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Our Team

 

RBSHeadshotRichard B. Silberstein, CLU, ChFC, RHU – President

Richard Silberstein is the President of SIG. An employee benefits industry veteran, Richard founded SIG in 1999 to offer personalized, innovative, and cost-effective employee benefit solutions that meet the unique insurance needs of each of the firm’s clients. Under Richard’s strategic direction, SIG steadily has grown to become one of the leading employee benefits brokers and consultants in the country. With a team of highly skilled, licensed brokers and support staff, SIG serves more than 500 corporate clients in 45 states.

Richard began his career in the insurance industry in 1981. In 1984, he joined Franklin/Morris Associates, Inc. He holds a Bachelor of Arts degree in Economics from Washington and Lee University and earned the CLU (Chartered Life Underwriter), ChFC (Chartered Financial Consultant) and RHU (Registered Health Underwriter) designations from the American College.

Richard is active in both his business and local communities. He serves on the Advisory Boards of Regional and National health plans to provide input for product and service offerings. He leads the Benefit Advisors Network’s (BAN) Data Analytics Peer Group and is a member of BAN’s Marketing Peer Group. He is a member and past president of the Baltimore Estate Planning Council; past president of the Baltimore Chapter of the Society of Finance Professionals; past president of the McDonogh School Alumni Association and a member of the Board of Trustees of McDonogh School. Richard is also very active with the SIG Community Service Committee and enjoys working with area nonprofits including The Baltimore Station, Moveable Feast, AIRS, and many others.

 

Jamie Hawkins.jpgJamie Hawkins, President and CEO, Benefit Technology Resources – Benefits Administration

Jamie Hawkins is the President and CEO of Benefit Technology Resources, LLC and an independent technology consultant. She has been instrumental in helping employers identify how the technology in today’s marketplace can streamline the way they administer their entire HR “back-office” functions and stay compliant with health care reform. She has 17 years of industry experience and over 13 years specializing in Employee Benefits technology solutions for employer groups with 100-8,000 employees. With over 300 providers in the HR technology sector, she has the unique skills to help employers identify and vet the solutions which best fit their needs, budget and timing. Jamie’s areas of expertise include: health care reform data tracking, payroll, Human Resource Information Systems and Benefits Administration.

 

 

 

 

Dr Jeff Burtaine_Final.jpgJeffrey Burtaine, M.D. - Medical Director

Jeffrey Burtaine, M.D. is currently a consultant working with healthcare advisors and serving as the Medical Consultant of the Lehigh Valley Business Coalition on Healthcare. His previous position was with Highmark BC as medical director in Clinical Client Relations. His focus was on interacting with key accounts to ensure that clients’ clinical interventions are customized to help manage the health and productivity of their employees. Prior to joining Highmark in 2009, Dr. Burtaine served as Mack/Volvo Trucks’ national and co-global medical director for 15 years. Under his leadership the Mack/Volvo Trucks’ health promotion program was awarded the National Business Group on Health’s highest award, the Platinum award.

Dr. Burtaine is board certified in Occupational Medicine and began his career as a family doctor in Allentown, PA. Dr. Burtaine earned his bachelor’s degree from the Johns Hopkins University and his medical degree at the College of Medicine and Dentistry, New Jersey. He completed his post-graduate work at the Lehigh Valley Hospital, Allentown, PA.

 

 

petermarathas-214x300.jpgPeter Marathas, Esq. – Compliance Director

Peter Marathas is a Partner at Marathas Barrow Weatherhead Lent LLP, a premier employee benefits, executive compensation and employment law firm. Peter is one of the nation’s leading employee benefits and executive compensation lawyers.  He is widely recognized by clients, opposing counsel and national law firm ranking organizations as among the best in the field.  Peter’s technical knowledge is widely acknowledged as top-tier:  he has over 20 years’ big firm experience and a solid national reputation as being among a short list of employee benefits attorneys who can guide his clients through complex federal and state benefits and compensation laws and tax, securities, ERISA and corporate governance issues in a sensible, efficient and understandable manner. Individual executives, management teams, boards and compensation committees across the country recommend him as a go-to lawyer who provides clear advice on all matters related to the design and implementation of employee benefits and compensation programs.  Peter is a prolific author, writer and active speaker on all employee benefits matters, including the requirements of the Patient Protection and Affordable Care Act.  Employers nationwide engage Peter to help them understand and meet the compliance demands of these complicated laws.

