About Us

We Aspire to Lead the Nation in Delivering Premium Business Solutions to the Small and Medium-sized Business Marketplace.

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Our Promise

Securing Financial Futures From Hire Through Retire

By leveraging our extensive team of industry leaders, board of directors and network companies, we take a principled, innovative, and proactive approach to provide industry-leading services to our clients and their employees.
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Our Values

Our Guiding Principles

  • Principled
  • Proactive
  • Innovative
  • Growth Minded
  • Team Work


Danny Hest

Chief Executive Officer

Sean Morris

Chief Financial Officer

Brad Simon

Chief Operating Officer

Doug Simon

Founder, Principal

Nate Aiken

Chief Experience Officer

Edgar Lopez

Vice President, Corporate Development

Michael Heflin

Vice President, Sales & Marketing

Anh Nguyen

VP of Transformation

Aaron Shepler

Chief Technology Officer

Board of Directors

Diana Cantor

Andrea Feirstein

Justin Ishbia

Bill Jasien

Mickey Jiang

Pat Kelly

Brad Morehead

Kevin Offel

Doug Simon

Greg Slamowitz

Michael Sternklar

Strongpoint Partnerships

Our industry expertise, paired with best-in-class infrastructure and resources, help you unlock the next level of business services growth. Founder-friendly custom term sheets and demonstrated track record for success help bring your company to the next level.
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