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  1. Servant leader creating motivated teams that serve customers.
  2. Financial expert for budgeting, profit & loss, and forecasting.
  3. An entrepreneur with a drive for LEAN innovation.

Are you a Board Member or Business Leader searching for a real leader to change your organization's healthcare? You want healthcare innovation but all you get is same-old-same-old. You're grounded in reality but have lost all hope of finding anyone like you in healthcare.

You know intuitively better is possible but are not sure whom to call next?

Don't wait, pick up your phone, I've been waiting for you. Together we can change your world for the better, and very possibly others too.

CV with passion and details:

academic learning

Villanova University


Lean Six Sigma, Certificate

Wharton & IFEBP


Fellow, Health & Welfare and Retirement Plans

Babson College & Goldman Sachs


Executive MBA for Entrepreneurs

Oakland University

B.S., Quantitative Methods in Management (Economics)

Wharton & IFEBP

Certified Employee Benefit Specialist (Benefits Master)

Blue Cross Blue Shield Association

Actuarial Underwriting Training

WORK learning

Private LEAN Benefit Projects


Project Leader, LEAN continuous improvement of office processes for customer success.

Trion Solutions, Inc.

1 Year Project

Vice President of Retirement and Health & Welfare Benefits

  • Lead all aspects of benefit delivery for 24,000 employees
  • Improve people, processes and systems.

BenStaff, Inc . & 4 Your Benefit, LLC

18 Years


  • Successfully Established, Operated and Sold Business
    • Financial & compliance audits of Benefit Plans
    • Benefit Tax Planning
    • Negotiating Vendor Terms
  • Emergency Manager Support for State of Michigan
  • Expert Witness

Acordia of Michigan

1 Year


  • Established employee benefit practice 
  • Exceeded sales goal, placing $3,500,000 in premium in 9 months.

First Security/CIGNA

4 Years

Plan Underwriter and Big Data Analyst

  • Analyze data and trends and forecast plan pricing
  • Establish reinsurance and self-funded rates and terms

Blue Cross Blue Shield of Michigan

7 Years

Leader and Plan Underwriter Big Data Analyst

  • Underwriter Data Analytics, – Actuarial & Underwriting Division
  • Supervisor Leader – Hospital Claim Adjudication and Reimbursements
  • Management Rotation, Supervisor Leader – Operations


Gift for conveying complicated topics in written and presentation form; author, instructor, speaker.

  • White Paper Author of "America's Health Activist," health first, then economics.
  • Current event writer on People and Medical Economics
  • Instructor guest speaker, customized material creator & presenter.


Early adopter and operations integrator for best-practice.

  • IT project Leader
  • Website, Social and Multi-Media
  • System Administrator