Leadership and Board of Directors

Beth Soberg

Executive Advisor

Brock Squire

Principal | Chief Operating Officer

Chad Hahn

Principal | Employee Benefits Consultant | Board of Directors

Courtney Montfort

Managing Principal | Commercial Risk Management Consultant | Board of Directors

David Walters

President | Chief Growth Officer

Diane Davidson

Principal | Property & Casualty Practice Leader

Hugh Reynolds

CPA | Board of Directors

Jeff Terrill

Healthcare Executive | Board of Directors

Laura Butler

Employee Benefits Practice Leader

Mark Bundy

Strategic Advisor & Former Corporate Executive | Board of Directors

Nicole Fallowfield

Principal | Chief People Officer

Taylor Covey

Managing Principal | Employee Benefits Consultant | Board of Directors

Tiffany Sauder

CEO of Element Three | Board of Directors

Tim Leman

Chief Executive Officer | Chairman of the Board