we blend intellect with emotional



    Client Service Team

    Sam Berry Senior Account Executive

    Sam’s 24 years in group benefits, focused entirely on large employers, makes him uniquely qualified to ensure his clients’ goals and expectations are exceeded. Sam is directly responsible for strategic planning, which includes plan design, implementation, financial analysis, process design and carrier negotiations. Sam takes a unique planning approach and partners with each client to ensure that the client’s overall benefit goals are aligned and achieved.

    Business Philosophy:
    Listening is the key to understanding!

    Favorite Quote:
    “There are no secrets to success. It is the result of preparation, hard work and learning from failure.”
    Colin Powell