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 Courtney Dickerson Dan O'Doherty, CFP®, CLU, ChFC David Konrad Dawn Nelson Gordon Wollen Jamie Hawkins Jenifer Phillips Jennifer Bugley Jennifer Charland John Magryta John Marshall, FSA, MAAA, EA Jules Abbott Kurt Brunswick Lisa Gardner Manya Oleson Nina Tolzman Peter Marathas, Esq. Reilly Anderson Stacy Barrow, Esq. Stephanie Scarbrough Benefits Team Courtney Dickerson Sr. Account Executive (503) 542-4081 firstname.lastname@example.org Dan O'Doherty, CFP®, CLU, ChFC Employee Benefits & Retirement Plan Advisor (503) 542-4093 email@example.com Dawn Nelson Sr. Account Executive (503) 542-4082 firstname.lastname@example.org Gordon Wollen Employee Benefits Advisor 509-899-2566 email@example.com Jennifer Bugley Director of Business Development (503) 542-4083 firstname.lastname@example.org Jennifer Charland Quote & Proposal Specialist 503-226-2171 email@example.com John Magryta Employee Benefits Advisor (503) 542-4098 firstname.lastname@example.org Jules Abbott Sales Development Director 503-542-4094 email@example.com Kurt Brunswick Director of Compliance (503) 546-7415 firstname.lastname@example.org Lisa Gardner Employee Benefits Advisor (971) 340-4548 email@example.com Manya Oleson Onboarding & Advanced Services Manager 503-980-1562 firstname.lastname@example.org Nina Tolzman Employee Benefits Advisor (971) 340-4549 email@example.com Reilly Anderson Employee Benefits Advisor (503) 542-4095 firstname.lastname@example.org Stephanie Scarbrough Account Executive 503-542-4097 email@example.com 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 Jenifer Phillips Small Employer Benefit Advisor, Life & Health Solutions (503) 542-4088 firstname.lastname@example.org 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!