Meet Our Team
PRINCIPAL
Insurance Planning Specialist
Sales & Case Design
Daniel Ranfeld
CFP®, CLU®, ChFC
Insurance Planning Specialist
Sales & Case Design
Jordan Cott
CLU®
Internal Sales & Case Design
Travis Cagley
CLU®, ChFC
Internal Sales & Case Design
Lisa Hylton
FLMI, ASC
New Business & Contracting
Kristen Williams
Senior Case Manager, Contracting & Licensing
New Business
Elizabeth Kiehn
FLMI, Senior Case Manager