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.
Leslie Draper
Senior Benefits Consultant
Leslie Draper is a Benefits Consultant at Davidson Benefits Planning. With over 15 years of employee benefits experience, she started at DBP as an account manager and rapidly progressed to a Benefit Consultant. She has experience in public relations and corporate communications including strategic planning. Leslie has a passion for perfection. She has a background working with large, self-funded group/multi state clients and enjoys finding creative solutions for her clients.
Leslie enjoys wine tasting, traveling, and spending time with her husband and two young children. She received her BA in Mass Communications from the University of Wisconsin – Eau Claire with honors, and is a licensed Life and Health Producer. Certified in Mental Health First Aid USA.
Glen Grant
Employee Benefits Practice Leader - Northwest
Glen Grant, CSFS has over 26 years of employee benefits experience. Glen is Senior Vice President, Benefits Consulting and Client Services, including leads the Analytics and Financial Services team. He works closely on office efficiency and ensuring all DBP staff exceed client expectations. He specializes in underwriting analysis, managed pharmacy benefit solutions, alternative funding feasibility studies, financial analytics utilizing sophisticated predictive modeling tools, cost savings opportunities and negotiations.
Glen has extensive experience in self-funding including having set-up pharmacy purchasing coalitions, stop loss refunding purchasing coalitions as well as having been a Pharmacy Practice Leader. He also serves on advisory boards for several local insurers and is on Alera’s Executive Advisory Council. Prior to DBP, Glen was a consultant at a large, national benefits consulting firm.
Glen holds a Bachelor’s Degree in Business Economics from the University of California at Santa Barbara in addition to having his Life and Health license. He is also a Certified Self-Funding Specialist (CSFS) and is credentialed with honors by the Health Insurance Association (HIA). Glen is a member of the Western Pension and Benefits Conference and the Portland Human Resource Management Association.
Matt Henninger
Benefits Consultant
Matt Henninger is a Benefit Consultant with over 19 years of experience in the employee benefits industry. Matt has worked with a diverse group of clients and provided guidance and administration on a wide variety of employee benefit plans, including integrated wellness programs, partially self-funded medical plans, reference-based pricing models and defined contribution plans.
Matt enjoys engaging with clients to evaluate and identify benefits strategies that best reflect the company’s culture and business needs. He is constantly reviewing cost containment vendors and monitoring new legislation and regulations to assist clients. Matt’s previous experience includes 6 years with Alliant Insurance services and 12 years with the Hecht Group as the Director of Benefit Management. He earned his BBA degree in Marketing from Ohio University and holds an Oregon and Washington State producer license for Life and Disability. In his free time, he enjoys traveling, exploring Oregon’s wilderness and spending time with his friends and family.
Trish Isaak
Senior Benefits Consultant
Trish Isaak is a Benefits Consultant with Davidson Benefits Planning. She comes to DBP with over 20 years of customer service experience and has 18 years of working in employee benefits and third party administration. Her prior account management role focused on the public sector, as well as on COBRA, FSA and retiree benefits.
Trish holds a B.A. degree from the University of Oregon and a Master of Arts in Teaching (M.A.T.) from Lewis and Clark College. She is a Group Benefit Disability specialist (GBDS) and a Certified Wellness Expert (Wellness Council of America) in addition to maintaining her life and health licenses. She enjoys spending time reading, cooking, traveling and being with family.
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
HIPAA Privacy and Security Overview
Join our compliance experts for an overview of HIPAA’s Privacy and Security Rules. During this webinar, we'll review the different types of entities subject to HIPAA, take an in-depth look at protected health information (PHI), individual rights under HIPAA and what to do when there is a breach of PHI.
April 11, 2025 at 01:00 pm CT | Virtual
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Employee Benefits
Balancing Cost and Care: Could a Captive solution be the right fit for you?
In this session, our experts will discuss how Captive solutions work and what you need to consider for your own group’s needs.
April 17, 2025 at 01:00 pm CT | Virtual
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Employee Benefits
Q2 2025 Quarterly Compliance Webinar
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
May 6, 2025 at 01:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Employee Benefits
Benchmarking’s Role in Voluntary Benefits Program Design
Alera Group’s Employee Benefits team recognizes that workforce composition varies from business to business, from industry to industry, from region to region. And, at a time when the U.S. workforce is more generationally diverse than ever before, the needs and priorities of one generation can be very different from those of another. This is where voluntary benefits — also known as supplemental, workplace or optional benefits — become so vital to an organization’s offerings strategy. Alera Group’s "Healthcare and Employee Benefits Benchmarking Reports" take an in-depth look at the benefits businesses provide, the options they offer and the strategies they use to manage costs.
March 31, 2025
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Employee Benefits
HIPAA Webinar: Required Training and Valuable Refresher
Whether meeting federal training requirements or simply refreshing their knowledge base, professionals whose role includes HIPAA administration will benefit from participating in Alera Group’s annual HIPAA Privacy and Security Overview, a one-hour webinar scheduled for Friday, April 11.
March 27, 2025
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5 Steps to a Lower Workers’ Compensation Mod
Understanding how your Workers' Compensation Insurance premium is calculated can help you manage costs more effectively. One of the primary factors in determining your premium is your experience modification factor — the number that reflects your company’s claims history and directly determines what you pay.
March 13, 2025
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Employee Benefits
Getting the Most From Your Voluntary Benefit Offerings
Join Alera Group on Thursday, March 20, as we present the next in our Engage series of webinars, "Maximizing Impact: The Value of Voluntary Benefits for Today’s Workforce."
March 6, 2025
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