USEBSG - Key Persons
Adam joined U.S. Employee Benefits Services Group's Rockwall, TX office as a Director in August 2021. In June 2022, he transitioned to the U.S. Employee Benefits Broker & Consultant Services division. With over 25 years of insurance sales, marketing, and business development experience, he brings a unique perspective to the market. With extensive skill in strategic analysis, financial modeling, population health and data analytics, he thrives on challenging the status quo by advancing true cost saving solutions for his clients and their employees.
Prior to joining USEBSG, Adam was Vice President of Business Development for a national TPA, held sales executive roles at Aetna, The Standard, and United Healthcare, and spent 10 years as an employee benefits broker for a regional insurance firm. He is a graduate of the University of Texas - Austin and when not spending time with his wife and children, he enjoys mountain biking, golf, and listening to live music.
Job Titles:
- Managing Director
- Managing Director, Technology
Adam joined TSA Consulting Group, Inc. (TSACG) in September of 2011. In November of 2019, he was named Chief Technology Officer. He currently holds the role of Managing Director of Technology with OMNI & TSACG Compliance Services where he oversees internal development, data processing, and variable print production.
Adam completed his education from Georgia Southern University in 2007, earning a Bachelor of Science in Information Technology. Also, in 2007, Adam began his career in Software Development, Information Technology, and Research and Development.
Alvin Leaks joined The Retirement Plan Company (TRPC), a U.S. Employee Benefits Services Group member firm, in May 2023 as a Regional Vice President for the Southeast region. He brings deep expertise and experience to the company, having worked in the financial industry for over 25 years. Most recently, he served as Vice President, Key Account Management, Client Relations and Business Development at GAB International and Affiliated Partner with Transamerica Agency Network/Transamerica Financial Advisors with specific area of expertise with 401(k), 403(b), 457(b) and Defined Benefit Retirement plans.
Alvin began his career on the Management Associates Program (MAP) in banking, including commercial lending, retail lending, corporate treasury management, and corporate banking. Later, he entered and developed a passion for the institutional trust industry. He acquired in-depth knowledge and administration of Defined Benefit, Defined Contributions, Non-qualified and Health/Wellness plans.
Alvin has broad experience with pension plan management, operations, administration, consulting, and new business development. His core strength is his diverse experience, having been in leadership roles in the industry since 1991. He specializes in retirement plan design, strategic planning, fiduciary governance, plan operations and compliance. He has expertise with small, medium, large, and jumbo retirement plans. He enjoys simplifying complex subjects in a way that clients can see how the plan will benefit them and their business. His objective is to clearly understand his client's goals, define expectations and create strategic direction.
Alvin graduated from the University of Georgia with a Finance degree. He is a Certified Retirement Administrator (CRA), as well as a Certified Retirement Counselor (CRC), and holds various insurance and securities licenses.
Job Titles:
- Director
- Sales Director
- Member of U.S. Retirement & Benefits Partners
- Regional Broker
Alyssa Spruill joined National Benefit Partners, a member of U.S. Retirement & Benefits Partners, in July 2023 as a Sales Director. Based in Texas, her primary focus is securing and strengthening new and existing relationships with NBP's Allied Distributors.
Previously, Alyssa had joined American National in 2018 as a regional broker manager covering Texas and surrounding states. While at American National she won Worksite Regional Broker Manager of the Year in 2019 and was awarded a spot in the President's Circle in 2021. Prior to that, Alyssa was an internal wholesaler for InRoll+, a benefit administration platform.
Alyssa graduated from Dallas Baptist University in 2012 with a BS in Psychology.
Andrew Soderman joined U.S. BENCOR/MidAmerica, a U.S. Retirement & Benefits Partners partner firm, in July 2023 as a Sales Director for the New Jersey and New York region. His primary responsibility is educating state and local government organizations on the benefits of establishing HRA, Special Pay, and FICA Alternative plans. Through these types of plans, Andrew is helping employees of these organizations reach their goals of retiring with dignity.
Prior to joining U.S. BENCOR/MidAmerica, Andrew began his career in 2014 at Equitable Distributors, LLC in their Group Retirement division. Starting off on the 403(b)/457(b) Sales Desk, Andrew was responsible for partnering with external wholesalers to drive 403(b) and 457(b) business development in multiple geographic territories, exceeding sales goals each year and being named the 2019 Internal Wholesaler of the Year. In 2020, Andrew moved onto Equitable's Group Retirement Sales Operations team as a Marketing and Sales Support Manager, providing ongoing sales support to the 401(k), 403(b) and 457(b) teams, in addition to managing numerous sales and marketing related projects.
