Theresa serves as a Senior Consulting Analyst. Theresa supports Consultants in delivering comprehensive financial renewal evaluations by analyzing claim vs. funding history, forecasting plan costs and monitoring large claim exposure.

She further assists Consultants in managing the administrative complexities of their clients’ benefit programs and works toward developing seamless integration among their carriers and outside vendors.

Her project engagement approach is centered around building strong client partner relationships to deliver high quality, cost-effective and time-sensitive business outcomes.

Theresa has over 20 years of experience in funding, administration and compliance of group health and welfare employee benefits plans.

If you were stranded on an island and could only bring one item, what would you bring?   Faith and a sense of humor

Most adventurous experience?   Horseback riding and camping in the high elk country of Jackson Hole, WY

First thing you do when you go home from work?   Play with my 2 dogs

What is something that’s on your bucket list?   Dog Sled

Favorite movie quote?   No matter what anybody tells you, words and ideas can change the world - Dead Poets Society