Co-Chief Executive Officer
CurrentSOTA BenefitsCo-CEO, Founding Partner, and “Plan Professor”As Co-CEO, Founding Partner, and "Plan Professor" at SOTA Benefits, I've spearheaded the development of our revolutionary SOTA Value plans. These plans are redefining what's possible in employer-sponsored health insurance:- Pioneered pre-negotiated rates with stop-loss carriers, a game-changing approach in the self-funded world- Developed innovative plan designs with no system exclusions, offering unparalleled… Show more SOTA BenefitsCo-CEO, Founding Partner, and “Plan Professor”As Co-CEO, Founding Partner, and "Plan Professor" at SOTA Benefits, I've spearheaded the development of our revolutionary SOTA Value plans. These plans are redefining what's possible in employer-sponsored health insurance:- Pioneered pre-negotiated rates with stop-loss carriers, a game-changing approach in the self-funded world- Developed innovative plan designs with no system exclusions, offering unparalleled flexibility for employers and employees- Implemented state-of-the-art Rx strategies, including international sourcing and manufacturer subsidies- Created an AI-powered price transparency app, empowering members to make informed healthcare decisionsOur approach has consistently delivered premiums 20 - 40% below national carrier PPO rates while improving quality and service. We're not just managing benefits; we're improving lives. Show less
