People you can count on. People you can trust.
Our Team
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Managing Partner
Benefits guru and lead innovator...Read More » -
Chief Client Officer
Grandmaster of accounts and details...Read More » -
Office Manager
Office optimizer and request handler...Read More » -
Bookeeper
Payroll regulator and bookkeeping wizard...Read More » -
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Account Manager
Serving public sector & large groups like a rockstar...Read More » -
Account Manager
Large employer customer service magician...Read More » -
Account Manager
Providing stellar service to large group employers ...Read More » -
Senior Account Manager
Superlative small group manager...Read More » -
Benefit Advocate
Patroness saint of group and employee advocacy...Read More » -
Benefit Analyst
Alchemist of proposals, benefit analysis and all things spreadsheets...Read More » -
Individual Insurance Advocate
Medicare & individual coverage dynamo...Read More » -
Individual Insurance Advocate
Chief of Medicare & individual coverage...Read More » -
Financial Advisor
Financial & wealth management prodigy...Read More » -
Financial Services Coordinator
Financial services administration mastermind...Read More » -
Playbook Strategy Consultant
Brand evangelist & community ambassador ...Read More » -
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Senior Data Scientist
The perfect application of data and comical rhetoric......Read More » -
