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