our team
Cedar Rapids
Andrew Morf
President/CEO
Kirby Moss
President/CEO
Christi Reynolds
Director of Operations
Brian Doyle
Principal/Senior Advisor
Aaron Loan
Principal/Senior Advisor
Josh Rife
Advisor
Vonni Robinson
Advisor
Michael Rozum
Advisor
Maria Drees
Advisor
Melanie Vevera-Balkman
Account Executive
Kelly Smith
Account Manager
Mike Messier
Independent Advisor
Kandi Fullerton
Client Services
Renee Byrnes
Client Services Lead
Jan Severns
Client Services
Angie Schroeder
Client Services
Camron Devor
Finance Coordinator
Derrick Clayton
Implementation and Renewals
Tabatha Yancey
Implementation and Renewals
Tammy Urquhart
Research and Development
Milinda Fraley
Director, Compliance Services
Kayla Caryl
Research and Development
Shannon Moss
Marketing Consultant
Ali McLaughlin
Marketing Coordinator
Pam Malloy
Graphic Designer
Des Moines
Jessica Stevens
Senior Benefit Advisor
Nick Holmes
Advisor
Lynn Barbier
Advisor
Matt Schiltz
Advisor
Sawyer Herman
Advisor
Sue Huddleson
Client Services
Tamme Forret
Client Services
Patty Stitz
Implementation and Renewals
Quad Cities
Michael White
Principal / Advisor
Ryan White
Principal/Senior Advisor
Keely Anderson
Advisor
Ryanne Covemaker
Client Services
Ashley Schultz
Implementation and Renewals
Nashville
Steve Botts
Senior Advisor
Stephen Botts
Implementation and Renewals
Lyndsay Thompson
Advisor
Holley Lampley
Account Executive
