top of page
OUR TEAM
Senior Leadership
BRIAN MILLER
Managing Principal
LOU MOORE NQPC™
Managing Principal
EDDIE KNEZEVICH
Vice President: BOLI/Executive Benefits
JAMES BOEHLKE
Client Relationship Manager
LON HAINES
Managing Principal
DEREK ISAACS
Managing Principal
MATTHEW KOCIN CPA NQPC™
Director of Client Relations
KATIE PATTON
Business Manager
bottom of page