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leading projects or teams

I am passionate about coaching people in organizations to succeed.

Successfully operating a small business for two decades and having a decade of insurance rating and operations experience provides real-life skills useful at all organizations.

Team - recruitment, coaching, and training,  

Revenue - Sales, P&L, asset and resource planning, 

Strategy  - LEAN tools for aligning employees with customer value, and prioritizing and planning daily production.

I find in each employee their God-given talent, then nurture it. Happiness and success happen when employees are coached to do the same. I use  LEAN tools and techniques to make this culture change, to go from good to great.

I'm presently open to new opportunities, call now to explore what's possible, or visit for more.

Downloadable CV with detail here:

academic learning

Sacred Heart Major Seminary

Masters in Theology

Projected 2022

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 Projects


Project Leader, LEAN continuous improvement, both office and manufacturing processes.

Manufacturing Turn-around


Private LEAN Assignment

Prepared finances and operations of small manufacturer for sale and growth.

  • Assessed and recommended properties for sale.
  • Assessed and recommended changes based on economics of the business P&L, sales, etc. for sale or growth.

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 simplifying 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