To provide exceptional employee benefits consulting and education to our employer clients and their individual employees enabling each to make appropriate, informed decisions regarding their benefits needs.
Joshua has been in the benefits industry for over 15 years. His enjoyment in the industry comes from finding solutions to relieve the complexities and confusion that is associated with employee benefits both for employers and employees.
When not working he enjoys time with his family in the outdoors camping, backpacking, hiking, or simply sitting under the sun.
Katie brings strong support in finance to the firm. An engineer by trade, she brings her intelligence and methodical thinking to help run the day to day.
When not working, she spends her time teaching, and growing young minds. She loves to spend time with family and appreciates a quiet evening from time to time with her husband.
VP of Sales
Shawn is a multitalented individual who brings experience in underwriting and customer management to the firm. With over a decade of experience, his wealth of knowledge affords clients peace of mind knowing they are in good hands.
When not working he enjoys anything related to the outdoors, especially when it involves his wife and kids. A kid at heart, he loves to have fun and enjoy all life has to offer.
Sr Account Executive
Lindsey is a seasoned insurance account executive with 10 years of industry experience. She thrives on customer interaction and superior service.
When not at work, she loves to spend time with her husband and children. She’s a closet gamer with a competitive spirit.
Alisa is an experienced educator and brings great expertise in interpersonal relationships as well as tenure in account management.
Outside of work, she loves to do anything outdoors, especially if it’s water related. She enjoys spending her free time shopping, reading, working out, and traveling to different countries with her husband.
Bob is known for his stern face and singular expression. He provides a listening ear and endless entertainment.