MEET THE TEAM

Our team is your team. We all share the common goal of making sure you are supported, have confidence in the solutions we implement and trust the service that comes with it.

While we have many partnerships and additional workforce to manage things such as benefit software buildouts, enrollment meetings, reporting, data migration, etc., our core team shown here leads daily operations to deliver a consistent level of service to clients. We hope you get to know us; we would love to get to know you!

Joseph Lee

Director of Sales

Kat Hoi

Director of Operations

Paul Poland

Insurance Advisor

Jack Annett

Consultant

Sandi Kaufman

Client Support Specialist
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