Thomas Wagner, Founder & CEO of Echelon Advisors is an experienced executive and entrepreneur with extensive knowledge in the insurance and risk transfer industry. He has led multiple teams, created and develop programs for national franchisors, state systems, hospital systems, and mid-size employers.

Shannon Baptiste is our Sr. Benefits Account Manager for Health & Welfare and her experience ranges from Client Advocacy to implementing medium to complex commercial, employer, and health plan projects.

Chad has over a decade of experience in the health insurance industry and currently manages our multiple captive programs and leads our account management team.

Fred has 25 years of benefits administration experience and provides more benefits to his team by implementing programs to defeat increases while improving the benefits.

In this position, Dana works closely with the Founder & CEO, Program Directors, and Producers providing administrative assistance with the coordination of various activities, meetings, conferences, and workshops.