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The team behind our success

Here are some of our world-class experts servicing physicians and healthcare providers. They deliver personalized and high-end service to both individual and corporate clients. Through our combined resources in the industry, we give our clients and their advisers access to the best business and financial products, services, and expertise.

Steve Kobrin

Founder and President

George Bailey

Brand Expansion Strategist Emerging Technologies & Cybersecurity Partnerships

Ian Barnett

Experior Financial Group Inc

Benjamin Basile

Crump Life Insurance Services

Trish Breingan

VP of Operations, Co-Founder of SPIN Compliance

Frank Dew

Adversity Consultants

Jackie Gernaey

CEO SevenStar HR

Amy Greene

Amy Greene Financial Coaching

Darren Hardersen

Hardersen Group

Kyle Haubrich

Co-founder of SPIN Compliance Solutions and Haubrich & Associates Law Firm

Barbara Johnson

Strategic Accountant

Tracy Latona

Golden Rose Financial Coaching

Amanda Lukof

Co-Founder/CEO Eleplan Inc.

Jose Ortiz

Tax Strategist Business Founder – The Scale Collective

Adam Peters

Business Optimisation Specialist
Schooley Mitchell

Seth Tenenbaum

Schooley Mitchell

TJ Webber & Derick Jennings

Accurate Medical Billing

Matt Wizeman

Certified Exit Planning Advisor/Certified Business Leadership Coach

Jodie Zuccerella

Zuccerella Insurance

Get in touch!

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Be part of a team that values innovation, collaboration, and growth. Together, we create impactful strategies that make a difference.

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