NAABC: National Association of Alternative Benefit ConsultantsProviding formal support and education to those agents who are or who wish to become active in the consumer driven health plan and self-funding markets.

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

www.group-health.com/

 

Appleton

Lochner, John, CBC, ACBC

Don F. Jabas Agency

 

920-731-0400

www.donfjabas.com

 
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

www.jabasgroup.com

 

Appleton 

Ulness, John E., CBC

Benefit Options
 

920-735-2852

john@benefitoptions123.com

 
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

www.ebasllc.com

 

Ellsworth

King, Allyssa, CBC

Employee Benefits Administration Services. LLC

 

715-495-8902

Ally.king@ebasllc.com

 

Ellsworth

Lawton, Nicholas, CBC, ACBC

Compass Financial Services
 

715-273-5039

nick@compassfs.com

 
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

eanfin@netzero.net

 
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

www.hierl.com

 

Fon du Lac

Jaeger, Mary

Hierl Insurance

 

920-921-5921

mjaeger@hierl.com

 

Fon du Lac

McClone, Pat

 
 

920-929-8245

pmcclone@mcclone.com

 
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 

 jim@benefitoptionsinc.com

 
Green Bay Nelson, Tera, CBC-8 CMS Insurance
  920-737-9756 tnelson@cmsins.com
 

Hudson

Kerr, Pamela, CBC

 
 

651-214-4260

pjkerr@sbcglobal.net

 
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

bfarley@pekininsurance.com

 

Madison

Gevelinger, Robert G.

Ameritas Group

 

888-895-7800

rgevelinger@ameritasgroup.com

 

Madison

Luker, Thomas

TLC Plan Services

 

888-852-7526

tlc@chorus.net

 

McFarland

Freeland, Richard, CBC

 
 

608-838-0605

Rfreeland1@aol.com

 

Medford

Hedlund, Brian L., CBC, ACBC

 
 

715-748-4213

brisnhed@tds.net

 

Menomonee

Beck, Ralph B.

 

 

262-951-2742

beck@haman.com

 
Menomonee Mickola, Michael, CBC-8 Blue Cross Blue Shield Wisconsin
  262-523-3391 micheal.mickola@bcbswi.com
 

Mequon

Shah, Kamal K.

 

 

262-241-1700

Knk@insurer.com

 
Pewaukee Natarelli, Krista, CBC-8 Anthem
  262-613-1413 krista.natarelli@anthem.com
 

River Falls

Iverson, Robert J., CBC

 
 

715-426-7817

bob@summit-benefit.com

 

St Croix Fallsv

Bulman, Carol, CBC, ACBC

 
 

715-483-2318

cbulman@theriverbank.com

 

Sheboygan

Hoewisch, Kirk

HSA Bank

 

800-357-6246

www.msabank.com

 

Sheboygan

Lorenz, Timothy, CBC

AIM Group

 

920-457-2911

timaim@intella.net

 

Sheboygan

O’Boyle, Jesse

AIM Group

 

920-457-9112

aimgroup@intella.net

 

Sheboygan

Prudowsky, Mark H.

Consumer Driven Healthcare Planning, Inc.

 

920-287-2531

cdhpinc@yahoo.com

 

Spooner

Heim, James D., CBC

 
 

715-635-8861

jdheim@centurytel.net

 
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

sarah@benefit-concepts.net

 
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

kmccann@networkusa.net

 

Fort Collins, CO

Long, Wiley P., III, CBC

HSA for America

 

866-254-5121

http://www.health--savings--accounts.com

 

Harvard, IL

Berntsen, Carl

 

 

815-477-6655

 

 

Hudson, MN

Keaveny, Patrick

 

 

612-844-0039

Pkeaveny@Bigplanet.com

 

Lafayette, CA

Lee, Ernie

Benefit Administrators

 

888-HSA-1997

www.hsa.net

 

Libertyville, IL

Rupsch, Patrick

 

 

847-309-1660

 

 

Lilburn, GA

Lucisano, Robert  

 

 

770-935-6634

Rlucisano@aol.com

 

Overland Park, KS

Rodney, Jay

 

 

888-367-6727

www.MSAver.com

 

Rockford, IL

Holt, Bruna A.

 

 

815-229-5739

 

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