About Us

Benefit Management Services, Group Benefits ServicesPeter A. Sorensen, Owner

Hello, my name is Peter Sorensen and I am an Employee Benefit/Financial Advisor.

Our organization consists of two business divisions: Sorensen Flexible Benefits and Sorensen Financial Services.

My career in the insurance and financial services industry began over 30 years ago in 1978. I was introduced to this business by my grandfather. He established the Sorensen Insurance Agency in 1940 as a part-time business. His main business, Sorensen Fish Co. was a commercial fishing and wholesale/retail fish market operation.

As a child, I learned about the importance of hard work ethic and honest business dealings. When I started out in 1978, I was fortunate to be trained and mentored by professionals that encouraged education. I have completed course work through the American College, earning several insurance and financial professional credentials such as CLU, ChFC, RHU and REBC.

Lucas A. Reitan

Hello, my name is Lucas Reitan.

I began my career in the insurance industry in 2002 at Sorensen Financial.  At that time, I was responsible for servicing employee benefits accounts in addition to other administrative duties around the office.

In 2003, I began working with HealthPartners in Bloomington, MN.   At HealthPartners, I held a variety of positions, including Member/Provider Service Representative, Research Specialist and Provider Contract Service Specialist.

In 2009, I moved to OptumHealth, a UnitedHealth Group business, where I was responsible for contracting providers for physical health networks throughout the country.  After Optum, I moved to UnitedHealthcare Networks, working as a Provider Data Consultant.   My most recent role at United was as a Network Program Manager for Community and State network implementations.

My primary role at Sorensen Financial and Flexible Benefits will be to oversee the day-to-day operations to ensure we consistently meet client needs.

Peggy Sorensen

Peggy does everything…..really!