Our Team

Andrew Kerr, DIA

Account Manager

Caroline Zukowski, DIA

Account Manager

Carter Kowalski, DIA

Account Executive

George Davidson, CLU, ChFC, RHU, DIA, CLTC


Jodi Dorsett, DIA

Account Manager

Jose Bowen, DIA, DIF

Case Manager

Mary Catherine Davidson

Commissions & Contracting Manager

Matthew Riordan, DIA, LTCP

Chief Executive Officer

Mitchell D. Nelson, DIA, CLTC


Oran Wetzel, DIA

Account Executive

Pang Xiong, DIA

Director of New Business

Peyton Charlesworth, DIA

Marketing Associate

Ryan Blake, DIA

VP of Operations

Samantha Cross, DIA

Case Manager

Sarah Craig, DIA

VP of Integration

Yaa Oduro

Account Manager