Andrew graduated from the University of Scranton in June 2014 with a bachelor's degree in Marketing and a minor in Finance. Outside of work, Andrew is an outdoor enthusiast, enjoying activities including fishing, camping, hiking, golfing, and playing rugby. He has been a member of Montclair Rugby Club since 2010, proudly serving as co-captain of the team since 2016.
Job Titles:
- Client Service Representative
Angie joined the U.S. Employee Benefits Services Group Tallahassee, FL, office in January 2018. She is a full-time Client Service Representative. In her role she works as a liaison between clients and carriers, assisting employers and employees with their benefits enrollment and administration portal, and submitting enrollments and terminations to the carriers.
Job Titles:
- Managing Director
- Vice President, National Sales U.S. Employee Benefits Services Group
Bob Hartnett joined U.S. Retirement & Benefits Partners (USRBP) in April 2023 as the Vice President of National Sales. His primary responsibilities include leading national business development efforts and working directly with Partner Firms to drive the company's sales growth.
Bob has deep expertise in Healthcare, Stop Loss, Core/Ancillary benefits, and Worksite benefits. He comes to USRBP from Consumer Medical, an Alight Company, where he most recently led a national healthcare navigation sales team. Prior to that, he led business development efforts in the Northeast. In addition to his time with Consumer Medical, he spent almost 19 years at Voya Financial in a variety of sales and sales/account management leadership roles in the Mid-Atlantic and Northeast Markets. Bob also has seven years of benefits consulting experience with both Mercer and Willis Towers Watson.
Bob has a bachelor's degree in finance from the University of Connecticut and earned his MBA from UConn with a focus in Marketing and Healthcare Management. Bob resides in Ridgefield, Connecticut with his wife and children, and is very active in the Ridgefield community, serving on various Boards, and various youth coaching roles in basketball and baseball. He is also an Executive Advisor for Full Court Peace; a nonprofit organization dedicated to uniting and strengthening international and U.S. communities through basketball.
Bob joined U.S. Enrollment Services Benefits Administration Center of Excellence (BACOE) in Grapevine, Texas, in May 2021 as Managing Partner. Bob leads the (BACOE), helping Partners and Groups leverage technologies such as The BEACON, BEACON Select, and Employee Navigator to align lives with the right plans and products offered by various carriers.
Bob came to the company with extensive experience leading large-scale teams that were responsible for Sales, Architecture, Transition and Delivery of seven to nine figure Business and Information Technology Services contracts. He was most recently Managing Director at the Fulcrum Group, where his teams helped clients get the best return on their IT investments. Previously as Sr. Director of IT at GameStop, he built and led Centers of Excellence for Solution Architecture, IT Service Management, Quality Automation, Scaled Agile, Vendor Management and IT Controls. Prior to that, Bob worked at Perot Systems/Dell Services on the architecture team, first as Principal Architect then with the M&A team integrating teams and IP from various acquisitions. He started his career with NCR, and during his tenure he built and led teams responsible for vendor management, strategic sourcing, consulting, account management, logistics, strategic planning, channel partner management, shared services, business development and global IT service delivery for their largest accounts.
Bob received his MBA from Texas Christian University. He lives in Keller, TX with his wife, and while empty nesters now, they have been blessed with three adult children. Bob loves to ski, SCUBA and spend time with family.
Job Titles:
- Managing Partner
- President of TSA Consulting Group, Inc
Brad Hope is the President of TSA Consulting Group, Inc. (TSACG) and a Managing Partner of parent company, U.S. Employee Benefits Services Group (USEBSG).
After graduating from the University of Kansas with a Bachelor's degree in Economics, Mr. Hope worked for several boutique retirement plan firms in addition to a national retirement plan provider as an executive who oversaw providing record-keeping, administration, compliance, and education programs to public and private sector employers.
Brad joined TSA Consulting Group, Inc. in 2016 as Executive Vice-President and Chief Revenue Officer and assumed the role of President in 2019. He is responsible for leading the continued growth of TSACG core services and the implementation of the groundbreaking enrollment and record-keeping platforms developed by TSACG for institutional business to multiple constituent bases including investment providers, plan sponsors, participants, and consultants.
