CPA, CFP, CEBS
Chairman

Anne has over 24 years experience in marketing, design, implementation, communication and administration of custom employee benefit programs.  She is well versed in application and utilization of stock bonus programs.

CPA, CEBS, CFP
President

Beverly has devoted over 25 years for developing benefit programs for small and medium-sized businesses.  She has extensive experience in the administration of qualified employee benefit programs and is highly regarded for fostering outstanding client service.

 

CPA, CFP
Senior Account Executive

Cindy has over 18 years experience in benefit administration.  She is well versed in all facets of benefit administration and renders outstanding client service through involvement in day to day plan operation and compliance testing.