BRG Advisory Group has experienced consistent controlled growth of new clients while at the same time adding the organizational infrastructure to support all phases of the business. We have further worked to develop our business model to ensure that we represent the prospective client and their best interests at every stage of our process.

A privately held independent brokerage agency that provides corporate insurance to clients in Florida and the Southeast. I was responsible for overall guidance with our team to develop and reach a sales goal of growing the business from zero clients to 100+ with an 93% client retention average.Employee Benefits Medical: Traditional small group, large group, partially and fully self-insured plan designs with full TPA services on a web based platform are available nationallyEmployee Benefits Supplemental: We began as a supplemental benefits broker and understand well the distinctions between carriers and product plan designs. We provide complete internal enrollment services to insure a quality enrollment process for you and your employees. Additionally we have customized plan matrixes to be able to analyze what you are currently providing and compare various alternatives to meet your objectives. This allows us not to " Sell You," rather to bring to you what you are asking for and integrate the offering into your benefit package. Complete TPA services from enrollment to billing to claims are provided as well.PEO/ HR Outsourcing Brokerage:In March 2006, we entered the PEO Brokerage market place due to client demand for these services. Since then we have developed relationships with specific PEO carriers that have decided strengths in specific vertical markets. We understand the pitfalls and the questions to ask to ensure that your interests are protected. We will help you navigate the proposal and review process to help you accomplish your objectives.Risk Management Services & Unique Offerings for Schools and Medical Groups were introduced in 2012.

Co Founder and President of National Voluntary Benefits Group.Specialized in Supplemental Employee Benefits consulting and brokerage for clients in the 50-5000 market niche. Provided services that were completely customized to the client objectives. We gathered the important client objectives and then went to the market to source their needs. NVBG represented multiple Best of Class companies and provided consulting, implementation planning, post implementation support and integration with all necessary TPA support to provide a seamless fluid Supplemental Benefits experience.