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About The Nautilus Group®

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The Nautilus Group^® is an exclusive resource accessible to Member Agents working with affluent, high net worth and business owner clients. Nautilus provides a range of consultative services and technical case design to support its Member Agents in presenting estate, business, charitable, insurance and retirement strategies to their clients and their clients' advisors in these key areas: Family Protection, Estate and Legacy Planning, Business Succession and Exit Planning, Executive Benefits, and Philanthropy.

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Since every client has unique requirements, The Nautilus Group^® staff and its Member Agents employ an individualized case development strategy, working on a team basis with the clients' professional advisors.

Member Agents of The Nautilus Group^®, through their expertise and commitment to this team approach, can provide resources, services and solutions that help their clients work with their own professional advisors to attain clarity on their financial situation and also help achieve their business and estate planning objectives.

This consultative process fosters an understanding between the client, the Nautilus Member Agent, and the client's circle of advisors. Working hand in hand with the Nautilus staff, Member Agents present their clients with state-of-the-art planning strategies and customized case analyses designed to meet the clients' complex objectives. The one-on-one case design process used by Nautilus is tailored to the unique requirements of each client, achieving a better understanding of the complex needs and goals of each individual.

The Nautilus Group^® is located in Dallas, TX and is staffed by an elite team of professionals experienced in law, taxation, accounting, business, insurance, finance and philanthropic planning. This team provides dedicated support for Nautilus Member Agents, an elite group of experienced insurance and financial industry leaders, firmly committed to a team planning concept.

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^{The Nautilus Group® is a service of New York Life Insurance Company. Neither The Nautilus Group®, its member agents, nor its staff provide tax, legal or accounting advice. Clients are urged to seek the advice of their own professional advisors before implementing any planning strategies.}

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Mark Scozzafava

Vice President and CEO

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Mark Scozzafava, is a Vice President and CEO of The Nautilus Group. He is responsible for the estate planning practice at New York Life, helping to provide resources and tools to support agents working in the affluent and high net worth markets. Mark joined New York Life in 2006 and has had several roles throughout his career across multiple product lines and disciplines. Prior to joining New York Life, Mark had various financial planning and analysis roles. Mark earned his BA from the University of Michigan and an MBA from Columbia Business School. He has the series 7, 24, and 66 designations from FINRA and a certificate in management from the Harvard Business School.

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Kathryn Rodgers, JD, LL.M.

Professional Consultant Leadership Team

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Kathryn Rodgers, JD, LL.M., has been with Nautilus since 2007. As a member of the leadership team, she oversees the professional consultants and works with Nautilus members to develop sophisticated estate distribution and business planning presentations for high-net-worth clients. She also provides research on personal, estate, and business planning issues. Prior to joining Nautilus, Kathryn worked as a manager at a local accounting firm where she assisted clients with various tax compliance issues. Kathryn received her Bachelor of Science in accounting from Louisiana State University in Baton Rouge, her Juris Doctor from St. Mary’s University in San Antonio, and her LL.M. in taxation from Southern Methodist University in Dallas.

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R. Matthew Pate, JD, LL.M.

Nautilus Plus Prof. Consultant Leadership Team

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R. Matthew Pate, JD, LL.M., joined The Nautilus Group in 2004 and currently leads the Nautilus Plus department, supporting New York Life’s top agents and their ultra-high net worth clients. He applies his extensive experience in estate, business, and philanthropic planning to provide creative and unique solutions to complex tax and insurance planning situations. Matt graduated from Georgetown University in Washington, DC, and returned to his native Texas to obtain his Juris Doctor from the University of Texas and LL.M. in taxation from Southern Methodist University.

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Rob Shapard, CLU^®

Finance and Technology Leadership Team

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Rob Shapard, CLU®, joined The Nautilus Group in 2013 and serves as leader of the technology team and head of financial operations. He supports Nautilus members and various internal departments working with the IT team to maintain and develop technology solutions within Nautilus systems, bridging the conversation between technology and the business areas, and providing business and financial analytics. Rob has more than 25 years of experience leading customer sales/service operations, managing projects, and analyzing data for the financial services industry. He earned a Bachelor of Business Administration in finance from Texas Christian University in Fort Worth.

