Our leadership team brings decades of experience across healthcare, ICHRA, digital transformation, product strategy, and performance excellence. We offer deep expertise across payer, provider, medical device, and digital health sectors. We have a proven track record leading large‑scale transformations for some of the largest organizations in healthcare and high‑growth innovators. Our backgrounds span business delivery, product, customer experience, growth strategy, channel development, and organizational enablement.

Co-Founder & Partner
With more than 30 years in employee benefits and as one of the industry's most experienced ICHRA advisors, she has helped brokers, carriers, administrators, and technology companies develop go-to-market strategies, expand distribution channels, and capitalize on emerging market opportunities.
Focus
Market Strategy
Distribution & Growth
Capability Development & Enablement

Co-Founder & Partner
Dave has built his career across the healthcare ecosystem, including guiding organizations through the evolution of ICHRA since its inception. He has led large-scale transformations that integrate technology, elevate the customer experience, and modernize delivery models to drive measurable results, with a demonstrated track record of scaling initiatives from concept to national scale.
Focus
Service Delivery Transformation
Experience-Led Product Strategy
End-to-End Innovation (Ideation to Scale)

Co-Founder & Partner
With extensive experience launching and building companies to scale, Bill leveraged his previous carrier experience to align himself with the development of the ICHRA market. With a passion to transform health insurance, Bill is ardent about leveraging his broad experience to contribute to enabling better choices for those who benefit most – each one of us.
Focus
Market Alignment
Cross-Functional Delivery
Member Satisfaction