Cedar Rapids

Andrew Morf

President/CEO

Kirby Moss

President/CEO

319-731-0500
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Christi Reynolds

Director of Operations

319-731-0502
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Brian Doyle

Principal/Senior Advisor

319-731-0503
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Aaron Loan

Principal/Senior Advisor

319-731-0504
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Josh Rife

Advisor

319-731-0514
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Vonni Robinson

Advisor

319-731-0515
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Michael Rozum

Senior Advisor

319-731-0536
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Maria Drees

Advisor

319-731-0507
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Melanie Vevera-Balkman

Account Executive

319-731-0509
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Kandi Fullerton

Client Services

319-731-0516
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Mike Messier

Independent Advisor

319-665-2821

Renee Byrnes

Client Services Lead

319-731-0510
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Hannah Helms

Client Services

319-731-0518

Elizabeth Bekeris

Client Services

319-731-0531

Kylie Tritle

Client Services

319-731-0520

Camron Devor

Finance Coordinator

319-731-0513
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Tabatha Yancey

Implementation and Renewals

319-731-0517
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Angie Schroeder

Analyst

319-731-0527
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Becky Kramer

Implementation and Renewals

319-731-0526
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Tammy Urquhart

Research and Development

319-731-0508
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Milinda Fraley

Director, Compliance Services

319-731-0529
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Kayla Caryl

Research and Development

319-731-0525
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Chris Shelby

COBRA Administrator

319-731-0511
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Shannon Moss

Marketing Consultant

319-731-0500

Ali McLaughlin

Marketing Coordinator

319-731-0501
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Pam Malloy

Graphic Designer

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Des Moines

Jessica Stevens

Senior Advisor

515-750-2569
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Nick Holmes

Advisor

515-750-2572
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Lynn Barbier

Senior Advisor

515-750-2570
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Matt Schiltz

Advisor

515-750-2571
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Sawyer Herman

Analyst

515-750-2574
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Sue Wilmes

Client Services

515-750-2575
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Tamme Forret

Client Services

515-750-2576
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Patty Stitz

Implementation and Renewals

515-750-2573
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Quad Cities

Ryan White

Principal/Senior Advisor

563-275-6436
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Ryanne Covemaker

Client Services

563-275-6400
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Ashley Schultz

Implementation/Renewal Lead

563-275-6767
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Nashville

Steve Botts

Senior Advisor

615-912-0771
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Holley Lampley

Account Executive

615-912-0772
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