Who we are

Ezio Advisory was founded in 2025 through the merging of insurance practices of Kelly Coulter and Tanner Fermaniuk—bringing together shared values, deep expertise, and a client-first philosophy.

As an independently owned boutique advisory firm, we remain committed to delivering personalized guidance based solely on what’s best for your business and your people.

Our mission is to help organizations attract, protect, and retain top talent through benefit plans that strike the right balance between coverage and cost efficiency. We also provide corporate life insurance solutions designed to safeguard the interests of business owners.

With extensive industry experience, strong relationships with leading insurers, and a dedication to ongoing service, we ensure your benefits program evolves alongside your organization. Whether you're a growing company building your first plan or an established enterprise refining your strategy, we offer the insight and support to help you make confident decisions—protecting the people who drive your success.