I serve as a consultant on employee benefits, insurance and company retirement plans to employer groups. I have been in the industry for over 30 years and hold both a Certified Employee Benefits (CEBS) and Certified Financial Planner (CFP) designations. I work for one of the most innovative Benefits Consulting firms in the San Francisco Bay Area. My goal for my clients is to enable them to offer a benefits plan that is consistent with employee needs, strategic goals, and the company's financial resources.I specialize in complex benefits design, communications strategy, alternative funding mechanisms and wellness initiatives.I am passionate in my support of the non-profit community. I am an approved benefits consultant and broker for the CBO Center of the East Bay's constituency.CA License# #0D53211Specialties: I specialize in working in demanding and complex environments with a wide array of stakeholders. I build bridges and provide solutions. My team and I work together to ensure smooth transitions and rigorous follow through. We listen before we act and and then act quickly, collaboratively, and effectively.
Listed skills include Employee Benefits, Human Resources, Strategic Planning, Insurance, and 41 others.