Our Team

Andrew Kerr, DIA

Product Analyst

Carter Kowalski, DIA

Account Manager

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


Jodi Dorsett, DIA

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


Oran Wetzel, DIA

Account Manager

Pang Xiong, DIA

Director of New Business

Peyton Charlesworth, DIA

Product Analyst

Ryan Blake, DIA

VP of Operations

Samantha Cross, DIA

Case Manager

Sarah Craig, DIA

VP of Marketing and Integration