top of page
retirement (2).png
Colorado employee meet up

welcome to the intellihub

company insights. resources. trainings.

note from leadership

We are excited to welcome some great new teammates to the crew with the addition of the Korol Financial Group based in Wichita. Please join me in welcoming Craig Korol, Stephanie Korol, Tyler Schutlz, and Matt Walter to the team! Erica Barrier who joined us a few months ago, will be joining them at their location as their Client Service Specialist.

There’s a lot that aligns between our teams. Korol Financial Group is known for their focus on retirement income planning and the strong, long-term relationships they build with clients. They’ve also carved out a niche in the agricultural community by providing advice, financial tools, educational workshops.

 

A special thank you to the internal team who has put in the time and effort to make sure this transition is as smooth as possible. Thank you to Logan Tufte, Amanda Vandenhuevel, Ava Reicherter, Charlene Sukhram, Erica Barrier, Grace Doole, and Mandee Smith! You all are pivotal to this work, and I’m grateful for the time, energy, and effort you’re putting into it. It has not gone unnoticed.

 

We also have three great interns that will be with us this summer. Lillian Boyce will be working with Betsy out of our Golden Office. Bryce Baysden and Colin Duggan will be working with Jonathan Duggan out of Atlanta. Please welcome them if you get a chance!

-Mandie Scott

2026 grads

June.png

2

AI intellitraining

8

Cultural Enrichment Committee Meeting

9

Tax-Savvy intellicast webinar

19

Juneteenth, Office Closed

our core values.png

meet your new team members

June 2026 newsletter.png
June 2026 newsletter (1).png

employee spotlight

Diana Rice

What's your hometown?

  • Anaheim, California (30 min walk to Disneyland to be exact)

How do you like to spend your free time?

  • I love exploring new local coffee shops and checking out the restaurant scene. For me, a perfect free afternoon involves hunting down a great espresso or an espresso martini. 

What's the most adventurous or daring thing you've ever done?

  • Currently pursuing my MBA. Having to do finals at 7:00 PM is definitely not fun, but I'm halfway done and only have a year left!

What is the most unusual talent or skill you possess?

  • My most unusual skill is I am right-handed, but I am strictly left-handed when it comes to brushing my teeth and my hair. It's the only time my left hand gets to shine—if you ask my right hand to do it, it's a total disaster.

IMG_0719.JPG
B0F11B71-8544-40B5-A217-4BEB23003EB9.JPG
Diana (1).png

twenty26 three wishes

Align retirement and insurance processes across all locations by standardizing systems and processes.

Develop a scalable framework to maintain our intellicents’ culture with a focus on effective communication and continued opportunities for input.

Strengthen XLR8 as the primary system through integrations and targeted AI enhancements.

bottom of page