Meet our Team

Sales Consultant

Matthew Rines

Sales Consultant
Sales Support

Christopher Thurber

Sales Support
Case Manager

David Kerschner

Case Manager
Operations Support Associate

Ben Retta

Operations Support Associate
Director, Operations

Mona Diebold, CLU, LUTCF, FIC

Director, Operations
Operations & Relationship Manager

Molly Henke, CLTC

Operations & Relationship Manager