 

 

 

Stacy-H-Barrow.jpgStacy H. Barrow, Esq. – Compliance

Stacy Barrow is a Partner at Marathas Barrow Weatherhead Lent LLP.  Stacy is one of the nation’s leading experts on the Affordable Care Act.  He uses a practical, business-focused approach to counsel his clients on all matters related to employee benefit plans.  Stacy has extensive technical knowledge and experience designing and implementing health and welfare plans that meet the numerous and intricate requirements of applicable federal and state law.  It is fair to say that few, if any, advisors have more practical and hands on experience assisting clients with the requirements of the Affordable Care Act.  Stacy has worked—and continues to work with—hundreds of clients nationally on all aspects of Affordable Care Act compliance.  National providers of reporting and tracking tools seek out Stacy’s assistance to ensure that their products comply with the Affordable Care Act.  Stacy is a sought after speaker on all aspects of the Affordable Care Act and employee benefit programs in general.  He has published numerous articles and has been widely quoted on issues arising under the Affordable Care Act.  He is widely recognized by clients, opposing counsel and national law firm ranking organizations as among the best in the field.

 

 

 

Jillian.jpgJillian Albert – Account Director 

As an Account Director, Jillian provides strategic account development and support for large group clients. Jillian ensures retention of clients by establishing strong relationships and managing daily communications. She manages internal and external resources to assist with client needs. Jillian assists with the preparation of detailed plan design analysis of various benefits to aid clients in making informed decisions regarding their benefits package. She facilitates and conducts open enrollment meetings through the development of employee communication materials and carrier coordination.

Jillian also manages a professional team that focuses primarily on large regional and national accounts. She joined Silberstein Insurance Group in 2004 and has been in the industry since 2000. She holds her Life and Health license.

 

 

 

 

 

Tracy.jpgTracy Alt, CLTC – Associate 

Tracy joined SIG in 1997 and is an Associate. Tracy is responsible for meeting the life, disability, and long term care needs of high net worth individuals, doctors and business owners, including estate and business planning. She also focuses on client needs from referrals by her financial planner, attorney, and CPA contacts. Tracy entered the industry in 1991 and holds a Corporation for Long Term Certification designation.

 

 

 

 

 

 

 


Kat_-_Final.jpgKat Ashdown– Senior Account Coordinator 

Kat joined SIG in 2013 and is a Senior Account Coordinator. Kat works primarily with Self-funded large group clients. In her role, she assists Account Managers with all aspects of customer service, including proposals, claims, renewals, and day-to-day support. She researches, reviews and resolves claim and enrollment issues promptly and offers valuable support for clients’ group administrators and human resource department.  Kat holds a Bachelor of Arts degree in Anthropology from Eastern University, as well as a Life and Health license.

 

 

 

 

 

 

 

Caitlin_-_Final.jpgCaitlin Beale – Benefits Administrator

Caitlin joined SIG in 2015 and is a Benefits Administrator. Caitlin is responsible for customer service, administration and ongoing service of large, multi-site groups. She also supports the account managers by regularly conducting renewal rate audits for their clients. Cait holds a Life and Health license.

 

 

 

 

 

 

 

Abbey_Holcomb.jpgAbbey Beadell – Account Coordinator

Abbey joined SIG in 2014 and is an Account Coordinator. She works primarily with small group clients. In her role, she assists account managers with all aspects of customer service, including proposals, audits, renewals, client collateral and day-to-day support. She researches, reviews and resolves claim and enrollment issues promptly and offers valuable support for clients’ group administrators, the human resources department and is an advocate for the employees. Abbey holds a Bachelor of Arts degree in English from Washington College as well as a Life and Health license.

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Laura_Brown.jpgLaura Brown – Marketing Communications Specialist

Laura joined SIG in 2014 and is the Marketing Communications Specialist. Laura is responsible for assisting in communications, both internal and external, in the areas of print and email marketing as well as developing content for social media and the website. She also works with groups of all sizes in developing open enrollment materials, flyers, personalized benefit brochures and websites, employee communication, wellness campaigns, and a variety of other employee communication pieces. Laura holds a Bachelor’s degree in Mass Communications with a focus in Public Relations and a minor in Communication Studies from Bloomsburg University.

 

 

 

 

 

 

Danielle.jpgDanielle Clark – Senior Account Coordinator / Manager of Client Services

Danielle joined SIG in 2011 and is a Senior Account Coordinator and our Manager of Client Services. In her role, Danielle assists Account Directors with all aspects of customer service, including proposals, claims, renewals, and day-to-day support. She researches, reviews and resolves claim and enrollment issues promptly and offers valuable support for clients’ group administrators, the human resources department and is an advocate for the employees. Danielle works primarily with large group clients and leads our fully insured support team. Danielle holds a Bachelor’s Degree in Business Administration with a concentration in Human Resources and Business Management as well as a Life and Health license.

 

 

 

 

 

Brenda_Cogar.jpgBrenda Cogar – IT Manager 

Brenda joined SIG in 2002 and is the IT Manager. In her role, she is responsible for planning, organizing, researching, and executing technology initiatives. Brenda provides strategic input and direction on IT related topics and manages the technology for SIG. Brenda also works with the Finance Department and is responsible for receiving commissions from various carriers, managing the commission tracking process, internal cost analysis, and commission analysis on current and prospective groups. Brenda holds a Bachelor of Science degree in History from Iowa State University.

