Skip to Main Content
Executive Benefits
Benefits Prefunding
Charitable Donation
Executive Benefits
Benefits Prefunding
Charitable Donation
Executive Benefit
Benefits Prefunding
Charitable Donation
About Us
Contact
About Us
Our Company
Meet the Team
Our Insights
About Us
Our Company
Meet the Team
Our Insights
Contact
Team
Michael Pappalardo
Managing Partner
Send an Email
Bruce Bauer
Senior Partner
602.878.9271
Send an Email
Read Bio
Brooks Berardi
Partner
971.328.4634
Send an Email
Read Bio
Mike Bremer
Partner
317.548.6264
Send an Email
Read Bio
Chris Burke
Case Design Manager
Send an Email
Joyce Falls
Client Services Administrator
Send an Email
Andrew Gardner
Financial Analyst
Send an Email
Kyle Hammond
Client Services Associate
Send an Email
Lauren MacLachlan
Marketing Administrative Assistant
Send an Email
Hannah Nesbitt
Financial Analyst
Send an Email
Angela Pappalardo
Relationship Manager
Send an Email
Andy Roquet
Senior Partner
608.583.9850
Send an Email
Read Bio
Jenna Stirling
Executive Assistant
Send an Email
Kit Vincent
Director of Marketing & Strategy
Send an Email