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Eleanor I. Johnson, CPA, CLU®, CGMA®, serves as Founding Principal and Managing Director. She is a nationally known and highly respected member of the insurance industry, holding a distinguished position on the Board of the Directors of Forum 400, an elite group limited to the nation's top-tier insurance professionals. This exclusive community fosters collaboration among high-performing life producers, cultivating an environment for sharing practical strategies and innovative ideas that positively impact client outcomes.

Johnson’s focus is on helping financial advisors, independent agents, and their clients identify and implement appropriate insurance strategies. Known for her leadership skills and technical expertise, Johnson is also highly appreciated for her ability to work with clients and their advisory teams to make complex planning concepts understandable. Clients who work with Johnson and her team are empowered to pinpoint and articulate their planning priorities, which reduces implementation time and results.

During her extensive insurance career, Johnson has served as a point-of-sale insurance professional, insurance company executive, founding partner, board member, as well as a major shareholder of Highland, where she worked for 25 years. Before returning to Highland, Johnson managed institutional account distribution at John Hancock, working across all channels.

In her spare time, Johnson enjoys skiing, hiking, golf, travel, and appreciating a great glass of wine with friends. She splits her time between her homes in Seattle and Scottsdale, Ariz., where her daughter, son-in-law, and grandsons live.

forum 400 board of directors member


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Meet the Team

Trevor Davis
Trevor Davis

Business Development Associate
P: 813.296.8168


Debbie Samuelson
Debbie Samuelson

Signature Private Client Associate
P: 206.802.2658


Amy Norton
Amy Norton

Relationship Case Manager
P: 813.296.8165


Michelle Konsky
Michelle Konsky

VP, Risk Selection & Advocacy
P: 732.718.8495


Mike Raczkowski
Mike Raczkowski

Head of Advanced Planning, Sales Support, and Underwriting
P: 205.263.9260


Nancy Simm
Nancy Simm, CLTC®, LTCP, CSA

Director, LTC & Longevity Planning
P: 860.470.0220


Lee Heidgerken
Lee Heidgerken, MBA, CLU®

Assistant Vice President, DI Distribution
P: 952.885.8621


Barb Pfeffer
Barb Pfeffer

Sr. Broker Contracting Analyst
P: 205.263.9276


Adrian Crosby
Adrian Crosby

Commissions Accountant
P: 205.263.9282



Contact me to learn how my team can help with your planning needs.

P: 602.769.5389  |  E: