Our Team

We know that the strength of the team is what separates good experiences from great experiences. With SIG, you have the confidence of working with experienced benefits and Human Resources consultants who aspire to become their clients' most trusted business partner. We strive to make a positive impact in the lives of our clients, our industry and the communities where we live and work.

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Richard B. Silberstein, CLU, ChFC, RHU

Managing Partner

Richard Silberstein is the Managing Partner of SIG, an Alera Group Company. 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 400 corporate clients in 45 states. Richard is a founding member of Alera Group, a firm that was formed in 2017 with 23 other like-minded, high-performing independent firms across the United States that is now the nation’s foremost independent insurance agencies.

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 East Region of Alera Group as well as 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; member of the Board of Directors for Lexington National Insurance Company; 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 Living Classrooms, American Heart Association, South Baltimore Learning Center, Blankets for Baltimore, and many others.

Richard B. Silberstein, CLU, ChFC, RHU

Managing Partner

Richard Silberstein is the Managing Partner of SIG, an Alera Group Company. 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 400 corporate clients in 45 states. Richard is a founding member of Alera Group, a firm that was formed in 2017 with 23 other like-minded, high-performing independent firms across the United States that is now the nation’s foremost independent insurance agencies.

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 East Region of Alera Group as well as 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; member of the Board of Directors for Lexington National Insurance Company; 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 Living Classrooms, American Heart Association, South Baltimore Learning Center, Blankets for Baltimore, and many others.

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Jillian Albert

Account Director

As an Account Director, Jillian provides strategic account development and support for large fully insured and self-funded clients. Jillian ensures retention of clients by establishing strong relationships and managing daily communications. She is involved with the preparation of detailed plan design analysis, negotiating renewals, implementation and compliance. She manages internal and external resources to assist with client needs.

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.

Jillian Albert

Account Director

As an Account Director, Jillian provides strategic account development and support for large fully insured and self-funded clients. Jillian ensures retention of clients by establishing strong relationships and managing daily communications. She is involved with the preparation of detailed plan design analysis, negotiating renewals, implementation and compliance. She manages internal and external resources to assist with client needs.

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.

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Tracy 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 Life and Health license.

Tracy 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 Life and Health license.

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Theresa Antkowiak-Tassone

Administrative Assistant

Theresa joined SIG in 2019 as an Administrative Assistant. In her role she assists the Self-Funded Department with all aspects of customer service, including proposals, audits, renewals, client collateral and day-to-day support. She holds a Bachelor of Science in Business Management and Economics from Goucher College.

Theresa Antkowiak-Tassone

Administrative Assistant

Theresa joined SIG in 2019 as an Administrative Assistant. In her role she assists the Self-Funded Department with all aspects of customer service, including proposals, audits, renewals, client collateral and day-to-day support. She holds a Bachelor of Science in Business Management and Economics from Goucher College.

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Kat Ashdown

Communications Specialist

Kat joined SIG in 2013 and is the Communications Specialist for the Self-Funded team. Previously a Senior Account Coordinator, she now offers valuable support to large group clients in all areas of employee communications. She is responsible for the development and customization of open enrollment materials, flyers, personalized benefit brochures, wellness campaigns, and a variety of other employee communication pieces. Kat serves on SIG’s Community Service Committee, and holds a Bachelor of Arts degree in Anthropology from Eastern University, as well as a Life and Health license.

Kat Ashdown

Communications Specialist

Kat joined SIG in 2013 and is the Communications Specialist for the Self-Funded team. Previously a Senior Account Coordinator, she now offers valuable support to large group clients in all areas of employee communications. She is responsible for the development and customization of open enrollment materials, flyers, personalized benefit brochures, wellness campaigns, and a variety of other employee communication pieces. Kat serves on SIG’s Community Service Committee, and holds a Bachelor of Arts degree in Anthropology from Eastern University, as well as a Life and Health license.

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Stacy 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.

Stacy 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.

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Abbey Beadell

Account Manager

Abbey joined SIG in 2014 and is an Account Manager. She works primarily in the small group market. In her role, she handles 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 also handles the new group installation process, and ensures retention of existing clients by establishing strong relationships and managing daily communications. In addition, Abbey 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. Abbey holds a Bachelor of Arts degree in English from Washington College as well as a Life and Health license.

Abbey Beadell

Account Manager

Abbey joined SIG in 2014 and is an Account Manager. She works primarily in the small group market. In her role, she handles 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 also handles the new group installation process, and ensures retention of existing clients by establishing strong relationships and managing daily communications. In addition, Abbey 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. Abbey holds a Bachelor of Arts degree in English from Washington College as well as a Life and Health license.

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Caitlin Beale

Senior Benefits Administrator

Caitlin joined SIG in 2015 and is a Senior 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.

Caitlin Beale

Senior Benefits Administrator

Caitlin joined SIG in 2015 and is a Senior 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.

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Michael Brennan

Financial Analyst

Michael has worked in finance in various industries over fifteen years including Investments, Banking, Risk Management and Financial Planning & Analysis. He is a graduate of Washington College and holds a Masters in Applied Economics from Johns Hopkins University and a Masters of Science in Finance from Loyola University - Maryland. Michael will be supporting the COO and CFO in a variety of analytical capacities.

Michael Brennan

Financial Analyst

Michael has worked in finance in various industries over fifteen years including Investments, Banking, Risk Management and Financial Planning & Analysis. He is a graduate of Washington College and holds a Masters in Applied Economics from Johns Hopkins University and a Masters of Science in Finance from Loyola University - Maryland. Michael will be supporting the COO and CFO in a variety of analytical capacities.

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Laura 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 of Pennsylvania.

Laura 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 of Pennsylvania.

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Jeffrey 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.

Jeffrey 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.

