The Speakers
Get to know the people behind the ideas and contribute to our conversations.
Each of our thought leaders brings unique expertise, experiences, and perspectives, making every episode a valuable experience.
Brea
Brea Dantin
Retirement Plan Advisor
Brea Dantin is a retirement plan advisor and chief operations officer in the MJ Retirement department, where she advises retirement plan committees and oversees the department’s operations. Drawing on over two decades of specialized experience in retirement savings and employee benefits, Brea possesses an unparalleled ability to stay abreast of trends in the retirement plan industry. Leveraging this expertise, she assists clients in optimizing their plans for both plan sponsors and participants alike.
Brea’s interest in the financial industry led her to a career where she quickly discovered the perfect fit for her skills. A natural leader, her motivation stems from a passion for coaching those in need of financial support, and she finds continual inspiration in the challenge of guiding groups of employees toward a secure retirement.
Nicole
Nicole Yankauskas
Managing Director / Personal Financial Advisor
Nicole is passionate about building meaningful relationships with her clients. By intimately understanding her clients’ financial and personal goals, she is able to provide comprehensive counsel as one of their most trusted advisors. In this role, she provides financial planning guidance covering many areas, including retirement and cash flow planning, tax minimization, estate and wealth transfer strategies, insurance and risk management, investment selection, and asset allocation. She works closely with a team of outside advisors from various financial disciplines (accountants, attorneys, insurance agents, private bankers, etc.) and coordinates the team effort. Nicole graduated from Ball State University and joined Avalon in 2011. She earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in January 2014.
Leighann
Leighann Sargent
Director, Personal Insurance
Leighann Sargent joined the MJ team as the director of personal insurance, where she oversees MJ’s personal insurance strategy and operation and also leads the client services team. Leighann works toward improving the personal insurance value proposition and client experience while also enhancing MJ’s product and resource offerings.
Prior to joining MJ, Leighann held the position of senior vice president and regional director at a nationwide boutique risk management and property and casualty insurance agency. In that role, she was responsible for new business, risk management consulting, and maintaining business partner relationships with premier insurance carriers and financial service partners.
Eric
Eric Charles
Employee Benefits Consultant
Eric Charles joined the MJ team in 2014 as an employee benefits consultant in our Benefits Consulting department. With past experience delivering solutions for qualified defined contribution plans, Eric is a highly valued member of the team, where he focuses on consulting group clients on cost-saving benefit solutions.
Eric’s expertise lies in employee relations and communications, benefits technology, plan design and analysis, consumer-driven health plans, and prescription drug cost containment. Additionally, he has experience in the development and implementation of employer sponsored onsite clinics and wellness programs. Eric strives to provide unparalleled service by working with clients to truly understand their business and designing innovative solutions that align with the company’s corporate goals and objectives.
YOUR HOSTS
Meet the dynamic hosts behind our podcast!
With their unique blend of curiosity, and a knack for asking the right questions, they guide every conversation to spark meaningful discussions. Dive into their bios to learn more about the voices that drive our podcast and bring these engaging stories to life.
Estacia
Estacia Brandenburg
Senior Client Executive
Estacia Medlen Brandenburg, JD, is a 1999 graduate of Indiana University Bloomington and a 2004 graduate of the Indiana University Robert H. McKinney School of Law. Estacia joined MJ Sorority in 2012. She is a lifelong Hoosier and proud graduate of Indiana University and member of Alpha Gamma Delta Fraternity. When not at work, she loves spending time with her husband, Chad, two teen-age children and two Doodles.
Kit
Kit Moorman
Director of Risk Management
Kit is a graduate of DePauw University, where she joined Kappa Alpha Theta fraternity, and earned her J.D. at Indiana University’s Robert H. McKinney School of Law and a Masters in Philanthropic Studies at the Lilly Family School of Philanthropy. She has a background in strategic planning and events management, as well as experience in non-profit fundraising. In her free time she enjoys cooking, interior design and spending time with her family.
She lives in Indianapolis with her husband, Chris, their daughter, and a very well-loved doodle.
