King of Prussia, Pennsylvania, United States
4K followers 500+ connections

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About

I understand the importance of retaining quality employees, fostering positive workplace…

Activity

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Experience & Education

  • Acrisure

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Licenses & Certifications

  • Group Benefit Advisor (GBA)

    International Foundation for Employee Plans

  • Insurance Broker, Property & Casualty

    Licensed in 48 states

  • Life and Accident & Health

    Licensed in 48 states

Volunteer Experience

  • The Franklin Institute Graphic

    Former Ex-Officio Trustee, Former Chair of the Benefactor’s Society

    The Franklin Institute

    Arts and Culture

    A prestigious and world-renowned museum, The Franklin Institute inspires visitors of all ages. In the spirit of inquiry and discovery embodied by Benjamin Franklin, the mission of The Franklin Institute is to inspire a passion for learning about science and technology.

  • The Union League of Philadelphia Graphic

    Current Chair of Club Tables, Former President of Wishbone Tables, Current President of Life Member Table

    The Union League of Philadelphia

    Politics

    Founded in 1862 as a patriotic organization to support the Union and the policies of President Abraham Lincoln, The Union League of Philadelphia laid the philosophical foundation of other Union Leagues across a nation torn by civil war. The Union League continues to be driven by its founding motto, Amor Patriae Ducit or Love of Country Leads.

  • Bryn Mawr Presbyterian Church Graphic

    Former Trustee

    Bryn Mawr Presbyterian Church

    BMPC, a well-known church for outreach and community involvement, was organized by 13 women and 3 men in 1873 when the land was purchased from the Pennsylvania Railroad. It continues to be a place that brings people together in the interest of mutual understanding, leading us away from ourselves and into the mainstream of the Word of God.

  • Former President, Officer, Board Member

    Haverford Civic Association

    Politics

    The Haverford Civic Association of Lower Merion Township fosters civic engagement and productive exchange of ideas to preserve and promote the welfare of the community.

  • MILLION DOLLAR ROUND TABLE FOUNDATION Graphic

    Life Member, 33 years

    MILLION DOLLAR ROUND TABLE FOUNDATION

    Economic Empowerment

    An international network of leading insurance and investment financial services professionals/advisors who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

  • TOP OF THE TABLE LIMITED Graphic

    Lifetime Member, 15 years

    TOP OF THE TABLE LIMITED

    Economic Empowerment

    Subgroup of Million Dollar Round Table

  • Member

    Philadelphia Employee Benefits Association

    Economic Empowerment

    For over 30 years, PEBA has been the association of choice for the Delaware Valley's benefits and compensation professionals. Founded by local benefits professionals looking to expand the education opportunities for other benefits professionals in the Delaware Valley, PEBA has expanded its scope over the years to have members with benefits and compensation responsibilities. Today PEBA’s mission is to be the “Connector” of professionals with compensation and benefits responsibilities in the…

    For over 30 years, PEBA has been the association of choice for the Delaware Valley's benefits and compensation professionals. Founded by local benefits professionals looking to expand the education opportunities for other benefits professionals in the Delaware Valley, PEBA has expanded its scope over the years to have members with benefits and compensation responsibilities. Today PEBA’s mission is to be the “Connector” of professionals with compensation and benefits responsibilities in the Delaware Valley.

  • International Foundation of Employee Benefit Plans (IFEBP) Graphic

    Member

    International Foundation of Employee Benefit Plans (IFEBP)

    Economic Empowerment

    The International Foundation of Employee Benefit Plans is the premier educational organization dedicated to providing the diverse employee benefits community with objective, solution-oriented education, research and information to ensure the health and financial security of plan beneficiaries worldwide.

  • Highrise Networks Graphic

    Member

    Highrise Networks

    Highrise, an invitation-only national network, brings together top-level professionals in regular monthly meetings to exchange expert advice and grow their businesses.

Projects

  • Private Client | Consulting and Advising around Group Benefits Design and Strategy

    -

    Skillsets:
    Group Benefits
    Employee Benefits
    ACA Compliance Solutions
    Business Health Insurance

  • Private Client | Group Benefits Strategy and Employee Benefits Design

    -

    Advised the CEO and CFO of a Philadelphia corporation on advanced Employee Benefit and Group Benefit design strategies due to a recent increase in rates from their current carrier. Implemented a comprehensive group benefit design strategy to help achieve core objectives that met financial goals.

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