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Elle Carroll

Marketing Coordinator

Elle joined SIG in 2017 and is the Marketing Coordinator. Elle is primarily responsible for the development and creation of employee communications which include open enrollment materials and personalized benefit brochures. She also supports the marketing department through the development of content for the firm’s social media platforms, as well as assisting with SIG’s internal and external communication and events.. Elle holds a Bachelor of Arts degree in History from College of Charleston.

Elle Carroll

Marketing Coordinator

Elle joined SIG in 2017 and is the Marketing Coordinator. Elle is primarily responsible for the development and creation of employee communications which include open enrollment materials and personalized benefit brochures. She also supports the marketing department through the development of content for the firm’s social media platforms, as well as assisting with SIG’s internal and external communication and events.. Elle holds a Bachelor of Arts degree in History from College of Charleston.

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Danielle 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.

Danielle 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.

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Brittanie Cochran

Account Coordinator

Brittanie joined SIG in 2018 as an Account Coordinator with the 51+ Fully Insured Business Team. In her role she assists Account Managers and Senior Account Coordinators with all aspects of customer service, including claim issues, audits, open enrollments, renewals, and day-to-day support. Brittanie has previous experience with managing fully insured client services. Brittanie also holds a Bachelor of Science degree in Health Systems Management from University of Baltimore and has over seven years of customer service experience.

Brittanie Cochran

Account Coordinator

Brittanie joined SIG in 2018 as an Account Coordinator with the 51+ Fully Insured Business Team. In her role she assists Account Managers and Senior Account Coordinators with all aspects of customer service, including claim issues, audits, open enrollments, renewals, and day-to-day support. Brittanie has previous experience with managing fully insured client services. Brittanie also holds a Bachelor of Science degree in Health Systems Management from University of Baltimore and has over seven years of customer service experience.

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Brenda 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.

Brenda 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.

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Jeana Connelly

Account Manager

Jeana joined SIG in 2016 and is currently an Account Manager.  She brings with her 10 years of insurance industry experience, and over 20 years of customer service experience. Jeana works with primarily small group clients. In her role, she assists clients 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. She ensures retention of clients by establishing strong relationships and managing daily communications. Jeana holds an Associate’s Degree in Business Management from Strayer University as well as a Life and Health license.

Jeana Connelly

Account Manager

Jeana joined SIG in 2016 and is currently an Account Manager.  She brings with her 10 years of insurance industry experience, and over 20 years of customer service experience. Jeana works with primarily small group clients. In her role, she assists clients 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. She ensures retention of clients by establishing strong relationships and managing daily communications. Jeana holds an Associate’s Degree in Business Management from Strayer University as well as a Life and Health license.

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Sharon 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.

Sharon 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.

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Tasha Connelly

Account Coordinator

Tasha joined SIG in 2012 and is an Account Coordinator. She brings with her 16 years insurance industry experience. Tasha 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 group administrators and employees. Previously, Tasha was a Benefits Administrator on the administration team. That experience allowed her to gain an excellent understanding of enrollment, third party administrator and carrier systems. Tasha holds an Associate’s Degree in Business Administration as well as her Life & Health and Property & Casualty insurance licenses.

Tasha Connelly

Account Coordinator

Tasha joined SIG in 2012 and is an Account Coordinator. She brings with her 16 years insurance industry experience. Tasha 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 group administrators and employees. Previously, Tasha was a Benefits Administrator on the administration team. That experience allowed her to gain an excellent understanding of enrollment, third party administrator and carrier systems. Tasha holds an Associate’s Degree in Business Administration as well as her Life & Health and Property & Casualty insurance licenses.

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Shannon Cummings

Proposal Analyst

Shannon joined SIG in 2019 and is a Proposal Analyst. In her role, Shannon assists with sending RFP’s, receiving quotes and spreading bids for the account teams. She brings with her seven years of employer benefits experience, and over ten years of administrative and customer service experience.

Shannon Cummings

Proposal Analyst

Shannon joined SIG in 2019 and is a Proposal Analyst. In her role, Shannon assists with sending RFP’s, receiving quotes and spreading bids for the account teams. She brings with her seven years of employer benefits experience, and over ten years of administrative and customer service experience.

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Jess Currano

Account Coordinator

After interning with SIG throughout college, Jess returned as full-time member of the fully- insured team in 2017. In her role, she assists Account Managers with all aspects of customer service, including benchmarking, audits, open enrollment, client collateral and day-to-day support. Jess brings a wealth of experience, with more than 10 years working in customer service. She holds a Bachelor of Science in Psychology from Shippensburg University.

Jess Currano

Account Coordinator

After interning with SIG throughout college, Jess returned as full-time member of the fully- insured team in 2017. In her role, she assists Account Managers with all aspects of customer service, including benchmarking, audits, open enrollment, client collateral and day-to-day support. Jess brings a wealth of experience, with more than 10 years working in customer service. She holds a Bachelor of Science in Psychology from Shippensburg University.

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Kevin Darrell

Senior Account Manager

Kevin joined SIG in 2019 and is a Senior Account Manager for primarily self-funded clients.  In his role, he handles all aspects of customer service, including proposals, audits, renewals, client collateral and day-to-day support. He researches, reviews and resolves claim and enrollment issues promptly and offers valuable support for group administrators and employees. Kevin also handles the new group installation process, and ensures retention of existing clients by establishing strong relationships and managing daily communications. In addition, Kevin 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.  Kevin holds a Bachelor’s degree in Finance from The Ohio State University and an MBA from University of Maryland Global Campus.  He also holds a Group Benefits Associate (GBA) designation.

Kevin Darrell

Senior Account Manager

Kevin joined SIG in 2019 and is a Senior Account Manager for primarily self-funded clients.  In his role, he handles all aspects of customer service, including proposals, audits, renewals, client collateral and day-to-day support. He researches, reviews and resolves claim and enrollment issues promptly and offers valuable support for group administrators and employees. Kevin also handles the new group installation process, and ensures retention of existing clients by establishing strong relationships and managing daily communications. In addition, Kevin 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.  Kevin holds a Bachelor’s degree in Finance from The Ohio State University and an MBA from University of Maryland Global Campus.  He also holds a Group Benefits Associate (GBA) designation.

