E4 Insurance Services
Carli Dravitz is a Strategic Operations Specialist at E4 Insurance Services, a role initiated in June 2024. Prior experience includes serving as an Executive Administrative Assistant at the same company. Carli worked as an Office Coordinator at EPIC Companies from May 2023 to May 2024, and prior to that, held the position of Production Coordinator at Sheyenne Dakota Inc from October 2022 to May 2023. Earlier in the career, Carli was a Senior Quality Control Specialist at Office Sign Company for over six years, and an Archaeological Technician I at Metcalf Archaeological Consultants, Inc. in 2014. Carli holds a Bachelor's Degree in Anthropology and Archaeology from Minnesota State Moorhead, completed between 2011 and 2014.
This person is not in any teams
E4 Insurance Services
As an independent insurance consulting firm, wealth managers and financial professionals choose E4 Insurance Services as their lead risk management partner for our responsiveness, expertise and objective approach. What this means to you is we help enhance your client experience, without diverting your core focus. We work with you in the method and manner you conduct business to help complete the planning you do with clients, in a non-conflicted manner. We understand the unique differences between fee-only and fee-based RIAs, registered representatives and insurance professionals. As such, our relationship with you first starts with a deep understanding of your business and planning philosophies. We learn how you work with clients so together we can determine a service model that best aligns with your practice. Complete alignment with you and your clients’ objectives is our only acceptable baseline. At your discretion, we also review existing policies your clients may already own, on your behalf. This helps you be more comprehensive in the value you offer, without being distracted. Our services are designed with the highest level of respect for your role. We communicate on every aspect of the solutions we recommend and are fully transparent in our process. As an independent partner, we focus on you and your clients’ best interest, not a particular company’s best interest. The real benefit is the knowledge, accessibility, and confidence you gain in serving your clients’ risk management and insurance needs, completely and efficiently.