Our Team
Andrew Alterman
Founder
15 years of healthcare experience, insurance expertise, and now serving clients as an insurance advisor: our founder combines big-picture vision with hands-on knowledge and compassionate guidance.
Brad Latta
CEO
Focused, approachable, and driven by results, our Co-Founder is highly qualified with multiple licenses in various financial services verticals. Calm, collective and thorough, Brad is essentially.
VP of Operations
Creative and strategic in equal measure, our COO brings fresh ideas to every campaign. Seasoned in sales and insurance, operating the company is what he does best.