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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.

Staff

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

Jeff Lucas

Jeff Lucas RHU, REBC

Employee Benefits Advisor

(503) 542-4089

(503) 226-4371

Jennifer Bugley

Jennifer Bugley

Director of Business Development

(503) 542-4083

(503) 226-4371

John Krantz

Account Executive

(503) 542-4090

(503) 226-4371

John Magryta

John Magryta

Employee Benefits Advisor

(503) 542-4098

(503) 226-4371

Kristen Hughes

Account Executive

(503) 542-4097

(503) 226-4371

Kurt Brunswick

Kurt Brunswick

Director of Compliance

(503) 546-7415

(503) 226-4371

Peggy Cannon

Peggy Cannon

Sales Development Director

(503) 542-4094

(503) 226-4371

Reilly Anderson

Reilly Anderson

Employee Benefits Advisor

(503) 542-4095

(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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