Broker Check

(503) 226-2171

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

Christina Ramirez

Quotes & Proposal Specialist

503-226-2171

Courtney Dickerson

Courtney Dickerson

Sr. Account Manager

(503) 542-4081

Dan O'Doherty

Dan O'Doherty, CFP®, CLU, ChFC

Employee Benefits & Retirement Plan Advisor

(503) 542-4093

Dawn Nelson

Dawn Nelson

Sr. Account Manager

(503) 542-4082

Gordon Wollen

Gordon Wollen

Employee Benefits Advisor

509-899-2566

Jennifer Bugley

Jennifer Bugley

Director of Business Development

(503) 542-4083

Jennifer Charland

Jennifer Charland

Account Manager

503-542-4090

Jules Abbott

Jules Abbott

Sales Development Director

503-542-4094

Kristen Hughes

Kristen Hughes

401K Retirement Account Manager

503-542-4091

Kurt Brunswick

Kurt Brunswick

Director of Compliance

(503) 546-7415

Lisa Gardner

Lisa Gardner

Employee Benefits Advisor

(971) 340-4548

Manya Oleson

Manya Oleson

Onboarding & Advanced Services Manager

503-980-1562

Nina Tolzman

Nina Tolzman

Employee Benefits Advisor

(971) 340-4549

Reilly Anderson

Reilly Anderson

Employee Benefits Advisor

(503) 542-4095

Stephanie Scarbrough

Stephanie Scarbrough

Account Manager

503-542-4097

Subject Matter Experts

Bobbi Kloss

Bobbi Kloss

Human Capital Management Director, BAN

Bruce Campbell

Dr. Bruce Campbell

Chief Medical Director, BAN

David Konrad

David Konrad

Director of Captives, BAN

Jamie Hawkins

Jamie Hawkins

HR Technology Director, BAN

John Marshall

John Marshall, FSA, MAAA, EA

Director of​ Actuarial​​, BAN

Peter Marathas

Peter Marathas, Esq.

Director of​ Compliance & Legal​​, BAN

Stacy Barrow

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.

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