Leadership Built for Long-Term Growth
Led by experienced partners and platform leaders focused on alignment, quality, and long-term growth.
Managing Partners
Our Managing Partners lead the vision, strategy, and long-term direction of OneLife Advisors.
Jonathan Rogers
Managing Partner
Holly Rogers
Managing Partner
Randy Graetz
Managing Partner
Misti Graetz
Managing Partner
Platform Presidents
Each platform within OneLife is led by a President — experienced leaders responsible for building, growing, and supporting their respective areas.
They play a key role in shaping strategy, supporting advisors, and ensuring each platform delivers real, long-term value.
Eric Boling
President, Workplace Partnerships
Denise Castillo
President, Lending & Real Estate Partnerships
R.J. Maki
President, Debt Solutions
Holly Rogers
President, Life & Asset Protection
Operations
Operational leadership ensures every part of the business runs smoothly — from onboarding and training to systems, reporting, and ongoing support.
This team works behind the scenes to support advisors at every stage of their growth.
Ramey Lonsberry
Executive Brokerage Manager
OneLife Specialists
OneLife Specialists provide targeted expertise across the platform — supporting advisors with client experience, advanced strategies, and specialised solutions that enhance outcomes and strengthen long-term relationships.
Natalie Elliott
Senior Client Care Specialist
Brandon Clarke
Retirement Solutions Specialist
R.J. Maki
Retirement Solutions Specialist
The OneLife Leadership Approach
The way we lead is intentional — shaped by years in the industry and a clear commitment to doing things differently.
People over production
We prioritise the people building the business — not short-term output or pressure-driven results.
Alignment over volume
We focus on long-term alignment, ensuring advisors and the platform grow together.
Clarity before action
We believe education and understanding should come before recommendation or execution.
Built to last
Every decision is made with long-term sustainability in mind — for advisors, clients, and the business.
Built for those who want to grow into leadership
As OneLife continues to grow, we’re creating opportunities for advisors to step into leadership — building within platforms, supporting others, and playing a role in shaping the future of the business.
This isn’t a fixed structure — it’s an evolving ecosystem where the right people can grow into meaningful roles over time.
Build with a team that’s built differently
If you’re looking for a platform backed by experienced leadership and designed for long-term success, let’s start a conversation.
