Broker Check

Our Story

The Benefit Group was founded in 2000 by Tracy Gillies with a strong focus on the employee benefits marketplace. Over the years the agency continued to build on a foundation that strives to provide knowledgeable benefit planning, implementation and service to employers and their employees.

Client Centered

Kasey Davis joined The Benefit Group in 2009. Tracy and Kasey worked closely together over the course of those years with a focus on providing customized benefit planning, excellent service and innovative solutions to clients. In 2013, Kasey purchased the agency and works to maintain the principals and level of service Tracy founded the agency on.

The Benefit Group continues to grow and in 2013 Wendy Coleman and Debbie Moeller joined the agency. With over 25 years of experience, we believe through a consultative approach we can find insurance solutions to benefit you.

Our Focus

Assisting both individual and group clients, we shop multiple carriers and provide multiple options to ensure each client gets the best plan for their specific needs.

Our Promise

Our experience, partnerships and customized approach to planning guarantee that we consistently bring innovative solutions to an ever-changing environment.

Suggested Content

Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?
Learn More
Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Learn More
Who Is Your Trusted Contact?

Who Is Your Trusted Contact?

This investment account question is vital and answered as early as possible.
Learn More