ALEX TOLBERT

Founder/CEO

DEANNA LAX

Employer Advisor Team

MATT KLEYMEYER

Employer Advisor Team

MALLORY WALLS

Alpine Team

PETE MITTELHOLZER

Employer Advisor Team

JOHN WHALING

Individual Advisor Team

SARAH WEINSTEIN

Marketing

RYAN LONG

Software Sales

SHEILA HOLDER

Individual Advisor Team

MITCH STICKFORD

Employer Advisor Team

STEVE NIXON

Organizational Success

TREY WILLIAMSON

BerniePortal Advisor Success

TONI BADICS

Individual Advisor Team

TRENNIE WILLIAMS

BerniePortal Advisor Success

SANDRA AZUBUIKE

BerniePortal Advisor Success

DREW GIESEKE

Marketing

STEVEN CRITCHFIELD

BerniePortal Developer

COURTNEY MITCHELL

Alpine Team

JOSH DODD

BerniePortal Advisor Success

AUBREY SMITH

BerniePortal Advisor Success

SARAH HECHT

Organizational Success

JIMMY MCCARTHY

BerniePortal Advisor Success

ANDREW LA HAIE

BerniePortal Advisor Success

BRIAN TOLBERT

Employer Advisor Team

CRAFT HAYES

Software Sales

RYAN MCCOSTLIN

Individual Advisor Team

BEN CROWNOVER

Employer Advisor Team

TRAPP TUBBS

BerniePortal Product

LEE KINDRED

Individual Advisor Team

ALLISON CUNNINGHAM

Individual Advisor Team

CRAIG JOHNSON

Software Sales

TAYLOR DENNIS

BerniePortal Advisor Success

COURTNEY COX

Marketing

KRISTYN SIMPSON

BerniePortal Advisor Success

SEBASTIAN LABOY

BerniePortal Advisor Success

AMANDA LOUGHRAN

BerniePortal Advisor Success

MILLIE HOFFMANN

BerniePortal Advisor Success

TAYLOR KASS

Alpine Team

TRAVIS FRADY

Marketing

ROB BUXBAUM

Software Sales

IBRAHIM EZZEIR

BerniePortal Advisor Success

GLORIA LEWIS

BerniePortal Advisor Success

MAXWELL MADSEN

Employer Advisor Team

JACOB SINGER

Employer Advisor Team

AARON PECENKA

Employer Advisor Team

JOCELYN CHAMBERS

Employer Advisor Team

LINDSEY VAN CLEAVE

BerniePortal Advisor Success

CHRIS MEDEIROS

Employer Advisor Team

CHARLIE MCMACKIN

BerniePortal Developer

MATT WALKER

Employer Advisor Team

CATARINA MUSCHAWECK

Employer Advisor Team

ANN LOWE ELLIOTT

Employer Advisor Team

AMANDA CAMPBELL

Employer Advisor Team

DAN COX

BerniePortal Advisor Success

NICK OLMSTEAD

Employer Advisor Team

KATHLEEN GOULD

Individual Advisor Team

ELLEN REX

Marketing

JOSH SCHMOOCK

BerniePortal Advisor Success

NATHAN CHUNG

BerniePortal Advisor Success

BEN WATSON

BerniePortal Developer

ADAM HOSKINS

BerniePortal Advisor Success

MICHAEL MARTONE

BerniePortal Developer

SPENCER STEPHENSON

Employer Advisor Team

LAUREN BROWN

Marketing

EMILY STRICKLAND

BerniePortal Advisor Success

ELISABETH WALLACE

BerniePortal Advisor Success

Our Employer Advisor Team for Bernard Benefits develop and implement the best benefits strategies for our employer clients.

BRIAN TOLBERT

Brian leads Bernard Benefits’s efforts to help employers. Brian worked as a Sales Consultant for the Cleveland Cavaliers before graduating with his MBA from Vanderbilt’s Owen School of Management. When Brian isn’t leading the efforts to help employers stay on the cutting edge of healthcare strategy, you can find him spending time with his family.

JOCELYN CHAMBERS

Jocelyn started at Bernard Benefits in 2009, and has since become the lead health insurance advisor for over 45 medium and large group employers.  After graduating from The University of Tennessee, Jocelyn worked in operations at an Inc. 500 company.  When Jocelyn isn’t making sure her employer clients are getting the absolute best health strategy for their organization, you can find her spending time with family and cheering on the Tennessee Vols and Chicago Cubs.

COULD THIS BE YOU?

