New client? 
Communications Team
Executive Team
Mark Lacher
Chief Revenue Officer & Partner
Chad Lacher
Chief Executive Officer & Partner
Senior Leadership Team
Maura Derstein
Director of Experience
Nate Derstein
Director of Tech & Ops
Joel Derstine
Director of Finance
Todd Lacher
Director of People
Leadership Team
Aaron Bishop
Team Leader, Communications & Experience
Molly Hagan
Sr. Client Manager, Personal Insurance
Alyssa Landis
Client Executive, Healthcare & Benefits
Elise Lechner
Client Executive, Commercial Insurance
Advisor Team
Dave Cardie
Advisor, Healthcare & Benefits
John Derstine
Advisor, Commercial Insurance
Matt Godshall
Sales Director, Personal Insurance
Don Moyer
Advisor, Commercial Insurance
Sam Wonderling
Advisor, Healthcare & Benefits
Amy Kelley
Client Executive, Personal Insurance
Laura Chapman
Advisor & Risk Manager
Service Team
Valerie Alburger
Compliance & Finance
Angel Berrios
Client Coordinator
Jesse Bessler
Client Executive, Healthcare & Benefits
Jenna Beuerle
Client Coordinator
Stacey Brutto
Client Manager, Healthcare & Benefits
Katie Carr
Client Manager, Healthcare & Benefits
Courtney Clemens
Client Experience & Communications
April Clemmer
Client Manager, Commercial Insurance
Carrie Dennis
Client Manager, Commercial Insurance
Andrea Filippi
Client Coordinator, Healthcare & Benefits
Seth Finkelstein
Client Executive
Amy Gardocki
Client Manager, Commercial Insurance
Rebecca Gebelein
Sr. Client Manager, Healthcare & Benefits
Erin Kolb
Bookkeeper
Ellen Koudis
Client Experience
Sarah Krady
Client Coordinator, Personal Insurance
Laura Mullins
Client Manager, Healthcare & Benefits
Karen Reichart
Client Manager, Personal Insurance
Janice Rieker
Sr. Client Manager, Commercial Insurance
Chris Swanson
Client Coordinator, Personal Insurance
Allison Walbrandt
Client Manager, Personal Insurance
Liz Walton
Client Coordinator
Karissa Zechman
Client Experience
Greg Zimmerman
Client Executive, Commercial Insurance
