Amelia Director Generates organizational mission ownership by giving employees the power to recommend and assist with developing the needed changes at the user-level to achieve effectiveness. Lexa Grinn Advisor Lexa is one of the most recognizable financial guides in the country. She takes a great personal interest in what you do, what she does and what she can do for you. Clarke Rosie Advisor Significant experience and developed expertise working with individuals and households who are in or going into retirement, have gone through significant life transitions. Joe Jonas Customer Service Joe can define outstanding service through service standards and team goals; bring in data and metrics to evaluate service quality. Shirley Bennett Customer Service Shirley employs excellent listening skills to gain a deep understanding of customer concerns and to provide win-win solutions for the customer. Peter Himmelman Human Resources For Peter, it's about understanding how the brain works so we can work with, rather than against, it in order to reach our most meaningful goals.