About Us - Header Image

We do more than provide exceptional employee benefits, commercial insurance and wealth management services. Driven by an unswerving commitment to our clients, we develop partnerships that ensure extraordinary solutions. If we hear something to the effect of, “I didn’t know what I wasn’t getting before,” then we’ll say mission accomplished. This is what we do. This is who we are. This is why we’re one of the largest health, wealth and retirement consulting firms in the region. We’re also committed to living the healthy lifestyle we advocate. From break-time walking programs to marathon training and cultural celebrations, we nurture an environment of physical, mental and emotional well-being. After all, isn’t support and commitment what being a good partner is all about?
Our values include:
  • Innovation—Growth through creative action
  • Relationships—Genuine, honest partnerships
  • Commitment—The engine that drives our actions
  • Authentic—The freedom to be ourselves
  • Results—Doing what we say we’re going to do
  • Joy—Living life to the fullest
  • Fun—Smile-powered and people-focused
Main Office

11740 SW 68th Parkway, Suite 200
Portland, OR 97223
Phone: 503.241.9550
Toll Free: 800.434.4662


Seattle Office

14432 SE Eastgate Way, Suite 400
Bellevue, WA 98007
Phone: 425.455.5640
Toll Free: 877.455.5640


Bend Office

730 SW Bonnett Way, Suite 3000
Bend, OR 97702
Phone: 458.206.2000
Toll Free: 800.434.4662

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