The broker landscape has changed dramatically over the last 20 years. Once a thriving, entrepreneurial landscape of local, independent firms has consolidated into large national mega firms that exist to deliver returns to investors.

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Frustrated with the trajectory of the industry, we've set out to carve our own path forward. A path that we control and that is aimed solely to create better outcomes for clients.  Being locally owned and operated brings us unique capacity to bring large scale solutions to smaller clientele. 

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Our mission is to build, support, and evolve benefit programs to drive growth for organizations of all sizes. We do this by leaning in to technology, educating clients on what's next, and going the extra mile in all that we do.