The Employer Advisor team is hiring for an Employer Client Success Advocate position.

APPLY NOW

BEN CROWNOVER

Ben leads Bernard’s Employer Client Success team. After graduating from Miami University of Ohio, Ben launched a non-profit called Justice Industries. When Ben isn’t supporting his team and Bernard’s employer clients, you can find him playing Ultimate Frisbee or rock climbing.

PETE MITTELHOLZER

Pete leads Austin’s team of Employer Advisors. He earned his JD/MBA from the University of Arizona, volunteered in the Peace Corps, and worked in the natural gas industry before joining Bernard. When Pete isn’t helping employers navigate their health plan options, you can find him running, coaching lacrosse, or spending time with his wife and baby son.

MATT KLEYMEYER

Matt leads Indianapolis’ team of Employer Advisors. A native of the Circle City, Matt earned his BA from DePauw University and his MBA from Butler University. When Matt isn’t out rescuing employers from healthcare confusion, you can find him on the hardwood trying to relive his basketball glory days or at home spending time with his family.

CHRIS MEDEIROS

Chris helps Indiana employers evaluate health benefit strategies. After graduating from DePauw University, he worked at American Funds as a Retirement Plan Specialist. When Chris is not evaluating health plan strategies, you can find him playing slow pitch softball and golf.

DEANNA LAX

DeAnna is Bernard’s nurse on staff who helps employees save money on prescription drugs. After graduating with her BS in nursing from Tennessee State University, DeAnna worked as a nurse and a health and fitness coach. When DeAnna isn’t helping employees price-shop prescriptions, you can find her spending time with her husband and four absolutely wonderful children.

MATT WALKER

Matt is a member of the Employer Advisor team. Matt graduated from Rhodes College in 2014 with a degree in Chemistry. Prior to joining the Bernard Benefits team, he worked in the Office of Religious Life at Vanderbilt University. In his spare time, Matt enjoys watching football, eating good food, and trying to keep up with new TV shows.

AMANDA CAMPBELL

Amanda is a member of the Bernard Benefits Employer Client Success team in Texas. Amanda graduated from Texas State University and has a background in the insurance industry, specializing in Medicare. When Amanda isn’t helping employer clients, Amanda likes to spend time with her family and friends, go hiking and listen to live music.

CATARINA MUSCHAWECK

Catarina is a member of the Direct Employer team. Catarina graduated from Belmont University with a degree in Corporate Communication. Prior to joining the Bernard Benefits team, she coordinated corporate events and was a product manager at an HR firm. On her free time, you can find Catarina at local breweries, hiking, planting trees, or taking weekend trips across the country.

MITCH STICKFORD

Mitch is an Employer Advisor in Indiana. After graduating from Ball State University, Mitch worked for a large disability carrier. When Mitch isn’t helping employers find the best health insurance benefits options, you can find him hiking and camping at Turkey Run or Shades State Park.

ANNE LOWE ELLIOTT

Ann Lowe is a member of the Bernard Benefits Employer Client Success team. Ann Lowe, originally from Greenville, South Carolina, studied Business Administration at Furman University. In her free time, she enjoys walking her dogs, cooking, and spending time at the lake with her family.

MAXWELL MADSEN

Maxwell is a member of the Bernard Benefits Employer Client Success team. Maxwell graduated from Belmont University with a degree in Corporate Communication. In his free time, you can find him hiking at Radnor lake, spending time with family and friends, and exploring Nashville.

NICK OLMSTEAD

Nick is a member of the Bernard Benefits Employer Advisor team. Nick is originally from Toledo, Ohio and received a B.A. in Healthcare Administration with a minor in General Business from Bowling Green State University. When not in the office, you can find Nick working on his golf game, exercising, or enjoying time with friends and family.

SPENCER STEPHENSON

Spencer is a member of the Bernard Benefits Employer Advisor team in Nashville. Spencer is originally from Mobile, AL, but has moved several times and considers Nashville his home.  He received a degree from the University of Alabama with a double major in Digital Media and Communication Studies. When not in the office, you can find Spencer exploring Nashville’s restaurants and bars with friends or binging T.V. shows at home with his longtime girlfriend, Nichole, and their Yorkie, Tyson.

AARON PECENKA

Aaron is a Nashville native and on the Employer Advisor Team. He received his MBA from WKU, as well as a BS in marketing. In his free time he likes to workout, spend time with friends and family, and support the Titans.

