The McInnes Group story and our achievements would not be possible, if not for our exceptional people.

OUR EXECUTIVE TEAM

Matt McInnes, President & Chief Executive Officer
Matt McInnes, President & Chief Executive Officer
Second-generation leader guiding McInnes Group with vision, discipline, and a deep commitment to client trust. Matt oversees strategy, operations, and performance across all business lines. He’s passionate about legacy, leadership, and serving the community through heart health advocacy.
Scott Sachse, Vice President & Chief Marketing Officer
Scott Sachse, Vice President & Chief Marketing Officer
Scott leads marketing and business development efforts while advising employers on innovative, cost-effective benefit strategies. He’s known for his consultative approach, industry insight, and ability to design tailored plans that create long-term value for clients and their teams.
J. Duncan McInnes, IV, CLU®, Chairman of the Board
J. Duncan McInnes, IV, CLU®, Chairman of the Board
Founder of McInnes Group and a lifelong leader in financial services, Duncan provides strategic guidance and long-term vision for the firm. With over 50 years of industry experience, he’s known for his enduring commitment to clients, community, and family.
Sunny Foutes, Chief Financial Officer
Sunny Foutes, Chief Financial Officer
Sunny oversees the firm’s financial strategy, operations, and corporate services, including HR, IT, and administration. She brings decades of experience in financial leadership and process innovation from DST and Broadridge. Sunny is dedicated to supporting sustainable growth and operational excellence at every level of the organization.
Dennis Maggart, EVP, McInnes Group & President, McInnes Maggart Consulting Group
Dennis Maggart, EVP, McInnes Group & President, McInnes Maggart Consulting Group
Dennis leads benefit strategy and compliance innovation for employers of all sizes, with deep experience in cost containment and alternative funding. Known for his client-first approach and regulatory insight, he crafts custom solutions that balance financial impact with employee satisfaction.
Bill Stoddart, CLU®, Vice President, Financial Services
Bill Stoddart, CLU®, Vice President, Financial Services
Bill brings decades of leadership in life insurance, estate planning, and executive benefit strategies for high-net-worth clients and business owners. With deep knowledge in COLI and wealth accumulation, he guides clients through complex planning with clarity and confidence.

OUR ADVISORS & CONSULTANTS

Shawn Barber, Vice President, Business Development
Shawn Barber, Vice President, Business Development
A former Kansas City Chiefs linebacker turned community leader, Shawn brings his team-first mindset and passion for service to driving new relationships at McInnes Group. He’s known for his leadership, energy, and commitment to building lasting connections.
Lance Zimmerman, Director of Retirement Plan Services
Lance Zimmerman, Director of Retirement Plan Services
With nearly three decades in retirement plan management, Lance helps employers design plans that support compliance, governance, and meaningful employee outcomes. He’s known for building strong relationships and delivering tailored solutions that drive long-term retirement success.
Rick Boyd, Executive Sales Consultant
Rick Boyd, Executive Sales Consultant
With experience in provider contracting, operations consulting, and project management, Rick brings a strategic mindset to every client engagement. He’s known for solving complex challenges with clarity, precision, and a client-focused approach.
Carter Howes, Senior Consultant, Retirement & Benefits
Carter Howes, Senior Consultant, Retirement & Benefits
A former college athlete with a finance and MBA background, Carter helps clients navigate retirement and benefit plans with energy and precision. Known for his drive and attention to detail, he supports both plan administration and business development.
Jarrod Cochran, Executive Sales Consultant
Jarrod Cochran, Executive Sales Consultant
With over 14 years in insurance and finance, Jarrod designs flexible, client-specific benefit strategies for businesses of all sizes. He’s known for his loyalty, hands-on service, and dedication to building lasting relationships.
Deanna McCabe, Executive Sales Consultant
Deanna McCabe, Executive Sales Consultant
Deanna specializes in Voluntary Benefits and Medicare, helping employers enhance their offerings and employees make informed choices. Known for her hands-on care and deep industry knowledge, she’s a trusted advisor to clients and colleagues alike.
John Pence, Executive Sales Consultant
John Pence, Executive Sales Consultant
With 20 years in healthcare and insurance, John brings extensive knowledge in group benefits, provider networks, and stop-loss coverage. He’s a trusted advisor to businesses and medical professionals alike, including physicians seeking malpractice coverage solutions.
David Woodring, Executive Sales Consultant
David Woodring, Executive Sales Consultant
With a background in commercial real estate and corporate leadership, Dave brings strategic insight and trusted guidance to benefits and financial planning. Known for his attention to detail and collaborative style, he delivers tailored solutions built on listening first.
Jeremy Woydziak, Executive Sales Consultant
Jeremy Woydziak, Executive Sales Consultant
With 17 years in financial services and a passion for education, Jeremy helps employers design benefit plans that are informed, effective, and people focused. He’s known for building long-term relationships and bringing fresh, strategic ideas to the table.

