2012 Field Guide to Estate Planning, Business Planning & Employee Benefits

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In his role, he handles all aspects of customer service, including proposals, audits, renewals, client collateral and day-to-day support. He researches, reviews and resolves claim and enrollment issues promptly and offers valuable support for group administrators and employees.

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Kevin also handles the new group installation process, and ensures retention of existing clients by establishing strong relationships and managing daily communications. In addition, Kevin prepares detailed plan design analysis of various benefits to aid clients in making informed decisions regarding their benefit package and provides informative open enrollment meetings. Ron joined SIG in and is an Associate. Ron holds a degree in Marketing Management. He is currently on the Carroll Hospital Foundation Board. She works with both large and small group fully insured clients. In her role, she assists with everything from client and employee support to renewals and open enrollment.

Prior to joining SIG, Lauren spent 10 years in an administrative capacity with a medical provider, working directly with both insurance carriers and patients alike. Liz assists clients in creating meaningful and sustainable wellness solutions for their employees, identifying cost savings potential through wellness strategies, and analyzing population health data. Dulaney oversees the marketing team and provides strategic direction for all marketing initiatives. The majority of her career has been spent managing advertising, public relations and brand awareness initiatives for professional and financial service firms as well as nonprofit organizations.

Corinne is a Senior Account Manager for primarily small to mid-size firms. Corinne prepares detailed plan design analysis of various benefits to aid clients in making informed decisions regarding their benefit package and provides informative open enrollment meetings. She is a valuable resource for both clients and their employees. Corinne holds a Life and Health license.

Nikki is primarily responsible for the development and creation of employee communications which include open enrollment materials and personalized benefit brochures. Mark joined SIG in and is an Associate.


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Mark partners with employers of all sizes, across many different industries that are located locally, nationally and internationally. He is responsible for putting together and maintaining a cost effective and competitive employee benefits program that will attract and retain high quality employees. His daily routine consists of navigating through the maze of the insurance industry on behalf of his clients to insure they receive the benefits they have selective and paid for.

He currently holds a Life and Health License in Maryland. Mark is also on the membership committee for the Dundalk Chamber of Commerce. Shannon joined SIG in She brings 20 years of broad based HR experience. She also consults with top executives on strategic planning and serves as an extra resource between management and employees.


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She has 17 years of industry experience and over 13 years specializing in Employee Benefits technology solutions for employer groups with , employees. With over providers in the HR technology sector, she has the unique skills to help employers identify and vet the solutions which best fit their needs, budget and timing.

Latifah is responsible for customer service, administration and ongoing service of large, multi-site groups. She also supports the account managers by regularly conducting audits for their clients. Christy provides multiple layers of support to self-funded clients, including negotiating renewals, implementation, reports, compliance knowledge and guidance as well as ongoing client support throughout the year.

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She facilitates and conducts open enrollment meetings through the development of employee communication materials and carrier coordination. Christy manages a team dedicated to support and assist large self-funded clients with claims and enrollment issues, client newsletters and other marketing materials, as well as open enrollment fulfillment and general support.

Acting as an advisor, Peter works with clients to continually create value for them on their employee benefit plans, HR technology, compliance, employee engagement, corporate wellness and company culture. He has expertise in working with Fortune companies, established law firms, technology start-ups, and government contractors. Peter is originally from Baltimore and attended Loyola Blakefield. Peter also has his a Life and Health license.

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Carolyn is a Senior Account Manager for group clients of all sizes. Carolyn prepares detailed plan design analysis of various benefits to aid clients in making informed decisions regarding their benefits package. She works primarily with mid-size to large group clients. In her role, she assists account managers with all aspects of customer service, including proposals, claims, renewals, and day-to-day support.

Jennifer holds a Life and Health license and has over 20 years of customer service experience. In she moved into the Administration Department as the Administrative Assistant. She is responsible for various administration functions for both small and large, multi-site groups. She also supports the Group Department by conducting benefit audits for our clients.

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In her role, she assists Account Managers with all aspects of customer service, including proposals, claims, renewals, and day-to-day support. Janet also researches, reviews and resolves claim and enrollment issues. She mainly supports small to mid-size clients. Janet has 13 years of industry experience and holds a Life and Health License. She assists Account Managers and Account Coordinators with customer service, claim issues, audits, open enrollments, renewals, and day-to-day support.

She brings with her over 17 years of Employee Benefits experience. Jill facilitates and conducts open enrollment meetings through the development of employee communication materials and carrier coordination. In her role, she helps employees understand the benefits that are available to them by being an extension of HR. Jill ensures retention of clients by establishing strong relationships and managing daily communications. Jill is involved in multiple internal committees to maintain consistent communication throughout our organization.

