History & Background
Creative Planning (Rob Olivella) and Benefits Division (Paul Moclair) enjoyed a working relationship since the early 1970’s. Together, these two individuals/organizations have a long history of providing Group And Retirement Benefit Solutions that meet the needs of their clients while reducing insurance rates.
Drew Pritchard (Reuter Benefits) added his skill-set in the 1980’s. His expertise in corporate governance with regard to Pensions and Group Retirement Savings Plans enhanced the capabilities of the original duo.
These three distinct companies created high levels of success together because each organization, on its own, employed industry professionals who were the best in their respective areas of focus. Creative Benefits Alliance is the product of the collaborative history between these three individuals/organizations. Now, as a team, Rob, Paul and Drew strive to make the Creative Benefits Alliance Mission a reality on a daily basis.