People you can count on. People you can trust.
Our Team
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Managing Partner
Benefits guru and lead innovator...Read More » -
Chief Client Officer
Grandmaster of accounts and details...Read More » -
Office Manager
Office optimizer and request handler...Read More » -
Bookeeper
Payroll regulator and bookkeeping wizard...Read More » -
Benefit Consultant
Benefit consultant extraordinaire...Read More » -
Account Manager
Serving public sector & large groups like a rockstar...Read More » -
Account Manager
Large employer customer service magician...Read More » -
Account Manager
Providing stellar service to large group employers ...Read More » -
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Benefit Advocate
Patroness saint of group and employee advocacy...Read More » -
Benefit Analyst
Alchemist of proposals, benefit analysis and all things spreadsheets...Read More » -
Individual Insurance Advocate
Medicare & individual coverage dynamo...Read More » -
Individual Insurance Advocate
Chief of Medicare & individual coverage...Read More » -
Financial Planner
Financial & wealth management prodigy...Read More » -
Financial Services Coordinator
Financial services administration mastermind...Read More » -
Director of Business Development
Brand evangelist & community ambassador ...Read More » -
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Director of Compliance, Employee Benefits
The follower of rules...Read More » -
Beyond these experts is another circle of expert support covering every area from consulting to customer care.
- Regulatory Expert
- Claims Administrator (FBS)
- Technical Consultant
- Chief Actuary
- Pharmacy Director
- Health & Productivity Director
- Medical Director
- Clinician
- HRIS System Consultant
