Founder, Chief Executive Officer
Experienced Financial Advisor with Life Insurance, Risk management, and Investment Experience. Passionate about helping organizations think "Beneficiary First" with their processes. A speaker and educator with a desire for sharing and collaborating with others.
Experienced Sales Professional with a Public Service and Large Industrial Sales. Passionate about helping organizations finding the right solutions for digital transformation.
Co-Founder, Chief Technology Officer
Experienced Solutions Architect serving various industries. Passionate about architecting solutions resulting in organization improvements, client satisfaction, and positive revenue impacts.
Co-Founder, Chief Product Officer
Experienced Technologist and Operations Consultant with Financial Services and Technology industries. Passionate about helping organizations weather the paper storm with the process and digital transformation.
CEO and President at Bankers Trust. Board Member for Workiva and Nationwide.
CEO at ClearData. Experienced in taking organizations public, including Web.com and many others.
Partner at Locke Lord and Co-Chair of Regulatory and Transactions Insurance Group. Named as one of top 100 most influential people in the insurance industry.