Our Team

Adrienne Olson
Vice President











J Alex Olson
Vice President
















Amber Anderson
Employee Benefits Specialist











Amber Lincoln
Retirement Assistent












Amy McAlpine
Account Manager












B.J. Davis
Vice President
Benefits Consulting











Candace Maaske
Vice President
Health and Welfare Division


Chris Barone
Employee Benefits Consultant


Deb Burk
Administrative Assistant











Debi Miller
Executive Assistant












Jeff Wallace
Retirement Solutions Specialist












Jireh Behm
Account Executive












Julie Kohanek
Senior Account Executive











Julie Nelson
Chief Executive Officer




Rachel Marshall
Account Manager
















Randy Schuller
Account Executive











Rebecca Wolfson
Benefits Technology and Implementation Manager











Roxy Kolev
HR Consultant











Sandy Petzoldt
Investment Adviser











Sarah Kreber
Marketing and Culture Manager




Steve Knapp
Retirement Plan Advisor

















Sue Loureiro
Junior Account Manager











Suzi McNeil
Senior Account Manager


Tara Kelley
HR Consultant











Tim Olson
President











Travis Martin
Employee Benefits Consultant