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

Frank Dew
Adversity Consultants

Darren Hardersen
Hardersen Group

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

Allen Kopelman
Founder and CEO of Nationwide Payment Systems

Adam Peters
Business Optimisation Specialist
Schooley Mitchell

Jodie Zuccerella
Zuccerella Insurance