Discover our journey to transforming benefits.
Dave Ward
President/Co-Founder
(706) 313-6601 (Direct)
With more than 20 years under his belt, Dave uses his vast experience and knowledge to advocate for every client. He is enthusiastic about innovation, thinking outside of the box, and increasing employee engagement.
Fun fact: He is an automotive and motorcycle enthusiast.
Pete LeVan
Executive VP/Co-Founder
(404) 574-8596 (Direct)
Having been in the field for over 25 years, Pete brings a wealth of knowledge and experience to your table. He is client obsessed, and his core competencies include crafting smart benefit strategies, tackling tricky client issues, and pre-renewal planning.
Fun fact: He is an avid golfer and loves volunteering in his community.
Shauna Ward
Chief Operating Officer/Co-Founder
(470) 649-0026 (Office)
Boasting a diverse background in this sector, Shauna brings her unique perspective and expertise to each job. She is passionate about efficiency, consistent and timely responsiveness, and overall client success and satisfaction.
Fun fact: She loves to travel almost as much as she loves books.
Spencer Shadday
Employee Benefits Specialist
(706) 936-6249 (Direct)
Recent MBA Graduate from the nationally ranked Crummer School of Business at Rollins College, Spencer brings a fresh perspective to client engagements. With a background in sales & consulting, he’s driven by problem-solving, building strong relationships, and delivering impactful results to every client.
Fun Fact: He enjoys playing golf and pickleball in his free time.