Our Team

Here are some of our world-class experts servicing physicians and healthcare providers. They deliver personalized and high-end service to both individual and corporate clients. Through our combined resources in the industry, we give our clients and their advisers access to the best business and financial products, services, and expertise.

Steve Kobrin

Founder and President

George Bailey

Brand Expansion Strategist | Emerging Technologies & Cybersecurity Partnerships

Benjamin Basile

Crump Life Insurance Services

Trish Breingan

VP of Operations Co-Founder of SPIN Compliance

Frank Dew

Adversity Consultants

Darren Hardersen

Hardersen Group

Kyle Haubrich

Co-founder of SPIN Compliance Solutions and Haubrich & Associates Law Firm

Amanda Lukof

Co-Founder/CEO Eleplan Inc.

Jose Ortiz

CPA, CTC Tax Strategist | Founder, The Scale Collective

Adam Peters

Business Optimisation Specialist
Schooley Mitchell

Jon Saluk

Priority Payment Systems

Jodie Zuccerella

Zuccerella Insurance