Meet the Team

Drew Kallestad, SVP, Employee Benefits
Drew has been in the financial service industry for more than 24 years, with a focus in retirement plan consulting since 1995. At CoBiz Insurance, his is responsible for providing comprehensive employee benefit and retirement plan strategies to employers with 25 to 1500 employees. Drew's experience includes fiduciary guidance, plan design consulting, participant education, investment performance reviews and compliance. He received his bachelor's degree in psychology from St. Olaf College and a CLU from The American College. Drew also holds a Series 6 designation with FINRA.

Kristen Deevy, VP, Retirement Plans
Kristen has been in the financial services industry for more than 20 years, specializing in retirement plans for nearly 15 years. Her experience includes fiduciary guidance, plan design, communications, investment performance reviews and compliance. Kristen holds a bachelor's degree in business administration with an emphasis in finance from the University of Colorado at Boulder. At the Retirement Plan Advisory Group annual conference in Laguna Niguel, California Sept. 2011, Kristen was awarded an EXCELLENCE AWARD - Rising Star. This award honors her accomplishments of leveraging the RPAG platform to grow business and assist customers in finding solutions for their needs. RPAG is a comprehensive alliance of more than 700 accomplished advisors who demand a higher level of strategies and systems to drive business growth. She is an Investment Advisor Representative and also holds FINRA Series 6, 63 and 65 designations with Financial Telesis Inc. and is a member of Western Pension.

Amy Hanophy, Account Executive
Amy Hanophy has more than 15 years of experience in the financial services industry. Her expertise includes retirement plan compliance, plan design, investment performance analysis, employee education and fiduciary guidance. Amy holds a master of arts in education administration and a bachelor's degree in physical education, both from the University of North Carolina at Wilmington. Amy earned her Chartered Retirement Plans Specialist designation, and she is currently working toward her Qualified Plan Financial Consultant designation. She is an Investment Advisor Representative and holds a Colorado Insurance License, as well as FINRA Series 7, 9, 10, 63 and 66 designations with Financial Telesis Inc.