With over 60 years in combined, multi-industry expertise, our mission is to create the building blocks of success to influence positive change for you, your employees and company. Every business story matters. Our team has a proven track record in consultative assessment and innovative solution design for employer/employee benefits, succession and retirement plans and wealth management. 15+ yrs. Employee benefits ranking in the top 5% nationally across multiple carriers. 25 yrs. Collaborative succession planning including comprehensive estate and gift tax. 20+ yrs. Multi-industry trusted advisor status (insurance, agribusiness, real estate, finance & technology).



Anthony Wolf

President and CEO

30 years of professional sales experience. Main areas of focus are Health Insurance, Life, Annuity and Supplemental benefits.

Specialties: Defined employer contribution to use as each person sees fit to protect their family. A La Carte offerings create true benefits for companies and employees rather than perceived benefits recommended without consulting or asking each person what is important to them.

Korey Werk

Director of Sales and Business Development

Master Agronomy Advisor who envisioned, planned, executed, and oversaw Yield Quest, the industry-leading grower-focused Geographic Information System precision ag program. Background includes calling on 3000+ acre growers, selling seed, crop protection, crop nutrients, and consultative technology solutions and driving annual sales up to $12M. Key buyer retention rate consistently above 95%. Trained, led, and motivated sales staff of more than 25. Known for strategic aptitude, innovation, technical adaptability, and ability to work independently with a team.

Andrea Wolf

Sr. Recruiting Manager

Seasoned Proactive Recruiter with both Commercial and Public Sector Industry experience hiring Top Sales & Technical resources across the US. Andrea is passionate and extremely motivated to hire the best talent in the market and committed to delivering a red carpet candidate interview experience! She has a reputation for being a hands-on team collaborator and an individual who is driven for success in matching people!!



Jim McFarlane

Affiliated PartneR

Jim specializes in high net worth clients who have attained the age of 40 and above. He has collaborated with strategic partners to place over $50,000,000 of target premiums in the last five years using various creative premium financing approaches. Through collaboration, Jim has established relationships with local, regional, national, and international banks to provide funding to retail clients for their life insurance needs. In addition to banking relationships, he has worked with private offices, law firms, accounting firms, charities, and high-end advisors nationally for 30+ years. Jim partners with clients’ advisors to leverage the leverage of the best tax tool known to man. His goal is to help families their transfer wealth to their loved ones and charities.

Dr. Libby Grant

Affiliated Partner

Libby supports advisors in all insurance and investment-related issues. She is a graduate of Northern Illinois University in DeKalb, IL, where she earned a Doctorate Degree in Education and a Bachelor’s Degree in Business Administration with a concentration in Economics. Libby also holds a Master’s Degree in Teaching from National Louis University. She is licensed in 15 states as a Life Producer and is also a Registered Representative and Investment Advisor Representative with Kes-tra holding her Series 7: FINRA General Securities Representative, and Series 66: FINRA Uniform Combined Securities Agent & Investment Advisor State Law Exam licenses.

Chris Dwyer

Affiliated Partner

Chris assists clients in developing estate plans ranging from basic plans for young families to very complicated plans focusing on complex estate, gift, income, and generation-skipping tax issues. Chris is regularly involved in complex gift tax and estate planning matters that require the use of techniques such as irrevocable insurance trusts, “dynasty trusts”, sales to intentionally defective trusts (including §678 Trusts), foreign trusts, qualified personal residence trusts, grantor retained annuity trusts, family limited liability companies and family limited partnerships, split interest charitable trusts, and qualified domestic trusts.