We are intentional about putting together a team with a variety of backgrounds to better serve the credit union and non-profit industry.

Bruce Smith

Bruce D. Smith

CFA

Christopher J Jones

Christopher J. Jones

ChFC, CLU

Timothy P Strandquist

Tim Strandquist

Tammy O'Hara

Tammy O’Hara

CCUE, CLU, AAI, CCD, CIE

Morgan McKinney Strandquist

Morgan McKinney Strandquist

Kirk Kordeleski

Kirk Kordeleski

CCE

Looking for another benefit consultant? Check out our associates.

Let’s Get Started

To learn more, sign up for a webinar or contact us to set up an informational call.