TrueNorth® is the largest insurance and financial services firm of its kind headquartered in Eastern Iowa with offices located throughout the nation. Our mission is to assist companies and people with protecting and maximizing assets, resources and opportunities. TrueNorth is committed to helping our clients feel secure and supported in their aspirations for the future. Our purpose is to create value. Today, our dedicated staff consists of nearly 400 people and is organized so each person becomes a specialist in their respective division. Our services include risk management/property casualty, employee benefits, qualified retirement plans, executive benefits and business continuation, consulting, personal financial planning, investment management, and wealth transfer. TrueNorth is proud to hold the following accolades which represent our commitment to our clients, colleagues and the industry. 2022 Top Workplaces USA | Coolest Places to Work | Most Effective Internship Program | Top 100 Independent Agencies P/C | Top 100 Largest Brokers | Best of the Corridor TrueNorth has office locations in Iowa, Colorado, and Illinois. Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.

Novo Benefits is a highly regarded insurance broker serving clients in Colorado and Nebraska. With their office located in Englewood, Colorado, they have established a strong reputation for exceptional customer service and expertise. One notable example of their outstanding work is their collaboration with the Wyoming Mental Health Association, a prominent employer in the outpatient care centers industry with 110 members. Novo Benefits worked closely with their HR and finance team to design a customized self-funding arrangement tailored to meet the unique needs of the association's members. Their client portfolio includes renowned organizations such as Colorado West Healthcare System, Nebraska Beef, Union Bank & Trust, and Ayars & Ayars, Inc. Novo Benefits caters to a wide range of clients, from large corporations to midsize employers, and their extensive experience and expertise across various industries contribute to their impressive M Score. Novo Benefits has demonstrated a strong command of multiple sectors, including healthcare and social assistance, nonresidential building construction, and support activities for mining industries. They possess a wealth of knowledge in working with self-funded employers, highlighting their expertise in structuring cost-effective and comprehensive insurance solutions. Clients consistently praise Novo Benefits for their exceptional customer service and deep understanding of the insurance landscape. With a commitment to providing tailored insurance solutions and a track record of success, Novo Benefits stands out as a trusted and reliable partner for businesses seeking comprehensive and effective insurance coverage.

Located in Craig, CO, Marsh McLennan Agency stands out as a leading insurance broker with a strong focus on serving local and regional employers in the medical and ancillary benefits sector. With a wealth of expertise tailored to the unique needs of businesses in the offices of physicians industry, this branch excels in delivering comprehensive insurance solutions. One of their notable achievements lies in their successful collaboration with Staar Surgical Company, an industry leader based in CA with over 410 participants. The agency's adept handling of the specific challenges within the offices of physicians industry showcases their commitment to understanding and addressing the nuances of diverse client needs. This Craig-based office is a vital component of the larger national insurance brokerage firm, leveraging the extensive resources and industry insights of the parent company to provide clients with cutting-edge solutions. Their commitment to excellence and a client-centric approach is evident in the seamless integration of local knowledge and national expertise. Employer benefits buyers will find in Marsh McLennan Agency a trusted partner, capable of navigating the intricacies of the insurance landscape and delivering tailored solutions that meet the unique requirements of businesses in Craig and beyond.

Shirazi Benefits, a highly reputable insurance broker, excels in providing exceptional services to clients of all sizes, including large, midsize, and small employers. Renowned for their exemplary customer service and extensive expertise, Shirazi Benefits has garnered outstanding reviews from satisfied clients. With a strong focus on self-funded clients, they possess unparalleled experience in working with PBMs and specific pharmacy providers. Situated in Greeley, Colorado, Shirazi Benefits operates as a trusted local insurance consultant. Notably, they have demonstrated their prowess by partnering with Lemonade Restaurant Group LLC, a prominent 30-member employer within the eating places industry. Collaborating closely with Lemonade's HR and finance team, Shirazi Benefits successfully established a tailored self-funding arrangement, HMO plan, PPO plan, PBM, and drug plan, specifically designed to meet the unique needs of their members. In the competitive Greeley, CO market, Shirazi Benefits ranks among the top brokerages, boasting extensive experience and expertise across diverse client sizes, industries, and products. Their unwavering commitment to excellence has earned them one of the highest M Scores attainable. Shirazi Benefits specializes in various sectors, including health care, social assistance, offices of physicians, and nonresidential building construction industries. Their services extend beyond Greeley, serving clients throughout Colorado, South Dakota, and California. Noteworthy employer clients within their portfolio include ATM Opus Bank, C&G Managed Companies, LPR Construction, and North Range Behavioral Health. Overall, Shirazi Benefits stands out as a leading insurance broker, distinguished by their exceptional customer service, extensive experience, and expertise across a wide range of industries and client sizes.