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Greg Donovan

Director of Operations

Greg joined SIG in January 2019 as the Director of Operations.  Greg assists SIG,  as well as other regional Alera Group firms, with optimizing workflow as it relates to operations, technology and finance.  Prior to joining SIG, Greg was a former client as the CFO of an alternative investment manager.  Greg maintains an active CPA license and holds a Masters of Science in Finance from University of Baltimore.    

Greg Donovan

Director of Operations

Greg joined SIG in January 2019 as the Director of Operations.  Greg assists SIG,  as well as other regional Alera Group firms, with optimizing workflow as it relates to operations, technology and finance.  Prior to joining SIG, Greg was a former client as the CFO of an alternative investment manager.  Greg maintains an active CPA license and holds a Masters of Science in Finance from University of Baltimore.    

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Ronald 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. 

Ronald 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. 

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Lauren Durfey

Senior Account Coordinator

Lauren joined SIG in 2017 and is a Senior Account Coordinator. She works with both large and small group fully insured clients. In her role, she assists with everything from client and employee support to renewals and open enrollment. Prior to joining SIG, Lauren spent 10 years in an administrative capacity with a medical provider, working directly with both insurance carriers and patients alike. She brings with her a unique understanding of the healthcare industry and offers valuable support for clients’ group administrators, while remaining a strong advocate for employees. Lauren holds a Life & Health license in the state of Maryland, as well as a Bachelor of Science degree from Towson University, where she studied Electronic Media & Film.

Lauren Durfey

Senior Account Coordinator

Lauren joined SIG in 2017 and is a Senior Account Coordinator. She works with both large and small group fully insured clients. In her role, she assists with everything from client and employee support to renewals and open enrollment. Prior to joining SIG, Lauren spent 10 years in an administrative capacity with a medical provider, working directly with both insurance carriers and patients alike. She brings with her a unique understanding of the healthcare industry and offers valuable support for clients’ group administrators, while remaining a strong advocate for employees. Lauren holds a Life & Health license in the state of Maryland, as well as a Bachelor of Science degree from Towson University, where she studied Electronic Media & Film.

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Elizabeth Entin, MPH, RD, LDN

Director of Health Strategies & Solutions

Liz joined SIG in 2019 and is Director of Health Strategies & Solutions. Liz assists clients in creating meaningful and sustainable wellness solutions for their employees, identifying cost savings potential through wellness strategies, and analyzing population health data. Liz has experience in employee wellness program creation, implementation and management, public health, and reporting & evaluation. She is a Registered & Licensed Dietitian, and started her career providing medical nutrition therapy in both in-patient and out-patient settings.  Liz holds a Bachelor of Science degree in Nutritional Sciences from Penn State University and a Master of Public Health degree from Tulane University. Liz sits on the board for the Maryland Academy of Nutrition and Dietetics (MAND) as the Council on Professional Issues Chair. She also holds her Maryland state Life & Health insurance license.

Elizabeth Entin, MPH, RD, LDN

Director of Health Strategies & Solutions

Liz joined SIG in 2019 and is Director of Health Strategies & Solutions. Liz assists clients in creating meaningful and sustainable wellness solutions for their employees, identifying cost savings potential through wellness strategies, and analyzing population health data. Liz has experience in employee wellness program creation, implementation and management, public health, and reporting & evaluation. She is a Registered & Licensed Dietitian, and started her career providing medical nutrition therapy in both in-patient and out-patient settings.  Liz holds a Bachelor of Science degree in Nutritional Sciences from Penn State University and a Master of Public Health degree from Tulane University. Liz sits on the board for the Maryland Academy of Nutrition and Dietetics (MAND) as the Council on Professional Issues Chair. She also holds her Maryland state Life & Health insurance license.

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Sam Evans

Financial Analyst

Sam joined SIG in 2017 and is a Financial Analyst. In his role, he assists in preparing RFP’s, financials, client dashboards, benchmarking analyses, and reporting for SIG’s self-funded clients. Sam holds a Bachelor of Science from Salisbury University, where he studied Business Management and Conflict Analysis & Dispute Resolution.

Sam Evans

Financial Analyst

Sam joined SIG in 2017 and is a Financial Analyst. In his role, he assists in preparing RFP’s, financials, client dashboards, benchmarking analyses, and reporting for SIG’s self-funded clients. Sam holds a Bachelor of Science from Salisbury University, where he studied Business Management and Conflict Analysis & Dispute Resolution.

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Dulaney 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 Alera Group 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.

Dulaney 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 Alera Group 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.

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Corinne Finney

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.  She previously sat on the Board of Directors for the Baltimore Junior Association of Commerce and the Bel Air Community Chorus.

Corinne Finney

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.  She previously sat on the Board of Directors for the Baltimore Junior Association of Commerce and the Bel Air Community Chorus.

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Nikki Glass

Marketing Assistant

Nikki joined SIG in 2019 and is the Marketing Assistant. Nikki is primarily responsible for the development and creation of employee communications which include open enrollment materials and personalized benefit brochures. Nikki holds a Bachelor of Arts degrees in Advertising and Integrative Arts from the Pennsylvania State University

Nikki Glass

Marketing Assistant

Nikki joined SIG in 2019 and is the Marketing Assistant. Nikki is primarily responsible for the development and creation of employee communications which include open enrollment materials and personalized benefit brochures. Nikki holds a Bachelor of Arts degrees in Advertising and Integrative Arts from the Pennsylvania State University

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Mark 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.  His daily routine consists of navigating through the maze of the insurance industry on behalf of his clients to insure they receive the benefits they have selective and paid for. He currently holds a Life and Health License in Maryland. He sits on the Board of Directors for the Historical Society of Baltimore County and Archbishop Curley High School Alumni Association. Mark is also on the membership committee for the Dundalk Chamber of Commerce.

