Firm Directory

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Raina Bantner

Client Service Specialist

Client Service Specialist
Health and Employee Benefits

Bio:

Raina is a Client Service Specialist in the Health and Employee Benefits Division. Raina provides a consultative approach in explaining claims and billing for our clients. She works closely with Account Managers, Strategic Advisors and Brokers serving as a liaison between our clients and insurance companies. As a Client Service Specialist, she is an advocate for TriBridge Partners’ clients.

Raina spent many years in customer service working directly for the insurance carriers. Her experience with the carriers provides her with unique prospective in solving TriBridge Partners’ clients problems.

Riana is a mother of two daughters, and enjoys hiking, traveling, music, watching movies.

Professional Affiliations & Education

  • Bachelors, Psychology, Widener University

Rebecca G. Bayne

Executive Vice President
Director, Health and Employee Benefits Division
Executive Vice President
Director, Health and Employee Benefits Division
Partner

Bio:

Rebecca is the Director of Compliance and Health and Employee Benefits Division at TriBridge Partners.

As the Director of Health and Employee Benefits, Rebecca is responsible for the growth, satisfaction and retention of the company’s corporate benefit clients.

Rebecca personally works with our clients to make sure that they understand how legislation impacts their benefits and to ensure their compliance under ERISA and the ACA. Her goal is to simplify the complexities of insurance regulation and provide our clients with an easy RoadMap to compliance.

Rebecca has 20 years of experience in the insurance industry and her prior work experience brings a unique perspective to our firm. She previously worked as a consultant for major insurance carriers and held positions in the State of Maryland’s Health Benefit Exchange educating brokers, employers, and individuals on healthcare reform.

Rebecca loves spending time outdoors with her husband and two sons. On the weekends, Rebecca and her family can be found hiking, biking or spending time on the Chesapeake Bay.

Professional Affiliations & Education

  • Bachelors, Business Management, Washington College
  • Certified Patient and Protection in Affordable Care Act Professional
  • Advanced Self-Funding Certification
  • Board of Directors, Maryland Association of Health Underwriters (MAHU) Communications Chair
  • Licensed Health and Life Insurance Producer

Keri L. Benton

Consultant for Senior Benefits

Consultant for Senior Benefits
Stakeholder Relations Division

Bio:

Keri is a Consultant for Senior Benefits for TriBridge Partners. She specializes in Medicare, Medigap, and Medicare Supplemental Insurance Programs. She provides education services to the senior employees of our corporate clients and is able to design employer-based Medicare programs when appropriate.
Keri is a member of the National Association of Medicare Supplement Advisors and she is Certified as a Broker Advisor in Medicare Supplements. Her licenses, certifications, and vast experience in working with seniors, give Keri a very informed approach to helping her clients find the most suitable coverage to meet their lifestyle and medical needs.

Keri’s patience and understanding approach has earned her many, many referrals and the firm receives letters throughout the year from clients praising Keri on how she was able to help them through the complex world of Medicare and Senior Healthcare.
Keri loves music. She sang in several bands from rock to top 40’s music. When she was sixteen she recorded a Country and Western record which received local radio air time. Keri is also very active with the National Muscular Sclerosis Society.

Professional Affiliations & Education

  • Life and Health Licensed in MD, DC, VA, PA and WVA
  • National Association of Medicare Supplement Advisors (NAMSA)
  • United Healthcare Certified (UHC), Broker
  • United Health Care (UHC) certified in Medicare Supplements

Todd E. Binder, MBA

Associate

Associate
Individual Insurance and Investment Solutions Division

Bio:

Todd works in our Individual Services Division as a Financial and Investment Advisor. Todd’s skills as a good listener and communicator allow him to establish long-lasting client relationships that are based on mutual respect, grounded in trust and friendship. His areas of professional competence include investment strategies, asset allocation, insurance and financial planning. With a background in finance, Todd feels his knowledge and experience help his suggest the proper financial programs that each client should implement.

Todd’s personal and hands on approach helps clients to feel at ease and they enjoy working with Todd. His goal is to have a positive impact on his client’s lives.

Todd serves as a Eucharist Minister at St. Isaac Jogues Parish. He is also an active support of the Ulman Cancer Fund for Young Adults. He is married and has two daughters and a son.

Professional Affiliations & Education

  • Certified in Long Term Care
  • Master of Business Administration, Concentration in Finance, Sellinger School of Business, Loyola College of Maryland
  • Bachelor of Science, Business Administration and Finance, Loyola College of Maryland
  • FINRA Series: 6, 7, 63, 65

Matthew J. Brashears

Group Practice Coordinator

Group Practice Coordinator
Health and Employee Benefits

Bio:

Matthew is the Practice Coordinator for Health and Employee Benefits at TriBridge Partners.  Matthew provides integral support to our clients as well as to the Employee Benefit Services Account Managers and Advisory team. He manages internal client information, provides administrative support services and coordinates communications to clients.

Matthew is a Towson Lacrosse alumni and is an avid sports fan. He also enjoys traveling with his friends and family.

Professional Affiliations & Education

  • Bachelors, Sports Management, Business, Towson University

William R. Buslee, CLU®, ChFC®, CFP®

Financial Services Professional

Financial Services Professional

Bio:

Bill is a Financial Services Professional for TriBridge Partners. He works in the Insurance Practice of the Individual Solutions Division and is responsible for working with both corporate and individual clients of the firm.

Bill has over 30 years’ experience in the industry, he has extensive technical skills that have been used in helping with the design and implementation of sophisticated Insurance and Executive Compensation Strategies for families and organizations.  Prior to joining TriBridge Partners, he worked with the Core Value team at Thompson Financial Group and was the Director of Advanced Sales at Crump Life Insurance Services and held a similar position at ING Life Group.

Attention to detail, good listening skills, and great empathy are symbols of his appreciation by his clients.  Bill strives to build long-term relationships with his growing client base and provide excellent customer service.

Bill is a Past President of the National Capital Chapter of the Society of Financial Service Professionals (SFSP). He previously served as a board member of both the Nassau County and the Southern Tier Chapters of the SFSP. He has been a member of the National Association of Insurance and Financial Advisors (NAIFA) for over 20 years.

In his free time, Bill follows both college football and college hockey, enjoys skiing in the Colorado Rockies and swimming when he can.

 

Professional Affiliations & Education

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Counselor (ChFC)
  • Licensed Life and Health Insurance Agent
  • Master of Science (MS), All But Dissertation (ABD), Inorganic Chemistry, University of Michigan
  • Bachelor of Science (BS), Chemistry, Fort Lewis College
  • FINRA Series 6, 26 and 63

 

William R. Buslee is a registered representative of and offers securities through MML Investors Services, LLC. Member SIPC. Supervisory office: 11350 McCormick Rd., Executive Plaza IV, Suite 200, Hunt Valley, MD 21031, 410-785-7654. TriBridge Partners, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN202206-267199

Lindsay Cameron

Office Administrator

Office Administrator
Operations Division

Bio:

Lindsay is an Office Administrator on the Operations Team at TriBridge Partners.  She supports our Baltimore office with administrative functions such as preparing conference rooms and materials for meetings, answer and direct phone calls, organize office events and greet clients with a warm welcome.

Lindsay is new to the insurance industry but has been working in the Administrative field for six years starting in the Real Estate industry.

Lindsay enjoys drawing, painting, cooking and sailing during her free time.

Professional Affiliations & Education

  • Bachelor of Fine Arts in Graphic Design, Salisbury University

Nancy Colaianne

Strategic Advisor

Strategic Advisor
Administrative Director
Health and Employee Benefits

Bio:

Nancy is a Strategic Advisor in the Health and Employee Benefits Division at Tribridge Partners. She has over eighteen years of experience working in the insurance industry and with employee benefits, including both traditional fully insured plans and progressive ASO/self-funded plans for groups of all sizes. Nancy is a great advocate for her clients and represents them well to the market.

