
Our Team Members
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Adam McCormack
Advisor
As an Advisor I specialize in both employee benefits plans and life insurance. I excel at making sure every client has the best plan for the best price.
My goal is to thoroughly understand your needs. With this understanding, I can help you plan for now and into the future.

Bruce Hollett
Advisor / Consultant

Chanelle Chambers
Chief Compliance Officer
My goal as a CCO is to work closely with the members of our team to ensure that they are operating to deliver to best possible experience to our clients.

Danny Ballance
Advisor

Eleni Prontzos
Financial Planner

Julia Christiansen
New Business Specialist

Vidhya Arora
Advisor
As an advisor, I love working with small business owners and young families.
From uncovering your goals to making a plan to achieve them, I will work with you every step of the way to build a financial approach customised to your needs.

Anna McCormack
Administrative Assistant

Bryanna Hunter
Group Benefits Analyst
As a Group Benefits Analyst with over 5 + years of experience in customer service, I take pride in helping my team & clients achieve their goals.

Clinton Peters
Advisor

Donovan March
Director / Advisor
I strive to improve the overall client experience through enhanced efficiencies in our overall practice and client integration.

Jeff Dressler
Advisor
As an Advisor, my goal is to make a lasting impact in my clients lives through meaningful relationships and knowledgeable, holistic advice. I have a passion for working with young and new families, addressing things, such as protection, planning and future financial goals. Things that have not always been a focus in the education system.

Kyle Hornemann
Account Manager / Advisor
My top priority is guiding my clients in creating an optimal Employee Benefits Plan at the most competitive price.

Brandon Regier
Advisor

Bryn Swayze
Financial Advisor

Cody Vass
Benefits Broker
When it comes to Group Benefits and protecting your employees, I strive to provide premier plans with the most competitive price and settle for nothing less. I take pride in assisting business owners to retain and protect their talent.

Dustin Hughes
Director / Advisor
With Employee Group Plans, I specialize at making sure all our clients have the best plan for the best price.

Jessica Davies
Administrative Assistant

Stephanie Tyson
Advisor
As an Advisor, I work to understand what your financial needs are and to create a plan to ensure we are properly building and protecting your future!