Mr. Hope currently holds both his PPC (Professional Plan Consultant) and AIF (Accredited Investment Fiduciary) designations from FI 360 and is a member of the Strategic Partners Council for the American Retirement Association and National Tax Deferred Savings Association.
Brent McConico began his career in the insurance industry in April 2005 as a state-licensed sales representative for Riata Financial in New Braunfels, Texas. Initially working as an individual sales advisor, Mr. McConico worked his way up to a leadership role as a Senior Account Manager, responsible for the implementation, oversight, and day-to-day operations for several key accounts in the San Antonio and surrounding areas.
In addition to his role as an account manager, Mr. McConico has served as one of Riata Financial's Sales Representatives in the Texas School District and Municipal markets, and was appointed as a Director at U.S. Employee Benefits Services Group in 2013.
During his time at Riata, Mr. McConico has been a top producer and an invaluable asset to the company. He and his family currently reside in New Braunfels, Texas, and he holds a Texas Life and Health License.
Job Titles:
- Managing Partner
- President of National Benefit Partners West Coast
Brian Jund is the President of National Benefit Partners West Coast operations, and a Managing Partner of parent Company U.S. Employee Benefits Services Group. Brian joined National Benefit Partners (NBP) in 2006 as the Director of Sales & Marketing, and then became President of the West Coast Operations in 2012.
Job Titles:
- Director
- Senior Director
- Senior Director of Sales & Business Development
Bryan Coon joined the Rochester, NY, U.S. Employee Benefits Services Group office in November 2022 as the Senior Director of Sales and Business Development. He is accountable for the strategy and overall growth of the New York State market. Bryan brings extensive growth and leadership experience within the employee benefits industry to this leadership position.
Most recently, Bryan was part of the Executive Leadership Team at Benefit Resource, LLC (BRI) where he served as the Vice President of Client Services. He was responsible for providing strategic direction and leadership of the Client Service organization including operations, service delivery, and relationship management.
Prior to that, Bryan served as the Director of Account Management for BRI where he was accountable for client retention and new business expansion. He also gained vast experience in group insurance and payroll during his time at Paychex where he held increasingly senior leadership positions culminating as a District Sales Manager.
Bryan graduated from Nazareth College with a Bachelor of Science in Business Administration. He holds a New York State Life, Accident and Health Insurance License and is also Certified in Flexible Compensation.
Kurt Miller joined BENCOR, Inc. and its parent company, U.S. Employee Benefits Services Group (USEBSG), a division of U.S. Retirement & Benefits Partners (USRBP), in 2014 as Managing Director and was responsible for the marketing and operational direction of the organization's Special Pay and FICA Alternative plans. He assumed the role of Managing Partner in August 2022 and is responsible for the profitability, client support, marketing and growth for the U.S. BENCOR/MidAmerica business segment. In 2022, USRBP acquired MidAmerica Retirement Services and as the Managing Partner for U.S. BENCOR/MidAmerica, Kurt sets the strategic direction for the combined organization.
His experience in the employer-sponsored retirement and healthcare markets has served as the foundation for his business leadership. From 1996-2005, Kurt was President of the Healthcare and Government Markets for CitiStreet, where he was accountable for strategic planning, business line P&L, marketing strategy and implementation, sales development, and client services. In 2005, along with two business associates, he co-founded Financial Soundings, LLC and became its Chief Executive Officer. There, he was responsible for all aspects of product development, implementation, client relationship management, sales growth, and company profitability for their innovative employee retirement readiness communication program.
Kurt graduated from Middlebury College with a B.A. degree in Economics.
Job Titles:
- Director
- Employee
- Sales Director
Christin Scherb joined U.S. Employee Benefits Services Group (USEBSG) in Texas as a Sales Director serving the Texas Gulf Coast region. With more than 20 years of professional experience in Employer Services, she has partnered with businesses leaders as a consultant through both sales and service, while representing employee benefit services, PEOs, payroll providers, and HRIS technologies. She maintains a General Lines License in Benefits - Life, Accident, Health, and HMO.