Nancy is responsible for overseeing all facets of the client interaction with Tribridge Partners including: transitioning new clients to Tribridge, designing and implementing strategic plans by conducting a thorough needs analysis, marketing insurance carriers and negotiating on behalf of the client, structuring plan options and deduction modeling for employee costs, benchmarking client performance against their peers and implementing an effective benefit communication strategy for enhanced employee education.

Nancy has a strong belief in employee education and works diligently to simplify the process for both the employer and employee plan participants. She takes great care to explain complicated plan provisions and processes to all parties so that they understand what options are available to them. She provides excellent customer service and her clients will testify to her efficiency, execution and professionalism.

Nancy enjoys travelling, sports, doing anything outside with her husband, and spending time with her daughter when she is home from college.

Professional Affiliations & Education

  • MD Life & Health, Property & Casualty Licensed
  • Bachelor of Science, Virginia Tech

Louise M. Cummings, QPA®

Manager, Retirement Plan Services

Manager
Corporate Investment Division Operations
Administrative Director

Bio:

Louise is the Manager of Corporate Investment Division Operations and Administrative Director at TriBridge Partners. She carefully oversees the work of a team of highly skilled advisors and supporting staff, and she manages the overall operations of the division. Louise also works directly with clients in keeping their plans in compliance and ensuring that the structure of each plan is built to last. She brings a depth of knowledge to pension, retirement administration and plan design expertise that is unrivaled.

Louise has 27 years of experience in the retirement industry and over 11 years working in the capacity of a Third Party Administrator for retirement plan clients.

Louise is a Qualified Pension Administrator. A Qualified Pension Administrator (QPA) is a designation offered through the American Society of Pension Professionals and Actuaries (ASPPA). She has been a member of ASPPA for the past 25 years, and must complete over 40 hours of continuing education every 2 years in order to maintain her designation. Her QPA designation and 11 years of experience as a plan administrator allows her to assist employers and retirement plan providers in performing a wide variety of functions related to the ongoing administration of our client’s retirement plans.

In her free time, Louise loves to spend time with her family and friends and enjoys golf and tennis.

Professional Affiliations & Education

  • Qualified Pension Administrator (QPA)
  • Member of American Society of Pension Professionals and Actuaries (ASPPA)

Michele Daniels

Transportation Coordinator

Transportation Coordinator
Individual Insurance and Investment Solutions Division

Bio:

Michele is the Transportation Coordinator on the Individual Solutions Team at TriBridge Partners. She exemplifies excellent customer service by handling information requests, receiving visitors and providing transportation to meetings. Michele supports our Baltimore Office with various clerical functions.

Michele lives outside of Baltimore and enjoys traveling and spending time with her family.

Professional Affiliations & Education

Jason L. Ditto, MBA, CFP®

Director of Individual Insurance and Investment Solutions

Director of Individual Insurance and Investment Solutions
Partner

Bio:

Jason works in the Individual Services Division at TriBridge as the Director overseeing a highly trained team of financial planners, advisors, and staff. Jason also handles direct client work for many of our complex asset and wealth management clients. Through his highly specialized training and experience, Jason helps clients to define their long-term goals and to develop a complete and holistic plan of action to help them meet those goals. He brings value to his clients by providing them with a framework within which to make financial decisions without imposing personal prejudices.

Jason’s strong background in finance and his affable style facilitate his communication with clients about financial markets and the risks and rewards of investing. He is a CERTIFIED FINANCIAL PLANNER™, is tremendously professional, and he puts all investment recommendations within the context of an overall financial plan.

Jason serves as a member of the Fallston United Methodist Church Finance Committee. He enjoys playing tennis, and spending time with his wife and two children.

Professional Affiliations & Education

  • Certified Financial Planner™
  • FINRA Series 7, 24, 66
  • Masters in Business Administration, Concentration in Finance, Merrick School of Business, University of Baltimore
  • Bachelor of Arts, Business Administration and Finance, Loyola College of Maryland

 

Jason L. Ditto is a Registered Principal of and offers securities, investment advisory and financial planning services through MML Investors Services, Inc. Supervisory Office: Executive Plaza IV, 11350 McCormick Rd., Suite 200, Hunt Valley MD 21031, (410) 785-7654.  TriBridge Partners is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.  CRN201711-197482

Jessica Engelbrecht

Senior Account Manager

Senior Account Manager
Health and Employee Benefits

Bio:

Jessica is a Senior Account Manager in the Health and Employee Benefits division. As a Senior Account Manager she manages the new client implementation and renewal processes from start to finish. She also organizes, creates and implements employee communications and education for employee engagement in a manner that aligns with the overarching strategic plan and Roadmap process.

Prior to joining TriBridge Partners Jessica was employed at KELLY from October 2010 to June 2016, specializing in benefits and ACA compliance. PPACA certified through the National Association of Health Underwriters.  Jessica joined the Baltimore Association of Health Underwriters Board of Directors in 2013, held the positions of Professional Development Chair and Chapter President. Received the BAHU 2016 Person of the Year Award.  And she continues her work by serving on the Maryland AHU Board of Directors as Chapter President.

Currently she resides in Baltimore City. Outside interests are art, drawing, and painting. In 2013 was nominated for Best Visual Artist by RAW Natural Born Artists Baltimore.

Professional Affiliations & Education

  • Bachelor of Government and Fine Arts, St. Lawrence University
  • Masters of Education, St. Lawrence University
  • Certified Patient and Protection in Affordable Care Act Professional
  • Baltimore Association of Health Underwriters Board of Directors
  • Licensed Health and Life Insurance Producer

Kristen Galligan, MHA

Practice Coordinator

Practice Coordinator
Individual Insurance and Investment Solutions Division

Bio:

Kristen works in our Individual Services Division as a Practice Coordinator for John Morris. Kristen is responsible for all administrative areas of John’s practice, including managing the CRM, scheduling meetings, tracking open cases and new business, reaching out to clients and prospects, preparing proposals and meeting materials, and assisting in other direct communications with John’s clientele. She is also responsible for assisting in the underwriting process for new Life, Disability, and Long Term Care business.

Kristen works out of our Bethesda, MD office.  She enjoys running marathons and healthy living.

 

Professional Affiliations & Education

  • Master of Health Administration, Mount St. Mary’s University
  • Bachelor of Science, Mount St. Mary’s University
  • Maryland Life and Health Insurance License

Jessica L. Goughnour

Marketing Manager

Marketing Manager
Stakeholder Relations Division

Bio:

Jessica is the Senior Marketing Coordinator on the Stakeholder Relations Team at TriBridge. The team’s mission is to bring a consistent, excellent experience to five primary Stakeholders in TriBridge: Our Employees, Our Current Clients, Our Prospective Clients, Our Service Providers, and Our Community.

In this role she plans, designs and directs, and coordinates marketing policies and programs used by the firm. She also oversees product development and monitors trends that indicate the need for new products and collateral.

With education and experience in Advertising and Marketing, Jessica is able to bring fresh and innovative concepts to reality for TriBridge.

Jessica is an avid Baltimore Orioles fan and
loves going baseball games. She is also cares deeply for animals and enjoys hanging out with her two dogs.

Professional Affiliations & Education

  • Bachelors of Science, Concentration in Public Relations and Advertising, Towson University
  • Maryland Life and Health Licensed

Andrea Z. Green, RHU®

Senior Account Manager

Senior Account Manager
Health and Employee Benefits

Bio:

Andrea is a Senior Account Manager and is the Champion of Ancillary Optimization in the Health and Employee Benefits Division. Andrea also works with the Individual Services Division as the Multi-Life Administrative Coordinator.

As a Senior Account Manager, she is responsible for helping our clients design and implement healthcare and benefit programs for their employees. She performs a thorough needs analysis with each client to determine the most suitable strategy, necessary insurance, and appropriate technology or support requirements.

She markets the plans to ensure clients obtain the best value and most accurately priced programs and then she implements the plans in a thoughtful and methodical way. Andrea also consults with clients on how to best fashion the employee benefits communications, decision support, fulfillment, and with regards to compliance under the ACA, ERISA, and other regulations.

