Meet Our Team

PRINCIPAL

Insurance Planning Specialist

Sales & Case Design

CFP®, CLU®, ChFC

Daniel Ranfeld

CFP®, CLU®, ChFC

Insurance Planning Specialist

Sales & Case Design

CLU®

Jordan Cott

CLU®

Internal Sales & Case Design

 

CLU®, ChFC

Travis Cagley

CLU®, ChFC

Internal Sales & Case Design

 

FLMI, ASC

Lisa Hylton

FLMI, ASC

New Business & Contracting

Senior Case Manager, Contracting

Kristen Williams

Senior Case Manager, Contracting & Licensing

New Business

FLMI, Senior Case Manager

Elizabeth Kiehn

FLMI, Senior Case Manager