Our Team

Picture of Steve Grady

Successfully Providing Insurance Solutions for over 20 years

Concierge Employee Benefits Broker

For over 20 years, I’ve dedicated my career to helping businesses and HR professionals navigate the complexities of health insurance and changing regulations. As a business owner myself, my top priority is offering cost control strategies to employers while still providing well-rounded employee packages that meet the needs of today’s workforce.

I don’t believe in a “one size fits all” strategy because every business is different. It’s my job to find the best benefits package that works for you, your employees and your budget. We work closely with our clients to create comprehensive solutions that ensure you have the coverage you need to keep your employees happy and healthy.

One thing my clients also love about working with me is my accessibility. I give out my personal cell phone number (619-980-9621) so you can call me anytime, day or night, 24/7 – 365 days. No problem is too big or small.

Outside of work, I’m just like you! I’m a single dad who loves spending time with my beautiful 11-year-old daughter. I love the beach, mountains, traveling, trying new foods, and Muay Thai Boxing. On the weekends, I even play music professionally.

At the end of the day, I’m here to make your life easier. Let’s work together to find the best employee benefits package for your business. Contact me anytime and let’s get started.

Meet Our Team

Human Resources & Benefits Specialist

Gretchen is a highly experienced HR professional and licensed insurance broker. Her years of industry experience combined with her benefits knowledge make her the perfect resource for your business. She is someone you can reach out to in confidence who can help your business with:

  • Compliance Assistance
  • Managing Leave of Absence
  • Worker’s Compensation
  • Employee Handbooks
  • New HR Policies and Procedures
  • And more!

Kellen Dieterich

Digital Marketing Manager

For 10+ years, Kellen has helped manage our digital marketing and communication efforts.  She helps us disseminate important updates and changes in the health insurance industry so that our clients stay up to date on changing regulations. Her benefits knowledge and comprehensive understanding of the industry’s evolving landscape are critical for delivering reliable and informative communication that keeps our clients well-informed.

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