With over 30 years specializing in employee benefits, primarily in the North Texas area, we concentrate on the smaller employer, attempting to bring quality service to a market that is often overlooked. In a continuing quest to bring a higher level of professionalism to the marketplace, our staff   maintains an ongoing education process and is involved with multiple local professional and business associations. Our clients invite us in to help work through their anguish, pain and anxiety in dealing with their health benefits and new legislative regulations.

Education:

• Columbia University: Masters of Business Administration in Finance
• Wharton Business School at the University of Pennsylvania: Bachelor of Science in Economics

Professional Associations:

• Fort Worth Association of Health Underwriters (Trustee, President, Legislation & Communications)

• Texas Association of Health Underwriters (Trustee, President, Treasurer, Legislative & Convention)

• National Association of Health Underwriters (Bylaws, Legislation & Delegate)

• National Association of Alternative Benefit Consultants

Industry Activities:

• Aetna Broker Advisory Group

• Blue Cross Small Group Producers’ Council

Industry Awards:

• Aetna Key Producer
• Benefitmall Million Dollar Club
• Blue Cross Top 100
• Humana Leaders’ Club
• NAHU Leading Producers Roundtable

• New York Life Executive, President’s, Chairman’s Councils, Group Health Leader, The Baron’s

• Texas Life All Star Conference

Service Awards:

• Pacesetter Award
• Carnall Career Achievement Award
• Outstanding Texan
• Presidential Citation (twice)
• Distinguished Service Award
• Landmark Award

Children:

Morgan (29), Ashley (24), Sergei (24), Tatyana (22) and Lucas (21).

Hobbies:

Skiing, Reading, Genealogy, Theater and Travel

Associations and other activities:

• Blair Academy Endowment Fundraising
• Columbia University Alumni Association
• Cowtown Executives Association (President, Vice President, Treasurer)
• International Adoptive Families
• Oakridge School Endowment Committee
• Onward & Upward
• Penn Club
• Phi Kappa Psi (Past President)
• RFK Mentoring Program
• Royal Family Kids Camp
• TAHU Honoree Corp Board of Directors
• Wharton School Association