 

 

 

 

 

 

FINAL_-_Jeana_C..jpgJeana Connelly – Account Coordinator

Jeana joined SIG in 2016 and is an Account Coordinator.  She brings with her 8 years of insurance industry experience, and over 19 years of customer service experience. Jeana works with small and large group clients. In her role, she assists Account Managers with all aspects of customer service, including proposals, claims, renewals, and day-to-day support. She researches, reviews and resolves claim and enrollment issues promptly and offers valuable support for group administrators and employees. Jeana holds an Associate’s Degree in Business Management from Strayer University as well as a Life and Health license.

 

 

 

 

 

 

Sharon.jpgSharon Connelly – Administration Manager

Sharon joined SIG in 2004 and is the Administration Manager. Her primary focus is on large, multi-site groups. Sharon functions as a liaison between her clients and the various insurance carriers. She advises employees on eligibility, coverage, and other benefit matters. Sharon has been in the industry since 1999 and has an Associates Degree in Business Management with a concentration in Accounting from Strayer University as well as a Life and Health license.

 

 

 

 

 

 

Tasha.jpgTasha Connelly – Benefits Administrator

Tasha joined SIG in 2012 and is a Benefits Administrator. Tasha is responsible for customer service, administration and ongoing service of large, multi-site groups. She also supports the account managers by regularly conducting renewal rate audits for their clients.  Tasha has been in the industry for 16 years and holds an Associate’s Degree in Business Administration as well as her Life and Health and Property and Casualty licenses.

 

 

 

 

 

Ron_2.jpgRonald E. Drager, Jr. – Associate

Ron joined SIG in 1997 and is an Associate. Ron’s focus is on group employee benefits plans, with a concentration on group health, disability, and group and individual life. Ron holds a degree in Marketing Management. He has served on the Broker Counsel for CareFirst BlueCross/BlueShield, Coventry HealthCare and United HealthCare/MAMSI and is a member of the National Association of Health Underwriters, his Chamber of Commerce, Bond Meadow Rotary and the Knights of Columbus. He also has sat on the Board of Directors for Target Community and Educational Services for 12 years and United Way of Carroll County, Maryland.  He is currently on the Carroll Hospital Foundation Board. 

 

 

 

 

 

 

Rachel_D.jpgRachel Druckenmiller, MS, CNE – Director of Wellbeing

With over a decade of experience and a refreshing and innovative approach to employee wellbeing, Rachel is a nationally recognized and award-winning industry expert who leads SIG’s wellbeing consulting arm.  In her role, she supports organizations to engage and connect their employees in meaningful ways, so they can become an employer of choice and build a thriving workplace culture. Both SIG and our clients’ commitment to healthy cultures and wellbeing has resulted in recognition from local and national wellness and top workplace awards. Rachel has worked with dozens of companies to support their employees’ wellbeing efforts, including Under Armour and Deloitte.

In February 2015, an elite panel of health and wellness industry experts and the Wellness Council of America (WELCOA) selected Rachel as the #1 Health Promotion Professional in the country. She was again recognized in April 2017 as one of the Top 10 Health Promotional Professionals in the country by WELCOA.  It was Rachel’s vision for the future of the wellness industry, her desire for leadership, and her innovative approach that set her apart. Rachel is also a founding member and young board member of Global Women for Wellbeing (GW4W), a non-profit organization that supports research focused on women's health and wellbeing issues and inspires the next generation of women to step into leadership roles in their businesses and their communities

Rachel is a Thriving Workplace Culture Coach and a Wellness Culture Coach and has a Master’s degree in Health Science with concentrations in Community Health Education and Health Administration as well as a Bachelor’s degree in Psychology.  She is a sought after speaker at organizations, human resources groups, associations, and conferences on the topics of wellbeing, resilience, motivation through appreciation, and optimizing health through nutrition and is known for her enthusiasm and her refreshing, inspiring and inviting presentation style. In addition to her corporate wellness expertise, as a result of overcoming personal health challenges, Rachel is passionate about promoting the importance of eating nourishing food to heal and energize the body. She is trained as an Integrative Nutrition Health Coach through the Institute for Integrative Health, holds a certificate in Plant-Based Nutrition from the T. Colin Campbell Center for Nutrition Studies, and is a Certified Culinary Nutrition Expert (CNE) through the Academy of Culinary Nutrition. Rachel writes a blog called Rachel’s Nourishing Kitchen (www.rachelsnourishingkitchen.com), where she takes a refreshing approach that empowers people to feel better and live more fully. Her blog was named one of the Top 50 Clean Food Blogs by the Academy of Culinary Nutrition. In addition, Rachel is a contributor to the online lifestyle magazine, mindbodygreen. She is also an instructor at the Institute for Integrative Health in Baltimore, where she teaches educational workshops and healthy cooking classes. She and her husband are active in the community and support several non-profit organizations, including the Araminta Freedom Initiative, Compassion International, ORPHANetwork, and YoungLife.

