Amy McAlpine
Account Manager

B.J. Davis
Vice President
Benefits Consulting

Candace Maaske
Vice President
Health and Welfare Division

Drew Bugajny
Account Executive

Jeff Wallace
Retirement Solutions Specialist

Jireh Behm
Account Executive

Julie Kohanek
Senior Account Executive

Julie Nelson
Chief Executive Officer

Morgan Sudbeck
Retirement Specialist

Nick Randall
Retirement Manager

Randy Schuller
Account Executive

Rebecca Wolfson
Benefits Technology and Implementation Manager

Roxy Kolev

Senior HR Consultant

Sandra Whitehead
Investment Advisor

Sarah Demers
Marketing and Culture Manager

Steve Knapp
Retirement Plan Advisor

Suzi McNeil
Senior Account Manager

Tim Olson
Founder

Travis Martin
Employee Benefits Consultant

Wes Pratt
Benefits Technology Specialist