Our team has over 60 years of combined experience. We use a consultative approach to fully understand the needs of our clients on an individual basis. Each team member brings specific expertise to our industry-leading education process.
Brett
Partner
When I am not at work
you can find me at one of
my children’s sporting events. I enjoy coaching youth softball, working on classic cars and spending time with my wife and four children.
My favorite part of my job is protecting families from life’s uncertainties.
22 years of experience
Contact
My favorite part of my job is protecting families from life’s uncertainties.
22 years of experience
Contact
Bill
Partner
When I am not working you can
find me traveling to visit my two children at the University of Alabama. I enjoy deep sea fishing, college sports
and spending time with my family.
My favorite part of my job is educating my clients on the right products that will fit their needs.
16 years of experience
Contact
My favorite part of my job is educating my clients on the right products that will fit their needs.
16 years of experience
Contact
Ted
VP Of Sales
When I am not at work you
can find me coaching
high school baseball. I enjoy snow-skiing, college sports,
and spending time with my family.
My favorite part of my job is finding solutions to our clients needs.
22 years of experience
Contact
My favorite part of my job is finding solutions to our clients needs.
22 years of experience
Contact
Connie
Benefit Specialist
When I am not at work you can
find me cruising in my Jeep.
I have four wonderful kiddos
that keep me very busy. We like visiting waterfalls, fishing, and camping.
My favorite part of my job is making the claims process seamless and stress-free for my clients.
4 years of experience
Contact
My favorite part of my job is making the claims process seamless and stress-free for my clients.
4 years of experience
Contact
Sam
Benefit Specialist
When I am not at work
you can find me at the gym. I am also a full-time student at the University of Indiana. I enjoy sports, video games, and music.
My favorite part of my job is getting to help so many people.
1 year of experience
Contact
My favorite part of my job is getting to help so many people.
1 year of experience
Contact
Lisa
Financial Specialist
When I am not at work you can
find me with my 5-year-old daughter. I served 8 years as a US Marine and have 19 years of administration
experience.
My favorite part of my job is being a vital piece in our clients financial success.
2 years of experience
Contact
My favorite part of my job is being a vital piece in our clients financial success.
2 years of experience
Contact
Jamie
Administrative Assistant
When I am not at work you can find me cheering on my boys
at their sporting events.
I have been married for 25 years to my husband Marcus.
We enjoy watching movies, playing card/board games, and
going to sporting events.
My favorite part of my job is finding products that are a perfect fit for my clients.
4 years of experience
Contact
My favorite part of my job is finding products that are a perfect fit for my clients.
4 years of experience
Contact
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Hours:
M-F: 9am – 5pm
5010 Davis Lant Dr, Ste 3
Evansville, IN 47715
Hours:
M-F: 9am – 5pm
5010 Davis Lant Dr, Ste 3
Evansville, IN 47715
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