As a team of benefits strategists, we work hard every day to make sure we’re exceeding client expectations and providing the most innovative and value-generating plan designs and advisory services.
Who We Are • Our Team
Empowering Organizations. Inspiring Employees.
We have your back
As a team of benefits strategists, we are ready and able to help you create a culture of health and cost savings. We’ll navigate through the complexities of a chaotic industry and do the heavy lifting with healthcare vendors to get you and your employees the benefits you deserve at a price you can afford.
We are Indiana’s largest advisory firm focused solely on employee benefits. Operating as an independent advisor with deep carrier relationships, we negotiate from this position of strength to advocate for our what’s in each client’s best interest.
Our Team
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Chalise Achille
HR Generalist -
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Erin L. Albert, MBA, PharmD, JD, PAHM
Pharmacy Benefit Practice Leader -
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Leea Ashfeld
Senior Account Executive -
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Sarah Bauer
Bookkeeper/Front Desk Administrator -
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Grace Bennett, RDN
Population Health Specialist -
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Patti Boudrot
Senior Account Executive -
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Susie Browning
Senior Market Analyst -
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Katherine Bryant
Compensation Consultant -
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Heather Caine
Communications Manager -
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Lindsay Carter
Payroll & Benefits Administrator -
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Amber Chittenden
VP of Client Engagement -
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Jasmine Chong
Senior Account Executive -
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Jason Clemons
Advisor -
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Janine Cochran, RN
Population Health Program Manager -
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Holly Davis
Executive Assistant -
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Stephanie DiBlasio, SPHR, SHRM-SCP
VP of Administration -
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Frank Eagan
Business Development Consultant -
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Jake Eckert, MBA
Financial Data Analyst -
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Joni Fallowfield
Senior Account Executive -
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Sherry Fazzini, CEBS
Senior Account Executive -
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Joani Fletcher
Administrative Coordinator -
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John Forrest, CHRS
Director of Compliance Services -
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John Gause
President & CEO -
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Mark Goodpaster
Advisor -
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Roger Greenawalt
Health Informatics Actuary -
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Liz Greer, MS, CHES
Population Health Specialist -
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David Guilds
Systems Technician -
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Jim Harenberg, CPBS
Principal | Chief Operating Officer -
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Ali Harris, MS, CHLC
Population Health Specialist -
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Julie Hawes
Advisor -
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Matt Hughes
Director of Technology -
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Lyndsey Isenhower
Health Data Analyst -
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Stan Jackson, CPBS
Chief Innovation Officer -
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Brad Kirkpatrick, OMCP
Digital Marketing Manager -
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Tom Klupchak
Advisor -
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Andrea Knoy
Senior Account Service Representative, Team Lead -
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Kassee Lamm
Business Development Associate -
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Carmen Lane
Account Services Project Coordinator -
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Jessica Lenahan
Population Health Specialist -
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Jean Ann Linville
Senior Account Executive -
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Scott Long, CPBS, CHVP
Executive Advisor -
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Ronald Maines, CBP, MPA
Senior Account Executive -
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Andy May, CPBS
Senior Account Executive -
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Sarah Michaels , RN
Director of Population Health & Analytics -
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Mat Mikesell
Content Marketing & Media Coordinator -
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Kymme Morris
Account Service Representative -
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Mike Mulcahy
Senior Account Executive -
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Tim Musholt, CPA
VP of Finance & Accounting -
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Sheri O'Rani
Account Service Representative -
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Margaret Osborn
Director of Marketing Communications -
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Angela Overman
Senior Account Executive -
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Carrie Poore, GBA
Market Analyst -
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Christian Rodriguez Hernandez
Benefits Strategist -
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Todd Rokita, JD
Strategic Policy Advisor -
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Brooke Salazar, JD, PHR
HR Consultant, Apex Associate Counsel and DE&I Officer -
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Shawna Schwegman
Public Sector Consultant -
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Tom Schweisthal
Advisor -
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Nick Scott
Director of Client Engagement -
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Sonya Sewer
Benefit Administrator -
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Alma Shireman, HIA, HCAFA, PHIAS
Account Executive -
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Steve Smith
Advisor -
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Pin Sorensen, MHSA
Senior Market Analyst -
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Nate Spangle , CPBS
Business Development Associate -
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Toni Stinson, CPBS
Director of Apex Academy -
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Von Storm
Market Analyst -
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Bill Sylvester
Advisor -
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Devan Twibell
Senior Account Service Representative -
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Jacquie Vail, RD, CHWC
Population Health Program Manager -
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Adena Vaughn
Senior Account Service Representative -
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Hagen Yungwirth
Advisor