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Sarah Frances Trampe, MBA

Practice Management & Marketing Leadership Team

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Sarah Frances Trampe, MBA, joined Nautilus in 2010 and manages the the Practice Management Model Office program. She assists Nautilus members and their associates in developing back-office efficiency, annual business planning, and strategic marketing. Additionally, she works with Nautilus members and associates in locating general human resources and staff development materials. Sarah Frances holds a Master of Business Administration with a concentration in marketing management from The Johns Hopkins University in Baltimore, MD, and a Bachelor of Science in international trade and finance from Louisiana State University in Baton Rouge.

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Ife Adesola, JD, MBA

Professional Consultant

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Ife Adesola, JD, MBA, joined The Nautilus Group in 2024 as a professional consultant bringing extensive experience in business succession planning, estate and retirement planning, and international estate planning to assist member agents with the development of advanced planning strategies for their clients. Before joining Nautilus, Ife worked with high-net-worth individuals, businesses, and families in designing sophisticated estate and tax planning strategies. She earned her bachelor’s of law degree from Nigeria and is licensed to practice law in Texas. She holds a Master of Business Administration from the Texas Woman’s University where she graduated summa cum laude. Ife is a member of the State Bar of Texas.

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Robert Ahearn, JD, LL.M., CFP^®, CLU^®, ChFC^®, CRPC^®

Professional Consultant

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Robert Ahearn, JD, LL.M., CFP®, CLU®, ChFC®, CRPC®, joined The Nautilus Group in 2016 as a professional consultant, bringing substantial business, legal, and tax experience to assist Nautilus member agents with the development of advanced planning strategies for their clients. Prior to that, Robert worked with high-net-worth individuals, closely held businesses, farmers and ranchers, private foundations, and public charities in both corporate and private practice environments. He earned a Bachelor of Science in Business Administration from the Boston University School of Management, a Juris Doctor from the Suffolk University Law School in Boston, and a LL.M. in taxation from the Boston University School of Law. Robert is a member of the State Bars of Arizona, California, and Massachusetts, and a member of the Estate Planning Council of North Texas. He holds the FINRA Series 7 and 66 licenses.

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Darla Bean, ALMI

Marketing, Meetings, & Agent Development

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Darla L. Bean, ALMI, started at Nautilus in 2001 to help develop the Model Office program. In 2010, her focus shifted to working on company-wide marketing initiatives and advisor events, meetings planning, and assisting member agents and their staff with Nautilus marketing assets. She also serves as editor for all Nautilus publications. Darla graduated summa cum laude with a Bachelor of Science in mass communications from Texas Woman’s University in Denton, TX.

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Randolph J. Buchanan, JD, CPA, LL.M.

Professional Consultant

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Randolph J. Buchanan, JD, CPA, LL.M., joined The Nautilus Group in 2021 as a case consultant. Prior to that, he worked in private practice drafting various estate planning and corporate formation documents. Randolph also has worked at the IRS Office of Chief Counsel, where he drafted numerous tax court litigation documents, and at two public accounting firms, where he assisted clients with various tax compliance issues. Randolph graduated cum laude with a Bachelor of Business Administration and a master’s degree in professional accounting from the University of Texas at Austin. He earned his Juris Doctor from Southern Methodist University in Dallas and his LL.M. in taxation from New York University in New York City.

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Tiffany Delaney, CP

Professional Consultant

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Tiffany Delaney, CP, joined The Nautilus Group in 2016 as a paralegal. Prior to that, she worked in private practice in California helping clients establish comprehensive estate plans. Her experience includes estate and business planning, estate administration, probate, and a background in class action employment law. Tiffany graduated from San Diego State University with a Bachelor of Arts in communications. She then completed her paralegal studies at the University of San Diego in 2010 and received her Certified Paralegal credentials in 2016.

