Our Team

Sales & Case Design

CFP®, CLU®, ChFC

Daniel Ranfeld

CFP®, CLU®, ChFC
CLU®

Jordan Cott

CLU®
CLU®, ChFC

Travis Cagley

CLU®, ChFC
FLMI, ASC

Lisa Hylton

FLMI, ASC

Case Management & Contracting

Senior Case Manager, Contracting

Kristen Williams

Senior Case Manager, Contracting
FLMI, Senior Case Manager

Elizabeth Kiehn

FLMI, Senior Case Manager