JACOB SINGER

Jacob is a member of the Bernard Benefits Employer Advisor team. Jacob is originally from Marion, Indiana and received a B.A. in Business Administration with a minor in Communications from Indiana Wesleyan University. When not in the office, you can find Jacob working out, eating, or enjoying time with friends and family.

The Individual Advisor Team for Bernard HFP provide expert healthcare advice and assistance to consumers.

RYAN MCCOSTLIN

Ryan leads Bernard Health’s efforts to help individuals and families. He’s spent his whole career in healthcare, including time at The Advisory Board Company and Stockamp & Associates in Washington, DC. Ryan has also taught as an adjunct professor at Vanderbilt University, and he has a BS from Vanderbilt and an MBA from Yale.

JOHN WHALING

John leads Bernard’s Healthcare Financial Planning team. Previous experience includes riding his bicycle across the United States, working on a cattle farm, and traveling to six continents. Outside of work, you can find him spending time with his wife, Hollister. He has a BA from the University of The South and an MBA from Lipscomb University.

LEE KINDRED

Lee is passionate about helping individuals understand health insurance. Before joining the Bernard Health team, he was busy working on his MBA in Health Care Management. When Lee is not helping individuals, he can usually be found working with his own family or helping families through the guardian at litem program in North Florida.

TONI BADICS

Toni is a member of the Healthcare Financial Planning team.  She graduated from Ball State University with a degree in Telecommunications and a focus on Multimedia.  When she’s not providing non-commissioned licensed healthcare financial planning support and guidance, you can find her hiking, watching movies, or most likely napping.

ALLISON CUNNINGHAM

Allison is a member of the Healthcare Financial Planning team. After graduating from Clemson University, Allison began to find her passion in healthcare through work with hospital patients who needed assistance with their insurance. On her free time, you’ll find Allison watching movies with her husband Cody or playing the piano.

SHEILA HOLDER

Sheila is a Patient Advisor in Florida. Sheila attended College of Charleston in Charleston, SC. Prior to working at Bernard Health, she worked for Allstate Benefits and BCBS of Florida. She is a dog lover and is passionate about volunteering with a local non-profit agency that raises and trains service dogs for disabled veterans in Florida.

KATHLEEN GOULD

Kathleen is on the Healthcare Financial Planning team. Kathleen moved to Nashville from Wisconsin where she spent years providing support to financial advisors and their clients. She attended the University of Wisconsin-Stevens Point majoring in Communication with an emphasis in Public Relations.  In her free time, you can find her exploring the city or at a live music venue.

Our People, Operations, and Finance Team keeps Bernard Health going and growing.

RYAN MCCOSTLIN

Ryan leads Bernard Health’s Organizational Success team. He’s spent his whole career in healthcare, including time at The Advisory Board Company and Stockamp & Associates in Washington, DC. Ryan has also taught as an adjunct professor at Vanderbilt University, and he has a BS from Vanderbilt and an MBA from Yale.

STEVE NIXON

Steve is responsible for finance, people, and all operations that help keep Bernard going and growing. Prior to Bernard, he spent 4 years in public accounting focused on financial process improvement. Steve is a CPA, and he has a BS and Masters in Accounting from The University of Alabama.

COULD THIS BE YOU?

The Organizational Success team is hiring for an Office Administrator position.

APPLY NOW

SARAH HECHT

Sarah is the glue that holds our finance, people, and back office operations together. Prior to Bernard, she was an operations manager for a local staffing agency in Nashville. Originally from New York, Sarah attended Long Island University where she studied public administration. When she’s not at Bernard, you can find her listening to podcasts, baking, or with her family. 

The Marketing Team generates interest in our products and services by getting the word out about our Bernard Health brands.

SARAH WEINSTEIN

Sarah leads Bernard’s Marketing team. She earned her bachelors degree at Middle Tennessee University and MBA from Lipscomb University. When she is not getting the word out about Bernard Health, you can find her traveling, trying new restaurants, or hiking local trails.

COURTNEY COX

Courtney is a member of the BerniePortal Marketing team. Originally from Kentucky, Courtney graduated from Morehead State University with a Bachelors degree in Marketing. Before joining Bernard Health she was a sales rep for a marketing company called AMP. On her free time Courtney enjoys playing and watching sports, reading, spending time with friends and family, and eating good food.

COULD THIS BE YOU?

The Marketing team is hiring for an SEO/SEM Specialist.

APPLY NOW

TRAVIS FRADY

Travis is the Video Producer on Bernard Health’s Marketing team in Nashville. After graduating from Middle Tennessee State University he rose through the ranks at CMT where he wrote and produced nationwide creative campaigns. When Travis isn’t creating content you can find him checking out live music or exploring America’s National Parks.

