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Meet the Team

A Team Culture of Accountability
Our expertise and capability ensures you will not have a usual or customary financial services experience.  You are our client, and our objective is to meet each and every interaction with proficiency and accountability. 
Sr. Case Manager

Lori Johnson-Rietdyk

Sr. Case Manager
Sr. Case Manager

Karen Day

Sr. Case Manager
CFO

Alysia Chambers

CFO
Compensation Specialist

Rachel Lines

Compensation Specialist
Illustrations & Marketing

Tiffany Genton-Harrison

Illustrations & Marketing
New Business Support

Aaryn Frederick

New Business Support
Founder

Tim Cross

Founder
Advanced Markets

Gregg Shafter

Advanced Markets
Director of Insurance Solutions

Matt Tryon

Director of Insurance Solutions
A Team Culture of Accountability
Our expertise and capability ensures you will not have a usual or customary financial services experience.  You are our client, and our objective is to meet each and every interaction with proficiency and accountability. 
President

Britt Cross

President
Sr. Case Manager

Lori Johnson-Rietdyk

Sr. Case Manager
Sr. Case Manager

Karen Day

Sr. Case Manager
CFO

Alysia Chambers

CFO
Compensation Specialist

Rachel Lines

Compensation Specialist
Illustrations & Marketing

Tiffany Genton-Harrison

Illustrations & Marketing
New Business Support

Aaryn Frederick

New Business Support
Founder

Tim Cross

Founder
Advanced Markets

Gregg Shafter

Advanced Markets
Director of Insurance Services

Matt Tryon

Director of Insurance Services
Point of Sale

Sean Morgan

Point of Sale