OCI ADMINISTRATIVE ACTIONS NATHAN HOUDEK
Commissioner of Insurance
Madison, WI—OCI has taken the following administrative actions. In many of these cases the respondent denied the allegations but consented to the action taken. Any forfeitures paid in these administrative actions are deposited in the Common School Fund which is administered by the Board of Commissioners of Public Lands. The earnings from this fund are distributed to all public K-12 schools in Wisconsin and are used by school libraries to purchase books. Copies of the administrative action orders may be viewed online at https://ociaccess. oci.wi.gov/OrderInfo/OrdInfo.oci.
AUGUST 2022 Allegations & Actions Against Agents
Andora L. Ayala, S1643 County Rd. WD, Reedsburg, WI 53959, had her insurance license revoked. This action was taken based on allegations of owing delinquent Wisconsin taxes. Tom L. Barton, 784 Summit Ave., Oconomowoc, WI 53066, agreed to pay a forfeiture of $3,000.00. This action was taken based on allegations of providing unfair inducements in the solicitation of insurance business, using a prohibited senior-specific certification designation, and recommending an unsuitable annuity transaction. Teresa Bergemann, 4169 Hanover Dr., DeForest, WI 53532, had her application for an insurance license denied for 31 days. This action was taken based on allegations of failing to disclose criminal cases on a licensing application. Melissa N. Cabrera, 610 Edith Blvd. SE, Albuquerque, NM 87102, was ordered to pay a forfeiture of $500.00. This action was taken based on allegations of failing to timely report to OCI administrative actions taken by the states of Indiana, Illinois, and North Carolina. Julia Chavis, 13922 Painted Bunting Ln., Riverview, FL 33579, was ordered to pay a forfeiture of $750.00. This action was taken based on allegations of failing to timely report to OCI administrative actions taken by the states of Indiana, Nevada, Washington, Ohio, California, and Louisiana, and failing to disclose a criminal conviction on a licensing application. Jeremy Clickner, 4530 Richmond Rd., Cleveland, OH 44128, was ordered to pay a forfeiture of $500.00. This action was taken based on allegations of failing to timely report to OCI administrative actions taken by the states of South Dakota, New Mexico, Washington, and Louisiana. Brandon S. Edwards, 3132 N Ballard Rd., Apt. 24, Appleton, WI 54911, had his insurance license revoked. This action was taken based on allegations of owing delinquent Wisconsin taxes. James S. Farmer, 24935 125th St., Trevor, WI 53179, had his insurance license revoked. This action was taken based on allegations of owing delinquent Wisconsin taxes. Patricia A. Finch-Junk, N9199 US Hwy 12, Merrillan, WI 54754, had her insurance license revoked. This action was taken based on allegations of owing delinquent Wisconsin taxes. Christopher J. Firgens, W206N17471 Hidden Creek Rd., Jackson, WI 53037, had his insurance license revoked. This action was taken based on allegations of owing delinquent Wisconsin taxes. Mary B. Fleege, 5251 S Honey Creek Dr., Greenfield, WI 53221,
had her insurance license revoked. This action was taken based on allegations of owing delinquent Wisconsin taxes. Lewis W. Frankel, Lewis-Chester Associates, Inc., 119 Summit Ave., Summit, NJ 07901, was ordered to pay a forfeiture of $500.00. This action was taken based on allegations of failing to timely report to OCI administrative actions taken by the states of Illinois, Washington, and West Virginia. Angela Frea, 413 Church Ave., Casco, WI 54205, had her application for additional insurance authority denied for 31 days. This action was taken based on allegations of failing to respond promptly to inquiries from OCI and failing to disclose a criminal charge on a licensing application. Marvin Fry, 3220 W Ina Rd., Apt. 21103, Tucson, AZ 85741, had his insurance license revoked. This action was taken based on allegations of owing delinquent Wisconsin taxes. Shante R. Gaines, 5013 Abbydale Ct., Louisville, KY 40229, had her application for an insurance license denied. This action was taken based on allegations of failing to complete a licensing application and failing to respond promptly to inquiries from OCI. Beth A. Gilbertson, 1325 Burning Wood Way, Madison, WI 53704, had her insurance license revoked. This action was taken based on allegations of owing delinquent Wisconsin taxes. Keilen Gordon, 12707 Ashford Knoll Dr., Houston, TX 77082, was ordered to pay a forfeiture of $500.00. This action was taken based on allegations of failing to timely report to OCI administrative actions taken by the states of California, North Carolina, and Illinois. Victoria Jackson, 3375 Georgia St., Gary, IN 46409, was ordered to pay a forfeiture of $500.00. This action was taken based on allegations of failing to timely report to OCI administrative actions taken by the states of Indiana, Florida, New York, and Illinois. Jonah J. Lewis, 63 E Lake St, Chicago, IL 60601, agreed to pay a forfeiture of $1,500. This action was taken based on allegations of improper home solicitation of insurance policies. Sherry Mathey, PO Box 9154, Naples, FL 34102, had her insurance license revoked. This action was taken based on allegations of owing delinquent Wisconsin taxes. Morgan L. McCall, 14832 NW Expy., Piedmont, OK 73078, was ordered to pay a forfeiture of $500.00. This action was taken based on allegations of failing to timely report to OCI administrative actions taken by the states of California, Virginia, and Louisiana. Lora L. Meyer, N54W23952 Northview Dr., Lisbon, WI 53089, had her insurance license revoked. This action was taken based on allegations of owing delinquent Wisconsin taxes.
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