5350 S. Roslyn Street, Suite 310, Greenwood Village, CO 80111 | 303-740-8001 | info@auctoris.com

Our Team

Wanda J. Ballard, CLU
Wanda J. Ballard, CLU

COO | Director of Underwriting

As Chief Operating Officer, Wanda is responsible for the daily oversight and operational leadership of AUCTORIS. As Director of Underwriting, she is an advocate for negotiating offers with insurance carriers and streamlines the underwriting process for the benefit of our clients. Wanda has been with AUCTORIS since 2007.

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Mary Brackett, CPA
Mary Brackett, CPA

Controller | Certified Public Accountant

Mary serves as Controller for AUCTORIS and is a Certified Public Accountant. She is responsible for the company's financial statements, general ledger, cost accounting, payroll, accounts payable, accounts receivable, budgeting, tax compliance, and various special analyses.

Tom Brzezicki, CLU, ChFC
Tom Brzezicki, CLU, ChFC

Senior Design Advisor

Tom is a business succession and exit strategy design specialist for AUCTORIS. His vast experience, knowledge, and attention to detail allows for comprehensive and sophisticated planning ideas for our unique clients. He joined the firm in 2005, bringing 28 years of experience in financial planning, insurance products, design, sales, marketing, and advanced underwriting.

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Wendell Jay Letsinger, JD, LLM
Wendell Jay Letsinger, JD, LLM

Senior Design Advisor

As a wealth succession design specialist for AUCTORIS, Wendell applies his understanding of complex tax planning strategies, along with product knowledge, to case design and serving our affluent clients.

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Kristin McGinnis, MBA
Kristin McGinnis, MBA

Director of Communications

Kristin serves as the Director of Communications for AUCTORIS, responsible for directing internal and external communications and works diligently to build and strengthen our relationships with constituencies. Kristin joined our firm in 2011.

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Allison Rossi
Allison Rossi

Director of Client Relations

As Director of Client Relations, Allison has been commendably strengthening relationships with our clients, as well as their advisors, for over 17 years with Auctoris. She also works closely with insurance carriers and our dedicated M Financial service teams.

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Cynthia C. Smith
Cynthia C. Smith

Underwriting Case Manager

Cindy joined AUCTORIS in 2008 after seven years as an Associate Representative with Northwestern Mutual. Cindy supports Auctoris' Principals and Planners with our clients preliminary planning process, underwriting, and policy implementation.

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