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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.

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Bruce Hollett

Advisor / Consultant

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Chris McElgunn

Advisor

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Donovan March

Director / Advisor

I strive to improve the overall client experience through enhanced efficiencies in our overall practice and client integration.

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Eleni Prontzos

Financial Planner

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Kyle Hornemann

Account Manager / Advisor

My top priority is guiding my clients in creating an optimal Employee Benefits Plan at the most competitive price.

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Viktoriya Zhuromska

New Business Specialist

As a New Business Specialist, my goal is to be a helping hand and bring a smile to every person I interact with. Overall, I assist in the communication between my team and clients, provide clerical support, and perform any administrative tasks as needed.

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Amy Symonds

Administrative Manager

As Administrative Manager, my overall goal is to continuously bring support to clients and team members.
Assisting with all communication to ensure the best interactions for the best service.

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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.

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Clinton Peters

Advisor

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Dustin Hughes

Director / Advisor

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

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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.

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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!

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Brandon Regier

Advisor

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Bryn Swayze

Financial Advisor

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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.

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Dustin Hughes

Director / Advisor

With Employee Benefit Plans, I specialize at making sure all our clients have the best plan for the best price.

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Jessica Kinast

Administrative Assistant

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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.

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