In her roles as a Multi-Life Administrative Coordinator, Andrea is responsible for assisting with the implementation and ongoing administration of Executive Benefit Plans. This includes new business enrollment, billing, policy delivery, and on-going client support.

Andrea is an active participant in her church and loves spending time with her family especially her granddaughter, Kyndal.

Professional Affiliations & Education

  • Maryland License, Life and Health
  • RHU® (Registered Health Underwriter)

Lisa G. Greene

Director of Business Development

Director of Business Development
Stakeholder Relations Division

Bio:

Lisa is Director of Business Development on the Stakeholder Relations Team at TriBridge. The team’s mission is to bring a consistent, excellent experience to five primary Stakeholders in TriBridge: Our Employees, Our Current Clients, Our Prospective Clients, Our Service Providers, and Our Community.

In this role, Lisa is works in our local communities to build lasting relationships with service providers and with the current and the future clients of TriBridge Partners. She does this by bringing solutions and ideas of merit to the marketplace through education and awareness.

Professional Affiliations & Education

  • Bachelor of Science, University of Hartford
  • Licensed Life and Health Insurance Agent
  • Series 6 Securities License
  • National Utilities Contractor Association of Washington, DC (NUCA)
  • Small and Emerging Contractors Advisory Forum (SECAF)

Christine M. Huff

Director of Human Resources

Director of Human Resources
Administrative Director
Operations Division

Bio:

Christine is the Director of Human Resources at TriBridge Partners.

She is responsible for the performance management, compensation management tracking, benefits communication and management, administrative management, and the employee onboarding process. She also serves on multiple project committees and task forces.

Over the past twenty years, Christine has served in a variety of critical roles that include Health, Life, and Disability Insurance Underwriter, Client Account Management, Office and Benefits Manager, and Revenue and Compensation Manager. Prior to her career at TriBridge Partners, Christine worked for fast growing start-up Allied Resource Management and before that she worked at United Healthcare.

Christine is extremely dedicated and is counted on by her teammates and leaders for her input and insight.

Christine loves spending time outdoors.  She is an amateur runner, hiker and bicyclist and is a member of the Tuscarora High School Performing Arts Booster. She enjoys attending her children’s sporting events and performances and spending time with her husband.

Professional Affiliations & Education

  • Society for Human Resource Management
  • Frederick County Society for Human Resources Management
  • Frederick Chamber of Commerce

Heath Hykes

Chief Executive Officer

Chief Executive Officer

Bio:

Heath is a Founding Principal of TriBridge Partners. He is on the Board of Directors and is the Director of Ancillary Services in our Health and Employee Benefits Division.

Heath strives to create solutions with the big picture in mind and develop an overall benefit strategy that will meet their company and employee needs and goals. He does this with a team of forward-thinking specialists in a collaborative way. His goal is to manage all of a client’s benefits, insurance and financial resources to work in conjunction with their business plan to foster a positive outcome for the company and their employees.

Taking an approach to simplify the complex, and doing our best to streamline the process, and set expectations through various channels of communication, is his overall goal. He prides himself on aligning expectations and building a working relationship that will be centered on accountability and result in overall success for the client and TriBridge team.Heath’s clients see him as a member of their professional team.

In his free time, Heath enjoys spending time with my wife and two kids. They like to golf, exercise and volunteer around the community.

Professional Affiliations & Education

  • Baltimore Association of Health Underwriters
  • National Association of Health Underwriters
  • Board member ARC of Washington County
  • Board member and Finance Committee Member Meritus Hospital

Susan W. John

Client Service Specialist

Client Service Specialist
Health and Employee Benefits

Bio:

Sue is a Client Service Specialist for the Health and Employee Benefits Division. In this role, Sue provides tactical support to our clients. She works closely with the other members of our client support team, and serves as a liaison between our clients and insurance companies. She is an advocate for TriBridge Partners’ clients.

Sue has worked in the field of customer service for over thirty years. She started her career in Music Education, as a flute major, but over the years she has enjoyed the rewarding aspect of her career in Customer Service. She worked for over 15 years as the Manager of an EPA Call Center, as well as working for the U.S. House Budget Committee.

Sue has raised four children in Mount Airy. Sue continues to stay involved in music by playing flute at church regularly and is very involved in Handbells, by playing with the Westminster Ringers as well as directing her church’s Handbell choir.

Professional Affiliations & Education

  • MD, VA, WVA, PA & OH Licensed Health and Life Agent
  • Maryland Notary Public
  • Help Desk Certified (HDI)
  • Information Technology Infrastructure Library Certified (ITIL)

Debbie Kohn

Practice Coordinator

Practice Coordinator for Kim Natovitz, CLU®, CLTC
Individual Insurance and Investment Solutions Division

Bio:

Debbie works in our Individual Services Division as a Practice Coordinator for Kim Natovitz. She works directly with Kim, to ensure that all client paperwork is processed accurately and efficiently through the life-cycle of each client case and she works to ensure that each client experience is optimal.

With over 15 years of experience in insurance and practice management work. Her leadership and organizational skills make her a strong asset to the TriBridge Individual Services Division. Debbie also has a strong interest in Long Term Care, and works to develop proposals and assist with the claims process regarding Long Term Care Insurance.

Debbie works out of our Bethesda, MD office. She enjoys attending sporting events, and is a huge Pittsburgh Steelers fan.

Professional Affiliations & Education

  • Certified in Long Term Care (CLTC)
  • Licensed Life and Health Insurance Agent
  • Bachelors of Arts & Science, University of Pittsburgh

Sandy C. Krause, CPA, MST

Chief Financial Officer
Executive Vice President
Chief Financial Officer
Executive Vice President
Partner

Bio:

Sandy is the Chief Financial Officer of TriBridge Partners. She is charged with the oversight of the firm’s finance, operations, and administration teams. Sandy works closely with the Chief Executive Office to execute the strategic plan, ensure financial stability, and workforce oversight.

Sandy analyzes financial information and prepares financial reports to determine or maintain record of assets, tax liabilities and other financial activities within the organization.

She has over 30 years’ experience in the financial arena. Her goal is that the TriBridge Partners infrastructure is in place to provide our clients with a well-qualified, dedicated staff with the skills, tools and expertise to provide a perfect client service experience. She provides guidance to ensure that this is done a professional and effective delivery.

Sandy is active in the state association of MACPA, and serves on the Business and Industry Committee. She chairs the Finance committee for the Seagrass Plantation HOA. Sandy enjoys traveling, is a beach goer, and an avid Disney fan.

Professional Affiliations & Education

  • Certified Public Accountant (CPA®)
  • Certificate in Accounting, University of Baltimore
  • Bachelor of Science, Towson University
  • Masters in Taxation, University of Baltimore
  • Member, American Institute of Certified Public Accountants (AICPA),
  • Member, Maryland Association of Certified Public Accountants (MACPA)

Sally H. Leimbach, CLU®, ChFC®, CEBS, LTCP, CLTC

Senior Consultant for Long Term Care Insurance

Senior Consultant for Long Term Care Insurance
Individual Insurance and Investment Solutions Division

Bio:

Sally has been a Long Term Care Insurance Specialist since 1992. She is a highly knowledgeable and nationally recognized consultant, educator, and speaker in long term care insurance planning for individuals, employer- sponsored groups, associations and advisors. At TriBridge Partners, Sally is affiliated with the Individual Solutions Division, focusing on the Long Term Care market. Holding licenses in multiple states including California and Florida, she is also a Licensed Insurance Advisor.

She believes that each client – whether an individual or a business entity – should have informed choices regarding their options for care as well as be educated about policy provisions and insurance carriers. Sally has also educated attorneys, CPA’s and Financial Planners on the importance of being sure their clients have a plan for Long Term Care.

Sally’s level of commitment to her profession is exemplary. She currently serves as the designated reference for long term care insurance matters, for the Joint Legislative Committee of MAHU and NAIFA-MD. She is a past Board member for NAIFA-Baltimore, NAIFA-MD, MAHU and the Baltimore Estate Planning Council.

Sally is married and has two children and four grandchildren. She has been an active member of the Friends School of Baltimore Alumni Association and a past Trustee, as well as a past Trustee of the Presbytery of Baltimore.

