Broker Check

Your Team

We function as an extension of your business by managing your benefits-related administrative burden. Our talented advisors, executives, and directors work together to manage and implement your benefit programs every day. In addition, we partner with subject matter experts to support development of effective benefit strategies and risk management.

Benefits Team

Courtney Waters

Courtney Waters

Account Executive

(503) 542-4081

(503) 226-4371

Dan  O'Doherty

Dan O'Doherty, CFP®, CLU, ChFC

Employee Benefits & Retirement Plan Advisor

(503) 542-4093

(503) 226-4371

Dawn Nelson

Dawn Nelson

Sr. Account Executive

(503) 542-4082

(503) 226-4371

Gordon Wollen

Gordon Wollen

Employee Benefits Advisor

509-899-2566

503-226-4371

Jeff Lucas

Jeff Lucas RHU, REBC

Employee Benefits Advisor

(503) 542-4089

(503) 226-4371

Jenifer Phillips

Jenifer Phillips

Account Executive

(503) 542-4088

(503) 226-4371

Jennifer Bugley

Jennifer Bugley

Director of Business Development

(503) 542-4083

(503) 226-4371

Jennifer Charland

Jennifer Charland

Quote & Proposal Specialist

503-226-2171

503-226-4371

John Magryta

John Magryta

Employee Benefits Advisor

(503) 542-4098

(503) 226-4371

Jules Abbott

Jules Abbott

Sales Development Director

503-542-4094

503-226-4371

Kurt Brunswick

Kurt Brunswick

Director of Compliance

(503) 546-7415

(503) 226-4371

Reilly Anderson

Reilly Anderson

Employee Benefits Advisor

(503) 542-4095

(503) 226-4371

Stephanie Scarbrough

Account Executive Support

503-542-4097

503-226-4371

Susan Brighouse

Susan Brighouse

Account Executive

(503) 542-4091

(503) 226-4371

Subject Matter Experts

Bruce Campbell

Dr. Bruce Campbell

Chief Medical Director of BAN

David Konrad

David Konrad

Regional Practice Leader, Roundstone

Jamie Hawkins

Jamie Hawkins

Benefit Technology Resources, LLC, Technology Consultant

John Marshall

John Marshall, FSA, MAAA, EA

Principal with Windsor Strategy Partners

Peter Marathas

Peter Marathas, Esq.

Partner, Marathas Barrow Weatherhead Lent LLP

Stacy Barrow

Stacy Barrow, Esq.

Partner at Marathas Barrow Weatherhead Lent LLP

If you're not sure who would best handle your inquiry, contact us and the appropriate department representative will get in touch with you.

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