Directory


Direct Dial Email
Jessica Arnold New Business Administrator 704.335.4528 Email Jessica
Jill Bowermaster Director, Client Services 704.335.4520 Email Jill
Susan Catoe Personal Lines 704.335.4519 Email Susan
William Dungan Affiliate Firm Principal 757.621.2915 Email William
Kathy Habluetzel Managing Director 704.335.4518 Email Kathy
Luther Lockwood Managing Principal 704.335.4522 Email Luther
Judy Long Licensing Coordinator/Administrator 704.335.4524 Email Judy
Randy Long Managing Director 910-399-2768 Email Randy
Steve Marciniak Case Design Analyst 704.335.4531 Email Steve
Gene Meyers Managing Director 704.335.4536 Email Gene
Kristy Partin CFO 704.335.4512 Email Kristy
Terri Pope Senior Plan Administrator 704.335.4537 Email Terri
Charlotte Office:

1017 E. Morehead Street
Charlotte, NC 28204
Phone: 704-333-8461
Wilmington Office: 5101 Dunlea Court
Suite 204C
Wilmington, NC 28401
Phone: 910- 399-2768
Our office will be closed in observance of the following 2013 holidays:

New Year's Day - Tuesday, January 1
Martin Luther King Day - Monday, January 21
Memorial Day - Monday, May 27
Independence Day - Thursday, July 4
Labor Day - Monday, September 2
Thanksgiving - Thursday, November 28
Day After Thanksgiving - Friday, November 29
Christmas Eve - Tuesday, December 24
Christmas - Wednesday, December 25
1017 E. Morehead St. (Map)
Charlotte, NC 28204
Phone: 704.333.8461
Fax: 704.342.0782
MBL Advisors and their agents are presently licensed to sell traditional life insurance in AL, AK, AZ, CA, CO, CT, FL, DE, DC, GA, HI, IL, IN, KY, LA, MD, MA, MI, MN, MO, NC, NV, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WV, and WI. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance service.

Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC.
MBL Advisors is owned and operated independently from M Holdings Securities, Inc. MBL Advisors is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.