Christin's experience lends to "outside of the box" strategies. Her focus has been on developing and maintaining a strong understanding of the needs and challenges of her clients. Utilizing her knowledge and experience, network, and training, she has become a trusted consultant for information and solutions that address the costs, compliance, needs, and challenges surrounding human capital management. Continuing education is a large part of Christin's professional growth. She enjoys any opportunity to share new ideas and best practices that will help others succeed.
Throughout her career, Christin has achieved numerous awards and recognition for excellence in sales and service. In an industry that is impacted by laws and compliance, relies on trends and unforeseen changes, it is her passion to offer more and find a better way, and she is excited to be a part of the USEBSG team that does just that.
Originally from Peoria, IL, Christin has lived in Houston, TX, most of her life. She is the proud mother of two children and three pets, and enjoys travel, a good long walk or run with her German shepherd, and an occasional binge on Netflix.
Job Titles:
- Business Development Executive
- Director
- Sales Director
- Sales Director and Business Development Executive With USEBSG 's Rochester
Chris Higgins is a Sales Director and Business Development Executive with USEBSG's Rochester office. He brings a significant resume of banking experience as well as sales expertise to his position, both as an associate and banking officer.
He is responsible for an expanding client base that extends downstate and throughout a diverse client base, including public and private sectors. Chris consults and fosters business relationships that expand business opportunities across the state from public to corporate entities.
Chris is licensed Life, Accident and Health and graduated from Elmira College with a Bachelor of Science degree with a concentration in Business Management. He is active with the Rochester Young Professionals business organization.
Job Titles:
- Director
- Employee
- Sales Director
Collin Cline joined U.S. Employee Benefits Services Group in Texas in May 2023 as a Sales Director serving the Austin region.
He started his career in the finance industry and transitioned to insurance, starting with a TPA in Austin, TX. Prior to joining USEBSG, Collin was the head of commercial benefits for The Boon Group, Inc., serving the mid-west and northeast regions. He worked with consultants, insurance brokers, and advisors in the employee benefits space creating unique benefit plans for all different industries.
Experienced in the employee benefits market, Collin has extensive knowledge with mid to large employer groups, providing a variety of services from ACA, to cost saving strategies, and administrative services.
Collin resides in Austin, TX, and enjoys traveling, golf and wake surfing on Lake Austin.
Job Titles:
- Member of the Executive Management Team
- Senior Vice President, Strategic Initiatives
- Senior Vice President, Strategic Initiatives U.S. Retirement & Benefits Partners
Courtney Munoz joined U.S. Retirement & Benefits Partners in June 2018 as Western Divisional Senior Vice President, and assumed the role of Senior Vice President of Strategic Initiatives in January 2020. In her role she is responsible for sales enablement and operations and execution of critical business initiatives.
Throughout her executive career, Courtney has held leadership positions with organizations including Ameriprise Financial and MassMutual Financial Group. After joining MassMutual in 2005, Courtney quickly ascended to become Regional Vice President managing a region of 12 agencies and 400 advisors across 10 states. In that position she was responsible for the overall sales and recruiting results of the organization, and she consulted with General Agents and Managing Partners on organizational design, compensation, sales training, leadership development, and real estate and financial management. Courtney also led MassMutual's business transformation in response to fiduciary rule regulations. As part of the $25M project, Courtney led multiple project teams implementing new technology, business policies, operational procedures, and training for MassMutual's 9,000+ advisors.
Courtney began her career as a financial advisor and manager, consulting with individuals and small businesses on retirement planning, employee benefits, insurance, and investments. She is a registered representative and principal with FINRA Series 7 and 24 exams, and in 2006 earned her Certified Financial Planner designation.
In 2018 Courtney was selected as a Women's Executive Leadership Fellow through The Impact Center in Washington, D.C. The Impact Center is a premier leadership development organization for high-impact individuals and institutions. This highly selective yearlong program accelerates leadership growth for executives. Courtney has also volunteered with SCORE, a national nonprofit organization of current and retired executives, volunteering time to mentor small business owners and entrepreneurs.
Courtney obtained her Bachelor of Science in Industrial Economics with minors in Mathematics and Japanese from Union College. She received her Master of Business Administration from the University of Connecticut. She resides with her husband and two children in Maine.
