Meet The Team

Monika Kahanowitch

Banking and Accounting

Monika Kahanowitch has experience in both banking and accounting.

Ben Koplan CLU, ChFC

Principal

With over 30 years of insurance experience, Ben is a well-respected leader, speaker and senior consultant in the brokerage market.

Ron Ross, CLU, ChFC

Advanced Marketing and Sales

Ron has more than 30 years of insurance experience assisting agents with wholesale and retail sales concepts.

Natasha Spence

Senior Concierge Case Manager

Natasha has more than 14 years as a concierge case manager that includes large case underwriting and office management.

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