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Employee Benefits & Wellness—Built for Clarity, Retention, and Cost Control

I help employers design benefit and wellness strategies that support their people, protect margins, and avoid one-size-fits-all plans.

Is This the Right Fit?

This is a good fit if you:

  • Have 15+ employees and want benefits to support retention

  • Are frustrated with rising premiums and low employee engagement

  • Want clarity, not a bundle of confusing options

  • Prefer working with an independent advisor, not a captive agent

  • Value long-term strategy over quick fixes

This may not be a fit if you:

  • Are only shopping for the cheapest plan available

  • Want a one-time transaction with no ongoing support

  • Expect employees to “figure benefits out on their own”

  • Are looking for a pre-packaged, one-size-fits-all solution

How I Approach Employee Benefits—Without the Jargon

Most benefit problems don’t come from bad intentions—they come from rushed decisions, confusing options, and plans that were never designed for how a workforce actually operates.

Start with Understanding

Before discussing plans or pricing, I take time to understand your workforce, goals, and constraints—so recommendations are based on reality, not assumptions.

Design for Retention & Cost Control

Benefits should support retention and financial sustainability at the same time. I focus on strategies that protect margins while improving how employees experience their benefits.

Active Support After Enrollment

I don’t disappear after enrollment. I stay involved to help employers adjust, communicate clearly, and make smarter decisions as needs change.

The result is a benefits strategy that’s understandable, adaptable, and built to support the long term—not just this year’s renewal.

What You Get — In Plain English

You’ll leave this process with a clear plan, a cleaner benefits story, and fewer loose ends—without drowning your team in options.

Clarity

A clear assessment of what you have, what’s working, what’s costing you, and what to fix first.

Better Retention Levers

Practical improvements to plan design and communication so employees actually understand and use the benefits.

Ongoing Support

I stay engaged after decisions are made—so renewals, changes, and employee questions don’t become a recurring headache.

How it Works

A straightforward process that gives you clarity fast—without wasting your team’s time.

STEP 1

Quick Discovery Call

We clarify what you have, what’s not working, and what you want to accomplish—so we know what to look for next.

STEP 2

Review & Guidance

I review your current benefits approach and identify the highest-impact fixes—cost control, plan clarity, and retention leverage.

STEP 3

Implementation & Support

If we move forward, I help you implement changes and stay involved—so renewals, employee questions, and adjustments don’t become chaos.

Trusted. Experienced.
Relationship-Driven

For over two decades, I've helped individuals and employers make confident

decisions where clarity and integrity matter.

Independent advisor—not tied to one carrier

I work for my clients, not a single provider or product.

Experience across ministry, leadership, and business

My background informs a practical, values-driven approach to advising leaders and organizations.

Long-term relationships, not one-time transactions

Most of my work comes from repeat clients and referrals.

Frequently Asked Questions

Common questions I hear from employers considering benefits and wellness support 

Do you work with small businesses or only larger employers?

I primarily work with employers who have 15 or more employees and want a thoughtful, sustainable benefits strategy. That said, fit matters more than size—especially if retention, cost control, and employee understanding are priorities.

Are you tied to specific insurance carriers or benefit providers?

No. I’m an independent advisor, which means I’m not required to sell a particular product or carrier. My role is to help you evaluate options objectively and recommend what best fits your workforce and goals.

What actually happens during the discovery call?

We talk through what you currently offer, what’s working, what isn’t, and what concerns you most. The goal is clarity—not a sales pitch. If it makes sense to move forward, we’ll discuss next steps. If not, you’ll still leave with direction.

How do you get paid for your services?

In most cases, I’m compensated by the providers I work with. I’m transparent about this from the beginning so expectations are clear and aligned.

Do you stay involved after enrollment?

Yes. I don’t disappear once decisions are made. I stay engaged to help with renewals, changes, employee questions, and adjustments as needs evolve.

Ready to See if This is the Right Fit?

We'll use a short discovery call to clarify your goals, identify gaps, and decide whether it makes

sense to move forward—no pressure, no obligation.

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