OUR CLIENT MANAGEMENT TEAM

Abbey Ness, Executive Director of Staff & Client Support
Abbey Ness, Executive Director of Staff & Client Support
With over 20 years in the insurance industry, Abbey leads the client management team with a focus on service, strategy, and strong relationships. She’s known for delivering responsive, reliable support and guiding employers to smarter benefit decisions.
Sherri Grant, Account Executive
Sherri Grant, Account Executive
With over 25 years in employee benefits, Sherri brings extensive knowledge in compliance, EDI, and client service. She’s known for her detail-driven approach and dedication to solving complex challenges with care and efficiency.
Julie Thompson, Underwriting Account Manager
Julie Thompson, Underwriting Account Manager
Julie oversees complex underwriting across life, disability, and long-term care cases, balancing risk analysis with client advocacy. With experience spanning global insurers and small business, she brings precision, responsiveness, and deep industry knowledge to every case.
S. Jane Limbach, Account Manager
S. Jane Limbach, Account Manager
With over 20 years in employee benefits, Jane is known for her organization, resourcefulness, and commitment to top-tier client service. She supports both clients and colleagues with precision, clear communication, and a solution-driven mindset.
Russell Williams, Account Manager
Russell Williams, Account Manager
Russell supports small group clients with speed, accuracy, and a passion for service. With a background in marketing and a team mindset from his days as a college athlete, he brings energy, focus, and innovation to every client interaction.
Austin Dreiling, Account Manager
Austin Dreiling, Account Manager
With over a decade of experience serving K-12 school clients, Austin brings insight, responsiveness, and a passion for education to every partnership. Known for his strong communication and service-first mindset, he helps schools navigate benefits with confidence.
Ashley Boeger, Account Manager
Ashley Boeger, Account Manager
Ashley draws on her hospitality and account management background to deliver responsive, people-first service to every client. She brings energy, empathy, and a commitment to doing what’s right in every interaction.
Jayden Ralston, Account Manager
Jayden Ralston, Account Manager
Jayden specializes in strategic benefits management, combining attention to detail, strong communication, and cross-industry experience. She helps clients design and implement solutions that are efficient, effective, and relationship-driven.
Aileem Waddell, Accountant
Aileem Waddell, Accountant
Aileem brings financial precision and a global hospitality background to her role, with strengths in operations, communication, and cross-cultural connection. Bilingual and detail-oriented, she enhances both client service and internal collaboration.
Jennifer Childs, Account Administrator
Jennifer Childs, Account Administrator
With over 20 years in administrative and insurance support, Jennifer combines precision, professionalism, and a client-first mindset. Licensed in life and health, she brings knowledge and dedication to every task she takes on.
Mary Ahrens Planet, Account Administrator
Mary Ahrens Planet, Account Administrator
Mary brings a background in teaching and management to her client service role, known for her care, precision, and creativity. She supports the account team with thoughtful coordination and a passion for delivering exceptional experiences.