Professional Affiliations & Education

  • University of Baltimore, Bachelor of Science, Concentration in Insurance
  • LTCP, Long Term Care Professional
  • CLTC, Certified in Long Term Care
  • CEBS, Certified Employee Benefit Specialist
  • CLU, Chartered Life Underwriter
  • ChFC, Chartered Financial Consultant
  • NAIFA, National Association of Insurance and Financial Professionals
  • NAIFA-Baltimore Charitable Foundation, Past Trustee and Founding Member
  • Hall of Fame Member, NAIFA-Maryland
  • NAHU(National Association of Health Underwriters) past legislative council member and Chairperson of LTCI Advisory Group, current Committee Member Emeritus
  • Society of Financial Services Professionals-Baltimore Chapter, Past President
  • Baltimore Estate Planning Council, Past Executive Board Member
  • MIA (Maryland Insurance Administration) LTCI workgroup member

Brian G. Lizzi, AIF®, CFS®, C(k)P®

Senior Retirement Plan Consultant

Senior Retirement Plan Consultant
Retirement Plan Division

Bio:

Brian is a Senior Retirement Plan Consultant for the Retirement Plan Services Division at TriBridge Partners. He works with a team of retirement plan specialists responsible for managing our client’s retirement plan accounts. Brian is charged with the oversight of corporate sales, retention, and client education programs. He is responsible for guidance with the initial and ongoing fund selections, marketing efforts, and quality standards for the department. He prides himself on being more proactive than reactive, and being readily available to clients.

Brian has over 12 years’ experience in working with clients in all aspects of managing corporate retirement plans and plan sponsors fiduciary roles.

Brian holds many retirement plan industry specific designations and most notably the C(k)P® or Certified 401(k) Plan Professional, which represents a distinguished achievement for the professional Retirement Plan Advisor. This designation is awarded to financial professionals who complete a rigorous curriculum of more than 50 courses culminating in the successful completion of a proctored exam, write a case study detailing real examples of how they are utilizing knowledge from these courses, and attend an intensive multi-day classroom training at UCLA Anderson School of Management Executive Education in Los Angeles.

Brian and his wife love traveling, cooking, and working on his wife’s family dairy and crop farm.

Professional Affiliations & Education

  • C(k)P®, Certified 401(k) Plan Professional
  • AIF®, Accredited Investment Fiduciary
  • CFS®, Certified Fund Specialist
  • Series 7 and 66
  • Bachelor of Science, Business Administration and Computer Information Systems, Towson University
  • Life and Health Insurance Licensed
  • Property and Casualty Licensed

 

Brian Lizzi  is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC.  Member SIPC (www.sipc.org).  Supervisory office: 11350 McCormick Rd., Executive Plaza IV, Ste 200, Hunt Valley, MD 21031 - 410.785.7654.  TriBridge Partners, LLC is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.

CRN201711-197472

Paul F. Love, CLU®, ChFC®, CLTC, C(k)P®, AIF®

Financial Advisor
Founding Principal
Financial Advisor
Founding Principal
Retirement Plan Division

Bio:

Paul is a Financial Advisor at TriBridge Partners, and is a member of the Retirement Plan Division. Paul’s experience in Financial Services is both carried and diverse. He works with professionals, corporations and associations in structuring benefit plans and wealth management strategies.

He relates to the financial densities and demands on his clients and is especially proficient at helping them to develop strategies and solutions for budget issues, insurance and investment requirements as well as concerns such as debt repayment and saving for retirement. He is well versed in the areas of life, disability income, and long term care insurance as well as retirement planning.

Paul is active in the community and volunteers at the Maryland Women’s Business Center and the Jewish Social Service Agency.

Professional Affiliations & Education

  • Bachelor of Science, Sociology, The George Washington University
  • Society of Financial Professionals
  • National Association of Insurance and Financial Professionals (NAIFP)
  • Chartered Financial Consultant (ChFC®)
  • Certified in Long Term Care (CLTC)
  • The Chartered Life Underwriter (CLU®)
  • Certified 401(k) Professional (C(k)P®)
  • The Accredited Investment Fiduciary® (AIF®)

Jay Menton, MBA

Director of Wealth Management



Bio:

Jay works in the Individual Services Division at TriBridge as the Director of Wealth Management.  In this role, Jay will work with individuals and corporate clients helping them structuring benefits for executives, and senior management, while supporting financial planning and asset allocation strategies for individuals and businesses.

He helps clients to define their long-term financial goals and to develop a complete and holistic plan of action to help them meet those goals. He collaborates and combines other financial services to address the current and future needs of clients.

Jay has been in the financial services industry for the last 20 years with a historical focus and foundation in banking and hedge fund strategies.  Jay’s focus will be to conduct financial planning, investment management, and provide guidance with preserving and generating wealth for clients.

Jay is a Baltimore native currently residing in Chicago with his wife and three children.

Professional Affiliations & Education

  • FINRA Series 7, 65
  • Masters in Business Administration, The University Of Chicago Booth School Of Business
  • Bachelor of Arts, History, and Economics, Colgate University

 

Jay Menton is a Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). Supervisory Office: Executive Plaza IV, 11350 McCormick Rd., Suite 200, Hunt Valley MD 21031, (410) 785-7654.  TriBridge Partners is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.  

CRN202205-264624        

Stacy D. Miller

Relationship Manager

Relationship Manager
Stakeholder Relations Division

Bio:

Stacy is the Champion of New Client Experiences on the Stakeholder Relations Team at TriBridge. The team’s mission is to bring a consistent, excellent experience to five primary Stakeholders in TriBridge: Our Employees, Our Current Clients, Our Prospective Clients, Our Service Providers, and Our Community.

As a Champion, Stacy works in our local communities to build lasting relationships with service providers and with the current and the future clients of TriBridge Partners. She does this by bringing solutions and ideas of merit to the marketplace through education and awareness.  Stacy wants the client to feel at ease, to feel like she is part of their team, and to make sure that they can trust and rely upon her.

With over eleven years of marketing and sales experience, Stacy has had many accomplishments. The American Advertising Federation of Greater Frederick is the regional professional organization for individuals who work in advertising, marketing and related fields within central and Western Maryland. Stacy received the American Advertising Federation of Greater Frederick 2013 Maven Award-Account Executive of the Year.

Stacy was born and raised in Washington County, MD. When not working at TriBridge, Stacy enjoys singing and spending as much time outdoors as possible with family and friends.

Professional Affiliations & Education

  • Associates in Arts, Hagerstown Community College
  • Hagerstown Rotary Club Member
  • Hagerstown Rotary Club Board of Directors
  • Hagerstown Rotary Club PR & Marketing Chair
  • Hagerstown Rotary Club Golf Tournament Committee-Silent Auction Chair
  • Hagerstown Washington County Chamber of Commerce Member
  • Hagerstown Washington County Chamber of Commerce Ambassador Committee
  • Meritus Foundation Annual Golf Tournament Committee
  • HEAL (Healthy Eating and Active Lifestyles ) of Washington County Marketing Committee

David M. Morris, JD, CLU®, ACFBA

Founding Principal
Chair
Founding Principal
Chair
Individual Insurance and Investment Solutions Division

Bio:

As a founding Principal of TriBridge Partners with more than thirty years of professional experience and his training as an attorney, Dave Morris is a trusted advisor to his many clients. Dave has a broad range of expertise in business management and continuity issues; financial elements of insurance and estate planning; and benefit expertise for professionals, executives and business owners.

As a founding principal of FranklinMorris and the firm’s long term Managing Partner, he has shaped the organization to help ensure technical excellence, high standards of discretion and integrity and a focus on client service. Dave coordinated the creation of TriBridge Partners, LLC in 2013 and merged FranklinMorris into TriBridge Partners as Founding Principal.

Dave served on the Board and as President of the AAX, a national agents’ association advisory board, from 2002 to 2009. He has served as President of the Board of Trustees of his church and was a member of the Board of Trustees of Roland Park Country School.

