National Association of Alternative Benefit Consultants
Member Directory
Wisconsin
Members listed with CBC following their names are Chartered Benefit Consultants and have taken passed a rigorous comprehensive exam testing their knowledge and level of expertise in the area of consumer-driven health plans. Those members listed with both CBC and ACBC are Advanced Chartered Benefit Consultants and have completed the highest level of training available in the field.
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-8 | Blue Cross Blue Shield Wisconsin |
| 920-277-9986 | brian.martin@bcbswi.com | |
| Appleton | Nelson, Jim CBC-8 |
Wellpoint |
| 920-380-9965 | james.j.nelson@wellpoint.com | |
Appleton |
Stage, Jan |
Don F. Jabas Agency |
920-731-0400 |
||
Appleton |
Ulness, John E., CBC |
Benefit Options |
920-735-2852 |
||
| Augusta | Berlin, Joan CBC-8 |
Blue Cross Blue Shield Wisconsin |
| 715-852-5674 | joan.berlin@bcbswi.com | |
| Chippewa Falls | Cance, Susan, CBC-8 | Blue Cross Blue Shield Wisconsin |
| 715-852-5673 | susan.cance@bcbswi.com | |
| Eau Claire | Swanson, Angela, CBC-8 | 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-8 | Blue Cross Blue Shield Wisconsin |
| 262-789-8097 | margaret.haas@bcbswi.com | |
Fall Creek |
Anderson, Erik A., CBC |
Carlson Company |
715-877-2828 |
||
| Fon du Lac | Frank, Timothy M., CBC-8 | 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-8 | Blue Cross Blue Shield Wisconsin |
| 920-923-8996 | sandra.reblin@bcbswi.com | |
| Germantown | Zavada, Lori A., CBC-8 | Anthem |
| 262-523-4739 | lori.zavada@anthem.com | |
| Green Bay | Gadboury, Tamara, CBC-8 | CMS Insurance |
| 920-434-6158 | tgadboury@cmsins.com | |
Green Bay |
LaHaye, James, CBC |
Benefit Options, Inc. |
920-366-1189 |
||
| Green Bay | Nelson, Tera, CBC-8 | CMS Insurance |
| 920-737-9756 | tnelson@cmsins.com | |
Hudson |
Kerr, Pamela, CBC |
|
651-214-4260 |
||
| Kenosha | Arnold, Douglas, CBC-8 | Blue Cross Blue Shield Wisconsin |
| 262-523-3390 | douglas.arnold@bcbswi.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 |
||
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-8 | Blue Cross Blue Shield Wisconsin |
| 262-523-3391 | micheal.mickola@bcbswi.com | |
Mequon |
Shah, Kamal K. |
|
262-241-1700 |
||
| Pewaukee | Natarelli, Krista, CBC-8 | Anthem |
| 262-613-1413 | krista.natarelli@anthem.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 |
||
Spooner |
Heim, James D., CBC |
|
715-635-8861 |
||
| Stevens Point | Ward, Racheale, CBC-8 | Anthem |
| 715-760-1050 | racheale.ward@anthem.com | |
| Waukesha | Casey, Kevin R., CBC-8 | Blue Cross Blue Shield Wisconsin |
| 262-523-4727 | kevin.casey@bcbswi.com | |
| Waukesha | Epifanio, Ralph M., CBC-8 | Blue Cross Blue Shield Wisconsin |
| 262-523-3341 | ralph.epifanio@bcbswi.com | |
| Waukesha | Hook, Steven, CBC-8 | Blue Cross Blue Shield Wisconsin |
| 262-523-3358 | steven.hook@bcbswi.com | |
| Waukesha | Mazola, Michelle, CBC-8 | Blue Cross Blue Shield Wisconsin |
| 262-523-3343 | michelle.mazola@bcbswi.com | |
| Waukesha | Richards, Dennis, CBC-8 | Anthem |
| 262-443-8066 | dennis.richards@anthem.com | |
| Waukesha | Thorpe, Colin | Anthem |
| 262-523-2427 | colin.thorpe@anthem.com | |
| Waukesha | Wiederhold, Wendy, CBC-8 | Anthem |
| 262-208-6720 | wendy.wiederhold@anthem.com | |
Wausau |
Niesl, Sarah J., CBC |
Benefit Concepts |
715-845-3557 |
||
| Wauwatosa | Boncher, LizC CBC-8 |
Anthem |
| 262-523-4829 | liz.boncher@anthem.com | |
| West Allis | Cerfus, Rachel T., CBC-8 | Anthem |
| 414-350-8281 | rachel.cerfus@anthem.com | |
| West Allis | Lutz-Cieslewicz, Marianne, CBC-8 | 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