Employee Benefits
Employee Benefits Team
Jon Andrews, LIC
Employee Benefits Advisor
Justine Dickens
Employee Benefits Advisor
John Schuemann, LIC
Principal & Chief Sales Officer
Connor Seymour
Employee Benefits Advisor
Shannon Thomas, LIC
Employee Benefits Advisor
Chris Werme, LIC
Employee Benefits Advisor
Ben Cohen, CEBS
Employee Benefits Relationship Manager
Kristen Donner-Porter
Employee Benefits Relationship Manager
Alli Fox
Employee Benefits Relationship Manager
Shanyn Gernaat
Employee Benefits System Specialist
Gabrielle Lightle-Olson
Employee Benefits Client Specialist
Christine Kuppler
Employee Benefits Client Specialist
Laurie Neeb
Employee Benefits Relationship Manager
Jaime Pursley
Employee Benefits Client Specialist
Laura Rohlfs, SHRM-CP
Employee Benefits Relationship Manager
Jill Wagner
Employee Benefits Client Advocate
Teri Westra
Employee Benefits Relationship Manager
Rebecca Whitney
Employee Benefits Client Service Representative
Life Insurance
Life Insurance Team
Mark Denenfeld, LIC, CLU®
Life Insurance Advisor
Rob Hunt, LIC, CLU®
Principal & Chief Executive Officer
Craig Platt, CLU®, CHFC®, CFP®, LIC
Life Insurance Advisor
Zac Saltzgaber
Life Insurance Advisor
Theresa O'Brien, CLU®
Life Insurance Case Design
Vanessa Rivera
New Business Coordinator
Debbie Simonds, ALMI®
Estate Planning & Business Insurance Administrator
Wealth Management & Retirement
Wealth Management & Retirement Team
Jeremy Heavey, AIF®, NSSA®
Financial Advisor
Scott Higgins, AIF®, CFP®, CPFA®, NSSA®
Financial Advisor
Laura Mutch
Client Service Representative
Julia Sanders, AIF®, CPFA®
Retirement Relationship Manager
Cory Shaver
Client Service Representative
HR Consulting
HR Consulting Team
Hanna Bollinger, SHRM-CP
Human Resources Consultant
Kelsey Brooks
Human Resources Consultant
Norman Frazier, SHRM-SCP
Human Resources Consultant
Administrative
Administrative Team
Terri Harding Lahr, FLMI®, ACS®
Principal & COO
Erica Robison, ALMI®
Business Operations Manager
Alicia Ball, LIC
Strategic Operations Advisor
Lily Rozeveld
Executive Assistant
Laura Reeve
Firm Accountant
Stephanie Fisher
Administrative Assistant
Hunter Dood
Marketing Specialist