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