Job Titles:
- Managing Partner
- President and CEO of Insurance One Management, Inc
Dal is the President and CEO of Insurance One Management, Inc. d/b/a Don Crawford & Associates. Don Crawford himself worked with West Texas area employers from 1969 until his retirement 50 years later in 2019, when Dal purchased the insurance agency from Don after working for and with Mr. Crawford for over 20 years in various capacities. In December 2021, Dal became a Managing Partner of now parent company U.S. Employee Benefits Services Group (USEBSG), a division of U.S. Retirement & Benefits Partners (USRBP).
Dal has over 30 years of insurance experience and works with employers throughout the West Texas area to help attract and retain top talent through the implementation, maintenance, and compliance of various employee benefit programs. He earned his Managed HealthCare Professional (MHP) designation in 1998 from the Health Insurance Association of America (HIAA). Dal is a past-president of his local area Association of Health Underwriters (TAHU / NAHU). From 1995 to 2005, Dal was a regional sales executive for Blue Cross Blue Shield of Texas / HMO Blue during which he gained valuable experience working with numerous school districts, counites, cities, and corporate employers, several of which were in the major and national account arena.
Dal has lived in West Texas his entire life, raised his family there and is committed to the area. Outside of work, Dal has had a lifetime passion involving various sports as a player, coach, board member and sports official. Dal earned his bachelor's degree at Texas Tech University.
Daniel Matthews joined Hillendale Associates, a U.S. Employee Benefits Services Group partner firm, in January 2022. He is a seasoned manager and leader bringing an outstanding record of success and expertise in operations, project management, sales, and training. Daniel has had a diverse career in the US Marine Corps and in the financial planning and insurance industry having served in multiple leadership positions, operations roles, and various sales positions in his career.
Daniel was born and raised near Pittsburgh, Pennsylvania. He graduated from Seton Hill University in 2011 with a bachelor's degree in History. While in college Daniel enlisted in the Marine Corps Reserve and upon graduating, he was commissioned as a Second Lieutenant. His first position in the Marines was a Platoon Commander in Okinawa Japan, following that tour Daniel wrestled for the All- Marine Corps wrestling team, then was transferred to North Carolina where he served as an Assistant Current Operations Officer for a Marine Forces Command. Daniel then deployed to Iraq and served in a head quarters element as a Training Officer and Assistant Operations Officer. Upon his return to North Carolina, he acted as a Strategic Engagement Planner and Current Operations Officer. After that Daniel was transferred to California where he was a Commanding Officer of a Military Police Company, following his command time he finished his military career while serving as an advisor and readiness officer to the 1st Marine Division Commanding General.
Once Daniel was honorably discharged in 2020, he worked as a Financial Representative for Northwestern Mutual, helping clients with retirement planning and insurance. He then left Northwestern to work for an insurance marketing organization called Cardinal Senior Benefits, where he sold final expense life insurance and retirement products.
Job Titles:
- Managing Director
- Director of Operations for SF & C Insurance Associates
Dave Cervino, Director of Operations for SF&C Insurance Associates, Union Lifestyle Benefits (ULB), and Select Benefits Communications Group (SBCG), is responsible for leading the combined organizations by overseeing the management of all aspects of operations, including new case development, enrollment, customer service, account administration, and finance. Mr. Cervino also serves as a Managing Director of parent company, U.S. Employee Benefits Services Group.
Dave has over 30 years' experience in the Insurance and Financial Services industry. He has served in various leadership roles with reputable national and local insurance companies, as well as brokerage and consulting firms.
The depth of experience Dave has in implementing and facilitating employee benefit plan enrollments for employer groups (ranging from 100 to 10,000 employees) and his expertise in the field of voluntary benefits enables him to successfully manage the implementation of employer group plans and offer the most advanced technological communications and enrollment platforms.
Job Titles:
- Director
- Sales Director
- BenefitVision in 2015 As the Vice President of Sales
David Maddox joined BenefitVision in 2015 as the Vice President of Sales for the southeastern US. He also serves as a Sales Director for parent company, U.S. Employee Benefits Services Group.
David brings 25 years of experience in the voluntary benefit business, having initiated agreements with national companies and maintaining excellent relationships with those accounts for decades. With a background in traditional enrollment approaches, David recognized the uniqueness and creativity of BenefitVision's tele-enrollment and WebACES methodology. .
David earned a bachelor's degree in psychology from William Jewell College in Kansas City, Missouri. He went on to obtain a master's of theology from New Orleans Seminary, serving as a youth minister for ten years with Young Life.