She currently holds a Life and Health License. In her role, she assists the Administration Team with various administrative functions for small, large and multi-site groups and by conducting benefit audits. Haley joined SIG in as an Administrative Assistant and is working with fully-insured group clients. In her role, she assists Account Managers with all aspects of customer service, including proposals, audits, open enrollment, client collateral and day-to-day support.

Haley brings a wealth of experience, with more than seven years of working in customer service. Individual executives, management teams, boards and compensation committees across the country recommend him as a go-to lawyer who provides clear advice on all matters related to the design and implementation of employee benefits and compensation programs. Peter is a prolific author, writer and active speaker on all employee benefits matters, including the requirements of the Patient Protection and Affordable Care Act.

Employers nationwide engage Peter to help them understand and meet the compliance demands of these complicated laws. She works with fully-insured group clients. Jessica brings a wealth of experience, with more than 10 years working in customer service. Paul joined SIG in and is an Associate. Paul works with group clients of all sizes in the Maryland, Pennsylvania, Washington, D. He is responsible for the financial management and forecasting for their employee benefit plans. Mary specializes in strategic human resources consulting, coaching, and employee development. She brings a unique perspective to her clients based on her past experiences including her work as an attorney, a human resources executive, and a consultant.

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Mary has broad industry experience with an emphasis on wholesalers, retailers, media, engineering, services, and non-profits. She provides live, personalized support to our clients on a range of HR matters, through ad hoc engagements or retainer arrangements. She is a member in good standing of the California and Oregon Bars.

John specializes in designing benefit programs that engage employees through education, communication and properly aligned incentives.

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The goal is to create an environment in which everyone is not only engaged in controlling benefit costs but also focused on being healthy, happy and productive employees. He also has past experience working for a national insurance carrier as a large group Sales Representative. Brian is an Employee Benefits Advisor who enjoys evaluating data, reviewing emerging trends and is passionate about helping his clients create and achieve their ideal employee benefits program.

Brian and his team focus on Mid-Market employers who are interested in being leaders in providing plans that improve employee health, engagement, employee retention and firm value. Chris joined SIG in as Chief Financial Officer and brings over 25 years of experience working with high growth healthcare service companies.

Chris is responsible for planning, implementing, managing and controlling all financial related activities of the firm. She was previously a Senior Account Coordinator and has worked with both large and small group fully insured clients. Michela provides detailed analysis and explanations to clients concerning their benefit costs, and assists clients with their budgetary needs in preparing reports such as; cost per head, historical claims, catastrophic claimant breakdowns, year over year renewal cost comparisons, and employee deduction modeling.

She provides high level support for the President as well as operational support for SIG. With over a decade of experience in leading business development and recruitment teams and a passion for helping shape work culture, she has helped countless companies think differently about the way they attract, retain and recruit top talent and helping sales teams measure, track and find success in connecting to their audience. In her role with SIG, she will be leading efforts to maximize our sales and marketing efforts to provide our clients and prospective clients a remarkable experience with our firm.

Emily is an active member of the Baltimore community. Nicole focuses her expertise for clients primarily in the small to mid-size firms. Nicole prepares detailed plan design analysis of various benefits to aid clients in making informed decisions regarding their benefit package and provides informative open enrollment meetings. In her role, she assists account managers with all aspects of customer service, including proposals, audits, renewals, client collateral and day-to-day support. In his role he assists Account Managers and Senior Account Coordinators with all aspects of customer service, including claims issues, open enrollments, renewals and day-to-day support.

Ismael has over 5 years of insurance and customer service experience and also holds his Life and Health License along with his Property and Casualty License as well. She coordinates presentations, workshops, meetings, and helps build client relationships and supports their wellness teams and strategic planning. She is responsible for the client on-boarding and deliverables scheduling related to the Springbuk data analytics platform.

Prior to joining SIG Cindy worked for several years in a trade operations role with an investment firm in Baltimore. Claire is an advocate of our clients and handles claim and enrollment issues and offers valuable support for clients and their employees. Carol also assists in providing detailed analysis to clients concerning their benefit costs and budgetary needs by helping prepare cost per head reports, historical claim analysis, catastrophic claimant breakdowns, and deduction modeling. Meredith additionally provides consultative guidance and support for employee well-being initiatives.

Prior to joining SIG, Meredith has experience working for both a national brokerage firm as well as a national health insurance carrier, handling large group clients of various funding arrangements. In addition to her experience in employee benefits consulting, Meredith has worked in the wellness field and is a certified Personal Trainer and Yoga Instructor.