Mark 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.  His daily routine consists of navigating through the maze of the insurance industry on behalf of his clients to insure they receive the benefits they have selective and paid for. He currently holds a Life and Health License in Maryland. He sits on the Board of Directors for the Historical Society of Baltimore County and Archbishop Curley High School Alumni Association. Mark is also on the membership committee for the Dundalk Chamber of Commerce.

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Shannon Griffin, PHR, SHRM-CP

Director of Human Resources

Shannon joined SIG in 2017.  She brings 20 years of broad based HR experience.  Shannon performs human resources-related duties at the professional level in the following functional areas: employee relations, labor relations, benefits administration, performance management, onboarding, policy implementation, recruitment/employment, and compliance. She also consults with top executives on strategic planning and serves as an extra resource between management and employees. Shannon graduated with a Bachelor of Science in Business Administration from SUNY Oswego. She also earned her Professional in Human Resources (PHR) certification and serves on the board of the Carroll County SHRM chapter.

Shannon Griffin, PHR, SHRM-CP

Director of Human Resources

Shannon joined SIG in 2017.  She brings 20 years of broad based HR experience.  Shannon performs human resources-related duties at the professional level in the following functional areas: employee relations, labor relations, benefits administration, performance management, onboarding, policy implementation, recruitment/employment, and compliance. She also consults with top executives on strategic planning and serves as an extra resource between management and employees. Shannon graduated with a Bachelor of Science in Business Administration from SUNY Oswego. She also earned her Professional in Human Resources (PHR) certification and serves on the board of the Carroll County SHRM chapter.

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Jamie 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.

Jamie 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.

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Latifah 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. 

Latifah 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. 

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Christy 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.

Christy 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.

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Tierney Jautze

Events Specialist

Tierney joined SIG in 2013 and is our Events 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.

Tierney Jautze

Events Specialist

Tierney joined SIG in 2013 and is our Events 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.

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Peter Kimmel

Business Development Associate

Peter joined SIG in 2017 and is a Business Development Associate. Peter’s primary focus is developing new business for the firm and establishing long-term relationships with his clients by providing them with strategic consulting solutions that support their business goals.  Acting as an advisor, Peter works with clients to continually create value for them on their employee benefit plans, HR technology, compliance, employee engagement, corporate wellness and company culture.

Prior to SIG, Peter brings with him 5 years of experience at CBRE working with executives in the commercial real estate market.  He has expertise in working with Fortune 100 companies, established law firms, technology start-ups, and government contractors.

Peter is originally from Baltimore and attended Loyola Blakefield.  He graduated from The Ohio State University with a Bachelor of Arts in History.  Peter also has his a Life and Health license.

Peter Kimmel

Business Development Associate

Peter joined SIG in 2017 and is a Business Development Associate. Peter’s primary focus is developing new business for the firm and establishing long-term relationships with his clients by providing them with strategic consulting solutions that support their business goals.  Acting as an advisor, Peter works with clients to continually create value for them on their employee benefit plans, HR technology, compliance, employee engagement, corporate wellness and company culture.

Prior to SIG, Peter brings with him 5 years of experience at CBRE working with executives in the commercial real estate market.  He has expertise in working with Fortune 100 companies, established law firms, technology start-ups, and government contractors.

Peter is originally from Baltimore and attended Loyola Blakefield.  He graduated from The Ohio State University with a Bachelor of Arts in History.  Peter also has his a Life and Health license.

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Carolyn Kinna

Senior Account Manager

Carolyn join SIG in 2001 and brings over 20+ year of industry experience.  Carolyn is a Senior Account Manager for group clients of all sizes.  Carolyn’s primary focus is fully insured and self-funded clients, including negotiating renewals, implementation and compliance knowledge.  Carolyn prepares 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.  Carolyn holds Life and Health licenses in both Maryland and Pennsylvania and a Business Administration degree from Villa Julie College. 

Carolyn Kinna

Senior Account Manager

Carolyn join SIG in 2001 and brings over 20+ year of industry experience.  Carolyn is a Senior Account Manager for group clients of all sizes.  Carolyn’s primary focus is fully insured and self-funded clients, including negotiating renewals, implementation and compliance knowledge.  Carolyn prepares 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.  Carolyn holds Life and Health licenses in both Maryland and Pennsylvania and a Business Administration degree from Villa Julie College. 

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Jennifer 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.  

Jennifer 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.  

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Melanie Koch

Administrative Assistant

Mel joined SIG in 2010 in the Individual Department as the assistant.  In 2017 she moved into the Administration Department as the Administrative Assistant.  She is responsible for various administration functions for both small and large, multi-site groups.  She also supports the Group Department by conducting benefit audits for our clients. 

Melanie Koch

Administrative Assistant

Mel joined SIG in 2010 in the Individual Department as the assistant.  In 2017 she moved into the Administration Department as the Administrative Assistant.  She is responsible for various administration functions for both small and large, multi-site groups.  She also supports the Group Department by conducting benefit audits for our clients. 

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Janet 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 13 years of industry experience and holds a Life and Health License.

Janet 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 13 years of industry experience and holds a Life and Health License.

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Beth Lambros

Administrative Assistant

Beth joined SIG in August 2019 as an Administrative Assistant with the Fully Insured Department. She assists Account Managers and Account Coordinators with customer service, claim issues, audits, open enrollments, renewals, and day-to-day support. She holds a Bachelor of Science degree in Elementary Education from Towson University.

