our team


EXPERIENCE AND VISION

With more than twenty years in the industry, we have the experience and vision to design, implement, and manage plans designed specifically for you.

William Borchert
William G. Borchert
Co-Founder and Co-Chairman
Bennett S. Meyer
Co-Founder and Co-Chairman
Dan Barbaree
Daniel L. Barbaree
President
Christopher J. Pezalla
Executive Vice President
Caroline Doyle
Chief Operations Officer and Chief Financial Officer
Richard Pearson
Richard Pearson
Chief Administrative Officer
Bill Barr
Network Administrator
Shera Bernstein
Director of Sytem Operations
Tara Bianchino
Director of Compliance and Operations
Mike Bruschini
VP, Account Executive
Kevin Burns
SVP, Director of IT
Taylor Byers
Non-qualified Specialist
Tara Canniff
Sr. Policy Servicing Specialist
Mike Carman
Account Executive
Amy Feminella
Director of Marketing
Mark Grant
VP, Non-qualified
Scott Grbas
Account Executive
Sarah Grutka
Executive Assistant
Yul Hawkins
Account Executive
Steve Kezel
Non-qualified Systems Analyst
Richard Malone
SVP, Non-qualified
Dolores Marinucci
Licensing Assistant
Emily Mattox
VP, Account Executive
Brian McCracken
VP, Account Executive Director
May Palmerio
VP, Account Executive Director
Donielle Perfetti
Policy Servicing Specialist
Karen Reed
Accounting Specialist
Dave Schwartz
VP, Account Executive
Dena Thomas
Accounting Specialist
Curtis Viggers
VP, Account Executive
Jill Walton
Policy Servicing Assistant
Renee Wentz
VP, Director of Human Resouces
Rachel Wentz
VP, Account Executive

See what our thinking can do for you.

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