Twenty years inside the self-funded market.
Two practices, run separately. One works for the plans. One works for the companies that serve them. Pick the door that fits.
For plans & brokers
Independent operational advisory for self-funded employer health plans. I sit as the objective third party between the parties, find the root cause, and build the plan that fixes it.
- Vendor vetting & accountability
- Broken handoffs between vendors
- Complex claims & payment integrity
- COHP & multi-employer arrangements
- The Stakeholder Summit
For TPAs, MGUs & vendors
Fractional COO and CSO leadership for the organizations serving this market. Where the business is going, and whether the operation can actually get it there.
- Fractional COO / CSO
- Major escalation resolution
- Growth strategy & new verticals
- Large sales cycle readiness
- Team development & tune-ups
These two practices are deliberately separate. I never evaluate an organization for a plan while advising that organization, I hold no commissions, referral fees, contingency, or equity on either side, and any prior vendor relationship is disclosed in writing before a plan-side engagement is scoped — with the decision about whether it matters left to the client. Read the conflict policy →