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.
Andrew Lindsey
Employee Benefits Specialist
(931) 292-9360 (Direct)
Fun Fact: He loves working on his antique truck and enjoys golfing in his free time.
Lee Avinger
Employee Benefits Specialist
(251) 367-5085 (Direct)
With six years of insurance experience, Lee combines deep customer insight with a passion for connection. A Baldwin County, Alabama native, he brings Southern hospitality and professional expertise to every interaction. He is passionate about building lasting relationships and helping clients feel confident about their future.
Fun fact: He enjoys hunting, fishing, and golfing—activities that reflect his love for the outdoors and community.