
Michael DiLorenzo
Chief Executive Officer (CEO) and Chief Sales Officer (CSO)

Kurt Swartz
Managing Partner/Vice President of Client Services

Matthew Cole
Chief Operations Officer

Aaron MacDonald
Chief Strategy Officer (CSO)

Kailey Kreiger
Marketing Manager

Jonathon DiLorenzo
Emerging Markets, Mergers & Acquisition Sales

Wes Shivel
Individual Business Unit & Medicare Sales Leader

Teri Harding
Senior Accounting Specialist

Kristen Lambert
Accounting Specialist

Sam Andersen
Director of Customer Experience

Stacy Kent
Account Executive

Kayla Ford
Account Executive

Jennifer McCollum
Small Group Account Executive

Julie DiPiazza
Client Relationship Manager

Stephanie Dobson
Client Relationship Manager

Kathy Richardson GBA
Plan Analyst

Patti Bieber
Client Relationship Manager

Nichole Amicone
Small Group Client Relationship Manager

Jillian Rowan
Small Group Client Relationship Manager

Monica Fasel
Client Relationship Associate

Zachary Tokie
Client Relationship Associate

Alli Fox
Enrollment Coordinator & Client Relationship Associate

Chelsea Ferguson
Senior Enrollment Coordinator

Ginny Conigliaro
Enrollment Coordinator

Sofia Messinis
Enrollment Coordinator

Dawn Steller
Enrollment Systems Developer

Ashley Kenaan
Plan Analyst

Erica Mars
Enrollment Systems Developer

Carol Perry
Claims Liaison

Kym MacDonald
Claims Liaison

Gina Locklear
Claims Liaison

Janice Riley
Claims Liaison

Connie Fox
Compliance Director

Emma Hughes
Employee Communication & Compliance Coordinator

Tracey Hilliker
Large Group Plan Analyst Lead

Jessica Miller
Senior Plan Analyst

Jill Elhart
Large Group Plan Analyst

Melissa Ryan
Plan Analyst

Geoff Harris
VP of Medicare Sales

Traci George
Medicare Specialist

Patty Martin
Medicare Specialist

Tami Callahan
Medicare Specialist

Fred Goldenberg
Medicare Specialist

Kirscher Harkless
Individual Specialist

Sarah Petkovsek
Individual Specialist

Emily Forton
U65 Admin Support

Gerald Shiner
Director of Retirement Services

Zachery Shiner
Retirement Services Manager

Alicia Rice
Administrative Support

Laura DiLorenzo
Administrative Support

Georgeann Clark
Administrative Support

Barb Hoepf
Administrative Support