Beth Lambros

Administrative Assistant

Beth joined SIG in August 2019 as an Administrative Assistant with the Fully Insured Department. She assists Account Managers and Account Coordinators with customer service, claim issues, audits, open enrollments, renewals, and day-to-day support. She holds a Bachelor of Science degree in Elementary Education from Towson University.

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Jill Lohr

Vice President

Jill has been with SIG since 2005 and is our Vice President.  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.

Jill Lohr

Vice President

Jill has been with SIG since 2005 and is our Vice President.  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.

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Laura Lubin

Administrative Assistant

Laura joined SIG in 2019 as an Administrative Assistant. In her role, she assists the Administration Team with various administrative functions for small, large and multi-site groups and by conducting benefit audits. She is fluent in Spanish, holds a Bachelor of Arts in Art History from Kenyon College and a Master of Science in TESOL from McDaniel College.

Laura Lubin

Administrative Assistant

Laura joined SIG in 2019 as an Administrative Assistant. In her role, she assists the Administration Team with various administrative functions for small, large and multi-site groups and by conducting benefit audits. She is fluent in Spanish, holds a Bachelor of Arts in Art History from Kenyon College and a Master of Science in TESOL from McDaniel College.

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Haley Lupfer

Administrative Assistant

Haley joined SIG in 2019 as an Administrative Assistant and is working 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. Haley brings a wealth of experience, with more than seven years of working in customer service. She holds a Bachelor of Science in Psychology and Animal Behavior from Towson University.

Haley Lupfer

Administrative Assistant

Haley joined SIG in 2019 as an Administrative Assistant and is working 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. Haley brings a wealth of experience, with more than seven years of working in customer service. She holds a Bachelor of Science in Psychology and Animal Behavior from Towson University.

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Peter Marathas

Chief Legal Officer

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.

Peter Marathas

Chief Legal Officer

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.

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Jessica McKinney-Land

Account Coordinator

Jessica joined SIG in 2018 and is an Account Coordinator. 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. Jessica brings a wealth of experience, with more than 10 years working in customer service. She is also a professional artist and holds an Associate’s degree in Fine Arts from Sandhills Community College, where she studied painting.

Jessica McKinney-Land

Account Coordinator

Jessica joined SIG in 2018 and is an Account Coordinator. 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. Jessica brings a wealth of experience, with more than 10 years working in customer service. She is also a professional artist and holds an Associate’s degree in Fine Arts from Sandhills Community College, where she studied painting.

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Paul McMahon

Associate

Paul joined SIG in 2011 and is an Associate. Paul works with group clients of all sizes in the Maryland, Pennsylvania, Washington, D.C. 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.

Paul McMahon

Associate

Paul joined SIG in 2011 and is an Associate. Paul works with group clients of all sizes in the Maryland, Pennsylvania, Washington, D.C. 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.

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Mary Miller, J.D., PCC, SPHR, SHRM-SCP

Director of Client HR Services

Mary specializes in strategic human resources consulting, coaching, and employee development.  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/executive coaching and development. She provides live, personalized support to our clients on a range of HR matters, through ad hoc engagements or retainer arrangements. Mary graduated with a Bachelor of Science in Psychobiology from the UCLA, and received her 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.

Mary Miller, J.D., PCC, SPHR, SHRM-SCP

Director of Client HR Services

Mary specializes in strategic human resources consulting, coaching, and employee development.  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/executive coaching and development. She provides live, personalized support to our clients on a range of HR matters, through ad hoc engagements or retainer arrangements. Mary graduated with a Bachelor of Science in Psychobiology from the UCLA, and received her 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.

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John Moorhead

Account Executive

John joined SIG in 2019 as an Account Executive. He has over 19 years’ experience in the employee benefits sector. John specializes in designing benefit programs that engage employees through education, communication and properly aligned incentives. The goal is to create an environment in which everyone is not only engaged in controlling benefit costs but also focused on being healthy, happy and productive employees. Prior to joining SIG , John worked as a consultant at benefit brokerage firms in the Mid - Atlantic region. He also has past experience working for a national insurance carrier as a large group Sales Representative. John holds a Bachelor of Arts degree in Political Science from Salisbury University as well as Life and Health licenses in Maryland and Virginia.

John Moorhead

Account Executive

John joined SIG in 2019 as an Account Executive. He has over 19 years’ experience in the employee benefits sector. John specializes in designing benefit programs that engage employees through education, communication and properly aligned incentives. The goal is to create an environment in which everyone is not only engaged in controlling benefit costs but also focused on being healthy, happy and productive employees. Prior to joining SIG , John worked as a consultant at benefit brokerage firms in the Mid - Atlantic region. He also has past experience working for a national insurance carrier as a large group Sales Representative. John holds a Bachelor of Arts degree in Political Science from Salisbury University as well as Life and Health licenses in Maryland and Virginia.

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Brian Morehead

Senior Vice President

Brian is an Employee Benefits Advisor who enjoys evaluating data, reviewing emerging trends and is passionate about helping his clients create and achieve their ideal employee benefits program. Brian and his team focus on Mid-Market employers who are interested in being leaders in providing plans that improve employee health, engagement, employee retention and firm value.

Brian’s career has evolved over the last 20 year from actuarial underwriting work, financial forecasting, and sales to serving as a lead advisor for his clients in reviewing and recommending transformative benefit designs.

Brian holds a Bachelor of Arts degree in Economics from the University of Maryland Baltimore County (a true Cinderella story when they beat the #1 seed in 2018's March Madness) as well as a Life and Health license in Maryland.

Brian Morehead

Senior Vice President

Brian is an Employee Benefits Advisor who enjoys evaluating data, reviewing emerging trends and is passionate about helping his clients create and achieve their ideal employee benefits program. Brian and his team focus on Mid-Market employers who are interested in being leaders in providing plans that improve employee health, engagement, employee retention and firm value.

