Our Team

Tim Olson

Tim Olson
President

Adrienne Olson

Adrienne Olson
Chief Financial Officer

Julie Nelson

Julie Nelson
Chief Executive Officer

B.J Davis

B.J. Davis
Vice President
Benefits Consulting

Candace Maaske
Vice President
Health and Welfare Division

J Alex Olson

J Alex Olson
Vice President of Marketing

Roxy Kolev
Director of Human Resources

Kathy Cox

Kathy Cox
Account Manager

Kelly Gaskell

Kelly Gaskell
Human Resource Consultant

Jireh

Jireh Knott
Account Executive

Julie K

Julie Kohanek
Senior Account Executive

Sarah Kreber

Sarah Kreber
Growth Marketing Associate

Amber Lincoln
Office Manager

Sue Loureiro
Junior Account Manager

Travis Martin

Travis Martin
Employee Benefits Consultant

Suzi McNeil

Suzi McNeil
Senior Account Manager

Debi Miller

Debi Miller
Executive Assistant

Sandy Petzoldt

Sandy Petzoldt
Investment Adviser

Greg Ritzdorf

Greg Ritzdorf
Retirement Solutions Consultant

Randy Schuller

Randy Schuller
Account Executive

Michael Varona

Michael Varona
Account Executive

Jeff Wallace

Jeff Wallace
Retirement Solutions Specialist

Rebecca Wolfson

Rebecca Wolfson
Implementation and Benefits Technology Manager

Amber Anderson
Employee Benefit Specialist

Chris Barone
Employee Benefits Consultant

Amy McAlpine
Account Manager