National Association of Alternative Benefit Consultants
Member Directory
Wisconsin
Listed below are the NAABC members in this state which consist of CBCs, ACBCs and non-designation members. Those who are listed with "CBC" after their names have completed the initial training and those listed with both CBC and ACBC have completed the highest level of training in the field of consumer-driven health plans and have demonstrated their expertise by passing rigorous exams. CBC and CBC/ACBC members listed in caps, bold and in larger font (DOE, JOHN, CBC, ACBC) are considered "active". Those listed in caps, smaller font and in non-bold (DOE, JOHN, CBC, ACBC)have completed the training but are considered "inactive". Those listed in both upper and smaller case letters and in bold (Doe, John) have attended the training classes and are active but have not completed the exam to receive the designation. Those listed in both upper and smaller case letter and in non-bold (Doe, John) have attended the classes, have not completed the exam, and are considered inactive.
City |
Name / Telephone |
Business name / On-line address |
Altoona |
Konzen, Michael |
|
715-552-4318 |
||
Appleton |
LOCHNER, JOHN, CBC, ACBC |
Don F. Jabas Agency |
920-731-0400 |
||
| Appleton | MARTIN, BRIAN W., CBC | Blue Cross Blue Shield Wisconsin |
| 920-277-9986 | brian.martin@bcbswi.com | |
| Appleton | NELSON, JIM CBC |
Wellpoint |
| 920-380-9965 | james.j.nelson@wellpoint.com | |
Appleton |
Stage, Jan |
Don F. Jabas Agency |
920-731-0400 |
||
Appleton |
ULNESS, JOHN E., CBC, ACBC |
Benefit Options |
920-735-2852 |
||
| Augusta | BERLIN, JOAN CBC-8 |
Blue Cross Blue Shield Wisconsin |
| 715-852-5674 | joan.berlin@bcbswi.com | |
| Chippewa Falls | ANDERSON, ERIK A. , CBC, ACBC | |
| 715-723-0992 | eanfin@netzero.net | |
| Chippewa Falls | CANCE, SUSAN, CBC | Blue Cross Blue Shield Wisconsin |
| 715-852-5673 | susan.cance@bcbswi.com | |
| Eau Claire | SWANSON, ANGELA, CBC | Anthem |
| 715-760-1200 | angela.swanson@anthem.com | |
Ellsworth |
HINES, LINDA A., CBC, ACBC |
Employee Benefits Administration Services, L L C |
715 - 273 - 0128 |
||
Ellsworth |
King, Allyssa, CBC |
Employee Benefits Administration Services. LLC |
715-495-8902 |
||
Ellsworth |
Lawton, Nicholas, CBC, ACBC |
Compass Financial Services |
715-273-5039 |
||
| Elm Grove | HAAS, MARGARET, CBC | Blue Cross Blue Shield Wisconsin |
| 262-789-8097 | margaret.haas@bcbswi.com | |
Fall Creek |
ANDERSON, ERIK A., CBC, ACBC |
Carlson Company |
715-877-2828 |
||
| Fon du Lac | FRANK, TIMOTHY M., CBC | Blue Cross Blue Shield Wisconsin |
| 920-923-8989 | timothy.frank@bcbswi.com | |
Fon du Lac |
Gruenstern, Tina |
Hierl Insurance |
920-921-5921 |
||
Fon du Lac |
Jaeger, Mary |
Hierl Insurance |
920-921-5921 |
||
Fon du Lac |
McClone, Pat |
|
920-929-8245 |
||
| Fon du Lac | REBLIN, SANDRA L., CBC | Blue Cross Blue Shield Wisconsin |
| 920-923-8996 | sandra.reblin@bcbswi.com | |
| Germantown | ZAVADA, LORI A., CBC | Anthem |
| 262-523-4739 | lori.zavada@anthem.com | |
| Green Bay | GADBOURY, TAMARA, CBC | CMS Insurance |
| 920-434-6158 | tgadboury@cmsins.com | |
Green Bay |
LaHaye, James, CBC |
Benefit Options, Inc. |
920-366-1189 |
||
| Green Bay | NELSON, TERA, CBC | CMS Insurance |
| 920-737-9756 | tnelson@cmsins.com | |
Hudson |
KERR, PAMELA, CBC |
|
651-214-4260 |
||
| Kenosha | ARNOLD, DOUGLAS, CBC | Blue Cross Blue Shield Wisconsin |
| 262-523-3390 | douglas.arnold@bcbswi.com | |
| Madison | DANTZMAN, NANCY, CBC | |
| 608-206-7229 | nancyd@eflexgroup.com | |
