Our People
List is organized by role and then ordered by first name.  

Client ServiceS

Brittany Baker
Personal Key Advisor
Phone: (502) 451-1121 Ext: 115 

Brittany
 

Chelsea Smith  
Benefits Admin Pro
Phone: (502) 451-1121 Ext: 151
 

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Debbie Arduino
Benefits Advocate
Phone: (502) 451-1121 Ext: 145

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Deonna Cottrill
Personal Advisor
Phone: (502) 451-1121 Ext: 111

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Ginger Osbourne
Personal Advisor
Phone: (502) 451-1121 Ext: 113


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Jack Stafford
Personal Advisor
Phone: (502) 451-1121 Ext: 116

Jack Stafford
 

Jackie Cordle
Personal Advisor
Phone: (502) 451-1121 Ext: 118

Jackie
 

Jesse Abbott, CIC
Business Key Advisor
Phone: (502) 451-1121 Ext: 128

Jesse
   

Markina Thompson, KACSR, CWCC
Business Advisor
Phone: (502) 451-1121 Ext: 127

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Maureen Lippy
Client Services Director / Business Key Advisor
Phone: (502) 451-1121 Ext: 125

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Michell Fust
Business Advisor
Phone: (502) 451-1121 Ext: 143 

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Monica Watts
Personal Advisor
Phone: (502) 451-1121 Ext: 114

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Paula Vasse
Business Key Advisor
Phone: (502) 451-1121 Ext: 135

Paula
 

Paula Wheeler
Benefits Advocate
Phone: (502) 451-1121 Ext: 141

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Sandy Bryant
Business Advisor
Phone: (502) 451-1121 Ext: 137 

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Suellen Brewer
Personal Advisor
Phone: (502) 451-1121 Ext: 149 

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Taylor Thirwell
Agency Admin Pro
Phone: (502) 451-1121 Ext: 126 

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Tiffany Bride
Benefits Key Advisor
Phone: (502) 451-1121  Ext: 148

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Tracey Crowder
Agency Admin Pro
Phone: (502) 451-1121 Ext: 146

 

Strategic Advisors

   

Charlie Stoddard
Strategic Advisor
Phone: (502) 451-1121 Ext: 142

Charlie
   

Greg Brenzel
Strategic Advisor
Phone: (502) 451-1121 Ext: 123 

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Jason Roberts, LUTCF, CLTC
Strategic Advisor
Phone: (502) 451-1121 Ext: 131 

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Jason Wolff
Strategic Advisor
Phone: (502) 451-1121 Ext: 130

Jason
   
Jeff Baker  
Personal Advisor
Phone: (502) 451-1121 
 
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Jerry Fine
Strategic Advisor
Phone: (502) 451-1121 Ext: 122

Jerry
   

Jim Railton
Strategic Advisor
Phone: (502) 451-1121 Ext: 144

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Matt B. Schwartz, REBC, RHU
CEO / Strategic Advisor / Licensed Consultant
Phone: (502) 451-1121 Ext: 140

Matt
   

Scott Schwartz, RPLU
Partner / Strategic Advisor
Phone: (502) 451-1121 Ext: 121

Scott
 

Steve Dentinger
Strategic Advisor
Phone: (502) 451-1121  

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  Support Services

Lisa Burns
Director of First Impressions
Phone: (502) 451-1121 Ext: 101

Lisa
   

Mike Morgan
Agency Services Director
Phone: (502) 451-1121 Ext: 105

Mike
   

Robin Clark
Accounting Services
Phone: (502) 451-1121 Ext: 106

Robin