 

FINAL Hanna 1.jpgHanna Duffy - Administrative Assistant

Hanna joined SIG in 2016 and is an Administrative Assistant. She works with self-funded group clients. In her role, she assists account managers with all aspects of customer service, including proposals, audits, renewals, client collateral and day-to-day support. Hanna has a Bachelors degree in Pastry Arts and Entrepreneurship as well as a Life and Health license.

 

 

 

 

 

 

Lauren Durfey – Administrative Assistant

Lauren joined SIG in 2017 and is an Administrative Assistant. She works with fully-insured group clients. In her role, she assists Account Managers with all aspects of customer service, including proposals, audits, open enrollment, client collateral and day-to-day support. Lauren holds a Bachelor of Science from Towson University, where she studied Electronic Media and Film.

 

Sam Evans – Administrative Assistant

Sam joined SIG in 2017 as an Administrative Assistant and works with self-funded group clients. In his role, he assists account managers with all aspects of customer service, including proposals, audits, open enrollment, client collateral and day-to-day support. Sam holds a Bachelor of Science from Salisbury University, where he studied Business Management and Conflict Analysis & Dispute Resolution.

 

 

Dulaney_Farkas.jpgDulaney Farkas – Director of Marketing
Dulaney joined SIG in 2014 and is the Director of Marketing. Dulaney oversees the marketing team and provides strategic direction for all marketing initiatives. She is responsible for creating SIG’s marketing plan with the goal of generating market awareness, new resources, and new business opportunities. She also works closely with the Benefit Advisors Network (BAN) firms to help leverage marketing opportunities. The majority of her career has been spent managing advertising, public relations and brand awareness initiatives for professional and financial service firms as well as nonprofit organizations. Dulaney holds a Bachelors degree in Business Administration from Furman University.

 

 

 

 

 

 

Mark.jpgMark Glinowiecki – Associate

Mark joined SIG in 2009 and is an Associate. A 30+-year veteran of the insurance industry, Mark brings SIG’s clients an extensive background in broker insurance sales of medical, dental, vision, life, disability, as well as many other employee benefits.  Mark partners with employers of all sizes, across many different industries that are located locally, nationally and internationally. He is responsible for putting together and maintaining a cost effective and competitive employee benefits program that will attract and retain high quality employees. He currently holds a Life and Health License in Maryland. He also sits on the Board of Directors for the Historical Society of Baltimore County and Archbishop Curley High School Alumni Association. Mark is a member of the Baltimore Health Underwriters Association, the Maryland Association of Health Underwriters, and the National Association of Health Underwriters.

 

 

 

 

 

FINAL_-_Matt.jpgMatt Hall – Worksite Benefits Specialist

Matt joined SIG in 2016 and is a Worksite Benefits Specialist.  Matt is responsible for plan selection and strategy for our client’s worksite benefits.  He supports the Account Team and clients throughout the year to ensure that plans are enrolled and serviced correctly.  He focuses on education, implementation, and compliance of supplemental benefits and acts as an advisor to policy holders.  Matt studied History and Spanish at West Virginia University, and is fluent in Spanish.  He holds Life and Health licenses in Pennsylvania, Maryland, and New Jersey.

 

 

 

 

 

 

Latifah_Hill_-_1.jpgLatifah Hill – Benefits Advocate/Administrator 

Latifah  joined SIG in 2014 and is a Benefits Advocate/Administrator. Latifah is responsible for customer service, administration and ongoing service of large, multi-site groups. She also supports the account managers by regularly conducting audits for their clients. 

 

 

 

 

 

 

 

FINAL_-_Mike_H.jpgMichael Howd – Senior Account Manager

Michael joined SIG in 2016, and is a Sr. Account Manager. Michael manages and provides support for self-funded clients and prospects by assisting with benefit plan design, advising, educating, and coordinating internal and external resources to meet client’s needs and expectations  Michael has been in the industry for over 30 years, 19 of which have been serving in an Account Management role. Michael brings with him an extensive knowledge of healthcare management, benefit plan design, renewal negotiations and self-funded administration for a wide range of plan sponsor types.  Prior to joining SIG, Michael worked for three local TPAs and a brokerage firm, handling local as well a national accounts.  He was in the U.S. Navy and attended the Defense Language Institute in Monterey, CA, where he studied the Russian language and currently holds a Life and Health License in Maryland, New Jersey, Washington DC, Virginia, and Pennsylvania.