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Ashley Ellis, MBA

Finance

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Ashley Ellis, MBA, joined The Nautilus Group in 2023 as the Corporate Vice President of Financial Operations, bringing more than six years of accounting, finance, and analytical experience in the life insurance industry. She graduated cum laude with a bachelor’s in marketing and an MBA concentration in finance from Southern Illinois University.

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Daphna Freeman, MA

Technology

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Daphna Freeman, MA, joined The Nautilus Group in 2022 as a senior associate with the information technology department. She has more than 10 years of experience in IT support from the public and private sector and has worked with large corporations supporting as many as 1000+ users. Daphna is a graduate from Dallas Baptist University with a Master of Arts in management information systems and a Bachelor of Science from The University of Southern Mississippi in Hattiesburg. She has several IT certifications.

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Cassie Garrett

Administration

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Cassie Garrett joined The Nautilus Group in 2022 as a senior specialist, bringing a strong background in client relations and hospitality management. Cassie primarily supports the case development team by ensuring final proposals meet quality standards. Additionally, she provides guidance and technical support to Nautilus members in submitting cases via Nautilus Gateway and utilizing Nautilus technical content. Cassie has an Associate’s degree in applied science from McLennan Community College in Waco, TX.

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Scott Garrison, JD

Professional Consultant

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Scott Garrison, JD, joined The Nautilus Group in 2015 as a professional consultant. Before joining Nautilus, he worked in private practice primarily focusing on estate, business, and tax planning matters for individuals, families, and business owners. His background includes more than ten years of experience in estate, tax, and business planning, as well as other legal practice areas, including real estate transactions, oil and gas negotiations, civil litigation, and probate administration. Scott earned his Bachelor of Arts in English at Texas Christian University in Fort Worth and his Juris Doctor from Texas A&M University School of Law.

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Jasmine C. Johnson, MA

Practice Management

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Jasmine C. Johnson, MA, is an associate on the Practice Management Model Office team. She joined The Nautilus Group in 2022, bringing journalism and marketing experience. The Dallas native earned her Master of Arts in journalism from the University of North Texas in Denton and her Bachelor of Arts in journalism at the University of Texas at Austin.

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Michelle M. Kenyon, JD, CLU^®

Nautilus Plus Prof. Consultant

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Michelle M. Kenyon, JD, CLU®, joined The Nautilus Group in 2009 to provide personalized consultative services for Nautilus Plus members. Michelle’s professional experience includes estate planning, mergers and acquisitions, taxation, tax controversy, and general corporate matters. Michelle graduated magna cum laude with a Bachelor of Business Administration in accounting from Texas Christian University in Fort Worth, and she holds a Juris Doctor from Pepperdine University School of Law in Los Angeles County. Michelle is a member of the State Bars of Georgia and Texas and is licensed as a Certified Public Accountant by the Texas State Board of Public Accountancy.

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Michelle Martinez

Administration

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Michelle Martinez joined Nautilus in 2014 as a liaison for clients, callers, and visitors. She has a strong background in customer service and has worked with clients in the service industry and training other offices in client service areas. In addition to assisting guests and management in an administrative capacity, Michelle also supports the case development team by ensuring final proposals meet quality standards. Additionally, she provides guidance and technical support to Nautilus members in submitting cases via Nautilus Gateway and utilizing Nautilus technical content.

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William Micoff

Technology

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William Micoff started at New York Life’s Advanced Planning Group in 2006 and joined The Nautilus Group in 2011. He has more than two decades of experience as a systems technician and Microsoft SQL DBA, Visual Basic, VB.NET, ASP, NET, Flash, and HTML developer. Prior to joining New York Life, he worked for Intuit on its flagship business tax software and for Lacerte as a developer and software support engineer. Bill has been a member of the Microsoft Developer Network since 1998.

