Meet Our Leadership Team

Our leadership team brings over 160 years of industry experience to fuel our innovative and dynamic approach.

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Experience Meets Innovation

Our leadership team combines its experience and passion for serving clients to deliver guidance based on today's rapidly evolving financial landscape.

CEO and Chairman of the Board

Alex Kocoves


Matt DeSantos

Executive Vice President of Business Development

Michael McEvilly

National Director of Fixed Insurance Agent Development

Tom Willms

Director of Fixed Insurance Sales

Jeremy Bobby

Director of Insurance Solutions

Adam Szlamkowicz

National Recruiting Director

Drew Kocoves

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