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

Client ServiceS

 

Allison Jones  
Benefits Admin Pro
Phone: (502) 451-1121 Ext: 110
 

AllisonFullSizeRender.jpg 
 

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

Brittany
 

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

DebbiePhotoFeb16.jpg
   

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

Deonna.jpg 
   

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


Ginger3.jpg 
   

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

MarkinaHeadShoulders-2.jpg
   

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

Maureen-5.jpg
 
   

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

Monica2.jpg
 

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

Paula
 

Paula Wheeler
Benefits Advocate
Phone: (502) 451-1121 Ext: 126

PaulaW2.jpg 
 

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

TiffanyFeb2016-Cropped.jpg
 

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

 

Strategic Advisors

Beth Oppel  
Personal Advisor
Phone: (502) 451-1121 Ext: 117
 
Beth2-1.jpg 
   

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

Charlie
   
Chelsea Smith  
Personal Advisor
Phone: (502) 451-1121 Ext: 151
 
Chelsea2.jpg 
   

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

Jason
   

Jerry Fine
Strategic Advisor
Phone: (502) 451-1121 Ext: 122

Jerry
   

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

  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