Our people

Guiding and supporting the mission of changing lives

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Chris Abbott
Chris Abbott

Medicare Specialist

Chloe Becker
Chloe Becker

Account Manager

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Christina Church
Christina Church

Insurance Consultant

Carrie Hancock
Carrie Hancock

Vice President, Financial Planning Resource Center

Helina Hailu
Helina Hailu

Benefits Coordinator

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Anne Pierce
Anne Pierce

Medicare Specialist

Shannon McGinty
Shannon McGinty

Financial Planning Specialist

Sean McTeague, CFP®
Sean McTeague, CFP®

Financial Planning Specialist

Tim Meyer, CFA
Tim Meyer, CFA

Investment Specialist

Max Miller
Max Miller

Disability Insurance Consultant

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Tanner Sandlin
Tanner Sandlin

Insurance Consultant

Michael Sejbl
Michael Sejbl

Insurance Consultant

Lisa Schaub
Lisa Schaub

Brokerage Case Manager

Jason Urdahl
Jason Urdahl

Insurance Consultant

Steven Vacinek, CIMA
Steven Vacinek, CIMA

Investment Consultant

Jeremiah Wente
Jeremiah Wente

Medicare Specialist

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