Judenfriend Insurance Services

Regatta Capital Group, based in Los Angeles, CA, is dedicated to enhancing the quality of life for its clients through expert financial planning, investment management, and transformational coaching. The firm prides itself on its unparalleled independence, relationship-based investing, and commitment to exceptional service. Offering a range of services including 401K consulting, impact investing, and tailored financial strategies for endowments and foundations, Regatta Capital Group focuses on helping clients achieve their financial goals while addressing pressing social and environmental issues. Their expert team works closely with individuals and businesses to create customized solutions that foster growth and security. Generated from the website

Alison Myers is the Executive Vice President of Employee Benefits Practice (EB) at Venbrook Insurance Services (VIS.) She has over thirteen years specializing in Employee Benefits. Her client-first and human-centered approach focus on building high-performing EB plans and HR strategies that allow her clients to drive growth. She provides Risk Management with ongoing analysis that delivers targeted employee solutions and links employee well-being to corporate profitability.