Meet Our Team

Dan Elliott

Daniel Elliott

Risk Advisor
Managing Partner

Daniel Elliott

View Bio
Pete Elliott

Pete Elliott

Risk Advisor
Managing Partner

Pete Elliott

View Bio
Charlie Elliott

Charlie Elliott

President/Partner

Charlie Elliott

View Bio
Amy Langlois

Amy Langlois

Chief Operations Officer, Partner

Amy Langlois

View Bio
Michelle Rachow

Michelle Rachow

Chief Financial Officer

Michelle Rachow

View Bio
Jeffrey Musselman

Jeff Musselman

Risk Advisor

Jeffrey Musselman

View Bio
Jackie Rachow

Jackie Rachow

Senior Client Support Specialist

Jackie Rachow

View Bio
Mark Dantzer

Mark Dantzer

Risk Advisor

Mark Dantzer

View Bio

Rob Kish

Market Analyst

Rob Kish

View Bio
Shawn Mendes

Shawn Nelson

Client Support Specialist

Shawn Nelson

View Bio
Tyler Pettit

Tyler Pettit

Risk Advisor

Tyler Pettit

View Bio

Paula Trimble

Client Support Specialist

Paula Trimble

View Bio
Ben Elliott

Ben Elliott

Risk Advisor

Ben Elliott

View Bio
Dan Ostrander

Dan Ostrander

Risk Advisor

Dan Ostrander

View Bio
Ashley Kartes

Ashley Kartes

Client Support Specialist

Ashley Kartes

View Bio
Dawn Goodwin

Dawn Goodwin

Client Support Specialist

Dawn Goodwin

View Bio
Kathie Bowman

Kathie Bowman

Client Support Specialist

Kathie Bowman

View Bio
Alison Green

Alison Green

Client Support Specialist

Alison Green

View Bio
Tiffanie Wilson, Client Support Specialist

Tiffanie Wilson

Client Support Specialist

Tiffanie Wilson

View Bio
Jen Lademan

Jen Lademan

Client Support Specialist

Jen Lademan

View Bio
Jodi Mayhew

Jodi Mayhew

Client Support Specialist

Jodi Mayhew

View Bio
Tracy Cascio

Tracy Cascio

Client Support Specialist

Tracy Cascio

View Bio
Ellen Lahar

Ellen VanWormer

Receptionist

Ellen VanWormer

View Bio
Shirley Davidson

Shirley Davidson

Administrative Support Spe

Shirley Davidson

View Bio
Samantha Johnston

Samantha Johnston

Account Processor

Samantha Johnston

View Bio
Nancy Swiatowy

Nancy Swiatowy

Client Support Specialist

Nancy Swiatowy

View Bio

Katie Elliott

Client Support Specialist

Katie Elliott

View Bio
Kelly Schleicher

Kelly Schleicher

Client Support Specialist

Kelly Schleicher

View Bio
Kevin Whisman

Kevin Whisman

Risk Advisor

Kevin Whisman

View Bio
Julie Hock

Julie Hock

Client Support Specialist

Julie Hock

View Bio
Kevin Elliott

Kevin Elliott

Consultant

Kevin Elliott

View Bio