About Us
Our Firm
Founded by John Davidson in 1983, our firm offers customized employee benefit solutions and consulting services built around our clients’ goals and objectives. We specialize in creative benefit solutions, strategic planning and easing the benefits burden on HR. We exclusively work on large group (> 100 employees) employee benefits. Our leading goal is to practice with the best principles always in mind. Making a difference in everything we touch is what we live and breathe each day.
Formerly known as Davidson Benefits Planning, we are a fully-owned division of Alera Group based in Tigard, Oregon.
Our Philosophy and Culture
We value of integrity, hard work, and professionalism. We are committed to innovation and creative employee benefits, risk management and insurance solutions. This is accomplished through our philosophy which is to:
- Expect far more from ourselves than we do from others
- Inspire excellence and success
- Lead with integrity and wisdom
- Provide fanatical attention to service, consistency and detail
Our promise is to partner with our clients to offer exceptional customer service, support, solutions and resources in every touchpoint we have with them. We are committed to recommending ideas, programs, products and services that will maximize the value and ensure the success of cost-effective benefit plans for each and every client.
Well known in the community for our culture, we make concerted efforts to be inclusive, open to everyone’s perspectives and to be optimistic and engage the mind and spirit. Culture development comes from our entire staff. Our culture committee coordinates a variety of events including community volunteer activities to have fun together and invigorate staff.
Part of our culture is also to practice The Collaborative Way which emphasizes Speaking Straight, Being There for Each Other, Listening Generously, Acknowledge & Appreciation and Honoring Commitments. We have ongoing training and support for our employees. The training and message has been extremely well received.
As a result, we have very happy and appreciative employees and outstanding performance for our clients. Our firm achieved Top 100 Employer to Work for in Oregon for the 16th year in a row.
Meet Our Team
People you can count on. People you can trust.
Sandi Christianson-Duprey
Benefits Consultant
Sandi Christianson-Dupreyis a seasoned Benefits Consultant at Davidson with an impressive 22 years of experience in the benefits industry.
Sandi's strength lies in cultivating robust relationships, both within the professional sphere and on a personal level. Renowned for her outgoing nature, she consistently exceeds client expectations, making her an invaluable asset to the team.
Before joining Davidson Benefit Planning, Sandi played a pivotal role in establishing and nurturing a Portland start-up employee benefits agency. Her rapid ascent to Director of Operations and Client Relationship Manager underscored her adeptness at navigating the intricacies of business operations. Sandi has her Life & Health licenses in both Oregon and Washington
Outside of work, Sandi finds solace in exploring the natural beauty of Oregon on her ebike, and her passion for travel extends to warm locales, with the tropics holding a special place in her heart.
Alex Crosslin
Reporting Analyst
Alex Crosslin is a Reporting Analyst with over 10 years of experience in human resources and benefits. Alex began her career as an HR Generalist and followed that up with outsourcing HR services to small and mid-size companies. She has extensive experience in employee relations, payroll, HRIS data maintenance, compliance, benefits administration, and recruitment.
Alex has a Bachelor’s degree in Communication from Oregon State University and a Master’s in Human Relations/Counseling from Northern Arizona University.
In her free time, Alex stays busy with her two little boys and loves to spend time with family and friends. She also enjoys yoga, running, martial arts and skiing.
Kyle Davidson
Financial Analyst
Kyle Davidson is a creative and animated member of the DBP team. Kyle is an Financial Analyst providing financial support and resources for analysis and reporting. His responsibilities include reporting, financial analysis and developing processes for streamlining and simplifying projects to create efficiency. Kyle enjoys bringing innovation and creativity to routine projects to provide reliability and ease of use.
Kyle is a native Oregonian and enjoys the active and outdoor lifestyle. His hobbies include bonsai trees, camping, kayaking, hiking, golfing and attending basketball and football sporting events. In addition, he enjoys spending his time with family and friends. Kyle graduated from Oregon State University with a Bachelor’s Degree in Managerial Economics and maintains his Life and Health Licenses in Oregon.
John Davidson
Producer
John Davidson, CSFS began his insurance career in 1980 as a producer of individual life products with Standard Insurance Company. In June of 1983 John started Davidson Benefits Planning and began working with small employer groups and shortly thereafter found an underserved and unique potential in the large group employee benefits segment. John since has established himself among his peers as an industry thought leader focused on strategic planning, cost management and the benefits of self-funding.
John founded Davidson Benefits Planning as a means to bring his expertise and passion to the Northwest market and over 41 years later continues to serve the interests of many clients with his signature stamp of integrity, honesty, and humility. As a past President of the Oregon Association of Health Underwriters and multiple Agency of the Year awards, John continues to represent the benefits industry and his clients with leadership, commitment, and innovation.
John is a 1978 Business graduate of Linfield College and is a Certified Self-Funding Specialist (CSFS). He actively serves as a board member on various philanthropies.
Resources
Pocketpal Video - App for Employee Benefits Portal (Touchpoints)
* Access requires credentials, please email info@jjdavidson.com for access information
EXPERT EDUCATION
Events and Webinars
Employee Benefits
2025 Healthcare and Employee Benefits Benchmarking Report: How Does Your Benefits Program Stack Up?
In this session, our experts will dive into the results of our annual, market-leading benchmarking survey.
June 26, 2025 at 01:00 pm CT | Virtual
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Employee Benefits
Dynamic Data: Strategies for Success
Join us for this session, as our experts will share how to utilize your organization’s data to create advanced and innovative strategies for success.
July 17, 2025 at 01:00 pm CT | Virtual
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Employee Benefits
Preparing for Open Enrollment: How to Engage and Educate Your Employees on Their Total Benefits Package
In this session, our experts will share guidance on setting yourself up for success during Open Enrollment.
August 21, 2025 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Employee Benefits
Agencies Push Pause Button on Enforcement of MHPAEA 2024 Final Rule
On May 15, 2025, the Department of Labor, Department of Health and Human Services, and the Treasury Department (collectively, the “Agencies”) released a statement regarding the Agencies’ recent request for abeyance of a lawsuit filed by the ERISA Industry Committee (“ERIC”) in the U.S. District Court for the District of Columbia that challenged certain aspects of Mental Health Parity and Addiction Equity Act (MHPAEA) Final Rule (“2024 Final Rule”) relating to nonquantitative treatment limitation comparative analyses (“NQTL analyses”).
May 16, 2025
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Employee Benefits
IRS Releases 2026 HSA Contribution Limits and HDHP Deductible and Out-of-Pocket Limits
In Rev. Proc. 2025-19, the IRS released the inflation adjusted amounts for 2026 relevant to Health Savings Accounts (HSAs) and high-deductible health plans (HDHPs). The table below summarizes those adjustments and other applicable limits.
May 5, 2025
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Severe Weather Is Getting Worse. Is Your Business Interruption Insurance Keeping Up?
The increasing frequency and severity of weather- and climate-related events such as catastrophic storms, floods and wildfires make business continuity planning more important than ever. Part of your plan should include reviewing your organization's Business Interruption Insurance coverage.
May 5, 2025
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Employee Benefits
A Challenge for Mental Health Awareness Month: Make It Enjoyable
Achieving and maintaining wellbeing takes work, but that doesn’t mean it can’t be enjoyable and even fun. May is Mental Health Awareness Month, and with that comes Alera Group’s annual Mental Health Awareness Toolkit, this year featuring something we believe employers and their entire organizations will really enjoy: the 31-Day Challenge for Positive Wellbeing.
April 29, 2025
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