Brian’s career has evolved over the last 20 year from actuarial underwriting work, financial forecasting, and sales to serving as a lead advisor for his clients in reviewing and recommending transformative benefit designs.

Brian holds a Bachelor of Arts degree in Economics from the University of Maryland Baltimore County (a true Cinderella story when they beat the #1 seed in 2018's March Madness) as well as a Life and Health license in Maryland.

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Chris Mottley

Chief Financial Officer

Chris joined SIG in 2018 as Chief Financial Officer and brings over 25 years of experience working with high growth healthcare service companies.  Chris is responsible for planning, implementing, managing and controlling all financial related activities of the firm.  Prior to joining SIG, Chris served as CFO for WellDoc, a digital health company focused on solutions to manage chronic disease.   Chris also served as CFO of HealthPRO Rehabilitation, a high growth private equity backed national provider of rehabilitation services. Before HealthPRO, he served as a Director with EDG Partners, LLC, a healthcare-focused private equity firm, supporting portfolio investments in pharmacy, hospice and rehabilitation therapy. Prior to EDG, Chris held various accounting and financial roles over a 12-year period with Centennial HealthCare and worked in the Audit Practice of BDO Seidman, LLP. He is a Certified Public Accountant and holds a Bachelor’s degree in Accounting from the University of Georgia.

Chris Mottley

Chief Financial Officer

Chris joined SIG in 2018 as Chief Financial Officer and brings over 25 years of experience working with high growth healthcare service companies.  Chris is responsible for planning, implementing, managing and controlling all financial related activities of the firm.  Prior to joining SIG, Chris served as CFO for WellDoc, a digital health company focused on solutions to manage chronic disease.   Chris also served as CFO of HealthPRO Rehabilitation, a high growth private equity backed national provider of rehabilitation services. Before HealthPRO, he served as a Director with EDG Partners, LLC, a healthcare-focused private equity firm, supporting portfolio investments in pharmacy, hospice and rehabilitation therapy. Prior to EDG, Chris held various accounting and financial roles over a 12-year period with Centennial HealthCare and worked in the Audit Practice of BDO Seidman, LLP. He is a Certified Public Accountant and holds a Bachelor’s degree in Accounting from the University of Georgia.

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Nikki Muffoletto

Proposal Analyst

Nikki joined SIG in 2017 and is a Proposal Analyst. In her role, Nikki assists with sending RFP’s, receiving quotes and spreading bids for the account teams. She was previously a Senior Account Coordinator and has worked with both large and small group fully insured clients. Nikki holds a Life & Health license in the state of Maryland.

Nikki Muffoletto

Proposal Analyst

Nikki joined SIG in 2017 and is a Proposal Analyst. In her role, Nikki assists with sending RFP’s, receiving quotes and spreading bids for the account teams. She was previously a Senior Account Coordinator and has worked with both large and small group fully insured clients. Nikki holds a Life & Health license in the state of Maryland.

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Michela Mundy, GBDS

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.

Michela Mundy, GBDS

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.

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Lisa 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.

Lisa 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.

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Emily Plahanski

Director of Strategic Partnerships

Emily joined SIG in 2019 as the Director of Strategic Partnerships. With over a decade of experience in leading business development and recruitment teams and a passion for helping shape work culture, she has helped countless companies think differently about the way they attract, retain and recruit top talent and helping sales teams measure, track and find success in connecting to their audience. In her role with SIG, she will be leading efforts to maximize our sales and marketing efforts to provide our clients and prospective clients a remarkable experience with our firm.

Emily is an active member of the Baltimore community. She was awarded Howard County’s Finest Under 39 by the Maryland Chapter of the Cystic Fibrosis Foundation based on her involvement with the community and her service as Membership Director for the Young Professionals Network of the Howard County Chamber of Commerce. Currently, she is an active member of the Maryland Chamber of Commerce and sits on its executive referral board as well as is a co-lead for the TEARS Foundation of Maryland. She earned a bachelor’s degree in management and marketing from St. John Fisher College in Rochester, New York.

Emily Plahanski

Director of Strategic Partnerships

Emily joined SIG in 2019 as the Director of Strategic Partnerships. With over a decade of experience in leading business development and recruitment teams and a passion for helping shape work culture, she has helped countless companies think differently about the way they attract, retain and recruit top talent and helping sales teams measure, track and find success in connecting to their audience. In her role with SIG, she will be leading efforts to maximize our sales and marketing efforts to provide our clients and prospective clients a remarkable experience with our firm.

Emily is an active member of the Baltimore community. She was awarded Howard County’s Finest Under 39 by the Maryland Chapter of the Cystic Fibrosis Foundation based on her involvement with the community and her service as Membership Director for the Young Professionals Network of the Howard County Chamber of Commerce. Currently, she is an active member of the Maryland Chamber of Commerce and sits on its executive referral board as well as is a co-lead for the TEARS Foundation of Maryland. She earned a bachelor’s degree in management and marketing from St. John Fisher College in Rochester, New York.

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Nicole Ports

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.

Nicole Ports

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.

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Samantha Poturalski

Senior Account Coordinator

Samantha joined SIG in 2013 and is a Senior 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.

Samantha Poturalski

Senior Account Coordinator

Samantha joined SIG in 2013 and is a Senior 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.

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Ismael Quezada

Account Coordinator

Ismael joined SIG in 2019 as an Account Coordinator. In his role he assists Account Managers and Senior Account Coordinators with all aspects of customer service, including claims issues, open enrollments, renewals and day-to-day support. Ismael has over 5 years of insurance and customer service experience and also holds his Life and Health License along with his Property and Casualty License as well.

Ismael Quezada

Account Coordinator

Ismael joined SIG in 2019 as an Account Coordinator. In his role he assists Account Managers and Senior Account Coordinators with all aspects of customer service, including claims issues, open enrollments, renewals and day-to-day support. Ismael has over 5 years of insurance and customer service experience and also holds his Life and Health License along with his Property and Casualty License as well.

