Praveen is an orthopedic surgeon by training. He wanted to change careers in order to help more people than he could as a surgeon.
With his medical background, he is an invaluable resource to help our clients contest medical underwriting results. Meanwhile he is working on getting his CFP®
Beth has been with us since 2018 and is the head of administration. She has 10+ years experience in Account Management, administration and Customer Success. Any appointment bookings, administrative or general questions can be sent to her! She is here to help you as much as she is to help us.
Helen is in charge of our communications insuring that they are clear and concise for our clients. She is also our AV guru when it comes to setting up our presentation equipment for client events.