 

 

 

 

 

Christy_J.jpgChristy Jamison, CBC – Account Director

Christy joined SIG in 2004 and is an Account Director. Christy provides multiple layers of support to self-funded clients, including negotiating renewals, implementation, reports, compliance knowledge and guidance as well as ongoing client support throughout the year. Christy develops strong relationships with clients while managing internal and external resources to assist with her client’s needs. She facilitates and conducts open enrollment meetings through the development of employee communication materials and carrier coordination. Christy has been in the industry since 2000 and holds an Associates Degree along with a Life and Health license and Chartered Benefit Consultant (CBC) designation.

Christy manages a team dedicated to support and assist large self-funded clients with claims and enrollment issues, client newsletters and other marketing materials, as well as open enrollment fulfillment and general support.

 

 

 

Tierney_-_Final.jpgTierney Jautze – Business Development Specialist

Tierney joined SIG in 2013 and is our Business Development Specialist. Tierney plans and coordinates client Health & Wellness Fairs. She works with the marketing team to coordinate SIG University events, including: HR and CFO roundtables and seminars. Tierney also oversees SIG’s involvement and participation in external events and sponsorships. Tierney holds a Bachelor of Arts degree in Communication from Villanova University and also has her Life and Health license.

 

 

 

 

 

 

 

FINAL Nikki 3.jpgNikki Johnson – Senior Account Coordinator

Nikki joined SIG in 2017 as a Senior Account Coordinator and comes with 2 years of industry experience.  She works primarily with large group clients. In her role, she assists Account Managers with all aspects of customer service, including proposals, claims, renewals, and day-to-day support. She researches, reviews and resolves claim and enrollment issues promptly and offers valuable support for clients’ group administrators, the human resources department and is an advocate for the employees. Nikki holds a Life and Health license.

 

 

 

 

 

 

FINAL Peter 2-1.jpgPeter Kimmel - Account Executive

Peter joined SIG in 2017 and is an Account Executive. Peter works primarily with group clients and is responsible for the financial management and overall strategy for their employee benefit plans. Peter brings with him 5 years of experience in working with executives in the commercial real estate market.  He has expertise in working with Fortune 500 companies, law firms, nonprofit organizations, technology start-ups, and government contractors. Peter holds a Bachelor of Arts degree in History from The Ohio State University, as well as a Life and Health license.

 

 

 

 

 

 

Carolyn Kinna – SeniFINAL_-_Carolyn.jpgor Account Manager

Carolyn joined SIG in 2001 and brings over 20+ years of industry experience. Carolyn is a Senior Account Manage for primarily small to mid-size firms.  Carolyn’s primary focus is fully-insured/self-funded clients, including negotiating renewals, implementation, compliance knowledge. She facilitates and conducts open enrollment meetings through the development of employee communication materials and carrier coordination. Carolyn holds Life and Health licenses in both Maryland and Pennsylvania and has a Business Associates degree from Villa Julie College.

 

 

  

 

 

 


FINAL Natalie 1.jpgNatalie Kinsey –
Account Coordinator

Natalie joined SIG in 2016 and is an Account Coordinator. She works primarily with large group clients and assists with everything from claims resolution and client support to renewals and open enrollment. Previous to joining SIG, Natalie spent two years as the Human Resource Manager for a local restaurant management group and brings with her a unique understanding of the needs of employers in regards to benefit administration and support. Natalie holds a Bachelor of Arts degree in Criminology and Criminal Justice from the University of Maryland at College Park and has over ten years’ experience in customer service.

 

 

 

 

 

 

Jenny.jpgJennifer Knight – Associate Account Manager

Jennifer joined SIG in 2005 and is a Associate Account Manager. She works primarily with mid-size to large group clients. In her role, she assists account managers with all aspects of customer service, including proposals, claims, renewals, and day-to-day support. Jennifer researches, reviews and resolves claim and enrollment issues promptly and offers valuable support for clients’ group administrators, human resources departments and is an advocate for the employees. Jennifer holds a Life and Health license and has over 20 years of customer service experience.  

 

 

 

 

 

  

 

Melanie.jpgMelanie Koch – Individual Department Assistant 

Melanie joined SIG in 2010 and is the Individual Department Assistant. In her role, she is responsible for assisting the Individual Department in regards to the life, disability, and long term care needs of high net worth individuals, doctors and business owners. She also assists with estate and business planning. Melanie ensures that the Individual Department runs smoothly through administrative support and customer service for existing clients.

 

 

 

 

 

 

Janet_K.jpgJanet Krouse – Associate Account Manager

Janet joined SIG in 2013 and is an Associate Account Manager. In her role, she assists Account Managers with all aspects of customer service, including proposals, claims, renewals, and day-to-day support. Janet also researches, reviews and resolves claim and enrollment issues. She mainly supports small to mid-size clients. Janet has ten years of industry experience and holds a Life and Health License.

