Paul Rushmann
Benefit Consultant
As a Benefit Consultant, Paul Rushmann leverages his extensive experience in financial services and working with Wisconsin school districts as he helps customers design and optimize their benefit plans. Paul previously served as a Regional Relationship Manager working with Wisconsin school districts to structure retirement programs and navigate compliance regulations while educating and motivating district staff to properly prepare for their retirement needs. A long-time CLU and ChFC Certified professional, Paul is committed to exceptional service and client-focused solutions. Paul holds FINRA Series 6, 7, 63, and 65 licenses.
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Brian Netzer
Plan Administrator-403(b) Specialist
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Chris Williams
Benefit Consultant
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Dorothy Fuller
Chief Operating Officer
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Emma Pankan
Plan Administrator
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Eva Pilanca
Plan Administrator
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Josh Brenneman
VP of Technology
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Katie Bailey
Director of Operations
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Kent Schutte
Founder & CEO
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Loni Morrow
General Counsel
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Maria Anderson
Benefit Consultant
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Nicole Longtin
Controller
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Shobi Samuel
Benefit Consultant
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Stevie Dickison
Plan Administrator
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Trent Pepper
President & General Counsel