DREW GIESEKE

Drew Gieseke is a member of Bernard’s Marketing team in Nashville. A graduate of the University of Missouri with a degree in journalism, Drew is an experienced writer, editor, and content producer. In his free time, you can find Drew reading, making coffee, or daydreaming about a new pair of sneakers.

ELLEN REX

Ellen is a member of Bernard’s Marketing team in Nashville. After graduating from San Diego State University with a bachelors degree in Integrated Marketing Communications, she was a celebrity Social Media Manager for a marketing agency in southern California. When she’s not designing content, you can find her hosting dinner parties or attending concerts.

LAUREN BROWN

Lauren is a member of Bernard’s marketing team in Nashville. She graduated from Marquette University with a degree in journalism and minor in health studies. When she’s not writing, Lauren can be found baking, reading, or enjoying the outdoors with her dog.

COULD THIS BE YOU?

The Marketing team is hiring for a Junior Copywriter.

APPLY NOW

Software Sales

This team of BerniePortal experts demonstrates the benefits of BerniePortal to our broker partners.

CRAFT HAYES

Craft leads the Software Sales team. After graduating with his MBA, Craft joined Bernard Health to help employers navigate complicated health insurance plans, helping thousands across the country. In 2017, Craft moved over to the BerniePortal sales team to help communicate the impact BerniePortal can have on a brokerage and their clients. When Craft isn’t leading the BerniePortal team of advisors, you can find him spending time with family, non-profit organizations, or out on the lake or a motorcycle.

CRAIG JOHNSON

Craig is a member of the Software Sales team. Craig moved to Nashville from New Hampshire to get away from the cold weather. He went to the Nashville State Community College for Business Management and previously worked in technology sales. When Craig isn’t helping brokers understand the capabilities of BerniePortal, you’ll see him looking for the next addicting TV show or collecting retro video games.

COULD THIS BE YOU?

The Software Sales team is hiring for a SaaS Sales Consultant position.

APPLY NOW

RYAN LONG

Ryan is a member of the Software Sales team in Nashville. Before Bernard Health, Ryan worked for Healthcare IT Consulting and Management Company. When Ryan isn’t working with brokers helping them understand the capabilities of BerniePortal, you’ll see him skiing, supporting SEC Football games or traveling internationally.

ROB BUXBAUM

Rob is a member of the Software Sales team. Originally from Washington and after a few years in Denver, Rob is loving Nashville. He graduated from the University of Idaho with a degree in Marketing and has worked in sales and marketing roles across different verticals. When Rob is out of the office, he enjoys playing guitar, lifting weights, and is always on the look out for the best Italian food in town.

BerniePortal Advisor Success

Customer service is what sets BerniePortal apart, and this team is the foundation.

LINDSEY VAN CLEAVE

Lindsey leads the BerniePortal Advisor Success team. After graduating from Southern Methodist University, she worked in a traditional insurance office before moving to Bernard. When Lindsey isn’t helping clients succeed online, you can find her volunteering, working at a local food truck, or taking her two dogs for a run.

COULD THIS BE YOU?

The Advisor Success team is hiring for an Advisor Success Associate position.

APPLY NOW

COULD THIS BE YOU?

The Advisor Success team is hiring for an Employer Success Associate position.

APPLY NOW

TREY WILLIAMSON

Trey is a member of the BerniePortal Advisor Success team.  He is a Nashville native and received a BS in Biology with a minor in French from Centre College.  Before joining the team, Trey was teaching tennis at a local swim and tennis club.  When he is not in the office, you can find him teaching tennis, spending time outside, or hanging out with friends and family.

MILLIE HOFFMANN

Millie is a member of the BerniePortal Advisor Success Team. Millie graduated with a BS in Business from Missouri State University. Before joining Bernard Health, Millie worked for an employee benefits brokerage in Kansas City. In her free time, Millie enjoys spending time outside with her dog, Bear.

TAYLOR DENNIS

Taylor is a member of the BerniePortal Advisor Success team and graduated from the University of Tennessee-Chattanooga. Before joining Bernard Health, Taylor interned at Unum and Aflac. In her free time, Taylor enjoys adult coloring, eating ice cream, and listening to George Strait music.

KRISTYN SIMPSON

Kristyn is a member of the BerniePortal Advisor Success team and graduated from East Tennessee State University with a B.A. in Foreign Language. Before joining Bernard Health, she worked in customer service and bookkeeping. In her free time, Kristyn enjoys reading, racquetball, video games, and improving her portrait-drawing skills.