Dave is married and has two children and four grandchildren.

Professional Affiliations & Education

  • CLU®, Chartered Life Underwriter designation
  • Advanced Certificate, Family Business Advising, Family Firm Institute
  • Juris Doctor, University of Baltimore School of Law
  • Bachelor of Arts, University of Maryland
  • FINRA Series 6, 22, 63, 65
  • Board Member, Association for Advanced Life Underwriting (AALU) 2016-2017
  • Member, Association of Advanced Life Underwriting
  • Life Member, Million Dollar Round Table
  • Member, Maryland State Bar Association
  • Member, Family Firm Institute
  • Former Chair, Ethics Committee, Society of Financial Service Professionals, Baltimore
  • Past Trustee NAIFA-Baltimore Charitable Foundation

 

David M. Morris is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC.  Member SIPC (www.sipc.org).  Supervisory office: 11350 McCormick Rd., Executive Plaza IV, Ste 200, Hunt Valley, MD 21031 - 410.785.7654.  TriBridge Partners, LLC is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies. David M. Morris, CA Insurance License #0521803; Domiciled in MD.

John C. Morris, CFP®

Executive Vice President
Director, Individual Insurance and Investment Solutions
Executive Vice President
Director, Individual Insurance and Investment Solutions

Bio:

John is a Financial and Insurance Advisor for TriBridge Partners. He directs the Insurance Practice of the Individual Solutions Division and is responsible for working with both corporate and individual clients of the firm.

John specializes in designing insurance planning, asset allocation and financial planning strategies, for his clients. He does this by structuring strategic employee benefits for key employees, executives and senior management for our corporate clients.

John lives in Washington, DC with his wife and two children. He enjoys staying active and playing golf.

Professional Affiliations & Education

  • Certified Financial Planner™
  • Licensed Life and Health Insurance Agent
  • Executive Certificate Financial Planning, Georgetown University
  • Bachelor of Science in Communications, Vanderbilt University
  • Family Firm Institute Member
  • FINRA Series 7,66

 

John M. Morris is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC.  Member SIPC (www.sipc.org).  Supervisory office: 11350 McCormick Rd., Executive Plaza IV, Ste 200, Hunt Valley, MD 21031 - 410.785.7654.  TriBridge Partners, LLC is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies. John M. Morris, CA Insurance License #0E77820; AR Insurance Producer License #7927848; Domiciled in Maryland.   

CRN201711-197468

Belinda Moyer

Client Service Associate

Client Service Associate
Corporate Investment and Retirement Division

Bio:

Belinda is an Office Administrator on the Operations Team at TriBridge Partners. She supports our Bethesda Office with clerical functions such as answering and directing calls, greeting clients, preparing rooms and materials for meetings and also preparing correspondence and presentations. Belinda exemplifies excellent customer service by handling information request and receiving visitors.

Belinda has several years administrative and technical experience in a wide variety of fields, most of which were in the petroleum industry and commercial real estate. As part of the TriBridge team, she strives to provide a positive supportive role in servicing our clients’ needs.

Since 2010 she has volunteered in an administrative role for UNITY Youth Development, a local non-profit youth sports and mentoring organization.

Belinda resides in Silver Spring, Maryland with her husband and three children. She enjoys spending quality time with her family and attending her children’s sporting events on the weekends.

Professional Affiliations & Education

Susan M. Nash

Client Service Specialist

Client Service Specialist
Individual Insurance and Investment Solutions Division

Bio:

Susan works in the Individual Services Division at TriBridge as a Client Service Specialist where she is responsible for maintaining insurance policy records and service records of TriBridge clients. She acts as a direct liaison between the client and the insurance carrier. Her unique ability to anticipate the needs of the client, the carrier, and the service provider makes the fulfillment process of client requests smooth and easy.

Susan enjoys working with our clients and wants them to feel comfortable being able to come to her with questions and concerns. She is assertive when working with insurance carriers and clients feel confident that Susan will assist them and achieve the desired results.

Prior to her service in the insurance industry Susan was it the Navy, which she received an honorable discharge. Now working part time, she spends time gardening and volunteers her time doing wildlife rehabilitation.

Professional Affiliations & Education

  • Long Term Care Professional (LTCP)

Kim Natovitz, CLU®, CLTC

Associate

Associate
Individual Insurance and Investment Solutions Division

Bio:

Kim is a member of the Individual Solutions team at TriBridge Partners. She has over twenty five years’ experience in the insurance industry, with a background in individual planning.

Kim Natovitz was the founder and president of former entity, The Natovitz Group, which she started in 1992. Known for her leadership, poise, and excellence at translating complexities into readily accessible explanations for her clients, Kim has the expertise and foundation to bring to the clients of TriBridge Partners. She excels at supplying them with an incredibly caring and supportive team and going out of her way to remove administrative burdens and obstacles.

Kim serves both the Financial Services Professional community as well as individual clients, and is constantly increasing her knowledge and education to better serve them. In 2012, Kim received her Certification in Long-Term Care (CLTC) designation providing training.

Professional Affiliations & Education

  • Chartered Life Underwriter (CLU)
  • Certification in Long-Term Care (CLTC)
  • Bachelor of Arts, Emory University

Esther J. Newman

Client Service Specialist

Client Service Specialist
Individual Insurance and Investment Solutions Division

Bio:

Esther works as a Client Service Specialist for the Individual Solutions Department. In this role, Esther maintains the insurance policy records and the service records of the clients of TriBridge. She also acts as the direct liaison and advocate between the client and the insurance carrier.

As a Client Service Specialist, Esther fulfills an essential role, providing support for the team in the form of database management, administrative support and client advocacy. Clients appreciate that she is detail oriented and has exemplary follow-through, thus ensuring that their service needs are met.

Esther is a native Washingtonian, growing up in Silver Spring before moving to Bethesda.  She graduated from Carnegie Mellon with honors in architecture and spent a number of years working on institutional architecture projects and firms before joining TriBridge Partners.

Esther enjoys reading, traveling and spending time with her immediate and extended family.

Professional Affiliations & Education

  • Bachelor of Architecture, Carnegie Mellon University

Nancy Nixon

Practice Coordinator

Practice Coordinator
Retirement Plan Division

Bio:

Nancy is a Practice Coordinator for the Retirement Plan Services Division at TriBridge Partners. Nancy is heavily involved in meeting preparation and coordination, by supporting the advisors in any way that is diligent and proactive. She manages internal client information, provides participant administrative services and coordinates communications to clients.

With over 18 years’ experience in financial services administration she is completely focused on providing outstanding administrative service to our retirement clients and supporting all of the employees of the retirement department.

Nancy is a Certified Pension Administrator through American Society of Pension Professionals & Actuaries – this designation provided her with the knowledge of plan administration and enables me to understand the administrative duties surrounding our retirement clients.

Nancy enjoys spending time with her two sons, and doing outdoor activities such as hiking and going to the beach.

Professional Affiliations & Education

Michelle Pablo

Director of Stakeholder Relations

Director of Stakeholder Relations

Bio:

Michelle serves as the Director of our Stakeholder Relations Team. The team’s mission is to bring a consistent, excellent experience to Our primary Stakeholders:  Our Employees, Our Current Clients, Our Prospective Clients, Our Service Providers, and Our Community.

She works with existing and future TriBridge clients and uses a team of specialists to assist with strategic planning and guidance with regard to employee benefits and retirement programs, HR Outsourcing projects, HR Technology Projects, business continuation, executive/selective benefit planning, and individual insurance and planning.

As a former producer who specialized in complex, insurance-funded executive benefit programs, Michelle  leads the sales and relationship efforts for TriBridge Partners.

Michelle comes to TriBridge with years of experience in client relations.  She has been a consultant with both public and private corporate clients on design, informal funding and implementation of executive benefit plans.

Michelle lives in Washington, DC with her husband, two children and Great Pyrenees, Schuyler.

