Team
Jo Ann takes great pride and responsibility in nurturing her clients and providing tailored solutions to implement group benefit programs that work. She has over 25 years of experience holding positions on both sides of the desk. Jo...
Craig is the Managing Partner and a Financial Planner at Wealth by Design whose primary areas of responsibility are defining the client experience as well as proactively implementing planning strategies that help clients accomplish...
Cathy worked in the Accounting Department as a Payroll Manager at King World Productions. Having raised her two children, she is thrilled to be joining the workforce again as an Administrative Assistant at Access Benefit Consulting. In...
Nick is the Managing Partner and Director of Investment Planning whose primary area of responsibility is designing and implementing investment strategies. Each client situation receives a thorough analysis of their existing portfolio...