Douglas J Short, CLU, CFP, LUTCF, RHU
President & CEO
Steve Presser
Chief Strategy Officer & COO
Jaime Gallo
Director of Operations & Product Development
Kieran Pittman
Director of Strategic Growth & Product Development
Barb Leazier
Controller
Lindsay Wojnarowski
Client Partner & Special Projects
Cassondra Geller
Executive Assistant
David A. Peppler, FSA, MAAA
Actuary
Sales Leadership
Rafael Torres
Strategic Health Partner
Stephen Stokes
Strategic Health Partner
Patrick Rees
Marketing Operations Superstar
Clinical Leadership
Dr. Jeff Gladd, MD
Integrative Medicine Director
Dave Wilkins, CCP
Clinical Director