25 Years of Teamwork
Our team shares a commitment to our developing culture, the success of our clients, and the strategic growth of our firm.
ACCOUNT MANAGER
Alex Colter
HUMAN RESOURCES MANAGER
Amanda Guimont, SHRM-CP
PROJECT COORDINATOR
Audrey Woika
PARTNER
Ben Fuelberth
BENEFITS SYSTEM MANAGER
Beth Tollison
PARTNER
Bill Drew
PRINCIPAL
Bob Piha
ACCOUNT EXECUTIVE
Brett Clark
MARKETING SPECIALIST
Brynne Gayler
ACCOUNT EXECUTIVE
Connor Ganly, Pharm-D
WELLNESS PROGRAM SPECIALIST
Courtney Taylor, CCWS
HEALTH COACH & WELLNESS COORDINATOR
Danica Crouse, RDN, LD, CNSC
HEALTH COACH & WELLNESS COORDINATOR
Danielle Lynch
LEAD ACCOUNT MANAGER
Doug McCollom
PRINCIPAL
Frank Grimm
FINANCIAL ANALYST
Gavin Parish
FINANCIAL ANALYST
Griffin Fischbach
ACCOUNT MANAGER
Isaac Schmitz
ACCOUNT MANAGER
Jackie Binette
LEAD ACCOUNT MANAGER
Jannie Gibson
FINANCIAL ANALYST
Jasmeen Lally
ACCOUNT SPECIALIST
Javonda Freeman
SENIOR ACCOUNT MANAGER
Justin DiBella
ACCOUNT MANAGER
Karissa Ellis
STAFF ACCOUNTANT
Kathryn Brown
BENEFITS SYSTEM ANALYST
Kathy Thomas
ACCOUNT COORDINATOR
Kayla Wells
BENEFITS SYSTEM ANALYST
Lisa Jobe
OFFICE COORDINATOR
Lori Carroll
PARTNER
Marcus Bowling
SENIOR ACCOUNT MANAGER
Mary Jo Perry
PARTNER
Michael Piercefield
ASSOCIATE ADVISOR
Nick Napier
LEAD FINANCIAL ANALYST
Patty Elsten
SENIOR ACCOUNT MANAGER
Rachel Charters
ACCOUNT COORDINATOR
Reed Austin
COMPLIANCE & ONBOARDING LEAD
Robin Heppner
BENEFIT ADVISOR
Ryan Abell
FINANCIAL ANALYST
Ryan Batista
MANAGER OF ANALYTICS
Sam Bushemi
SENIOR ACCOUNT MANAGER
Sara Lorton, SHRM-CP
SENIOR ACCOUNT EXECUTIVE
Scott Barrett
ASSOCIATE ADVISOR
Stu Stanley
WELLNESS PROGRAM MANAGER
Susan Van Hoosen, CCWS, CHC
CHIEF MARKETING OFFICER
Whitney Boyer
ACCOUNT COORDINATOR
Bill T. Drew
CLIENT COMMUNICATIONS MANAGER
Zach Howe
Account Management
ACCOUNT MANAGER
Alex Colter
ACCOUNT COORDINATOR
Bill T. Drew
ACCOUNT EXECUTIVE
Brett Clark
ACCOUNT EXECUTIVE
Connor Ganly, Pharm-D
LEAD ACCOUNT MANAGER
Doug McCollom
ACCOUNT MANAGER
Isaac Schmitz
ACCOUNT MANAGER
Jackie Binette
LEAD ACCOUNT MANAGER
Jannie Gibson
ACCOUNT SPECIALIST
Javonda Freeman
SENIOR ACCOUNT MANAGER
Justin DiBella
ACCOUNT MANAGER
Karissa Ellis
ACCOUNT COORDINATOR
Kayla Wells
SENIOR ACCOUNT MANAGER
Mary Jo Perry
SENIOR ACCOUNT MANAGER
Rachel Charters
ACCOUNT COORDINATOR
Reed Austin
COMPLIANCE & ONBOARDING LEAD
Robin Heppner
SENIOR ACCOUNT MANAGER
Sara Lorton, SHRM-CP
SENIOR ACCOUNT EXECUTIVE
Scott Barrett
Advisors
Operations
HUMAN RESOURCES MANAGER
Amanda Guimont, SHRM-CP
PROJECT COORDINATOR
Audrey Woika
BENEFITS SYSTEM MANAGER
Beth Tollison
MARKETING SPECIALIST
Brynne Gayler
STAFF ACCOUNTANT
Kathryn Brown
BENEFITS SYSTEM ANALYST
Kathy Thomas
BENEFITS SYSTEM ANALYST
Lisa Jobe
OFFICE COORDINATOR
Lori Carroll
CHIEF MARKETING OFFICER
Whitney Boyer
CLIENT COMMUNICATIONS MANAGER
Zach Howe
Population Health