Our Team

    STAFF DIRECTORY

    We help clients grow strong, profitable businesses and care for employees. Our team relies on their more than 250 years of combined experience in the successful operation of businesses. Our consultants hold some of the highest certifications in their respective areas of knowledge. Our experiences and ongoing, extensive training have helped make us sensitive to the ever-present, but sometimes hidden, realities that exist in our clients' lives and businesses. This insight helps us effectively interpret the needs and objectives of our clients, analyze the potential solutions in the marketplace, and thereby make appropriate recommendations.

     

    Please click on the team members below for more information. If you need to contact our team, please click below:

    ​Contact Us​ 

     

    Kim Moore

    CFP®

    Co-founder Emeritus

    Corporate Services

    Kim's Bio

    Lynn Weirich

    RHU®, CLU®, CHFC®

    Co-founder Emeritus

    Corporate Services

    Lynn's Bio

    Emily Alexander

    Client Relationship Specialist

    Administrative Support

    Emily's Bio

    Sandra Diaz

    Lorenda Erck

    Payroll Service Coordinator

    Payroll & Compensation Services

    Lorenda's Bio

    Samantha Gonzales

    PHR, SHRM-CP

    Anna Gray

    Payroll Implementation Senior Specialist

    Payroll & Compensation Services

    Anna's Bio

    Anne Marie Gray

    Michele Hirshberg

    Casey Hudlow

    Benefits Service Coordinator

    Employee Benefits

    Casey's Bio

    Kari Hulse

    Client Relationship Consultant

    Administrative Support

    Kari's Bio

    Meghan Jaskowiak

    Director of Operations

    Administrative Support

    Meghan's Bio

    Sheila Jennette

    Bookkeeper

    Administrative Support

    Sheila's Bio

    Amanda Larson

    CEBS

    Benefits Consultant

    Employee Benefits

    Amanda's Bio

    Maribel Mauricio

    Renee McRae

    CPP

    Tax & Accounting Consultant

    Payroll & Compensation Services

    Renee's Bio

    Jessica Pasley

    Brittany Pettit

    HR Service Coordinator

    Human Resources

    Brittany's Bio

    Maria Elena Sanchez

    Tiera Smothers-El

    Benefits Specialist

    Employee Benefits

    Tiera's Bio

    Claire Stone

    HR Associate Consultant

    Human Resources

    Claire's Bio

    Carmen Torres

    Benefits Specialist

    Employee Benefits

    Carmen's Bio

    Lori Wiese

    HRIS Specialist

    Human Resources

    Lori's Bio