As a Client Service Associate, Sirena works closely with wealth management firms to deliver creative insurance solutions. She is responsible for supporting the operational activities of our advisors, providing exceptional client experiences, and assisting in ongoing management/monitoring services for in-force policies. Sirena is an integral part of our client service team and will is dedicated […]
Read More
Grace began her insurance career with Valmark in 2018 and joined the Long Road team in 2023. As a Client Service Associate, Grace works closely with wealth management firms to deliver creative insurance solutions. She is responsible for supporting the operational activities of our advisors, providing exceptional client experiences, and assisting in ongoing management/monitoring services […]
Read More
As a trusted consultant, Steve is passionate about working collaboratively with affluent clients and their team of advisors to design insurance solutions that complement their well-designed financial plans. Over the last 15 years, Steve has partnered with numerous industry experts to help protect and grow their clients’ assets. His prior experience includes Regional Sales Vice […]
Read More
Krystalynn Schlegel has over 20-years of experience working in the insurance industry, specializing in small business owners and families in their quest to have financial freedom. Ms. Schlegel enjoys educating her clients to the fullest extent and providing them with the tools they need to make qualified decisions when implementing insurance as a part of […]
Read More
Bradley (Brad) Peterson has over 30 years of insurance and financial services experience, serving most recently as Vice President of Insurance for Sequoia Financial Group. Mr. Peterson specializes in helping families understand their wealth transfer issues and how insurance planning may benefit them. Mr. Peterson enjoys working with other advisors, CPAs, estate planning attorneys, and […]
Read More
Recent Comments