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.

We exist to shape decisions for the better — to protect and enrich the lives of people around the world. Our colleagues provide our clients in over 120 countries and sovereignties with advice and solutions that give them the clarity and confidence to make better decisions to protect and grow their business.

AssuredPartners offers medical insurance, voluntary benefits and other services for all sizes of employers in the Denver-Aurora-Lakewood, CO Metro Area. The CO area has 1,280,400 employees that are able to access the AssuredPartners office in Denver for voluntary benefits. One of the top agencies in CO is APCO due to their extensive experience. APCO provides medical insurance, Voluntary Benefits and Retirement Services. The M Score at APCO is 5 due to customer feedback and a broad range of experience. One of the leading insurance brokerages in Denver, AssuredPartners, has an extensive background helping companies both big and small with their Workers' Compensation needs. Their staff is knowledgeable in what is required by law and can help you navigate through the complex world of regulatory compliance. AssuredPartners offers competitive rates while providing prompt service to all its clients. AssuredPartners understands that only prompt response will keep their client business running smoothly while saving money at the same time.

Centerstone Insurance Agency & Financial Services, situated in the vibrant heart of Denver, CO, stands as a reputable local brokerage firm known for its profound expertise in serving local and regional employers. This Denver-based office specializes in providing comprehensive medical and ancillary benefits, catering to the unique needs of each client with personalized solutions. A testament to their proficiency is their impressive clientele, including top-tier companies such as Alten Technology USA. This architectural, engineering, and related services industry giant, based in Michigan, trusts Centerstone with the benefits management of over 910 participants. This collaboration highlights Centerstone's capability to manage large-scale employer benefits efficiently. The agency's acumen isn't limited to single industries. They boast a wide-ranging expertise across various sectors, particularly excelling in the architectural, engineering, and related services industries. This versatility allows them to adapt to the diverse requirements of different sectors, providing tailored benefit solutions that align with each industry's specific needs. At the core of Centerstone's approach is a deep understanding of the local and regional business landscapes. This insight, combined with their commitment to delivering top-notch service, positions them as a preferred choice for employers seeking a reliable partner in managing employee benefits. Their proficiency in navigating the complexities of benefits planning and execution makes them a valuable asset for any business looking to enhance its employee benefits offerings. For an employer benefits buyer evaluating options in Denver, CO, Centerstone Insurance Agency & Financial Services represents a blend of local insight, industry-wide expertise, and a proven track record of managing substantial client portfolios with precision and care.

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.

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.

COPIC Insurance, a regional insurance broker headquartered in Denver, Colorado, caters to midsize employers seeking comprehensive insurance solutions. With a focus on self-funded employers, COPIC Insurance brings considerable expertise in tailoring insurance plans to meet the unique needs of its clients. Their successful collaboration with Copic Trust, a prominent employer within the insurance carriers industry, exemplifies their commitment to delivering tailored solutions. COPIC Insurance worked closely with Copic Trust's HR and finance teams to establish a customized self-funding arrangement, ensuring optimal coverage for their 130 members. Recognized for their proficiency across various industries, including insurance carriers, relief services, and offices of physicians, COPIC Insurance possesses the knowledge and experience necessary to address the specific requirements of their clients. Their services extend across multiple states, including Florida, New York, New Jersey, Texas, California, Delaware, Kansas, Tennessee, Illinois, Vermont, Utah, Pennsylvania, Arizona, and Massachusetts. COPIC Insurance's impressive client portfolio features esteemed employers such as Copic Trust, Ob/Gyn Affiliates, and Olathe Community Clinic. By leveraging their industry expertise, regional presence, and commitment to personalized service, COPIC Insurance aims to empower midsize employers with effective insurance solutions that safeguard their business and employees, fostering long-lasting relationships built on trust and excellence