Lloyd Sadd
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- Advisory Team
Advisory Team
About
The Advisory Team at Lloyd Sadd specializes in providing expert advice and customized solutions in various insurance and financial niches. This includes consulting on group retirement plans, lifestyle insurance, and venture investments. They work closely with clients to tailor strategies that meet their specific needs, ensuring comprehensive coverage and optimal financial planning.
Team members
Amy Jo Lawley
Associate Advisor
Andrea Phillips
Senior Advisor
Jill Dacyk
Lifestyle Advisor
John Boukouris
Consultant, Group Retirement
Lori Wells-Batiuk
IBU Account Executive
Megan Johnson
Lifestyle Advisor
Penny Heinrichs
Venture Advisor
Sarah Allouche
Associate Advisor
Stanley Tworek
Venture Advisor
Tim Bakker
Consultant, Group Retirement
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