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Human Resources

Tax Deferred Annuity - Agent List

The following companies/agents have been authorized by the Board of Trustees to offer tax-deferred annuities to the employees of Southern Illinois University. For information or to establish a salary shelter, contact the agent specified.

AIG Retirement

Ron Vieceli
P.O. Box 3363
Carbondale , IL 62902-3363

(800) 892-5558 ext 89553  
E-mail:  Ronald.Vieceli@aigretirement.com
Website:  www.aigretirement.com

AmeriPrise Financial

Doug Wilks
3814 N. Belt West
Belleville
, IL 62226-5428

(618) 355-7897  
E-mail:  Douglas.j.Wilks@ampf.com
Website:  www.americanexpress.com

American Funds

Representative:  Monte Kuhnert  
Wachovia Securities, LLC
1400 Financial Park
Carbondale , IL 62901
(618) 457-8145 
E-mail:  monte.kuhnert@agedwards.com
Website:  www.americanfunds.com   
Website:  www.agedwards.com/fc/monte.kuhnert

AXA Advisors

Robert Bundren
PO Box 1678
1020 N. Court 
Marion , IL 62959
(618) 993-2181   
Website:  www.axaonline.com 
Website:  www.axa-equitable.com
 

Citigroup SmithBarney/Quorum Consulting Group

The Noonan Grroup
Sean Fairclough, CRPS®
3201 W. White Oaks Dr., Suite 100K
Springfield , IL 62704

(800) 216-7215   
E-mail:  sean.fairclough@smithbarney.com
Website:  www.smithbarney.com

Franklin Templeton

Joel W. Sambursky
Forbes Financial Group
1160 Cedar Court
Carbondale, IL 62901
(618) 529-1940 or (888) 529-1940
E-mail: joel.sambursky@forbesfinancialonline.com
Website:  www.forbesfinancialonline.com

ING Life Insurance & Annuity Company

Robert Jilek
Midwest Financial Services
301 S. Wall, Suite A
Carbondale , IL 62902-3696
(618) 549-7321 
E-mail: 
rjilek@royalaa.com
Website:  www.ing-usa.com

Massachusetts Mutual Life Insurance Company

Stephen J. Lather
206 W. College St.
Carbondale , IL 62901

(618) 529-5656  
E-mail:  sjlather@finsvcs.com
Website:
  www.massmutual.com

Met Life

Steve Draper
95 N. Research Drive
Edwardsville, IL 62025
(618) 656-1905 Ext.117
WebSitewww.metlife.com

Resources Trust

Robert C. Jilek, CPA
Midwest Financial Services of Southern Illinois, Inc
301 S. Wall, Suite A
P.O. Box 3696
Carbondale , IL 62902-3696

(618) 549-7321
E:mailrjilek@royalaa.com

Security Benefit Life

Scott McClatchey
3200 Fishback Road
Carbondale , IL 62901

(618) 519-9344 or (866) 267-2591 
E-mail:  scott@allianceinvestmentplanning.com
WebSitewww.allianceinvestmentplanning.com
WebSite:  www.securitybenefit.com   

Sun Life Assurance Company of Canada ( U.S. )

Barbara J. Blacklock
Wachovia Securities, LLC   
1400 Financial Park   
Carbondale , IL   62901    
(618) 457-8145 
E-mail:  Barbara.blacklock@agedwards.com
WebSitewww.agedwards.com       
 
Gayla Borgognoni  
Wachovia Securities   
2015 W. Main   
Carbondale , IL   62901   
(618) 549-2444 
E-mail:  gayla.borgognoni@wachoviasec.com
WebSitewww.wachovia.com
 
Debbie Pittman  
Polar Investment Counsel, Inc.
2467 W. Main Street  
Carbondale , IL   62901   
(618) 457-5828 
E-mail:  dpittman@polarinvest1.com
WebSitewww.picicarbondale.com
 

Thrivent Financial  

Terry W. Estel
5 Bermuda Rd.
Murphysboro , IL 62966

(618) 687-9224 or (618) 687-4794 
E-mail:  terry.estel@thrivent.com
WebSitewww.thrivent.com

TIAA-CREF   Teacher's Insurance and Annuity Association
College
Retirement Equity Fund

Southern Illinois University *  
Employee Benefits  
805 S. Elizabeth St .
Carbondale , IL   62901-6520   
(618) 453-6668 
 Website:  www.tiaa-cref.org  
 
*Application and payroll deduction only.  For fund information or investment performance contact TIAA-CREF directly at 800-842-2005.
 
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