Professional Affiliations & Education

  • Bachelor of Business Administration, James Madison University

Sara Palmer-Phillips

Accounting Assistant

Accounting Assistant
Operations Division

Bio:

Sara is the Accounting Assistant at TriBridge Partners. She works with the Chief Financial Officer in the Operations Department. Sara assists the CFO with various duties, such as ensuring all commissions are recorded and accounted for. In addition, she assists with some administrative tasks.

Sara has a background in psychology and education administration, which allows her to use various tools and perspectives when completing her tasks. She is a lifelong learner and is currently a student at the University Of Baltimore Merrick School Of Business where she is studying accounting.

Sara is an avid animal lover and enjoys spending her time reading with one of her cats in her lap. She also enjoys going on day trips with her husband and loves taking advantage of Baltimore’s close proximity to other major cities.

Professional Affiliations & Education

  • Student member of MACPA
  • Bachelors of Science, Business Administration, Concentration in Accounting, University of Baltimore (anticipated graduation 2018)
  • Bachelors of Arts, Psychology, East Carolina University

Susan P. Patterson

Senior Client Service Coordinator

Senior Client Service Coordinator
Individual Insurance and Investment Solutions Division

Bio:

Susan works in the Individual Services Division as a Senior Client Service Coordinator she is responsible for maintaining insurance policy records and service records of TriBridge clients. She acts as a direct liaison between the client and the insurance carrier. Her unique ability to anticipate the needs of the client, the carrier, and the service provider makes the fulfillment process of client requests smooth and easy.

Susan enjoys working with our clients and wants them to feel comfortable being able to come to her with questions and concerns. She is assertive when working with insurance carriers and clients feel confident that Susan will assist them and achieve the desired results.

Susan enjoys taking walks and being outside with her husband and two children, Genevieve and Henry. She also enjoys live music – and volunteers at the Maryland SPCA in Baltimore.

Professional Affiliations & Education

  • Licensed Life and Health Insurance Agent
  • Bachelor of Science, Art History, Towson University

Sarah M. Powers

Investment Service Coordinator

Investment Service Coordinator
Individual Insurance and Investment Solutions Division

Bio:

Sarah is an Investment Coordinator in the Individual Services Division at TriBridge Partners. Sarah possesses excellent commination skills which is a major asset to our clients. Sarah works closely with Jason Ditto, the Director of the Financial Planning Department. She serves as a liaison and a client advocate between the client and investment companies or service providers.

Prior to her career at TriBridge Partners, Sarah worked at MassMutual in the Disability Income Insurance and Life Insurance Division.

Sarah recently made the move to Baltimore from Massachusetts. In her free time, Sarah enjoys hiking, spending time outdoors, and familiarizing herself with the new city.

Registered Representative of MML Investors Services, LLC, Member SIPC. Supervisory office: 11350 McCormick Road, Executive Plaza IV, Suite 200, Hunt Valley, MD 21031, 410.785.7654. TriBridge Partners, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. CRN201711-197470

Professional Affiliations & Education

  • Bachelors in Business Administration, Endicott College
  • FINRA Series 6

Chantal Reefe-Robinson

Senior Account Manager

Senior Account Manager
Health and Employee Benefits

Bio:

Chantal is an Senior Account Manager in the Health and Employee Benefits Division at Tribridge Partners. She specializes in the small group market. Smaller companies sometimes additional service in order to deliver a quality experience in a manner consistent with the speed of small business.

To meet this demand, TriBridge specifically created and deployed a Small Business Unit that focuses only on the needs of this critical business segment. Chantal provides fast, real-time quotes, telephonic support, and other high-efficiency solutions that are consistent with the speed of the smaller, nimble companies.

Handling Health and Ancillary benefits for 15 years, Chantal has extensive knowledge base of the Health Insurance and Benefits industries; she is also certified in Medicare benefit plans. Chantal wants her clients to feel comfortable working with her, and to be confident that she will help them with all of their insurance needs.

Chantal is a proud grandmother of four grandchildren, and loves spending as much time as possible with them. She is also the Business Manager and Board Member for West Carroll Cheer, in Carroll County.

Professional Affiliations & Education

  • Maryland Life and Heath Licensed
  • Certified in Medicare

R. Dane Rianhard

Founding Principal

Founding Principal
Health and Employee Benefits

Bio:

Dane has over twenty-four years of experience in insurance and benefit planning. His foundation of knowledge and experience built on the fundamentals of life insurance and risk planning, allow him to educate clients and bring them a clear overview of pertinent issues in the marketplace. His skill as a negotiator and his long-standing relationships with insurance carriers enhance his value as an advisor to his clients.

Dane is a great listener and he brings a sincere, empathetic style to his consultations with business owners, CEOs, CFOs, Human Resource Managers and their employees. Dane is a Founding Principal at TriBridge and works as a Senior Consultant primarily to the employers of larger workforces.

Progressive best practices in the management of population health, risk factors, plan design, and long term stabilization of healthcare inflation are areas of expertise for Dane.

Dane is actively involved health insurance legislation and has advised the IRS on many aspects of PPACA. He lives in Baltimore and is the proud father of two daughters.

Professional Affiliations & Education

  • Bachelor of Arts, English, University of Virginia
  • National Association of Health Underwriters, Board of Trustees
  • National Association of Health Underwriters, Region 2, Regional Vice President

Jennifer Robertson

Senior Office Administrator

Senior Office Administrator
Operations Division

Bio:

As an Administrative Assistant and the Individual Health Practice Coordinator at TriBridge Partners, Jennifer specifically works with the Operations, Employer Benefits Services, Individual Health, and Medicare Teams.

Jennifer has the responsibility of assisting internal personnel with tactical work, interacting with visitors in a warm and welcoming way, and assisting clients with their questions and connecting them to the correct specialist or advisor. Jennifer works closely with our Medicare and Individual Health clients and assists in the fulfillment process, ensuring that each client has the coverage they require and when they need it.

Jennifer is an incredible listener and takes her time to provide solid and wise direction. While some time is spent on the phone, Jennifer believes that face-to-face interpersonal communication is still the most effective way to relate and work together when possible.

She has been in the industry for 10 years. She began her work in the field by working with a large insurance carrier. From there she joined fast-growing start up, Allied Resource Management, which later became TriBridge Partners.

Jennifer enjoys photography, and creating scrap books. Her photography subjects are generally her husband and two sons.

Professional Affiliations & Education

  • Association of Arts in Business Administration, Frederick Community College

Kimberly A. Sabatano, SHRM-CP

Client Service Specialist

Client Service Specialist
Health and Employee Benefits

Bio:

Kimberly is a Client Service Specialist in the Health and Employee Benefits Division. Kimberly provides a consultative approach in explaining benefit enrollment and claims for our clients.  She works closely with Account Managers, Strategic Advisors and Brokers serving as a liaison between our clients and insurance companies. As a Client Service Specialist, she is an advocate for TriBridge Partners’ clients.

With over 7 years’ experience in the Insurance Industry, Kimberly is able to bring valuable claims evaluation and negotiation insight to her clients.

Kimberly has twelve years Human Resource experience, with roles as an HR Generalist and HR Manager.  She has worked in various areas such as benefits administration, recruiting, on boarding, and performance management.  This experience with the various facets of the insurance industry, paired with her Human Resource background allows her be an asset to our clients.

Kimberly enjoys spending time with family, hiking, working out and decorating cakes.   She is a “Sugar Angel” for a non-profit organization called Icing Smiles, in which she creates and donates cakes to children and siblings of children with terminal illnesses.

Professional Affiliations & Education

  • Society for Human Resource Management Certified Professional (SHRM-CP)

Chris Schneider, AIF®, C(k)P®

Director, Corporate Investment Division
Partner
Director,Corporate Investment Division
Partner

Bio:

Chris is a the Director of the Corporate Investment Division at TriBridge Partners. He spends his day focused on helping to educate clients on how to meet their fiduciary liability and educates on enhancing plan participant outcomes.

Chris has a passion for working with people and helping them to achieve their goals. With there being such a savings shortfall in the retirement world, he finds educating clients and helping them to better manage their goals to and through retirement to be very fulfilling. His belief that all hard working people deserve to experience retirement, is what motivates him each day. Chris is committed to going above and beyond to improve the retirement plan outcomes for his clients.

