Lee serves as Chief Technology Officer for Financial Advisor Benefits. He is a 20-year Information Technology veteran with expertise in technology planning, implementation strategy and technology alignment. Lee has spent the majority of his career in the Information Technology Managed Services industry-most recently as a vCIO for companies in several verticals including manufacturing, professional services, […]
With over 50 years of experience in the Insurance Industry, Tommy is our most experienced Team Member. He has also spent time as a successful owner of several chain restaurants in Georgia. In 2007, Tommy moved back to South Carolina to be close to his family. Serving as the Chief Financial Officer, one of the […]
Sales and Operations are nothing new for Kyle – he’s been active in that career field on the executive level since college. Prior to joining Financial Advisor Benefits in 2008 as the Director of Sales & Operations, Kyle worked in the building industry. Serving others and being part of a team that strives for excellence […]
Dan holds a Bachelor’s degree from Marshall University, where he majored in accounting and minored in finance. He has had a successful career working for various insurance carriers for over 20 years. He began as a Senior Sales Representative for Great West Life & Annuity, then worked for the Standard Insurance Company as a Senior […]
Kevin brings over 25 years of experience in benefit analysis and product development within the insurance market. He offers significant expertise in healthcare insurance products and geographic markets to optimize healthcare solutions for clients. In his early 30s, he launched his first group benefits company: Healthcare Solution Advisors, known today as HSA Group Benefits. In […]