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. Find a Team Member Bobbi Kloss Dr. Bruce Campbell Christina Ramirez Courtney Dickerson Dan O'Doherty, CFP®, CLU, ChFC David Konrad Dawn Nelson Gordon Wollen Jamie Hawkins Jennifer Bugley Jennifer Charland John Marshall, FSA, MAAA, EA Jules Abbott Kristen Hughes Kurt Brunswick Lisa Gardner Manya Oleson Nina Tolzman Peter Marathas, Esq. Reilly Anderson Stacy Barrow, Esq. Stephanie Scarbrough Benefits Team Christina Ramirez Quotes & Proposal Specialist 503-226-2171 firstname.lastname@example.org Courtney Dickerson Sr. Account Manager (503) 542-4081 email@example.com Dan O'Doherty, CFP®, CLU, ChFC Employee Benefits & Retirement Plan Advisor (503) 542-4093 firstname.lastname@example.org Dawn Nelson Sr. Account Manager (503) 542-4082 email@example.com Gordon Wollen Employee Benefits Advisor 509-899-2566 firstname.lastname@example.org Jennifer Bugley Director of Business Development (503) 542-4083 email@example.com Jennifer Charland Account Manager 503-542-4090 firstname.lastname@example.org Jules Abbott Sales Development Director 503-542-4094 email@example.com Kristen Hughes 401K Retirement Account Manager 503-542-4091 firstname.lastname@example.org Kurt Brunswick Director of Compliance (503) 546-7415 email@example.com Lisa Gardner Employee Benefits Advisor (971) 340-4548 firstname.lastname@example.org Manya Oleson Onboarding & Advanced Services Manager 503-980-1562 email@example.com Nina Tolzman Employee Benefits Advisor (971) 340-4549 firstname.lastname@example.org Reilly Anderson Employee Benefits Advisor (503) 542-4095 email@example.com Stephanie Scarbrough Account Manager 503-542-4097 firstname.lastname@example.org Subject Matter Experts Bobbi Kloss Human Capital Management Director, BAN Dr. Bruce Campbell Chief Medical Director, BAN David Konrad Director of Captives, BAN Jamie Hawkins HR Technology Director, BAN John Marshall, FSA, MAAA, EA Director of Actuarial, BAN Peter Marathas, Esq. Director of Compliance & Legal, BAN Stacy Barrow, Esq. Director of Compliance & Legal, BAN If you're not sure who would best handle your inquiry, contact us and the appropriate department representative will get in touch with you. Name Email Address Phone Question Thank you! Oops!