Who We Are
Brian Marks, CEBS
Brian has over two decades of broad based experience in the employee benefits field. Fifteen of these years were devoted to managing the employee benefit programs of the Virginia Society of CPAs. He has extensive experience with national accounts, self-funding, Multiple Employer Welfare Arrangements (MEWAs), and account management. Brian has worked for two of the four major carriers in our market, Trigon Blue Cross Blue Shield (now Anthem) and UnitedHealthcare. He has excellent relationships with these organizations and the other key carriers in the market.
Brian is very familiar with healthcare delivery, both locally and nationally, and is a frequent author and presenter on the Affordable Care Act. His diverse background and extensive experience translate into creative solutions and strong results for our clients.
He received a Bachelor of Arts degree at the University of Georgia and a Master's at Virginia Commonwealth University. He holds a Certified Employee Benefit Specialist (CEBS) designation and is a past President of the Richmond Chapter of ISCEBS.
Cathy is responsible for delivering a high level of service for our clients. Her deep experience in employee benefit administration is a huge asset to our firm. Cathy has over 30 years experience in all aspects of our industry — benefit plan quoting, carrier relations, billing, claims service, and enrollment. No matter the issue Cathy is a "go to" resource. Her extensive and broad based background create efficient solutions and superior outcomes for our clients and their employees.