Madison |
Farley, William |
Pekin Insurance |
608-497-0232 |
||
Madison |
Gevelinger, Robert G. |
Ameritas Group |
888-895-7800 |
||
Madison |
Luker, Thomas |
TLC Plan Services |
888-852-7526 |
||
| Madison | Toler, Brenda | Wave Driven |
| 608-310-7252 | Brenda.toler@wavedriven.com | |
| Marinette | Nygren, Mark A. | Nygren Insurance |
| 715-735-3230 | mark@nygreninsurance.com | |
McFarland |
Freeland, Richard, CBC |
|
608-838-0605 |
||
Medford |
HEDLUND, BRIAN L., CBC, ACBC |
|
715-748-4213 |
||
Menomonee |
Beck, Ralph B. |
|
262-951-2742 |
||
| Menomonee | MICKOLA, MICHAEL, CBC | Blue Cross Blue Shield Wisconsin |
| 262-523-3391 | micheal.mickola@bcbswi.com | |
Mequon |
Shah, Kamal K. |
|
262-241-1700 |
||
| Pewaukee | NATARELLI, KRISTA, CBC | Anthem |
| 262-613-1413 | krista.natarelli@anthem.com | |
| River Falls | Cernohous, Len | |
| 715-262-3626 | tricordite@hotmail.com | |
River Falls |
Iverson, Robert J., CBC |
|
715-426-7817 |
||
St Croix Fallsv |
Bulman, Carol, CBC, ACBC |
|
715-483-2318 |
||
Sheboygan |
Hoewisch, Kirk |
HSA Bank |
800-357-6246 |
||
Sheboygan |
Lorenz, Timothy, CBC |
AIM Group |
920-457-2911 |
||
Sheboygan |
O’Boyle, Jesse |
AIM Group |
920-457-9112 |
||
Sheboygan |
Prudowsky, Mark H. |
Consumer Driven Healthcare Planning, Inc. |
920-287-2531 |
||
| Somerset | LEHMANN, JULIE, CBC, ACBC | The River Bank |
| 715-381-2553 | jlehmann@theriverbank.com | |
Spooner |
Heim, James D., CBC |
|
715-635-8861 |
||
| St Croix Falls | NELSON, DANIELLE, CBC | The River Bank |
| 715-483-2311 | dnelson@theriverbank.com | |
| Stevens Point | WARD, RACHEALE, CBC | Anthem |
| 715-760-1050 | racheale.ward@anthem.com | |
| Waukesha | CASEY, KEVIN R., CBC | Blue Cross Blue Shield Wisconsin |
| 262-523-4727 | kevin.casey@bcbswi.com | |
| Waukesha | EPIFANIO, RALPH M., CBC | Blue Cross Blue Shield Wisconsin |
| 262-523-3341 | ralph.epifanio@bcbswi.com | |
| Waukesha | HOOK, STEVEN, CBC | Blue Cross Blue Shield Wisconsin |
| 262-523-3358 | steven.hook@bcbswi.com | |
| Waukesha | MAZOLA, MICHELLE, CBC, ACBC | Blue Cross Blue Shield Wisconsin |
| 262-523-3343 | michelle.mazola@bcbswi.com | |
| Waukesha | RICHARDS, DENNIS, CBC | Anthem |
| 262-443-8066 | dennis.richards@anthem.com | |
| Waukesha | Thorpe, Colin | Anthem |
| 262-523-2427 | colin.thorpe@anthem.com | |
| Waukesha | WIEDERHOLD, WENDY, CBC | Anthem |
| 262-208-6720 | wendy.wiederhold@anthem.com | |
Wausau |
NIESL, SARAH J., CBC |
Benefit Concepts |
715-845-3557 |
||
| Wausau | Valiska, Peter J. | BENEFITS-CONCEPTS |
| 715-845-3557 | pete@benefit-concepts.net | |
| Wauwatosa | BONCHER, LIZ C, CBC |
Anthem |
| 262-523-4829 | liz.boncher@anthem.com | |
| West Allis | CERFUS, RACHEL T., CBC | Anthem |
| 414-350-8281 | rachel.cerfus@anthem.com | |
| West Allis | LUTZ-CIESLEWICZ, MARIANNE, CBC | Blue Cross Blue Shield Wisconsin |
| 414-453-2722 | marianne.lutz-cieslewicz@bcbswi.com | |
| NON-RESIDENT LICENSED MEMBERS | ||
Chesterfield, MO |
McCann, Kevin |
|
|
800-709-4145 |
|
Fort Collins, CO |
Long, Wiley P., III, CBC |
HSA for America |
866-254-5121 |
||
Harvard, IL |
Berntsen, Carl |
|
815-477-6655 |
|
|
Hudson, MN |
Keaveny, Patrick |
|
|
612-844-0039 |
|
Lafayette, CA |
Lee, Ernie |
Benefit Administrators |
|
888-HSA-1997 |
|
Libertyville, IL |
Rupsch, Patrick |
|
847-309-1660 |
|
|
Lilburn, GA |
Lucisano, Robert |
|
|
770-935-6634 |
|
Overland Park, KS |
Rodney, Jay |
|
|
888-367-6727 |
|
Rockford, IL |
Holt, Bruna A. |
|
|
815-229-5739 |
|
NAABC, Inc. | 435 Pennsylvania Avenue | Glen Ellyn, IL 60137 | 800-627-0552