Revision: March 11, 2021
Valley View School District 365U Plan Providers List
403b – Roth 403b - 457b – 457 Roth
Representatives may also be able to provide investment opportunity in the Plan providers noted in addition to those listed by their contract information.
Plan Providers Representative Contacts:
403 (b) 403 (b) Roth 457 (b) Roth 457Stephen Oostema 708-205-0766 (cell)
Terry Pasquale 630-207-3663 (cell) [email protected]
AIG Retirement Services (formerly VALIC Financial
Advisors)
Lisa McPherson 630-277-0063 (cell)
[email protected] X X X X
Talonda Howard 630-460-4501 (cell) [email protected]
Aspire Financial Services -Morgan Stanley
Michael R. Runge 630-677-6283 (cell)
630-573-9739 (phone) 630-686-1796 (fax) X X X X
Michael Malicay 630-575-5022 [email protected] AXA Equitable Warren Suess 630-954-6853
[email protected] X X X X
Roger Nulton 630-990-3091 [email protected] Kyle Zake 630-954-6896 [email protected]
Lincoln Investment Planning Inc. Jennifer Prosise, MBA
815-729-1166 & 800-803-7600 X X X X
PenServ Plan Services
Matt Rosner
630-705-1800 ext. 228 X X X X
Richard Schlesinger J.D.
[email protected] 630-674-2358 (phone)
Voya Financial (formerly ING, Reliastar Life)
Kathy Cawley
815-729-1166 & 800-803-7600 X X X X
Archie Bragg Jr. 630-739-0101
Marie S. Knorr 815-729-1266
Waddell & Reed
Christopher Forbes, CFP
331-229-4037 (phone) 630-935-0778 (cell)
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