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Kara Reynolds

Wellness Coordinator

Kara joined SIG in 2017 and as the Wellness Coordinator, Kara is primarily responsible for supporting the wellbeing team and providing assistance for Wellness Initiatives for SIG and their clients. She coordinates presentations, workshops, meetings, and helps build client relationships and supports their wellness teams and strategic planning. She holds a Bachelor of Science in Electronic Media and Film from Towson University.

Kara Reynolds

Wellness Coordinator

Kara joined SIG in 2017 and as the Wellness Coordinator, Kara is primarily responsible for supporting the wellbeing team and providing assistance for Wellness Initiatives for SIG and their clients. She coordinates presentations, workshops, meetings, and helps build client relationships and supports their wellness teams and strategic planning. She holds a Bachelor of Science in Electronic Media and Film from Towson University.

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Ashley Ruocco

Recruiter

Ashley joined SIG in 2018 and brings over 10 years of Human Resource experience. Her primary focus at SIG is recruitment for Alera Mid-Atlantic. Ashley graduated with a Bachelor of Science in Business Administration from Towson University. She’s currently enrolled at the University of Maryland, Baltimore to earn her Masters in Social Work.

Ashley Ruocco

Recruiter

Ashley joined SIG in 2018 and brings over 10 years of Human Resource experience. Her primary focus at SIG is recruitment for Alera Mid-Atlantic. Ashley graduated with a Bachelor of Science in Business Administration from Towson University. She’s currently enrolled at the University of Maryland, Baltimore to earn her Masters in Social Work.

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Cindy Russo

COE Account Manager

Cindy joined SIG in July 2019 as a COE Account Manager for the Data Analytics Group known as Alera Informatics.  She is responsible for the client on-boarding and deliverables scheduling related to the Springbuk data analytics platform.  Prior to joining SIG Cindy worked for several years in a trade operations role with an investment firm in Baltimore.  She has a Bachelors of Science Degree in Communications from Towson University.

Cindy Russo

COE Account Manager

Cindy joined SIG in July 2019 as a COE Account Manager for the Data Analytics Group known as Alera Informatics.  She is responsible for the client on-boarding and deliverables scheduling related to the Springbuk data analytics platform.  Prior to joining SIG Cindy worked for several years in a trade operations role with an investment firm in Baltimore.  She has a Bachelors of Science Degree in Communications from Towson University.

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Claire Schroyer

Account Coordinator

Claire joined SIG in 2018 as an Account Coordinator and works with self-funded group clients. Claire is an advocate of our clients and handles claim and enrollment issues and offers valuable support for clients and their employees. In her role, she assists account managers with all aspects of customer service, including proposals, audits, renewals, client collateral and day-to-day support.. Claire is a Registered Nurse and holds an Associate of Arts Degree in Nursing. She also holds a Bachelor of Science degree in Community Health from Salisbury University and is a Certified Health Education Specialist.

Claire Schroyer

Account Coordinator

Claire joined SIG in 2018 as an Account Coordinator and works with self-funded group clients. Claire is an advocate of our clients and handles claim and enrollment issues and offers valuable support for clients and their employees. In her role, she assists account managers with all aspects of customer service, including proposals, audits, renewals, client collateral and day-to-day support.. Claire is a Registered Nurse and holds an Associate of Arts Degree in Nursing. She also holds a Bachelor of Science degree in Community Health from Salisbury University and is a Certified Health Education Specialist.

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Carol Snell

Senior Data Analyst

Carol joined SIG in 2017 as a Senior Data 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.

Carol Snell

Senior Data Analyst

Carol joined SIG in 2017 as a Senior Data 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.

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Wendy 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.

Wendy 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.

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Meredith St. Cyr, MS

Account Manager

Meredith joined SIG in 2017 and is an Account Manager. Meredith manages and supports clients and prospects throughout the year by assisting with benefit plan design, facilitating open enrollment, and coordinating internal and external resources to meet client’s needs and expectations. Meredith additionally provides consultative guidance and support for employee well-being initiatives. Prior to joining SIG, Meredith has experience working for both a national brokerage firm as well as a national health insurance carrier, handling large group clients of various funding arrangements. In addition to her experience in employee benefits consulting, Meredith has worked in the wellness field and is a certified Personal Trainer and Yoga Instructor.

Meredith holds a Bachelor’s Degree in Communication Studies from Towson University, a Master’s Degree in Health Science Administration from Towson University, and a Graduate Certificate in Population Health Management from Johns Hopkins University. She also has her Life and Health Insurance license in Maryland, DC and Virginia.

Meredith St. Cyr, MS

Account Manager

Meredith joined SIG in 2017 and is an Account Manager. Meredith manages and supports clients and prospects throughout the year by assisting with benefit plan design, facilitating open enrollment, and coordinating internal and external resources to meet client’s needs and expectations. Meredith additionally provides consultative guidance and support for employee well-being initiatives. Prior to joining SIG, Meredith has experience working for both a national brokerage firm as well as a national health insurance carrier, handling large group clients of various funding arrangements. In addition to her experience in employee benefits consulting, Meredith has worked in the wellness field and is a certified Personal Trainer and Yoga Instructor.

Meredith holds a Bachelor’s Degree in Communication Studies from Towson University, a Master’s Degree in Health Science Administration from Towson University, and a Graduate Certificate in Population Health Management from Johns Hopkins University. She also has her Life and Health Insurance license in Maryland, DC and Virginia.

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Angela Stewart, FLMI, CLU, GBDS

Director of Specialty Benefits

As Director of Specialty Benefits, Angela is responsible for the direction and management of all services related to Specialty Benefits, including market competitiveness, pricing, reporting and client support. Specialty Benefits encompasses supplemental health and life products as well as enhanced benefits such as identity theft, pet insurance and supplemental disability.

