Frank serves the employee-benefit needs of employers nationally, consulting on identification, design, and implementation of innovative and compelling savings opportunities for self-funded employers, rather than traditional cost shifting. He has nearly 40 years’ experience working with public and private sector employers and their partially self funded health plans. Frank earned the Managed Healthcare Professional (MHP) […]

Rich has 20+ years in leading client­-facing, innovative, change management programs both in the Healthcare Benefits and Technology industries. He excels at helping clients design, build and run high­-performance employee services while reducing the overall operational costs to the employer. For the last 8 years, Rich has helped Municipal, K-12 and Private sector employers significantly […]

Steve is a Michigan native residing in Grand Rapids, primarily serving clients across the Midwest. He has over 20 years of employee benefit experience, specializing in self-funded health plan management and optimization.

Kathy’s background brings over three decades of experience with health and welfare plans, encompassing traditional and alternate funding plans with a variety of employer groups. Her comprehensive technical and compliance knowledge, along with a broad base understanding of coverage options, allows her to guide clients in achieving their cost strategy goals while enhancing employee experience […]

Laurie MacDonald is a 35 veteran of the employee benefits industry, starting on the retirement and 401(k) side with TPAs and Fidelity Investments and moving to the healthcare side in 2000, a new millennium. After integrating into the Tampa Bay benefits community as a sales rep for CIGNA Healthcare, she joined her husband to open […]