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An Intentionally Different Approach

Leadership and Consulting Team

“We take being your trusted advisor very seriously. As your long-term partner, our mission is to uncover and analyze your needs, and to plan and implement exceptional benefit and business strategies that deliver immediate impact. Operating within a framework of compliance, we provide sustainable solutions that can help you achieve continued profitability, growth and success.”      Dave Sokol

Dave Sokol

President & Executive

Relationship Lead

Lisa Chorazyczewski

Vice President

Heidi Steinman

Director of Operations

Matt Daniels

Director of Retirement Plans

Brad Artinian

Senior Benefits Consultant

Mandy Ford

Benefits Consultant

Trisha Bolach

Benefits Consultant

Rachel DeRoeck

Benefits Consultant

David Erwin

Benefits Consultant

Steve Hardin

Benefits Consultant

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