Angela joined SIG in July of 2018 and brings an extensive background in the insurance and financial services industry.  She began her career in various operational roles for The Underwriters' Group and as the Director of Underwriting for Mutual Life Insurance Company of New York. During her tenure with Mass Mutual Life Insurance Company, Angela had strategic and management oversight for the company sponsored General Agency which supported the career field force in providing life, long term care, disability and annuity insurance to over 25,000 customers. Following this position, Angela served as the Institutional Trading Manager for the Secondary Markets team of Crump Life Insurance Services. Her most recent role was with AIA, an Alera firm as the Director, Insurance and Risk Solutions.

Her industry designations include Fellow, Life Management Institute (FLMI), Chartered Life Underwriter (CLU) and Group Benefits Disability Specialist (GBDS).

Angela Stewart, FLMI, CLU, GBDS

Director of Specialty Benefits

As Director of Specialty Benefits, Angela is responsible for the direction and management of all services related to Specialty Benefits, including market competitiveness, pricing, reporting and client support. Specialty Benefits encompasses supplemental health and life products as well as enhanced benefits such as identity theft, pet insurance and supplemental disability.

Angela joined SIG in July of 2018 and brings an extensive background in the insurance and financial services industry.  She began her career in various operational roles for The Underwriters' Group and as the Director of Underwriting for Mutual Life Insurance Company of New York. During her tenure with Mass Mutual Life Insurance Company, Angela had strategic and management oversight for the company sponsored General Agency which supported the career field force in providing life, long term care, disability and annuity insurance to over 25,000 customers. Following this position, Angela served as the Institutional Trading Manager for the Secondary Markets team of Crump Life Insurance Services. Her most recent role was with AIA, an Alera firm as the Director, Insurance and Risk Solutions.

Her industry designations include Fellow, Life Management Institute (FLMI), Chartered Life Underwriter (CLU) and Group Benefits Disability Specialist (GBDS).

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John Tunney

VP, HR & Benefits Technology Consulting

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 state 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.

John Tunney

VP, HR & Benefits Technology Consulting

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 state 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.

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Lindsay Walker

Associate

Lindsay joined SIG as an intern in 1999 and currently serves her clients as an Associate. 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 has been 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.

Lindsay Walker

Associate

Lindsay joined SIG as an intern in 1999 and currently serves her clients as an Associate. 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 has been 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.

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Janet 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.

Janet 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.

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Chris 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.

Chris 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.

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Lee Williams

Senior Data Scientist

Lee’s background before joining the Alera team is rather diverse. Lee has worked as a software developer/programmer, database manager, undergraduate instructor in multiple disciplines, an author of courses in the humanities and a leader at various non-profit organizations. During his undergraduate degree, Lee studied breast cancer detection and reconstruction including the development of 3D cancer progression models and health outcome tables. Continuing on in his graduate degree, he developed methods for making teaching accessible and applicable to a variety of audiences.

Lee’s focus now is to provide information that people can use in a way that they can understand as the senior data scientist in the Alera Center of Excellence.

When not working, Lee enjoys time with his family and reading. He is also a science-fiction and pop-culture enthusiast.

Lee Williams

Senior Data Scientist

Lee’s background before joining the Alera team is rather diverse. Lee has worked as a software developer/programmer, database manager, undergraduate instructor in multiple disciplines, an author of courses in the humanities and a leader at various non-profit organizations. During his undergraduate degree, Lee studied breast cancer detection and reconstruction including the development of 3D cancer progression models and health outcome tables. Continuing on in his graduate degree, he developed methods for making teaching accessible and applicable to a variety of audiences.

Lee’s focus now is to provide information that people can use in a way that they can understand as the senior data scientist in the Alera Center of Excellence.

When not working, Lee enjoys time with his family and reading. He is also a science-fiction and pop-culture enthusiast.

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Jim Witty

Senior Vice President

Jim joined SIG in 2019 and is a Senior Vice President.  Jim’s primary focus is working with C-level executives on their strategic objectives and creating long lasting relationships by providing thought provoking ideas, connecting firms to each other to increase revenue and sharing best practices to increase profitability and employee engagement.  Prior to joining SIG, Jim was the Executive President, Chief Commercial Banking Officer for Howard Bank. He has over 30 years of experience of providing banking services to family owned, closely held businesses and non-profit entities located in the Maryland region. 

Jim holds a Bachelor of Science degree in Economics from Lehigh University.  Jim is very active in the community and is currently Chairman of the Board for The Maryland Zoo in Baltimore and a board member for the Maryland Food Bank.  In 2013, he was Chimes Honoree for contribution to the Maryland Community and to Chimes.

Jim Witty

Senior Vice President

Jim joined SIG in 2019 and is a Senior Vice President.  Jim’s primary focus is working with C-level executives on their strategic objectives and creating long lasting relationships by providing thought provoking ideas, connecting firms to each other to increase revenue and sharing best practices to increase profitability and employee engagement.  Prior to joining SIG, Jim was the Executive President, Chief Commercial Banking Officer for Howard Bank. He has over 30 years of experience of providing banking services to family owned, closely held businesses and non-profit entities located in the Maryland region. 

Jim holds a Bachelor of Science degree in Economics from Lehigh University.  Jim is very active in the community and is currently Chairman of the Board for The Maryland Zoo in Baltimore and a board member for the Maryland Food Bank.  In 2013, he was Chimes Honoree for contribution to the Maryland Community and to Chimes.

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Gale Woods, LUTCF, RHU

Senior Vice President

Gale joined SIG in 1989 and is Senior 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.

Gale Woods, LUTCF, RHU

Senior Vice President

Gale joined SIG in 1989 and is Senior 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.

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Ari 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. Ari also holds a Life and Health license.

Ari 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. Ari also holds a Life and Health license.