 

 

 

 

  

Jill.jpgJill Lohr – Account Director / Director of Client Services

Jill has been with SIG since 2005 and is an Account Director / Director of Client Services.  She brings with her over 17 years of Employee Benefits experience.  Her primary focus is on strategic account development as well as support for large group clients and prospects by assisting with benefit plan design, advising, educating, and coordinating internal and external resources to meet client’s needs and expectations. Jill facilitates and conducts open enrollment meetings through the development of employee communication materials and carrier coordination. In her role, she helps employees understand the benefits that are available to them by being an extension of HR.  Jill ensures retention of clients by establishing strong relationships and managing daily communications.

Jill is also a Market Segment Leader for our 51+ Fully Insured business, serving as a resource both internally and externally to ensure that all carrier/vendor information is communicated in an effective and timely manner.  Jill is involved in multiple internal committees to maintain consistent communication throughout our organization. She currently holds a Life and Health License.

 

 

 

 

Paul.jpgPaul McMahon – Associate

Paul joined SIG in 2011 and is an Associate. Paul works with group clients of all sizes in the Maryland, Pennsylvania and Virginia area. He is responsible for the financial management and forecasting for their employee benefit plans. Prior to SIG, Paul was a Partner of Group Benefit Solutions, which he founded in 2004. Paul holds a Bachelors degree from Bloomsburg University as well as a Life and Health license.

 

 

 

 

 

 

 

Mary 2017.jpgMary Miller, J.D., PCC, SPHR, SHRM-SCP – Director of Client HR Services

Mary specializes in strategic human resources consulting and provides live, personalized support to our clients for all of their HR questions. She brings a unique perspective to her clients based on her past experiences including her work as an attorney, a human resources executive, and a consultant. Mary has broad industry experience with an emphasis on wholesalers, retailers, media, engineering, services, and non-profits. She has worked with organizations at all stages from start-up to mature/exit, including multi-site/multi-state/global operations, small business, and family-owned companies. Some of Mary’s areas of expertise include: benefits and compensation, employee relations, talent management, staff training, recruiting and hiring, terminations, HR policy, employee handbooks, and leadership development and leader/executive coaching. Mary graduated with a Bachelor of Science in Psychobiology from the UCLA, as well as a law degree from Loyola Law School in Los Angeles; she is a member in good standing of the California and Oregon Bars. Mary also holds the Professional Certified Coach (PCC) designation from the International Coach Federation.

 

 

 

 

Dan_M_-_Final.jpgDaniel Mong – Financial Analyst

Dan joined SIG in 2016 and is a Financial Analyst. He holds a Bachelor of Science Degree in Economics from Towson University. In his role, Dan assists in preparing RFP’s, financials and reporting for SIG’s fully insured clients. Dan also assists in providing detailed analysis to clients concerning their benefit costs and budgetary needs by helping prepare cost per head reports, historical claim analysis, catastrophic claimant breakdowns, and deduction modeling.

  

 

 

 

 

 

 

Brian_Morehead.jpgBrian Morehead – Vice President

Brian joined SIG in 2007 and is a Vice President. Brian works primarily with large group clients and is responsible for the financial management and forecasting for their employee benefit plans. Brian focuses on plan design and analysis along with reporting and financial analysis. Brian brings with him 15 years of industry experience. Prior to joining SIG, he worked as a Financial Analyst, Underwriter and Sales Representative on the carrier side of the industry. Brian holds a Bachelor of Arts degree in Economics from the University of Maryland Baltimore County as well as Life and Health licenses in Maryland, the District of Columbia and Delaware.

 

 

 

 

 

Michela_-_Final.jpgMichela Mundy – Senior Financial Analyst 

Michela joined SIG in 2013 and is a Senior Financial Analyst. Michela oversees the preparation and presentation of large group RFP’s as well as maintains a proprietary small group quoting tool and individualized payroll deduction sheets. She prepares client financials, compensation statements, benchmarking inquiries, and reporting for all sizes of SIG’s fully insured clients. Michela provides detailed analysis and explanations to clients concerning their benefit costs, and assists clients with their budgetary needs in preparing reports such as; cost per head, historical claims, catastrophic claimant breakdowns, year over year renewal cost comparisons, and employee deduction modeling. Michela holds a Bachelor of Science degree in Accounting from Towson University, as well as a Life and Health license.

 

 

 

 

 

 

 

Lisa_P._2014.jpgLisa Norris – Executive Assistant 

Lisa joined SIG as an intern in 2007 and is currently an Executive Assistant. She provides high level support for the President as well as operational support for SIG .  Lisa holds a Bachelor’s degree in Business Administration with a concentration in Management from Towson University and a Life and Health license.

