Who we are

From Diverse Paths to a Single Mission

Our team's journey to healthcare transformation didn't begin in insurance. We are former accountants, healthcare professionals, and business owners who discovered a fundamental truth: traditional healthcare coverage isn't just an expense—it's a missed opportunity.

What brought us together was a shared revelation. Through our varied professional experiences, we each witnessed how self-funding could transform a company's largest expense into its most strategic investment. As licensed brokers, we now dedicate ourselves to a singular purpose: empowering businesses to take control of their healthcare spending through self-funding.

Our diverse backgrounds give us a unique advantage. We understand the financial pressures of running a business, the complexities of healthcare delivery, the regulatory landscape, and most importantly—the impact that strategic healthcare solutions have on both companies and their employees.

We've seen firsthand how self-funding can create a virtuous cycle: healthier employees, stronger businesses, and reinvestment in growth. This isn't just insurance expertise—it's a combination of real-world experience across multiple disciplines, all focused on one transformative solution.

Our mission is simple: to guide companies toward a healthcare strategy that works as hard as they do.