Experience

Watko Benefit Group

• United States
• Insurance
• 1 - 100 Employee

• Benefits Consultant

  • May 2017 - Present

  Overland Park, KS



Hallier Reed Llc

• United States
• Insurance

• Sales Consultant

  • Jan 2016 - Apr 2017

  Overland Park, Kansas



Canopy

• United States
• Environmental Services
• 1 - 100 Employee

• President & CEO

  • Oct 2012 - Dec 2015

  Kansas City Metropolitan Area CEO of ~35 person general insurance agency with revenues >$8M serving ~16K employer groups & ~20K individuals through a network of ~900 brokers. Typical engagement includes a consultation to develop options (executive benefits, employee wellness, health savings/reimbursement accounts etc..) and design a custom solution with the ultimate goal of controlling health plan costs for the company or individual.



Cretcher Heartland, LLC

• Senior Partner

  • Aug 1997 - Sep 2012

  Kansas City Metropolitan Area Producing partner focused on employee benefits for companies ranging from 3-800 employees. Originally a partner with Heartland Employee Benefits, LLC and part of management group driving merger with Cretcher Lynch to establish Cretcher Heartland, LLC in 2009. Resulting company had a more expansive suite of offerings (employee benefits, property & casualty insurance, financial services etc..) and a greater competitive footprint in the Kansas City area.



Blue Cross and Blue Shield of Kansas City

• United States
• Insurance
• 700 & Above Employee

• Vice President Sales

  • Jun 1987 - May 1999

  Kansas City Metropolitan Area Originally hired as sales manager, promoted to VP of Sales in 1988. Responsible for sales & service of all employer accounts with 20-1,000 employees.



Northwestern Mutual Life Ins Co

• Managing Broker

  • Sep 1985 - Oct 1986

  Kansas City Metropolitan Area Responsible for creation of the new employee benefits department within umbrella of Northwestern Mutual Life Insurance Company



American Fidelity

• United States
• Insurance
• 700 & Above Employee

• Account Manager

  • Oct 1979 - Sep 1985

  Kansas City, Missouri Area manage existing business for association endorsed employer and employee insurance benefits and, sell the same portfolio of insurance products to new association clients.