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EMPLOYEE BENEFIT ADVISORS
OUR WORK IS SIMPLE We promote basic financial planning through employee benefits. We do that by creating environments where people are comfortable and find it easy to make their best decisions. We meet employees where they are through various ways:
BETTER BENEFITS TECHNOLOGY CALL CENTER COMMUNICATION ENROLLMENT
WE BELIEVE
 Today, many people are failing at money. But your employees can be wildly successful with their finances. Several things that we do can make that more likely. Design “smarter” employee benefits that solve their risks more efficiently. Next, communicate (through numerous sources) how these plans work and are used in their everyday financial planning. Last, continue to educate on the importance of good financial choices.
PEOPLE CAN BE FINANCIALLY FREE.
 Most employers don’t go out in search of a benefits professional or some product. Ultimately, what they are looking for are solutions to problems…problems that they have and problems that their employees have. And what solves problems better than ideas? So what companies really want are people to make those ideas reality. Every employee in our company was chosen specifically because of their unique talents, abilities and passion for what they do. We invite you to go on this journey with us.
PEOPLE MAKE A DIFFERENCE.
 Because employee benefits are used by all employees, we believe that employee representation and input is valuable and sends a message of respect and importance. Benefit decisions are of high importance, and these decisions should not be placed on the shoulders of one or two administrators.
TEAMS CREATE SUPERIOR OUTCOMES.
 It has been said that “genius is the ability to reduce the complicated to the simple”. Our firm’s unique ability is in taking what employees have been frustrated with for years and deliver to them in relevant and engaging ways. Our unique ability to “tell your story” is what separates us from other firms. Because after all, they are employee benefits, not employee burdens.
EMPLOYEES CAN UNDERSTAND THIS STUFF.
 We believe you shouldn’t have to work at a major corporation to have great benefits. Our creative teams work together to produce cutting-edge products and technology that help attract and retain the best and brightest to your organization.
YOU DESERVE GREAT BENEFITS.
 Every organization should believe in what they are doing, especially WHY they do it. But our firm takes that one step further. Not only do we have a passion for what we do, but we believe we are the best at doing it, because we are crazy enough, just crazy enough to believe that when you combine talent with passion and integrity, there is a spirit and synergy that gets created and becomes contagious. Yes, we believe we have a better way. We’d love to share it with you.
WE HAVE A BETTER WAY.
WHY US

A family history deeply rooted in school administrators, our firm knows what challenges our clients face and the opportunities they have.

 

Alexander & Company is a full-service, independent employee benefits advisory firm located in the outskirts of Atlanta. Since January 1995, our primary focus has been on public school systems. Our approach to benefits is unique, as our main focus is challenging ourselves and the insurance industry by looking at everything we do through Seven Outcomes we believe every school system in America deserves.

OUR TEAM LEADERSHIP

DALE ALEXANDER, CFP, ChFC, CLU

®

President/Founder

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SUSAN ARTHUR

Director of Benefits Support Center

KYLE BURNS

IT Manager

DONNA GOODWIN

Office Administrator

Ruthie Okoro

Project Execution Manager

Gina Ortiz

Director of Operations

KIM ROZIER

Finance | HR Manager

Teddy Smith, CLU

Vice President - Operations

CHIP WALTERS, CLU

Creative Director

IN THEIR WORDS...
“Our employees have become empowered to take care of their benefit needs as they desire. And Alexander & Company has been there to support us every step of the way.” – Ms. Jamie Ulrich, Finance Director, Dawson County Schools (GA)
“Your commitment to the employees of my district exemplifies “excellence”, and I hope others will give you and your staff an opportunity to share your philosophy, your passion and your excellence with them”. – David E. Helton, Deputy Chief Financial Officer, Fulton County Schools (GA)
“I just wanted to let you know what a privilege it has been working with you and all the staff at Alexander & Company… Thank you for all your dedication to people and for striving to help them reach their financial goals.” – Steve Loughridge, Superintendent, Murray County Schools (GA)
CONTACT US

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291 Heritage Walk • Woodstock, GA 30188

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© 2021 Alexander & Company. All rights reserved.

291 Heritage Walk • Woodstock, GA 30188 • 770.517.5622 • 877.817.5622