Advisors

Everybody says it, but we know it. Our team rocks. BKS hires entrepreneur-minded individuals that possess the knowledge, passion and drive needed to succeed. We provide them with access to top insurers, resources and ongoing training to deliver custom insurance guidance and peace of mind to our clients. That’s a winning combination.

BKS advisors work in an environment that encourages and recognizes individual talents and initiatives and thrives on total collaboration. Our clients, in return, benefit from advisors who are armed with an unprecedented amount of insurance knowledge backed by an entire firm working to bring our clients success.

Lowry Baldwin

Founding Partner

Elizabeth Krystyn

Founding Partner

Laura Sherman

Founding Partner

Trevor Baldwin

Partner

Matthew Hammer

Partner

Frank Baker

Managing Advisor Founding Colleague

Jennifer Baldwin

Managing Advisor

Jennifer Berry

Managing Advisor Founding Colleague

Garrett Gardi

Managing Advisor

Ben Guzzle

Managing Advisor

Janette M. L’Heureux

Managing Advisor

Lori Bassano Monserrat

Managing Advisor

Florence Conlan

Senior Private Risk Advisor

Michael Ortoll

Joint Venture Partner

Alec Alfonso

Commercial Risk Advisor

Amy Miner

Account Executive
Founding Colleague

Brad Tamulski

Employee Benefits Advisor

Dave Anderson

Commercial Risk Advisor

Garrett Jones

Private Risk Advisor

Joe Mello

Risk Advisor

Jordan Loebel

Risk Advisor

JS Gagnon

Employee Benefits Advisor

Laura Noderer

Private Risk Associate Advisor

Matt Felman

Commercial Risk Advisor

Michelle Couture

Private Risk Advisor

Rich Thompson

Employee Benefits Advisor

Ryan Hoverman

Employee Benefits, Associate Advisor

Steve Olson

Employee Benefits Advisor

Trevor Williams

Commercial Risk, Associate Advisor

Patricia Fuller

Director, Wellness Engineering

Lori Kilczewski

Employee Benefits Marketing Director

Patrick Kerby

Director, Risk Mitigation

Patrick Markey

Commercial Risk Marketing Manager Founding Colleague

“It is exciting to be a part of the type of a unique environment where the energy and expertise of every BKS colleague is noticeable from the moment you walk in.”

-Brad Tamulski, Employee Benefits Advisor