their Independent Annuity Distribution. Kerry has over 20 plus years of financial services experience.
Kerry is a graduate of Shippensburg University with a degree in Bachelor of Arts. Kerry currently holds a Series 6, 63, 26, and 65 registrations and her PA insurance license. She lives with her husband Patrick and her daughter Alexa in Bryn Mawr, PA.
Vice President, Product Development
Kirk Evans is Vice President of Security Product Development and Management for Sammons Financial Group. Joining the company in 2011, he leads the development and management of SIG’s suite of retirement solutions. In his current role, Kirk has leveraged his 30 years of insurance industry experience.
Prior to SIG, Kirk worked in valuation for various traditional insurance products and several non-traditional actuarial roles ranging from pricing investment products to hedging variable annuity risks. He has also worked overseas to aid an insurer in building out a risk management platform for their variable insurance risks.
Kirk earned a Bachelor of Arts degree with a double major in Physics and Mathematics and a minor in Philosophy from Southwest Minnesota State University. He is a Fellow of the Society of Actuaries and holds CFA and FRM designations, along with membership in the American Academy of Actuaries.
Vice President, Financial Institutions
Piera Valle serves as Vice President of Financial Institutions for Sammons Institutional Group. Joining the company in November 2024, she specializes in cultivating partnerships within the banking and financial services sectors, working with a diverse range of annuity products offered through financial professionals.
Prior to SIG, Piera spent 16 years leading strategic account development at a prominent annuity carrier, where she maximized profitable revenue growth by developing and implementing partner relationship sales strategies across various products, including annuities and mutual funds.
Piera earned her Bachelor of Science degree from Eastern Illinois University and currently holds a Series 6, 63, and Life Insurance license.
Vice President, Marketing
Molly Wendel is Vice President of Marketing. Joining the company in August 2013, she leads the vision, development, and execution of comprehensive direct marketing strategies for SIG, guiding a high-performing team responsible for integrated print and digital campaigns.
Prior to SIG, Molly worked on campaigns for NCMIC, Professional Solutions Insurance Company, American Republic Insurance Company, World Insurance Company, Future Health Software, and Meredith Corp.
Molly earned her Bachelor of Fine Arts degree from the University of Northern Iowa and holds her Series 6 license.
Contact your financial professional for additional information.
If you are a financial professional, enter an access code to sign in or call the Sammons Retirement Solutions Sales Desk at 855-624-0201.
Securities distributed by Sammons Financial Network®, LLC., member FINRA. Insurance products are issued by Midland National® Life Insurance Company (West Des Moines, IA). Sammons Institutional Group®, Inc. provides administrative services. Sammons Financial Network®, LLC., Midland National® Life Insurance Company, and Sammons Institutional Group®, Inc., are wholly owned subsidiaries of Sammons® Financial Group, Inc. Sammons Retirement Solutions® is a division of Sammons Institutional Group®, Inc.
NOT FDIC/NCUA INSURED, MAY LOSE VALUE INCLUDING LOSS OF PRINCIPAL, NO BANK/CU GUARANTEE, NOT A DEPOSIT, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.