Cetera Advisor is a national insurance consultant with an office located in Greenwood Village, Colorado. With a wide range of experience and expertise, they cater to clients of all sizes, including large, midsize, and small employers. They have garnered good experience working with self-funded employers, showcasing their ability to navigate complex insurance structures. Furthermore, their strong experience working with Health Maintenance Organizations (HMOs) and Preferred Provider Organizations (PPOs) enables them to provide tailored solutions that meet the unique needs of their clients. One exemplary case that highlights their proficiency is their collaboration with Media.Monks San Francisco, an employer in the advertising, public relations, and related services industry. Cetera Advisor worked closely with Media.Monks San Francisco's HR and finance team to establish a comprehensive plan. This involved setting up an HMO plan, PPO plan, Pharmacy Benefit Manager (PBM), and drug plan, all designed to best suit the needs of their 1300 members. With their exceptional track record, Cetera Advisor has earned one of the highest M Scores possible, reflecting their extensive experience and knowledge across various client sizes, industries, and insurance products. Notably, their expertise extends to offices of physicians, amusement and recreation industries, as well as the advertising, public relations, and related services industries. Operating across multiple states including Colorado, Ohio, Utah, California, Washington, Florida, Wyoming, Louisiana, and New York, the Greenwood Village office of Cetera Advisor serves a diverse range of clients. Noteworthy employer clients include 92ND Street Y, Kline Galland Home, Media.Monks San Francisco, and Mike Shaw Management Inc. With their commitment to providing tailored insurance solutions and their broad industry expertise, Cetera Advisor is a trusted partner for businesses seeking comprehensive coverage and exceptional service.

At WTW (NASDAQ: WTW), we provide data-driven, insight-led solutions in the areas of people, risk and capital. Leveraging the global view and local expertise of our colleagues serving 140 countries and markets, we help you sharpen your strategy, enhance organizational resilience, motivate your workforce and maximize performance.

BOK Financial's Denver office stands as a prominent insurance broker, demonstrating extensive expertise in catering to a diverse range of clients, particularly in the self-funded sector. Their proficiency in managing stop-loss and limits, along with a keen understanding of pharmacy costs and HR consulting, positions them as a valuable resource for businesses seeking comprehensive insurance solutions. This large office distinguishes itself through its work with a variety of industries, showcasing its ability to adapt to different business needs. Notable clients include Aduro Advisors from the management, scientific, and technical consulting services industry, with over 260 participants; All American Pet Proteins in the animal food manufacturing sector, serving over 170 participants; and Breckenridge-Wynkoop in the restaurants and eating places industry, catering to around 60 participants. These collaborations underscore their capacity to handle diverse client requirements with efficiency and expertise. Moreover, BOK Financial's Denver location has demonstrated significant experience across several other industries, such as architectural, engineering, and related services, dry cleaning and laundry services, and the management of companies and enterprises. Their ability to offer tailored insurance solutions across these varied sectors further establishes their versatility and depth of knowledge. Being part of a regional insurance broker firm, this office has shown notable proficiency in dealing with employers of various sizes, ranging from small to large enterprises. Their adeptness in understanding the unique insurance needs of each business size makes them a go-to choice for employers looking for a broker that can align with their specific requirements and expectations. In summary, BOK Financial in Denver, CO, with its broad industry expertise and a strong focus on meeting the distinct needs of businesses of all sizes, presents itself as a robust and versatile insurance brokerage for employer benefits buyers.

Benefit Health Advisor's Denver, CO location stands out as a key player in the insurance brokerage sector, especially for employer benefits buyers. As a larger office within a local brokerage firm, they bring a distinctive blend of regional focus and extensive expertise. Their proficiency is notably strong in working with self-funded clients, catering to the specific needs of local and regional employers. This office has garnered recognition for its ability to handle large employer groups effectively. Their client portfolio is impressive, with notable examples such as Frontier Management, a prominent player in the management of companies and enterprises industry, boasting over 630 participants. They also cater to Personal Assistance Services of Colorado in the personal services industry, handling the needs of more than 950 participants. Another key client is C & B Operations in the retail trade industry, based in South Dakota, with over 640 participants. This diverse clientele underscores their capability to tailor solutions across various industries, with a special focus on management of companies and enterprises and the retail trade sectors. Benefit Health Advisor's Denver office is not just about size but also about the depth of experience and a tailored approach to each client. Their track record with large employers speaks volumes about their ability to manage complex benefits portfolios, ensuring that each client's unique needs are met with precision and care. This office's blend of local presence and broad industry expertise makes it a strong candidate for employers looking to navigate the complexities of employee benefits.