Our Team

Cherise Reese Managing Partner
Cherise Reese, Managing Partner, has nearly twenty years of experience Read More
Brent Schlosstein Founder & Senior Partner
Brent Schlosstein, Founder & Senior Partner, has been a force of innovation Read More
Steve Bean Founder & Senior Partner
Steve Bean, Founder & Senior Partner, has been bringing pragmatic and creative solutions Read More
Aanya Lee Senior Advisor
Aanya Lee, Sr. Advisor, has been thoughtful and strategic in working with employers in their ability to prioritize their Read More
Astrea Arguello Advisor
Astrea Arguello, Advisor, has worked as a mid-market employee benefits producer and in account management for Read More
Amber Oldham-Manil Client Service Team Supervisor
Amber Oldham-Manil, Client Service Team Supervisor, has almost fifteen Read More
Aaron Millman Client Manager
Aaron Millman, Client Manager, has worked in account management of large employer groups for the past Read More
Beth Hull Client Manager
Beth Hull, Client Manager, has worked in benefits underwriting and account management for Read More
Steve Bullatt Client Manager
Steve Bullatt, Client Manager, has three years of experience with benefits, but with a background in Read More
Jennifer Kenyon Analyst Team Lead
Jen Kenyon, Analyst Team Lead, has been in the insurance industry for almost twenty Read More
Lindsay Haley Analyst
Lindsay Haley, Analyst, has been bringing her background in hospitality and analytics Read More
Miracle Gladney Senior Client Coordinator
Miracle Gladney, Senior Client Coordinator, has worked in benefits for the past Read More
Damir Kadiric Senior Client Coordinator
Damir Kadiric, Senior Client Coordinator, is a relative newcomer to the broker side Read More
Charles Dawson Employee Advocate
Charles Dawson, Employee Advocate, has worked in the health insurance industry since 2001 Read More
Marne Nelson Office Manager
Marne Nelson, Office Manager, with a background in customer service, has developed Read More
Kristie White Manager, Human Resources
Kristie White, Human Resources Manager, brings a background in teaching, benefits Read More