Meet the Team

We are a small team of talented professionals with a wide range of skills and experience. We love what we do, and we do it with passion. We look forward to working with you.

William M. Newby, RHU, REBC


A University of Wisconsin-Milwaukee graduate with a degree in Economics, Bill is passionate about helping people and businesses succeed. Both a Registered Employee Benefits Consultant (REBC) and Registered Health Underwriter (RHU), Bill’s expertise and knowledge about products and companies he represents make him invaluable to your business.

Lauren Miketinac

Marketing Coordinator

A graduate from Carroll University with a degree in Marketing, Lauren is in charge of all social media channels as well as the website. She is currently a Senior Marketing Specialist at Wipfli and in her spare time enjoys reading, playing tennis and spending time with family and friends.

Jackie Roh

Office Manager

A graduate from the University of Wisconsin-Milwaukee, Jackie has a degree in Business Administration and Industrial Relations. She has an extensive background in the insurance industry and she brings a special value of excellence and pride to assisting our clients. Jackie ensures that all of our clients needs are met in a professional and pleasant manner.