80 years of combined experience

Kenneth Scee, CLU CFP
Principal
Ken entered the insurance industry in 1971. He has been a member of the Suburban Maryland Life Underwriters Association for twenty-eight years, a member of the Estate Planning Council of Suburban Maryland for ten years, and a member of The Society of Financial Services Professionals for eighteen years. Ken earned the designation of Certified Financial Planner in December 2002. Ken has also served the Life Underwriters Training Council as a moderator for four different year long classes and also taught a course in Business Taxation and Planning in 1991 at The American College in Byrn Mawr, PA.

Ken has been a member of the Montgomery Village Rotary for years and was awarded a Certificate of Recognition and Appreciation in January 1989 by the Montgomery County Executive, for helping to bring the DARE (Drug Awareness Resistance Education) program to Montgomery County Public Schools.

Terry Anderson, CLU CEBS
Principal
Terry has over 27 years experience in Health and Welfare planning and extensive knowledge gained while working with large Fortune 500 companies such as Liberty Mutual Group and other major insurance carriers. Terry graduated from The American University, Washington, DC, holds her Chartered Life Underwriter (CLU), Certified Employee Benefits Specialist (CEBS) designations and has served on the board for the Society of Financial Services Professionals. She is licensed for Life, Health, and Long Term Care, Variable products and NASD Series 7 and 63.

In addition to her professional involvement, she is an active member of the Olney Rotary Club and participates in many community sponsored events such as the Montgomery General Hospital Annual Picnic, Camp Fantastic and the Redland Hunt Pony Club.

Richard Stone, CLU
Principal
Richard began his career in 1989 as an agent for New York Life. He was named a Fellow of the Life Underwriter Training Council in 1991, received the Chartered Life Underwriter Designation in 2000, served on the SMULA (Suburban Maryland Life Underwriters Association) Board of Directors from 1993 until 2001, and is currently the President of Suburban Maryland NAIFA (National Association of Insurance and Financial Advisors).

Craig Mohn, RHU
Office and Account Manager
Craig joined the team in 1989 and became licensed in life and health shortly thereafter. In pursuit of excellence, Craig attained the RHU (Registered Health Underwriter) designation, in 1996. Craig diligently maintains his membership with the local Greater Washington Association of Health Underwriters. He takes his ability to serve and satisfy the customer seriously, and his knowledge and expertise have long been creditable assets to Lifetime Benefits.