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

Principal | President

Diane Davidson

Principal | Property & Casualty Practice Leader

Hugh Reynolds

CPA & Former Corporate Executive

Jeff Terrill

Healthcare Executive

Jon Slusser

Principal | Commercial Risk Management Growth Officer

Laura Butler

Principal | Employee Benefits Practice Leader

Mark Bundy

Strategic Advisor & Former Corporate Executive

Nicole Fallowfield

Principal | Chief People Officer

Patrick Harpenau

Principal | Employee Benefits Growth Officer

Taylor Covey

Managing Principal | Employee Benefits Consultant | Board of Directors

Tiffany Sauder

Founder of Element Three

Tim Leman

Principal | Chief Executive Officer