Bio
Credentials
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Certified Health Value Advisor
Validation InstituteFeb, 2022- Apr, 2026 -
Certified Public Accountant
New York State Education Department -
Health Rosetta Certified Advisor
Health Rosetta -
Patient Protection & Affordable Care Act
NAHU
Experience
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Mitigate Partners
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United States
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Partner
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May 2021 - Present
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United States
Mitigate Partners is an alliance of independent advisors that help clients save money and deliver more choices through innovative EMPLOYER-BUILT healthcare plans. Serving clients throughout the United States, our advisors actively share ideas and collaborate to best meet each client’s unique needs. Our powerful alliance gives clients greater control and confidence in the complex healthcare market.
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United States
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Business Consulting and Services
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1 - 100 Employee
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Founder & President
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May 1997 - Present
Benefit Link helps small and large companies design, implement and manage their employee benefit programs. If you have a small business (1-100 employees), we can help you cut through the 100+ health insurance options in the marketplace (hint: there are only a few that make sense when the total financial risk is assessed). If your company has more than 100 employees, we have the knowledge to help you make the transition from buying health insurance to purchasing healthcare.Despite the size of your company, your employees and income statement will benefit from our 24+ years of research, knowledge and experience. Let us lead your team with the right:1. Optimal health plan structure,2. Innovative cost-containment strategies,3. Customized healthcare supply chain (100+ employees),4. Change management initiatives to ensure program success.Steven Russell of Alesco Advisors says “Benefit Link has done an excellent job of advising us on a very complex and constantly changing landscape of employee benefits. I had a personal need which was to help my mother with her healthcare benefits when a large local company decided to drop her healthcare insurance without proper notice (as the widowed spouse of a retiree, 87 years old and terrified to go to the doctor’s office since she thought she wasn’t covered). I ran into a brick wall talking to the HR people (frustrating bureaucrats that did not want to accept that they made a mistake, and caused some unneeded mental anguish for my mother…and me).Frustrated, I called Benefit Link for advice. They were amazing–assessed the situation quickly, knew who I should call and provided me with a road-map of questions to get my mother the proper coverage at the best value. Benefit Link…expert knowledge, advice and action.”If we can help you with benefit questions or by reviewing your existing plan for a creative solution, let’s connect: Phone (585-349-8000) Email ([email protected]) or visit http://BenefitLink.net.
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Healthcare Innovation Consulting
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Jan 2020 - Present
We help companies grow that are changing how healthcare is purchased and delivered.
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Tax Senior
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Feb 1992 - Apr 1998
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Wehrle & Wehrle CPAs
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Rochester, New York
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Audit Senior
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Jul 1989 - Feb 1992
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Rochester, New York
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Education
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1986 - 1988Clarkson University
Bachelor of Science, Accounting -
1984 - 1986Cazenovia College
Associate in Applied Science, Accounting
Suggested Services
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Industry Focus. “Insurance and Risk Management”
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References
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