Job Titles:
- Managing Partner
- National Benefit Partners in 2015 As Director of Sales and Marketing
Doug Kreszl joined National Benefit Partners in 2015 as Director of Sales and Marketing, and is a Managing Partner of parent company U.S. Employee Benefits Services Group.
Prior to National Benefit Partners, Doug worked for Hartford Funds in their Investment Advisory Group heading up research for Alternatives and Asset Allocation Funds from 2013-2015. Prior to that Doug worked at Mercer for 11 years as an investment consultant, advising corporations on their Defined Benefit and Defined Contribution Plan investments.
Doug graduated Magna Cum Laude with a B.S. in Business Administration, major Finance, from Rider University. Doug Kreszl is a Certified Financial Planner TM professional.
Job Titles:
- Managing Partner
- CEO and Founder of NavigateHCR
- Certified Healthcare Reform Specialist
Dr. Kristin Kahle is the CEO and Founder of NavigateHCR (NHCR), the pioneer software company launched in 2012 that offers a full-service ACA and compliance technology. She is also a Managing Partner of U.S. Employee Benefits Services Group (USEBSG), which acquired NHCR in December 2018. Her team of HR and compliance specialists is responsible for assisting brokers and employers with the most complex requirements of the law.
Dr. Kahle, a Certified Healthcare Reform Specialist, represents NHCR in industry-related seminars and summits to ensure her company is updated on the most intricate details of the ACA and industry trends. Dr. K has a significant amount of experience and knowledge on all things compliance and reporting as she was a broker for over twenty years and was the first Doctor to write on ACA/Employer Compliance Complexities. She has developed her career to find out how to use technology and make all these confusing (yet important) processes easier.
In 2014 and 2015 she was awarded the Most Influential Woman in Benefits by Employee Benefit Advisor. Dr. K also has experience as a Third-Party Administrator, as she previously owned one.
Passionate about her clients, Dr. K started a non-profit, HEEL, Help for Employers and Employees Under ACA Legislation, for which she serves as a lobbyist on the Hill. Dr. Kahle holds a DBA from Argosy University, an MBA from University of Phoenix, and a BA from Pine Manor College.
Job Titles:
- Director of Operations
- Finance
- Director of Operations & Finance U.S. Employee Benefits Services Group
Ed incorporates his diversified skills into a best practice model at USEBSG, bringing a data-driven perspective to health plan management. His experience extends to health care reform consulting and, through an analytical approach, he advises clients on workforce planning and management. His extensive expertise with the Affordable Care Act (ACA) aids his ability to help clients ensure compliance. Ed provides analytics respective to the ACA including Pay-or-Play calculations, affordable cost review, and assists with establishing stability and measurement periods. He also helps deliver strategic analysis of benefit designs, carriers, and employer contributions.
The actuarial experience he has developed enables him to identify trends in clients' data and work with them to develop solutions that best suit their unique needs. He negotiates rates and benefit arrangements with carriers based on an actuarial approach with the goal of ultimately providing the best cost-benefit scenario for the firm's clients.
Ed earned his MBA from Rochester Institute of Technology with a concentration in Environmentally Sustainable Management, and his BS from Nazareth College, where he majored in Accounting with minors in Marketing and Inter-national Business.
Eric was named Managing Partner of the Rochester, NY, U.S. Employee Benefits Services Group office in August 2022 and is accountable for overseeing the New York State market in its entirety. He brings his experience in employee benefits, medical insurance and employee engagement to this leadership position.
Most recently, he had served as Managing Director for the firm, providing strategic direction and oversight in the areas of client consulting, account growth, integration of service offerings, and new business development. During his ten years in this role, Eric had direct responsibility for market growth, integration with other Partner firms and building a best-in-class team that could service the most complex of clients.
Prior to joining USEBSG-NY, Eric was the Director of Sales & Retention with Excellus BCBS and also held the position of Manager, Special National Accounts.
Mr. Gilbert graduated from St. John Fisher College with a Bachelor of Science in Business with a Concentration in Finance, and holds a New York State Life, Accident and Health insurance license. He is a Board Member of the Small Business Council of Rochester, Golisano Autism Center and Monroe Golf Club. Eric also oversees the long-standing relationship with NYBEST, which proudly supports over 200 New York School Districts.
