Nathan D. Bergeland CFP®, MS,CRC

Position: CEO

Nathan D. Bergeland holds a Bachelor of Arts degree in Economics from Saint Olaf College in North...

Read More

Jonathan Kim

Position: Case Manager

After serving Insurance Advisors for 25 years in Case Management and Underwriting roles at multip...

Read More

Rodney P. Crandall

Position: Chief Integration Officer

After helping over 200 Financial Advisors successfully integrate appropriate insurance based plan...

Read More

Andy Beilke

Position: COO

Andy is responsible for the day to day rep relations as well as coordinating and overseeing the d...

Read More

Andrew Kisielius

Position: Marketing Manager

Andrew began his insurance career in 2004 after receiving his Bachelor's degree in Finance from the ...

Read More

George Steele

Position: Marketing Manager

A graduate of St. Lawrence University in upstate New York, George has spent the past 18 years in ...

Read More

Lisa Margalli

Position: Case Manager

Lisa comes to us with over 20 years of experience in Case Management. Working with some of the T...

Read More