John Cleveland, CLU
John Cleveland, CLU

Partner, CFO
Employee Benefits Consultant

Michelle Maher
Michelle Maher

Partner, COO
Employee Benefits Consultant

Chris Schneeman, CLU, ChFC, RHU
Chris Schneeman, CLU, ChFC, RHU

Partner, CEO
Employee Benefits Consultant

Tony Black, RPA, AIF
Tony Black, RPA, AIF

CEFEX-Certified Retirement Plan Advisor

Tony Cleveland
Tony Cleveland

Employee Benefits Consultant

Dan Schneeman
Dan Schneeman

Employee Benefits Consultant

Matt Voecks, RPA, AIF
Matt Voecks, RPA, AIF

CEFEX-Certified Retirement Plan Advisor

Pat Blyth, RHU, REBC, DIA, LTCP
Pat Blyth, RHU, REBC, DIA, LTCP

Marketing Representative

David Budin
David Budin

Bookkeeper and Marketing Support Specialist

Mary Capra
Mary Capra

Account Service Representative

Deanna Dembouski
Deanna Dembouski

Assistant Account Manager

Tyanne Grant
Tyanne Grant

Assistant Account Manager

Laura Kosmicki
Laura Kosmicki

Employee Benefits Account Manager

Pam Kratky
Pam Kratky

Account Service Representative, Individual Insurance Specialist

Karwyn Meyer, GBA
Karwyn Meyer, GBA

Senior Employee Benefits Account Manager

Herbert Roldan Vernon
Herbert Roldan Vernon

Account Service Representative

Jennifer Steinbaugh, CEBS
Jennifer Steinbaugh, CEBS

Senior Employee Benefits Account Manager

Nancy Stone
Nancy Stone

Senior Employee Benefits Account Manager

Britney Tran
Britney Tran

Assistant Account Manager

Janet Walker
Janet Walker

Individual Insurance Specialist

Julie Mae Winter
Julie Mae Winter

Director of Account Services