Your business is your legacy. 
Let us help you continue it.



Connect with Confidence

Your Privacy is Our Priority

We’re here to answer any questions you may have promptly and securely.

Use the form on this page to reach out to our leadership team with general inquiries, educational speaking requests or for more information about succession planning, knowing that your privacy is our priority, and your information will remain strictly confidential.

To connect directly with Lisa Reardon, Executive Chair, about an acquisition opportunity, you can email Lisa privately.

N16 W23217 Stone Ridge Drive 
Suite 250 
Waukesha, WI 53188
P: 262-506-3290 

Through UnitedHealthcare, UMR and HealthSCOPE Benefits creates and publishes the Machine-Readable Files on behalf of OwnersEdge. To link to the Machine-Readable Files, please click here