As Chief Executive Officer and Founder of Benefit Strategies, LLC, Paul is committed to an aggressive, client centered service model ensuring evolution and advancement in the market. Paul has over two decades of experience in the Health Care arena and calls on his leadership experience, instilled through twenty years as a Navy Officer, to develop Benefit Strategies as an industry leader. Under Paul's leadership Benefit Strategies, LLC has received many awards and recognitions, inclusive of being named on the Inc. 5000 list of America's Fastest-Growing Private Companies in 2007, 2010 and 2011, Partner of the Year Award by Evolution1 in 2010, the Leadership Award by Evolution1 in 2011 as well as being named on the 2011 Inner City 100 list. This list recognizes the 100 fastest-growing urban businesses in America.
Paul's years of commitment to develop and improve Benefit Strategies, LLC have proven to be successful and is visible in our customer satisfaction and client retention. Paul graduated from the University of Massachusetts-Amherst, and earned his Master's Degree in Industrial Relations from San Diego University.
With over 26 years of employee benefit services experience, Tom's highly effective team is geared towards exceptional service and professionalism. Prior to joining Benefit Strategies, LLC in 1994, Tom worked on both the brokerage and carrier side of the benefits table. He is NASD licensed 6 & 63 as well as holding various health and welfare licenses.
Tom attended Northeastern University and lives in Maine with his wife, Linda, and three children.
As Chief Financial Officer, Jessica is responsible for the financial stability and integrity of Benefit Strategies. She brings with her 13 years' worth of experience of financial and management experience of companies in the service industry. In her role as CFO, Jessica manages the day-to-day financial and HR operations of the company. She also works directly with the other members of the executive management team to build financial strategies that coincide with anticipated sales growth and provide for increased profitability to ensure financial strength.
Jessica holds a BS degrees in both Accounting and Finance Management from Franklin Pierce University.
Bethany has over 13 years in a variety of benefit services to include, payroll, HR outsourcing, Flexible Spending Account Administration and self directed IRA investing. Bethany started with Benefit Strategies as an intern in 1996 while attending Bentley University. Through holding a variety of positions at Benefit Strategies over the years, Bethany's proficiency in account management and processing oversight has helped lead Benefit Strategies in their operational effectiveness.
Bethany attended Bentley University and received a BS degree with honors in Management as well as an MBA degree with a concentration in Change Management.
She resides in Manchester with her husband Paul and daughter Emma.
Amanda leads and develops Benefit Strategies' Sales and Marketing team by introducing scalability internally and educating partners and clients on capabilities. Amanda joined Benefit Strategies as an intern working in operations and has progressed through each service area gaining an invaluable understanding of how administration is handled. Having nearly 10 years of experience, Amanda is energized and committed to growth and development for Benefit Strategies' future.
Amanda graduated from the University of Denver with a degree in Hotel, Restaurant, and Tourism Management and attained her Masters in Organizational Leadership with a certificate in Human Resources from Southern New Hampshire University.
William "Bill" Stuart has joined Benefit Strategies LLC as Director of Strategy and Compliance. In this role, he is responsible for building Benefit Strategies’ Health Savings Account (HSA) program to service the fastest growing segment of the health insurance market. Prior to joining Benefit Strategies,Bill spent 19 years at Harvard Pilgrim Health Care in a variety of roles, including Sales, Product Management and Strategic Planning. For the past 12 years, he led Harvard Pilgrim’s consumer-driven health program and more recently assumed a leadership role in the company’s private health insurance exchange program. He is the author of a reference book on HSAs, speaks regularly at national trade conferences, has trained more than 700 benefit advisors on all aspects of HSAs and created Harvard Pilgrim’s popular CDH Guru program targeted to benefit advisors.
In his new role with Benefit Strategies, Bill oversees a growing HSA administration program. He works with insurers, benefit advisors, employers and employees to help them understand the financial benefits and tax advantages that HSAs offer.
Bill is a graduate of Bowdoin College and earned a MBA from Duke University.