 

 

 

 

 

 

Sam.jpgSamantha Poturalski – Account Coordinator

Samantha joined SIG in 2013 and is an Account Coordinator. She works primarily with large group clients. In her role, she assists account managers with all aspects of customer service, including proposals, audits, renewals, client collateral and day-to-day support. She researches, reviews and resolves claim and enrollment issues promptly and offers valuable support for clients’ group administrators, the human resources department and is an advocate for the employees. Samantha holds a Bachelor of Science degree in Athletic Training from Salisbury University as well as a Life and Health License.

 

 

 

 

 

 

FINAL_-_Katie_R.jpgKatie Revels – Account Coordinator

Katie joined SIG in 2016 and is an Account Coordinator. She brings with her over 10 years of strong community involvement and volunteerism.  She works in the Fully Insured market, primarily with small to mid-size firms.  In her role, she assists account managers with all aspects of customer service, including proposals, audits, renewals, client collateral and day-to-day support. She researches, reviews and resolves claim and enrollment issues promptly and offers valuable support for clients’ group administrators, the human resources department and is an advocate for the employees. Katie holds a Life and Health license.



 

   

 


FINAL_-_Corinne.jpgCorinne Schram –  Senior Account Manager

Corinne joined SIG in 2010 and brings with her 15+ years of industry experience. Corinne is a Senior Account Manager for primarily small to mid-size firms. In her role, she assists clients with all aspects of customer service, including proposals, claims, renewals, and day-to-day support. She ensures retention of clients by establishing strong relationships and managing daily communications.  Corinne prepares detailed plan design analysis of various benefits to aid clients in making informed decisions regarding their benefit package and provides informative open enrollment meetings. She is a valuable resource for both clients and their employees. Corinne holds a Life and Health license and currently sits on the Board of Directors for Ravens Roost 100.  She previously sat on the Board of Directors for the Baltimore Junior Association of Commerce and the Bel Air Community Chorus.

 

 

 

 

Carol Snell –  Financial Analyst

Carol joined SIG in 2017 as a Financial Analyst. She assists in preparing RFP’s, financials and reporting for SIG’s self-funded clients. Carol also assists in providing detailed analysis to clients concerning their benefit costs and budgetary needs by helping prepare cost per head reports, historical claim analysis, catastrophic claimant breakdowns, and deduction modeling. She holds a Bachelor of Arts Degree in Sociology and Human Services from LeMoyne College.

 

FINAL_-_Wendy.jpgWendy Solomon - Receptionist

Wendy joined SIG in 2016 and is the Receptionist. Wendy supports the SIG team by providing exceptional customer service, administrative assistance, and marketing team support by updating the company intranet and preparing client collateral.

 

 

 

 

 

 

 

Meredith St. Cyr – Account Manager

Meredith joined SIG in 2017, and is an Account Manager. Meredith manages and provides support for self-funded clients and prospects by assisting with benefit plan design, educating, and coordinating internal and external resources to meet client’s needs and expectations. Prior to joining SIG, Meredith worked for two brokerage firms as well as a national health insurance carrier, handling large group clients with various funding arrangements. Meredith holds a Bachelor’s Degree in Communication Studies and Master’s Degree in Health Science Administration from Towson University, and is working towards her Post-Master’s Certificate in Population Health Management from Johns Hopkins University. Meredith also holds a Life and Health licenses in Maryland, DC and Virginia.

 

Nicole_-_Final.jpgNicole Stinson – Senior Account Manager

Nicole joined SIG in 2005 and is a Senior Account Manager. Nicole focuses her expertise for clients primarily in the small to mid-size firms. She ensures retention of clients by establishing strong relationships and managing daily communications.  Nicole prepares detailed plan design analysis of various benefits to aid clients in making informed decisions regarding their benefit package and provides informative open enrollment meetings. She is a valuable resource for both clients and their employees. Nicole holds a Life & Health license.

 

 

 

 

 

 

Brian_Sweeney.jpgBrian Sweeney – Chief Financial Officer

Brian joined SIG in 2000 and is the Chief Financial Officer. Brian is responsible for planning, implementing, managing and controlling all financial-related activities of the firm. Brian also provides financial analysis and support for large group self-funded clients. Prior to joining SIG in 2000, Brian worked in Finance for Black and Decker and as a Senior Financial Analyst for DeWalt Business. Brian has a Bachelors degree in Finance and Marketing from the University of Maryland, College Park.

 

 

 

 

 



Karleigh.jpgKarleigh Taylor – Associate Account Manager

Karleigh joined SIG in 2013 and comes to us with 6 years of industry experience. Karleigh works primarily with large group clients. In her role, she assists Account Managers with all aspects of customer service, including proposals, claims, renewals, and day-to-day support. She researches, reviews and resolves claim and enrollment issues promptly and offers valuable support for clients’ group administrators and human resource department.  Karleigh holds a Life and Health license.

