Benefits built
for your people.

Healthcare & Benefits

Connect with our team
learn how we help you

We’ll work together to build a custom health plan for your business.

Unlike other brokers who check in for renewal, we work alongside you year-round to build a custom health plan that reflects your people and your business.

01

Transparency & Independence

We build these principles into every decision you make and every partner you choose.

02

Data-Driven &
Long-Term

We put your own data in front of you so strategy start from facts, not assumptions. 

03

Built with
a Team

Our team is an extension of yours. From strategy to analysis to member support – our team is built for yours.

Our Latest
Healthcare & Benefits
Case Studies

Resources
Independent PBM Drives Rx Performance
Independent PBM Drives Rx Performance

In this case study we see the transition from a big three PBM to an independent PBM produce immediate and dramatic improvement to financial spend on prescription drugs.

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Driving Member Engagement
Driving Member Engagement

One of the biggest gaps in building a high-performance health plan is member engagement. You can put all of the right “things” in place, but if members don’t use them the plan won’t perform.

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Direct Primary Care
Direct Primary Care

High quality, direct-fee-based primary care is the foundation of a high performing health plan. Primary care providers direct 80 cents of every healthcare dollar spent.

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Multi-Year Strategy
Multi-Year Strategy

Confidence doesn’t always arrive with a bold entrance. Sometimes, it builds quietly, step by step, as we show up for ourselves day after day.

Read more →

Meet Your
New Teammates

  • Todd Lacher

    Partner / Practice Leader, Healthcare & Benefits

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  • Heidi Aubertin

    Advisor, Healthcare & Benefits

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  • Dave Cardie

    Advisor, Healthcare & Benefits

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  • Maddie Moore

    Advisor, Healthcare & Benefits

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  • Kadar Namey

    Advisor, Healthcare & Benefits

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  • Sam Wonderling

    VP, Advising / Advisor, Healthcare & Benefits

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  • Alyssa Landis

    VP, Operations & Service / Client Executive, Healthcare & Benefits

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  • Rebecca Gebelein

    Client Executive, Healthcare & Benefits

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  • LuCinda Moyer

    Clinical & Coaching Consultant, Healthcare & Benefits

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  • Jalen DeVose

    Member Advocate / Client Manager, Healthcare & Benefits

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  • Andrea Filippi

    Member Advocate / Client Manager, Healthcare & Benefits

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  • Stephanie Valentine

    Member Advocate / Client Manager, Healthcare & Benefits

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  • Jeniffer Witter

    Member Advocate / Client Manager, Healthcare & Benefits

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  • Caryn Altomari

    Health Coach & Registered Dietitian, Healthcare & Benefits

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  • Marianne Bush

    Health Coach & RN, Healthcare & Benefits

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  • Linda Case

    Health Coach, Healthcare & Benefits

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  • Lisa Peklak

    Health Coach & RN, Healthcare & Benefits

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  • Jennifer Sutera

    Health Coach & Certified Exercise Physiologist, Healthcare & Benefits

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  • Jesse Bessler

    Analyst, Healthcare & Benefits

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  • Braden Landis

    Associate Analyst, Healthcare & Benefits

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  • Aaron Bishop

    Communications, Healthcare & Benefits

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  • Matt Godshall

    Director, Business Development

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