With over 12 years’ experience in financial services his experience is broad, and he has worked with a range of products. Some of the products he has worked with throughout his career are; alternative investments, mutual funds, retirement plans and variable annuities. Previously, Chris was a Regional Sales Associate for AXA Distributors, a Sales Consultant at ProShares and a Relationship Manager at the Principal Financial Group. Chris’ wealth of knowledge and expertise on the recordkeeping side of the retirement plan business is a real benefit to our clients.

Chris is a loving father and husband, who has a passion for sports, music and people. In his free time, he writes music and plays the guitar. Some of his music can be found on iTunes, Spotify and YouTube.

Professional Affiliations & Education

  • Bachelors of Science, Concentration in Marketing and Finance, University of Scranton
  • Series 6, 7, 63 and 65
  • AIF®, Accredited Investment Fiduciary
  • Life and Health Insurance Licensed

 

Chris Schneider is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC. Member SIPC. Supervisory office: 11350 McCormick Rd., Executive Plaza IV, Suite 200, Hunt Valley, MD 21031, 410-785-7654. TriBridge Partners, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

Georgette G. Scott-Nash

Senior Account Manager

Senior Account Manager
Health and Employee Benefits

Bio:

Georgette is an Account Manager in our Health and Employee Benefits Division and she is responsible for helping our employer clients design and implement healthcare and benefit programs for their workforces. She performs a thorough needs analysis with each client to determine the most suitable strategy, necessary insurance, and appropriate technology or support requirements.

She markets the plans to ensure clients obtain the best value and most accurately priced programs and then she implements the plans in a thoughtful and methodical way. Georgette also consults with clients on how to best fashion the employee benefits communications, decision support, fulfillment, and with regards to compliance under the ACA, ERISA, and other regulations.

With over 18 years of experience in the healthcare, benefits, and insurance markets, Georgette has a deep understanding of the fundamentals and the progressive elements of the programs on the market. Her clients benefit from her acumen as she guides their decisions, professionally and thoughtfully.

Georgette is also our internal champion on health advocacy. Her teammates depend on her as the subject matter expert for client health advocate programs, best practices, and implementation.

When she is not at TriBridge Georgette serves as the Sabbath School Superintendent. The Sabbath School Superintendent is the leading officer of the Sabbath School. As soon as the superintendent she supports the Sabbath School Department of the conference, mission and field.

Professional Affiliations & Education

  • Chartered Benefits Consultant (CBC)

Craig M. Severson

Employee Benefit Consultant

Employee Benefit Consultant
Group Benefits Division
Stakeholder Relations Division

Bio:

Craig is a Employee Benefit Consultant on the Stakeholder Relations Team at TriBridge. The team’s mission is to bring a consistent, excellent experience to five primary Stakeholders in TriBridge: Our Employees, Our Current Clients, Our Prospective Clients, Our Service Providers, and Our Community.
In this role, Craig works in our local communities to build lasting relationships with service providers and with the current and the future clients of TriBridge Partners.

Craig has been consulting on employee benefits for over 25 years. His current focus is introducing clients to progressive methods of managing employer healthcare and benefits expenses. Helping his clients compete for talent is a passion for Craig and he engages completely.

In free time Craig enjoys the outdoors, playing golf and reading.

Professional Affiliations & Education

  • Bachelor of Arts in Marketing, University of Maryland.

Chelsea Sites

Account Manager

Account Manager
Health and Employee Benefits

Bio:

Chelsea is an Account Manager in the Health and Employee Benefits division. As an Account Manager she manages the new client on boarding and renewal processes from start to finish. She also organizes, creates and implements employee communications and education for engagement in a manner that aligns with the overarching strategic plan for the client.

Chelsea enjoys playing softball and spending time outdoors with her husband and their dogs.

Professional Affiliations & Education

  • Bachelor of Science, Sheppard University

Howard M. Soltoff, CLU®, ChFC®, C(k)P®, AIF®

Financial Advisor

Financial Advisor
Individual Insurance and Investment Solutions Division
Retirement Plan Division

Bio:

As one a Financial Advisor of TriBridge Partners, Howie has the responsibility of working with our clients, advisors and staff to manage and grow our client base. He also continues to work with individual clients on their insurance and estate planning needs.

Howie uses his experience to help clients achieve their goals by assisting them with family planning and making diligent financial decisions. His goal is for the client to feel as though they have worked with a true professional that has helped them understand the needs the family or business and have helped them meet their objectives.

Howie enjoys spending time at his vacation home in Cape Cod, spending time with his 3 grandchildren, and golfing whenever possible. He hit a hole-in-one in June!

Howard M. Soltoff is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC (www.sipc.org). Supervisory office: 11350 McCormick Rd., Executive Plaza IV, Ste 200, Hunt Valley, MD 21031 - 410.785.7654. TriBridge Partners, LLC is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies.

Professional Affiliations & Education

  • Bachelor in Business Administration, The American University
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Counselor (ChFC)
  • Accredited Investment Fiduciary (AIF)
  • Certified 401(k) Professional (C(k)P)
  • National Association of Insurance and Financial Advisors (NAIFA)

 

Howard Soltoff  is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC.  Member SIPC (www.sipc.org).  Supervisory office: 11350 McCormick Rd., Executive Plaza IV, Ste 200, Hunt Valley, MD 21031 - 410.785.7654.  TriBridge Partners, LLC is not an affiliate or subsidiary of MML Investors Services, LLC or its affiliated companies. Howard Soltoff, CA Insurance License #0B71281; Domiciled in MD.  CRN201711-197472

Sarah L. Speed, CLTC

Senior Underwriting Coordinator

Senior Underwriting Coordinator
Individual Insurance and Investment Solutions Division

Bio:

Sarah works in our Individual Services Division as a Senior Underwriting Coordinator for TriBridge Partners. She is responsible for delivering an excellent experience for our clients during the application and underwriting process for Life, Disability and Long Term Care insurance. Sarah works with the carriers and other service providers on behalf of the client to ensure that the required insurance coverage is in place and on time.

Sarah has been with the firm since 2006 and has over 10 years’ experience in the insurance industry. Sarah also works closely with our Long Term Care insurance expert, Sally Leimbach, to assist in developing custom proposals and options for our clients interested in Long Term Care insurance.

Sarah enjoys spending her free time with her husband, nephew and pets. She likes to garden and enjoys interior decorating. Sarah loves to travel and to experience new activities and cultures. Her newest passion is snorkeling.

Professional Affiliations & Education

  • Certified in Long Term Care (CLTC)
  • Licensed Life and Health Insurance Agent
  • Associate of Arts, Community College of Baltimore County

Joyce E. Stinebaugh

Senior Client Service Specialist

Senior Client Service Specialist
Individual Insurance and Investment Solutions Division

Bio:

Joyce works in our Senior Client Service Specialist in the Individual Solutions Department. In this role, Joyce carefully maintains the insurance policy records and the service records of the clients of TriBridge. She also acts as the direct liaison and advocate between the client and the insurance carrier.
With over 36 years of experience in the insurance industry, Joyce is often able to anticipate the needs and expectations of our client in a prompt and stress free manner.

In addition to her client support work, Joyce also manages the licensing and the certifications for all of our planners and advisors.

Joyce is part of a book club with friends, and enjoys spending time with her three grandchildren. She also helped set up the Non Profit status for Part Two Dance Company.

Professional Affiliations & Education

  • Licensed Life and Health Insurance Agent

Traci L. Swanson

Practice Coordinator

Practice Coordinator for David M. Morris, JD, CLU®, ACFBA
Individual Insurance and Investment Solutions Division
Administrative Director

Bio:

Traci works on our Individual Services Division as a Practice Coordinator and as an Administrative Director. She works with the insurance agents, advisors, and planners to ensure that all client paperwork is processed accurately and efficiently through the life-cycle of each client case and she works to ensure that each client experience is optimal.

In her role as Administrative Director, Traci is responsible for the planning and operational efficiencies of our Individual Services Division.

