Team

Accomplished and Results Driven Health & Welfare Professional and Educator with a proven record of performance and leadership in unions, home health care, manufacturing, retail and corporate environments.

Over 25 years of progressive experience in developing and managing strong client relationships through benefit program management, strategy development, vendor evaluation, selection and implementation along with strong communication and education programs.

Our emphasis is on “responsible education” that includes an understanding of each employees unique healthcare needs through personal benefit counseling and the mitigation of the financial exposures that individual or family may have.

Kat has 30 plus years of customer service experience on both the customer and vendor side, she brings a new outlook on customer service.  She prides herself on quick responses and her ways to stay calm under pressure.  Getting to the bottom of your needs.  She is truly a one stop shop for answers and if she doesn’t know it she will find out for you.

Dave has over 25 years of experience, collaborating with employers on their Employee Benefit Programs. He focusses on controlling costs, eliminating administration and helping employees understand their options, within their current benefit programs.

Dave does this by developing effective plans and strategies that have provided cost-effective, win-win solutions for all parties involved.