I’m an experienced compliance professional and licensed general lines agent with a demonstrated history of over 14 years working in the insurance industry. I navigate the maze of  ERISA, ACA and other state and federal requirements pertaining to health and welfare plans. 

This blog was created to share knowledge related to the hurdles I help employers resolve. Many of my posts will be based on an actual client question, stem from a misconception heard from multiple clients or a situation where the client didn’t know what they didn’t know. Likewise if there is something within my area of expertise (below) that you are wondering, let me know and I will do what I am able to be helpful. I used to share my email address but thanks to the spammers and trolls on the internet, I had to change my approach. Perhaps, one day there will be a way to submit questions directly via this site (tech savvy is not my skill set)…..but for now you can add your question by leaving a reply on a post, or send me a message via LinkedIn.

Areas of Expertise/Key Skills

• Affordable Care Act Compliance
• Health & Welfare Benefits Compliance
• Healthcare Laws & Regulations
• Section 125/Cafeteria Plans
• ERISA
• Benefits Administration – fully and self-insured

“Success isn’t just what you accomplish in life or gain for yourself. You are a true success when you help others be successful.”

DISCLAIMER: I am not a lawyer, nor do I play one on TV. My blog posts are not legal advice, rather the information is based on my professional experience and understanding of the laws and regulations. Whether expressed or implied, nothing contained herein should be construed as legal or other tax advice or opinions and is not intended to replace the advice of a qualified attorney or accountant.