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An Intentionally Different Approach

Leadership and Consulting Team

“We take being your trusted advisor very seriously. As your long-term partner, our mission is to uncover and analyze your needs, and to plan and implement exceptional benefit and business strategies that deliver immediate impact. Operating within a framework of compliance, we provide sustainable solutions that can help you achieve continued profitability, growth and success.”      Dave Sokol

Dave Sokol

President & Executive

Relationship Lead

Lisa Chorazyczewski

Vice President

Heidi Steinman

Director of Operations

Matt Daniels

Director of Retirement Plans

Brad Artinian

Senior Benefits Consultant

Mitchell Mynatt

Manager, Underwriting & Analytics

Trisha Bolach

Benefits Consultant

Mandy Ford

Benefits Consultant

David Erwin

Benefits Consultant

Steve Hardin

Benefits Consultant

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