Who We Are


Our Story

Our professional team has years of experience helping Physicians just like you. We will strive to understand your financial situation from every angle and provide you with the best services, information, and products necessary for you to reach your goals.

We want to be an integral part of your life, helping you navigate the way to financial success. Whether you are a student in medical school, just landed your first position, you own a booming practice or two, or you’re preparing to sell your business, don’t do it alone!



meet our team

emman

Emmanuel Butmankiewicz, MBA

Co-Founder

Licensed Insurance Professional

brian

Brian Symanski


Co-Founder

Licensed Insurance Professional

laurel

Laurel Butmankiewicz, CPA

Licensed Insurance Professional
Case Manager

Tyler

Tyler Lewis

Licensed Insurance Professional
henig

Jay Henig

Licensed Insurance Professional
sigel

Marc Sigel

Licensed Insurance Professional
Ceci

Cecilia Symanski

Chief Technology Officer
Gianna

Gianna Morros

Administrative Assistant
Case Manager