Our Team

Adrienne Olson
Vice President










J Alex Olson
Vice President















Alex Thompson
Employee Benefits Specialist















Amber Anderson
Employee Benefits Specialist











Amy McAlpine
Account Manager











B.J. Davis
Vice President
Benefits Consulting










Candace Maaske
Vice President
Health and Welfare Division

Deb Burk
Administrative Assistant











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
















Sue Loureiro
Account Manager










Suzi McNeil
Senior Account Manager

Tara Kelley
HR Consultant










Tim Olson
Founder










Travis Martin
Employee Benefits Consultant










Wes Pratt
Benefits Technology Specialist