About us

Our Story

Our professional staff have over 30 years of experience in financial services, with an emphasize on employee benefits. We are based in Englewood, Colorado and have been providing these services since the company founding in 2005.

OUR MISsion

Our agents strive to provide the highest quality service possible. It is our goal to provide businesses with the foundation to grow and prosper, by giving their employees the best health care possible.

Our Approach

We don’t just provide the best health care possible, we build relationship with our clients. We are here to make sure you get the coverage you and your employees deserve. 

OUR TEAM

Managing Partner

Wade Davis

CFO

Sherry Davis

Sales & Service Specialist

Glenda Gardner

Marketing Specialist

Adam
Berry

ASSiSTANT

Jeannette White

Assistant

Bethanne Doherty