Firm Brings More Than 20 Years of Service and Expertise to the Nation's Largest Network of Independent Employee Advisory Firms
California’s “Legacy” Agency Joins Global Network of Independent Employee Advisory Firms
Topics: UBA Partner Firm, UBA Partner Firms, New Partner Firm, UBA Partners, UBA news, Dohrmann Insurance
United Benefit Advisors (UBA) is celebrating its 15-year anniversary as the nation’s leading independent employee benefits advisory organization. It all began when a group of fellow employee benefits professionals met at the Society of Financial Service Professionals Success Forum in Las Vegas to discuss the future of their business, the challenges to retain their independence, and ways to level the playing field by forming a national employee benefits producer group.
Topics: UBA Partner Firms, employee benefits consulting, independent employee benefits advisors
Valerie Bogdan-Powers and Keith A. Cheesman Named to New Leadership Roles
Jan. 21, 2017—Today HORAN announced the creation of two new senior level positions to support rapid growth and expansion. Valerie Bogdan-Powers was promoted to Chief Business Development & Client Relations Officer for HORAN’s Health Benefits Department and Keith Cheesman was appointed to Chief Operating Officer for HORAN Securities. Both positions will support the firm’s accelerated growth and market expansion.
Topics: HORAN, UBA Partner Firms, independent employee benefits advisors, Valerie Bogdan-Powers, Keith Cheesman, Terence L. Horan
United Benefit Advisors (UBA), the nation’s leading independent employee benefits advisory organization, is pleased to welcome Paradigm Group as its newest Partner Firm. Headquartered in Nashville, Tennessee, since 1996, Paradigm Group is an award-winning agency and Middle Tennessee’s largest independently owned employee benefits consultant and health insurance broker. Their mission is to help their clients stay competitive, compliant, and in command of their employee benefits and human resource programs.
Topics: UBA Partner Firms, Les McPhearson, independent employee benefits advisors, Bob Levy, Paradigm Group
