Our Team
Andrew Kerr, DIA
Concierge Analyst
Carter Kowalski, DIA
Account Manager
George Davidson, CLU, ChFC, RHU, DIA, CLTC
Founder
Jodi Dorsett
Product Analyst
Jose Bowen, DIA, DIF
Case Manager
Mary Catherine Davidson
Commissions & Contracting Manager
Matthew Riordan, DIA, LTCP
Chief Executive Officer
Mitchell D. Nelson, DIA, CLTC
President
Oran Wetzel, DIA
Account Manager
Pang Xiong, DIA
Director of New Business
Ryan Blake, DIA
VP of Operations
Samantha Cross, DIA
Case Manager
Sarah Craig, DIA
VP of Marketing and Integration