Job Titles:
- Managing Partner
- CEO of National Benefit Partners
Frank Doherty is a Managing Partner and the CEO of National Benefit Partners (NBP), and a Managing Partner of parent company U.S. Employee Benefits Services Group. He brings broad experience to the benefits market on a national basis, and has a successful track record in distribution management, marketing support, product design, and agency resources.
Prior to forming a benefits distribution company in 1994, Frank spent 20 years with Colonial Life & Accident in sales and management roles. Leaving Colonial as Vice President of Sales Development in 1989, he joined The Copeland Companies as Sr. Vice President and then President of Copeland Retirement Services.
In 1995, he formed Frank Doherty & Associates (FD&A), building a national reputation for distribution acquisition and management. Expanding the scope of FD&A in 2005, Frank co-founded National Benefit Partners with his partner, Dan Jund. With more than 55 Allied Distributors, NBP is the leading IMO in the voluntary benefits market throughout the country.
Mr. Doherty has held past Board positions with Spectera Vision, Inc. and Vision Financial, Inc. He is a past member of VEEB, MI2, as well as a member of several insurance company advisory boards. He is also a founding member of The Benefits Advisory Council. In 2016, Frank was inducted into the Worksite Hall of Fame.
Frank is a graduate of Wheeling Jesuit University with a BA in Psychology, and a graduate of the Purdue University Insurance Institute. He also held the NASD Registered Principal designation from 1990 through 1995. He and his wife live in Berwyn, Pennsylvania, a suburb of Philadelphia. He enjoys traveling and spending time with his children and grandchildren.
John joined USEBSG in 2023 as Account Manager. With nearly a decade of experience in employee benefits, he brings tremendous depth and expertise to clients regarding all facets of managing a robust benefits program. In his role as Account Manager, John focuses all aspects of employee benefits for his clients - from Open Enrollment and employee communications to identifying exciting opportunities to better serve employees and strategies to implement those plans. He is driven to provide great customer service and his background allows him to share detailed product knowledge with employers and employees alike.
Job Titles:
- Director of Agency Operations
Job Titles:
- Account Manager
- GBDS Account Manager
Katy is an Account Manager with concentrations in both the public sector and corporate account market segments. She has amassed a depth of knowledge from her experience with insurance agencies and major market carriers. She recommends, presents and services optimum benefit options through her marketing analysis and expertise for her account groups.
Katy has earned her GBDS designation distinguishing her ability to engage school districts about the entire group benefits product portfolio, specifically the importance of disability income insurance.
As an important component to financial security, she is able to demonstrate to clients the critical importance of disability insurance for their employees and themselves.
She graduated from the University of Buffalo with a Bachelor of Science degree in Business Administration and a concentration in Human Resource Management.
Job Titles:
- Director of Account Management
Kim has extensive responsibilities as an Account Manager. She has a high level of experience within the employee benefits industry encompassing group and voluntary plans, as well as self-funded and fully insured medical, dental and vision plans.
Her dedicated client account management and advocacy efforts strive to improve coverage knowledge, providing assistance and expertise to facilitate client satisfaction.
Continuous educational efforts to assist client groups in benefit plan management results in increased understanding and improved utilization of the their benefit plans. Kim's strong benefit administration management and knowledge drives results in process improvements.
Kim graduated from SUNY Brockport with a Bachelor's of Science degree in Communications with a concentration in Interpersonal and Organizational Communications. She is licensed Life, Accident and Health
Job Titles:
- Strategic Accounts Director
Kristen's responsibilities as an Account Director extend to all aspects of account management from Open Enrollment to group benefit plan renewal. She manages client proposals, presentations and all marketing and enrollment processes.
Kristen has a diverse and substantial background in benefits and administration platforms, as well as HR policies and procedures resulting in superior account management for her client groups. Her vast benefit knowledge extends from compliance and regulatory requirements to implementation of plan designs that create options for diversified offerings. Her expertise in key areas is a solid foundation to deliver excellent service to all of her client groups.
Kristen graduated from St. John Fisher College with a Bachelor's of Science in Business Management and a Concentration in Human Resources. She is licensed Life, Accident and Health.
Job Titles:
- Enrollment Specialist
- U.S. Employee Benefits Services Group in 2021 As an Enrollment Specialist
Lasana joined U.S. Employee Benefits Services Group in 2021 as an Enrollment Specialist, coming to us with a strong background in customer service and data processing. In his role of Enrollment Specialist, Lasana supports our benefits consulting clients by navigating through carrier systems and benefit administration platforms to manage all enrollment activities. He also supports our compliance efforts through data management and processing.