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Jamie Moore

Marketing, Meetings & Agent Development

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Jamie Moore joined New York Life in April 2025 and currently serves as Senior Associate, Advanced Market Support for The Nautilus Group^®. She has 30 years of experience in marketing, communications, public relations, advertising, events, and business development across a diverse range of industries, including technology, real estate, beauty packaging, manufacturing, radio and television, and wholesale trade. Her career spans both the for-profit and non-profit sectors. In addition to her professional accomplishments, Jamie is a dedicated lifelong volunteer, having served in various leadership roles and as a founding or charter member of several nonprofit organizations.

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Ashley Riley, ALMI

Administration

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Ashley Riley, ALMI joined The Nautilus Group in 2023 after serving seven years at the New York Life Dallas General Office as a new business case manager. She primarily supports the case development team by ensuring final proposals meet quality standards. Additionally, she provides guidance and technical support to Nautilus members in submitting cases via the Nautilus Gateway and utilizing Nautilus technical content. Ashley is a published author, has a bachelor’s degree in history and education from the University of Texas at Dallas, and has earned the Associate, Life Management Institute designation from LOMA.

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Yvonne St. John, JD

Professional Consultant

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Yvonne St. John, JD, is a professional consultant at The Nautilus Group where she collaborates with top insurance and financial industry leaders to provide expert guidance and solutions. With more than a decade of legal experience, including trusts and estates planning, probate and administration, litigation, taxation, and guardianships, Yvonne supports Nautilus Member and their high-net-worth clients in preserving and managing their family and business legacies. Her expertise also extends to real estate transactions, ensuring a comprehensive understanding of complex financial and legal matters. Yvonne earned a Juris Doctorate from Pace University School of Law and a Bachelor of Arts in Sociology from New York University.

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Arthur Reed Snyder Jr, JD

Professional Consultant

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Arthur Reed Snyder Jr., JD, joined The Nautilus Group in 2019 as a professional consultant, bringing 30 years of experience as an accountant and more than 20 years of experience as an attorney in private practice where he served the estate and business planning needs of high-net-worth clients and assisted with various income tax matters, including income tax planning strategies and compliance as well as tax controversy representation. Reed earned his Bachelor of Science in accounting at the University of North Texas in Denton and his Doctor of Jurisprudence from Texas Tech University School of Law in Lubbock. Reed is licensed to practice law in Texas and is admitted to practice before the bar of the U.S. Court of Federal Claims, U.S. Tax Court, and the Supreme Court of the United States. He is a former Marine.

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Eva Stark, JD, LL.M.

Professional Consultant

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Eva Stark, JD, LL.M., joined The Nautilus Group in 2014 as a professional consultant to assist member agents with the development of estate and business planning cases. Prior to joining Nautilus, Eva worked in private practice in tax controversy, business law, and litigation. Eva graduated summa cum laude with a Bachelor of Science in economics and finance from The University of Texas at Dallas. She earned her Juris Doctor, with honors, from Southern Methodist University in Dallas, where she served as a student attorney and chief counsel at the SMU Federal Taxpayers Clinic. She received her LL.M. in taxation from Georgetown University Law Center in Washington, D.C.

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Geoffrey Turvey, JD, CPA

Professional Consultant

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Geoffrey Turvey, JD, CPA, joined The Nautilus Group in 2020 as a professional consultant to assist agents with income tax planning strategies, business valuation, and general estate and business planning issues. Before joining Nautilus, Geoff worked in international public accounting firms in Oklahoma City and Dallas-Fort Worth, providing tax planning and compliance services to public and privately held clients in the energy and investment management industries. Geoff graduated cum laude with a Bachelor of Science in business administration in accounting from Oklahoma State University in Stillwater and earned his Doctor of Jurisprudence from Vanderbilt University Law School in Nashville, TN. Geoff is a Certified Public Accountant licensed by the Oklahoma Accountancy Board and Texas State Board of Public Accountancy and is a Certified Exit Planning Advisor.

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