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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

Sr. Case Manager
Sr. Case Manager

Karen Day

Sr. Case Manager
CFO

Alysia Chambers

CFO
Compensation Specialist

Rachel Lines

Compensation Specialist
Illustrations & Marketing

Tiffany Harrison

Illustrations & Marketing
Insurance Plan & Design Associate

Aaryn Frederick

Insurance Plan & Design Associate
Founder

Tim Cross

Founder
Advanced Markets

Gregg Shafter

Advanced Markets
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 Harrison

Illustrations & Marketing
Insurance Plan & Design Associate

Aaryn Frederick

Insurance Plan & Design Associate
Founder

Tim Cross

Founder
Advanced Markets

Gregg Shafter

Advanced Markets