Prior to joining USEBSG, Lasana spent nine years at an insurance carrier in member services, engaging with members on a daily basis to solve complex issues related to their plans.
Job Titles:
- Client Service Specialist
Majed joined USEBSG as a Client Service Specialist in 2022. In his role, he will support Mindex in day-to-day service areas, such as enrollment changes, benefits administrative system utilization, carrier interactions and advocacy, member services, and plan renewals. He has extensive experience in customer service and the banking industry, where he has worked both locally and in Germany. Majed comes to us from Damascus, Syria and holds degrees in Economics from universities in both Syria and Germany. In his spare time, he enjoys photography, soccer, and spending time with his wife.
Job Titles:
- Executive Chairman of the Board
- Member of the Executive Management Team
Job Titles:
- Chief Executive Officer
- Member of the Executive Management Team
Michael has significant experience within the employee benefits arena and specializes in large group accounts. His background enables him to provide solutions grounded in critical product knowledge and experience to ensure seamless customer service. Strong relationship management on the carrier side facilitates his capacity to deliver an exceptional customer experience.
Job Titles:
- Chief Revenue Officer
- Executive Vice President
- Member of the Executive Management Team
Paul brings extensive experience in the employee benefits field and manages the administrative workload on both client and carrier side of workflow processes, including resolution of client inquiries to provide efficiency in support and excellence in service. He implements any changes to client coverage, including COBRA administration, ensuring knowledgeable support to a varied client base.
Paul graduated with a Bachelor of Science in Finance degree from New Paltz and is trained with NYS Shop and Individual Exchange, in addition to his NYS Life, Accident and Health license.
Ryan Rich - Managing Director
Sandra enhances client experiences by consistently implementing process improvements in a dynamic industry to exceed client expectations, utilizing technology and constantly evolving best practice solutions. In addition to client management and the service, enrollment and renewal of accounts, her expertise in the small business department provides clients with immediate and knowledgeable support.
Sandra's background includes experience on the carrier side and in computer technology. She also has extensive experience in business administration and processes. Sandra is licensed NYS Life, Accident & Health.
Job Titles:
- Director of Compliance and Technology U.S. Employee Benefits Services Group
Sharon's role encompasses the vast array of skills necessary to navigate Health Care Reform, compliance, and technology needs for our clients in all markets. She oversees all compliance-related activities, including changes due to Health Care Reform, Department of Labor notices to employees, CMS notices to employees, and all required Health and Welfare SPD and Wrap Plan Documents. Sharon manages the client experience with our on-line tools - Client Resource Center, Compliance Dashboard, and InRoll, in addition to assisting clients with adherence to mandates and guidelines in accordance with regulations required by law.
She guides clients through the implementation of technological applications and designs solutions to streamline processes. She regularly shares her exper-tise in health care reform compliance efforts with audiences across the state, ensuring best practice implementation for the firm's expanding client base.
Sharon graduated with a Bachelor's of Arts and Sciences in Liberal Arts and Communication from SUNY Oswego. She is NYS licensed in Life, Accident and Health.
Job Titles:
- Senior Client Service Specialist
Tara's extensive service background encompasses every aspect necessary to support clients, and support the team's work. From overseeing enrollments, and renewal of benefit plans to assisting with claims issues, she facilitates carrier follow-up and issue resolution as needed. She is attentive to each client's individual needs to deliver an exceptional service experience.
Tara's background in both healthcare and finance provides a wide perspective of experience from which to complement her skill set. Tara graduated from Roberts Wesleyan College with a Bachelor of Science Degree in Health Administration and is NYS Licensed Life, Accident, and Health.
Job Titles:
- Compliance & Technology Account Manager U.S. Employee Benefits Services Group
Tony's responsibilities range from all aspects of compliance work, such as Wrap Document preparation, Summary Material Modification distribution, and 5500 Filings, to the implementation and maintenance of various technology and benefit administration systems, including bSwift, Worxtime and InRoll. He has extensive experience and knowledge around the Affordable Care Act, and ensures client groups of all sizes meet mandated requirements.
He has a comprehensive background in the finance industry, and related customer and client service industries with an emphasis on achieving and maintaining complete client satisfaction.