 

 

 

 

 

 

John_Tunney.jpgJohn Tunney – Vice President, Client CFO Advisory Services

John has over 25 years of CFO experience building emerging growth and middle market companies in both the public market and the private sector as well as for profit and not for profit.  John heads SIG’s new CFO advisory services that are helping many companies evaluate the right technology solutions for ACA reporting, along with payroll, benefits administration and HRIS.  Using his past experience in the area of HR administration and information technology, he will support the review and recommendations of preferred vendors and solutions for HR compliance, payroll and benefits admin from a CFO perspective.  John has also overseen year-end audits of defined contribution plans, pension plans, financial statements and tax returns (including sales and federal).

John’s experience extends to manufacturing, distribution, online marketing and software development companies.  He holds a B.A. from Washington & Lee University, an MBA from Loyola University of Maryland and is a CPA with high distinction.

 

 

 

Lindsay_Walker.jpgLindsay Walker – Account Executive

Lindsay joined SIG as an intern in 1999 and currently serves her clients as an Account Executive. Lindsay has extensive training in the areas of fully insured medical plans, captives, Group Life, Long Term Disability, Short Term Disability, Vision and Dental plans across all industries. Lindsay has significant experience with the marketing, sale and implementation of group benefit plans.

Lindsay volunteers her time as a junior board member for Living Classrooms and as a mentor for the Crossroads School. She was also a Living Classrooms Rising Star in 2016.

Lindsay is originally from Baltimore and attended Roland Park Country School. She graduated from Towson University with her Bachelor of Arts in History. Lindsay also holds her Life & Health License.

 

 

 


FINAL_-_Janet_W.jpgJanet Weitkamp – Account Director

Janet joined SIG in 2000 and is an Account Director. Janet provides strategic account development and support for group clients of all sizes. She ensures retention of clients by establishing strong relationships and managing daily communications while managing internal and external resources to assist with her clients needs. Janet prepares detailed plan design analysis of various benefits to aid clients in making informed decisions regarding their benefit package. She facilitates and conducts open enrollment meetings through the development of employee communication materials and carrier coordination. Janet has been in the industry since 1988 and holds Life and Health Licenses in both Maryland and Pennsylvania. Janet is a current member of the National Association of Health Underwriters and the Baltimore Association of Health Underwriters.

 

 

 

 

 

Chris_Wiley.jpgChris Wiley – Manager of Data Analytics and Financial Analysis

Chris joined SIG in 2008 and is the Manager of Data Analytics and Financial Analysis. As an analyst, Chris uses a proprietary suite of analytic tools to recommend financial solutions. Chris prepares financial/clinical reporting  and also works with consultants to examine results of complex financial modeling and analytics. In his current role, he provides detailed analysis to clients concerning their benefit costs, proposed benefit plan designs and deduction modeling scenarios. He designs concise reports illustrating the financial impact of multiple strategies. Chris is an integral part of the strategic team in assisting clients with their budgetary needs in preparing cost per head reports, historical claim analysis, catastrophic claimant breakdowns, and deduction modeling. Chris holds a Bachelor’s degree from Towson University as well as a Life and Health license.

 

 

 

 

 

Debbie.jpgDebbie Williams - Accounting Manager

Debbie joined SIG in 1998 and currently is the Accounting Manager.  She is responsible for payroll, accounts payable and cash management activities.  Debbie also directly supports the CFO in his responsibilities as well as special projects. Prior to joining SIG, Debbie worked as a Consolidation Accountant for a multinational company and as a Computer Programmer for an IT services company that supports the biomedical research community.  Debbie has a Bachelor’s degree in Mathematics from Ursinus College and is a CPA.



 

 

 

 

Gale.jpgGale Woods, LUTCF, RHU – Vice President 

Gale joined SIG in 1989 and is a Vice President. Gale provides strategic account development and vital support for large regional and national self-funded accounts, and is considered an expert in the field. She is dedicated to the account management of current clients and the development of new client relationships. Using her expertise, Gale is able to formulate a detailed plan design analysis of various benefits to aid clients in making informed decisions regarding their benefits. Gale holds a Bachelor of Arts degree in Economics from Denison University. Gale is a former board member of Baltimore County Department of Social Services. She holds the Registered Health Underwriter (RHU) and Life Underwriting Training Council Fellow (LUTCF) designations as well as her Life and Health license.

 

 

 

 

 

 

FINAL_-_Ari.jpgAri Zohdi - Senior Implementation Coordinator

Ari joined SIG in 2016 and is the Senior Implementation Coordinator. Ari works closely with the VP of Client CFO Advisory Services to help clients find the best technology for Benefits Administration, Payroll, and related HR applications. Prior to joining SIG, Ari worked as the Senior Enrollment Administrator for the Major Accounts division of Kelly and Associates. Ari has a Bachelors degree in Psychology from the University of Maryland Baltimore County and as of May of 2017 graduated with his MBA.