Our People
Our core expertise is helping organizations retain key leadership with executive benefits and business protection plans that mitigate risk, reduce costs and generate revenue.
Mission
Mission
Our mission is to help our partners retain key leadership, make informed decisions and rest easy.
Vision
Vision
To be a “category of one” in redefining the standard of excellence.
Values
Values
We lead
We follow the rules
We tell the truth
We share our success
Our experience is measured in decades and is rich with education and practical know-how from serving organizations for years.
Meet Our Team

Client Case Manager
Sally Adams

Administrative Coordinator
Nita Collins

Case Manager
Blaine Davila

Senior Analyst
Ameya Dighe

New Business Administration Manager
Danielle Donohue

Co-founder and Principal
Dale K. Edwards

Salesforce Administrator
Stephen Edwards

Client Relations Coordinator
Matthew Edwards

Client Relations Manager
Brandi Foster

Co-founder
Robert Gutherman

Client Relations Coordinator
Robert Guzman

Senior Executive Benefits Consultant
Kristie A. Hartmann, JD

Controller
Christina Henry

Executive Assistant
Jodie Martin

Matt Morris

Vice President
Bonnie J. Roan

New Business Assistant
Nancy Shore

Chief Operating Officer
Alexandria Staron, MBA

Director of Marketing
Jessica White

Co-founder and Principal
H. David Wright

Benefits Analyst