About

The My Advisor leadership team

The people behind the plans.

Leadership

As an independent brokerage, our clients work directly with experienced advisors, not a call center or a rotating cast of account managers. We keep our team focused, so you’ll always work with an advisor who knows your business, your team, and your renewal dates and carriers. Behind the scenes, we partner with a national general agency for benefits technology, enrollment support, employee communication, and digital resources, giving our clients enterprise-level infrastructure without losing the personal attention that makes us different.

  • Billy works with employers in Alabama and across the country on their employee benefits programs.

    LinkedIn

    Full bio arriving with our next site update.

  • Dan advises companies across benefits design and insurance brokerage.

    Full bio arriving with our next site update.

  • Alan brings planning depth to benefits and individual coverage questions.

    Full bio arriving with our next site update.

  • Twila is the team’s first responder for client questions and requests.

    Full bio arriving with our next site update.

The team at My Advisor has impressed us repeatedly. Solid advice, quick response, and more resources than we can count. We couldn’t be happier.

A My Advisor client

Talk to a
real person.

Whether by phone or email, our team ensures you’re directed to the right person every time.