Dan O'Doherty, CFP®, CLU, ChFC
Employee Benefits & Retirement Plan Advisor
Daniel Rockholm
Retirement Account Manager
Reilly Anderson
Employee Benefits Consultant
Patrick Sullivan
Employee Benefits Consultant
Kurt Brunswick
Sr. Account Executive
Manya Oleson
Director of Operations
Dawn Nelson
Sr. Account Manager
Stephanie Scarbrough
Sr. Account Manager
Kate Lowes
Account Manager
Hannah Salvo
Account Manager
Christina Ramirez
Account Manager
Jennifer Eswonia
Account Manager
Carlee Dierickx
Account Manager
Kyle James
Quotes & Proposals Specialist