Traci has over 15 years of experience in insurance and practice management work. She is a sought-after trainer and mentor to others in the organization. Traci strives to deliver only the best customer service.

When not in the office, Traci enjoys live music and photography. She is also a dedicated Orioles fan who can often be found at Camden Yards cheering on her hometown team.

Professional Affiliations & Education

  • Licensed Life and Health Insurance Agent

Gabrielle Watt

Office Administrator

Office Administrator
Operations Division

Bio:

Gabrielle is an Office Administrator on the Operations Team at TriBridge Partners. She supports our Bethesda Office with clerical functions such as answering and directing calls, greeting clients, preparing rooms and materials for meetings and also preparing correspondence and presentations.  Gabrielle is very hands on, and always willing to help colleagues and clients.

Outside of her work at TriBridge, Gabrielle is an active member within her church community. She enjoys music, writing, painting, and seeing theatrical productions with her husband.

Professional Affiliations & Education

  • Bachelor of Business Administration, University of Maryland University College

Erin M. Wiatrowski, CEBS, GBA, CMS

Strategic Advisor

Strategic Advisor
Health and Employee Benefits

Bio:

Erin is a Strategic Advisor in the Health and Employee Benefits Division at TriBridge Partners. Erin has much experience with health and welfare benefits including both fundamental and progressive methods of financing health plan risk, making Erin an incredible advocate to her clients.

Erin is responsible for overseeing all client projects including: transitioning new clients to TriBridge, designing and implementing strategic plans , marketing insurance carriers, structuring solid healthcare financing options, benchmarking client performance against their peers and competitors, and creating and executing effective benefit communication strategies.

Working with her supporting team and the other specialized units at TriBridge, Erin is able to accomplish client-related tasks and projects that might take others months or even years.

Erin is an excellent listener and is very measured in her guidance to clients. She is always careful not to overcomplicate what is already complex, yet still covers the critical information necessary for effective decision making. She has a strong belief in customer service and her clients will testify to Erin’s professionalism and dependability.

Erin continues to play soccer, and she also enjoys golfing and traveling with her husband and son.

Professional Affiliations & Education

  • Certified Employee Benefit Specialist (CEBS) – CPE-Compliant
  • Group Benefits Associate (GBA)
  • Compensation Management Specialist (CMS)
  • Past President (2015) - Baltimore Chapter of the ISCEBS (International Society of Certified Employee Benefit Specialist)
  • Bachelor of Arts, Dickinson College

Ashley N. Williams

Account Manager

Account Manager
Health and Employee Benefits

Bio:

Ashley is an Account Manager in the Health and Employee Benefits division. As an Account Manager she manages the new client on boarding and renewal processes from start to finish.  Ashley is responsible for helping our clients design and implement healthcare and benefit programs for their employees.  She also creates and implements employee communications and education for engagement in a manner that aligns with the overarching strategic plan for the client.

In her free time, Ashley enjoys spending time with her husband and daughter.

 

Professional Affiliations & Education

  • Maryland License, Life and Health

Christopher C. Wilson

Employee Benefit Consultant

Employee Benefit Consultant
Group Benefits Division
Stakeholder Relations Division

Bio:

Chris has had over 24 years of experience as an Employee Benefits Advisor. He partners with closely held businesses, mid-size and large employers to successfully design and manage cost effective benefits programs, Health Care Reform compliance, and Health and Wellness strategies. He also works with individuals and families to design Long Term Care and Risk Management Strategies,

Throughout his career Chris has demonstrated a passion for helping people. With a background of 17 years of non-profit employment with the American Red Cross – Blood Services, his first employer, he successfully served our community in effectively helping to meet the blood, platelet, and bone marrow needs of the patients in our regional hospitals.

In May 2013 Chris was honored to be inducted into the Maryland Health Underwriters Association (MAHU) Hall of Fame. He has served on the Sponsorship and Legislative committees for the MAHU and the Baltimore Health Underwriters Association (BAHU). He was the 2009 recipient of the coveted BAHU Person of the Year Award. In 2013-14 he served as the Chairman of the MAHU Political Action Committee (PAC).

For over 35 years Chris has served on the Board of Directors and is currently the Board Secretary of Buddies, Inc., a non-profit organization dedicated to sponsoring underprivileged inner city children in the Baltimore City Police Explorer Scout Program.

When not serving his business client partners, Chris enjoys time with his wife, their five children, and their families. His interests include history, politics, sports, health and nutrition, fishing, environmental restoration, meteorology, and helping disabled friends with needs.

Professional Affiliations & Education

  • Board Member - Baltimore Association of Health Underwriters (BAHU) 1993-2003
  • Chairman of BAHU Sponsorship Committee 1993-2000
  • Board Member - Maryland Association of Health Underwriters (MAHU) 2004-2014
  • Chairman of BAHU and MAHU Legislative Committees 2000-2013
  • Chairman of the MAHU PAC 2011-2013
  • Buddies, Inc. – Secretary, Board of Directors 2003-current
  • B.A. Business Administration – St. Andrews University Laurinburg, NC

Eugenia M. Wright, MBA

Senior Account Manager

Senior Account Manager
Health and Employee Benefits

Bio:

Eugenia is a Senior Account Manager in the Health and Employee Benefits Division at TriBridge Partners. She is responsible for helping our clients design and implement healthcare and benefit programs for their employees. She performs a thorough needs analysis with each client to determine the most suitable strategy, necessary insurance, and appropriate technology or support requirements.

Prior to joining TriBridge Partners, Eugenia relocated from New York where she was a Group Benefits Consultant for a National Insurance Brokerage & Consulting firm. She was also a member of the SHRM Long Island chapter and volunteered a few years at the Annual Long Island conference. Eugenia has over 20 years of experience in Group Healthcare and Employee Benefits Insurance market.

Eugenia loves spending time with family and friends; loves music, sings, loves to dance and enjoys the ocean.

Professional Affiliations & Education

  • Bachelor of Science, Marketing, Hampton University
  • Masters of Business Administration, Dowling College
  • NY Life & Health Insurance Agent, College of Insurance, NY.

Paul L. Younkins, CEPA

Chief Innovation Officer
Founding Principal
Chief Innovation Officer
Founding Principal

Bio:

Paul Younkins is a Founding Principal of TriBridge Partners.  He is our Chief Innovation Officer and is a member of our Board of Directors.   Paul is also a Certified Exit Planner for leaders who are seeking a long term plan and he is a Senior Advisor in the area of Heath and Employee Benefits, Executive Benefits, Technology, and Talent Engagement.

With over 25 years of combined experience in the technology, hospitality, health care, insurance, human resources, and financial industries.  Paul brings a wide array of best practices to our clients.  He is often responsible for quarterbacking strategies for organizations throughout the Washington DC and Baltimore Metro Areas...and across North America.

As Chief Innovation Officer, Paul strives to create solutions for clients with their short, near, and long term visions in mind and to develop an overall talent engagement strategy that aligns organizational goals with the goals of each stakeholder.

Paul is responsible for listening to the market and our teams, for curating, for deploying, and for overseeing the emerging and innovative client solutions and products that our internal and external teams and stakeholders create, uncover, and share.

He uses a holistic approach, with various vehicles of benchmarking and data analytics, and current best practices and techniques to deliver quantifiable results.

Paul also enjoys coaching youth sports, playing the piano and the drums, and serving as a mentor to emerging entrepreneurs. He and his family live in Lake Linganore, MD.

Professional Affiliations & Education

  • Certified Exit Planning Advisor (CEPA)
  • Licensed Insurance Advisor (LIA)
  • 2010 Chartered Benefits Consultant (CBC)
  • Medicare Supplemental Insurance Certification
  • Member – NAIFA/MAHU Joint Legislative Committee
  • Padgett-Thompson Corporate Manager Certification
  • Huthwaite Sales Training Certification
  • Certified Project Manager Training
  • Former Board Member - Baltimore Association of Health Underwriters
  • Former Board Member - Maryland Association of Health Underwriters
  • Co-Founder Allied Resource Management