About Us

We exist to serve our clients and their members through purposeful, straightforward and accessible experiences.
Our Company Directory
Seasoned experts who drive our mission with a commitment to operational excellence, integrity, and a client-first approach.
Allison Lyall
Senior Account manager
all
No items found.
Brandon Ellement
CEO, Partner
all
Category 4
Chad Fraser
Partner, Investments
all
Category 4
Cory Wright
Senior Vice President, Student Benefits
all
Category 4
David Small
Partner, Consulting
all
Category 4
Dennis Ellement
Partner, Board Chair
all
Category 3
Category 4
Drew Ellement
Partner, Investments
all
Category 1
Dustin Lang
Vice President, Consulting
all
Category 2
Jennyly Nachareun
Senior Account Manager
all
Category 2
Joseph Botros
Financial Planning Consultant
all
Category 4
Kerry McWhinney
Senior Account Manager
CFP, CEBS
all
No items found.
Kim Lao
People & Culture Leader
all
Category 3
Category 4
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