JOSH SCHMOOCK

Josh is a member of the BerniePortal Advisor Success team. Josh is originally from Green Bay, Wisconsin and graduated from the University of Wisconsin. Go Badgers!  When he’s not at work you can find him cooking, running in one of Nashville’s parks, or exploring new restaurants.

DAN COX

Dan is a member of the BerniePortal Advisor Success team. Dan attended the University of Dayton with a major in Sport Management. Before joining Bernard Health, Dan has worked in all facets of the sports industry from a head grounds keeper of a minor league baseball team to a high school assistant athletic directorOutside of the office, you  can find Dan watching Ohio State Football, enjoying delicious barbecue or playing with his pupKinsey.

ADAM HOSKINS

Adam Hoskins is a member of the BerniePortal Advisor Success Team. He graduated with a B.S. of Computer Science from the University of Alabama at Birmingham. Prior to joining Bernard Health, he worked for Universal Studios in Orlando Florida. In his free time he loves to cook, play basketball with friends, and watch all types of movies.

AMANDA LOUGHRAN

Amanda is a member of the BerniePortal Advisor Success team. Originally from Richmond, Virginia, she graduated from Elon University with a BSBA in Business Administration and a minor in Entrepreneurship. In her free time, you can find Amanda at thrift stores, watching live music, or taking too many photos of her dogs sleeping.

SEBASTIAN LABOY

Sebastian is a member of the BerniePortal Advisor Success team and graduated from the University of Central Florida. Before joining Bernard Health, he spent three years as an Inventory Analyst for a fast-growing eCommerce company. In his free time, Sebastian enjoys playing drums, watching live music, and traveling abroad.

NATHAN CHUNG

Nathan is a member of the BerniePortal Advisor Success team. Nathan attended Liberty University with a major in Criminal Justice. Before joining the team, he worked as an insurance agent and gradually moved into the technology side of the healthcare industry. When he’s not in the office, you can find him cooking, hanging with his wife and dog or building PCs.

SANDRA AZUBUIKE

Sandra is a member of the BerniePortal Advisor Success team. Sandra is originally from Montgomery, AL and graduated from Vanderbilt University. In her free time she enjoys participating in drum circles, traveling abroad, and pretending she’s a secret Nashville food blogger.

JOSH DODD

Josh is a member of the BerniePortal Advisor Success Team. Before Bernard Health, Josh has worked as a History Teacher and Coach for multiple sports after moving to Nashville from the Kansas City area in 2015. Josh graduated with his M.Ed. from Lipscomb University in 2018 and joined the Bernard Health team recently to use these skills. When Josh is out of the office, he enjoys lifting weights, golfing, or hiking in the area.

GLORIA LEWIS

Gloria is a member of the BerniePortal Advisor Success team and graduated from Oberlin College in 2018 with a B.A. in Africana Studies. Before joining Bernard Health, she worked as a teacher and paralegal. In her free time, Gloria enjoys dancing, working out, cooking, adult coloring, and watching Indie movies.

IBRAHIM EZZEIR

Ibrahim is a member of the BerniePortal Advisor Success team. He graduated from Middle Tennessee State University with a B.S. in Journalism and a minor in Business Administration. In Ibrahim’s free time, he enjoys camping, video games, and hanging out with friends and family.

AUBREY SMITH

Aubrey is a member of the BerniePortal Advisor Success Team. She graduated from the University of TN–Chattanooga with a BS in Environmental Science. Prior to working at Bernard, she worked in the research department at Vanderbilt University Medical Center, and worked at the Chattanooga Zoo as a nutritionist.  In her free time, she enjoys baking, board games, and hosting Saturday suppers.

EMILY STRICKLAND

Emily is a member of the BerniePortal Advisor Success team. Originally from Pennsylvania, she attended Rensselaer Polytechnic Institute in upstate New York and graduated with a B.S. in Industrial Engineering. In her free time, she loves trying new recipes and spending time with her husband and two dogs.

TRENNIE WILLIAMS

Trennie is a member of the BerniePortal Advisor Success team. Trennie, originally from Memphis, Tennessee, received a B.S. in Communications with a minor in Business Administration and a M.S. in Recreation and Sport Management from the University of Tennessee at Knoxville. Before joining Bernard Health, Trennie worked as a graduate assistant with the University of Tennessee Athletics Marketing Department. In his free time, Trennie enjoys sporting events, hanging out with friends, and playing with his pet boxer, Lacey.

