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

Client Service Team

 

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

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

Monica.jpg
 

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

Paula
 

Sharon Ehresman
Benefits Key Advocate
Phone: (502) 451-1121 Ext: 141

SharonPhoto-Feb2016-1.jpg 
 

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
   

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

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

Robin