Douglas J Short, CLU, CFP, LUTCF, RHU
President & CEO

Steve Presser
Chief Strategy Officer & COO

Amanda Wester
CFO

Jaime Gallo
Director of Operations & Product Development

Kieran Pittman
Director of Strategic Growth & Product Development

Matt Horton
Data Architect

Malcolm Scott
Director of Operations

Doug Moore
Fort Wayne Office Manager

Barb Leazier
Controller

Stephen Stokes
Strategic Health Partner

Jennifer Brennan
Account Manager

Alexandra Goebel
Community Outreach Specialist

Giovanni Nava
IT Manager

Lindsay Wojnarowski
Client Partner & Special Projects

Cassondra Geller
Executive Assistant

Francisco Oller Garcia
Digital Operations & Marketing

David A. Peppler, FSA, MAAA
Actuary

Dr. Jeff Gladd, MD
Integrative Medicine Director

Dave Wilkins, CCP
Clinical Director