JIMMY MCCARTHY

Jimmy is a member of the BerniePortal Advisor Success team. He is originally from the San Francisco Bay Area and graduated from the University of California Santa Barbara with a B.A. in Anthropology. In his free time, Jimmy enjoys exploring new restaurants, thrift shopping, as well as spending time with family and friends.

ELISABETH WALLACE

Elisabeth is a Nashville native and a recent graduate from the University of Tennessee, Knoxville where she received a Bachelor’s of Health and Human Sciences.  During her time in school she was drawn to finding a career in which she could apply her education and experience to a growing company that is passionate about serving others.  She joined the team at Bernard Health in September of 2020, and is very excited to be a member of the Client Success team. When she’s not working she enjoys trying new restaurants, kayaking, and relaxing at home with her cat.

ANDREW LA HAIE

Andrew La Haie is a member of the BerniePortal Advisor Success Team. Andrew graduated with a BS in Human Resource Management from the University of Tennessee at Knoxville and a MS in Higher Education from Florida State University. Before joining Bernard Health, Andrew worked as a Resident Director for multiple residence halls at the University of Tennessee at Chattanooga. Outside of the office, Andrew is busy entertaining three young children and getting on the golf course whenever possible!

BerniePortal Product

The Product Team designs new and exciting features for BerniePortal.

TRAPP TUBBS

Trapp is the technical writer on the BerniePortal team. Before joining Bernard Health, he graduated from the University of the South. When Trapp isn’t helping rescue individuals from healthcare confusion, you can find him working on his tennis serve, indulging in the Nashville music scene, or getting into a good film.

BerniePortal Developers

Our software engineers build and maintain BerniePortal’s industry-leading functionality.

CHARLIE MCMACKIN

Charlie leads the BerniePortal Development team here in Nashville. After graduating from East Tennessee State University, Charlie spent over seven years in the web development community working with a wide variety of clients. When Charlie isn’t busy coding BerniePortal, you can find him exploring near and far with his wife.

STEVEN CRITCHFIELD

Steven helps lead the BerniePortal development team here in Nashville. Steven has been doing web development in Nashville for over 20 years in several industries including accounting, healthcare, qualitative research, and Corrections. When not at a computer, he can be found working on cars or motorcycles.

BEN WATSON

Ben is a member of the BerniePortal Development team. While studying a BS in Computer Science and NZ Sign Language at Victoria University in New Zealand, Ben worked in the military and as an interpreter at his church. When he’s not wrangling a computer, you can find him rapping, boxing, or making the most of a country that has Chick-fil-A.

MICHAEL MARTONE

Michael is a member of the BerniePortal Development team. Michael started in telecom in the military and afterwards was able to play a role in the initial rollout of todays Mobile network. While in the telecom, Michael transitioned from support and operations into development and system operations before moving to healthcare. He completed his Bachelors degree with Western Kentucky University in 2019. Michael enjoys anything novel but will often explore places and activities both local and foreign.

Alpine is the exclusive third-party administrator (TPA) partner for BerniePortal and helps small & mid-sized employers manage their benefits and COBRA.

RYAN MCCOSTLIN

Ryan leads Bernard Health’s efforts to help individuals and families. He’s spent his whole career in healthcare, including time at The Advisory Board Company and Stockamp & Associates in Washington, DC. Ryan has also taught as an adjunct professor at Vanderbilt University, and he has a BS from Vanderbilt and an MBA from Yale.

MALLORY WALLS

Mallory leads one of Bernard’s teams of Individual Advisors. After growing up in East Tennessee, she completed a Bachelor of Science from Martin Methodist College and a graduate degree from Middle TN State University. When she’s not helping her team, you can find her in the gym teaching fitness classes or in the kitchen baking cupcakes.

COULD THIS BE YOU?

The Alpine team is hiring for a Client Success – Benefits Administration position.

APPLY NOW

TAYLOR KASS

Taylor is a Team Member for Alpine where he passionately helps individuals and brokers navigate their COBRA Insurance. Born and raised in Orange County, California and as a recent new Nashvillian, he has spent his early career helping donors in the non-profit world. In his free time you can find him exploring Nashville and cheering for the Green Bay Packers.

COURTNEY MITCHELL

Courtney was raised in East Texas and received a Bachelor of Business Administration from Stephen F. Austin State University and a graduate degree from Texas Woman’s University. She has spent her career in the insurance and finance industry. In her free time, she enjoys hiking with her rescue pup, checking out local concerts and exploring new breweries!

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