Local Team

People you can count on. People you can trust.

Kristi Cherney

Chief Client Officer
Kristi Cherney

James Counter

Founder
James Counter

Amy Ericksen

Sales Assistant, Wealth Services
Amy Ericksen

Jill Gorres, REBC, RHU, SHRM-SCP

Benefit Consultant, Employee Benefits
Jill Gorres, REBC, RHU, SHRM-SCP

Reina Hoglund

Account Coordinator, Employee Benefits
Reina Hoglund

Deanna Homme

Personal Advocate, Individual & Wealth Services
Deanna Homme

Jessica Jackson

Operational Coordinator
Jessica Jackson

Rachel Lange, REBC

Sr. Account Manager & Team Lead, Employee Benefits
Rachel Lange, REBC

Jessica Langeness

Licensed Insurance Agent, Medicare & Individual Insurance
Jessica Langeness

Alyssa Little

Account Coordinator, Employee Benefits
Alyssa Little

Stephanie Marek

Office Assistant
Stephanie Marek

Amy Measner

Account Executive, Employee Benefits
Amy Measner

Rich Potvin

Licensed Insurance Agent, Medicare & Individual Insurance
Rich Potvin

Melanie Reiter

Benefit Analyst
Melanie Reiter

Stephanie Rewerts

Account Coordinator, Employee Benefits
Stephanie Rewerts

Andy Rineck

Financial Advisor
Andy Rineck

Alicia Schwartz, REBC

Benefits Consultant, Total Rewards
Alicia Schwartz, REBC

Linda Skoglund, CLU, CHFC, RHU

Managing Partner
Linda Skoglund, CLU, CHFC, RHU

Morgan Stittleburg, CCUFC

Business Development Associate
Morgan Stittleburg, CCUFC

Amber Wente

Account Executive, Small Business
Amber Wente