About

Explore FountainTre’s Commitment to Your TOTAL Well-being

At FountainTre, we are dedicated to empowering members with comprehensive savings plans and financial education, driven by a vision to make healthcare and investment management accessible and affordable for everyone.

Protecting what matters

LIFE INSURANCE

Health Solutions

asset protection

income protection

Estate Preservation

Growing What’s Possible

Investment Portfolio
retirement planning
wealth building
Business strategies
financial education

Our Expert Team

Discover the dedicated professionals who drive FountainTre’s success and innovation.

Paul B

Investment and Benefits Consultant

Paul combines extensive industry experience with deep insights into financial education and savings.

Chari A

Wealth Advisor, P&C Insurance & Benefits Specialist

Chari excels in crafting personalized wealth growth plans, insurance solutions, and health savings with a focus on client satisfaction and innovation.

Kelly H

Client Solutions and Benefits Strategist

Kelly leads our client initiatives and benefits division, ensuring cutting-edge solutions for seamless member experiences.