A boutique
benefits experience
A boutique
benefits experience
Curious about the people behind our boutique experience?
Meet those who make the difference.
As Associate Director of Client Solutions, Annette Thomson coordinates the implementation and ongoing performance of all client HRIS and benefits administration programs. She and the Client Solutions team manage the benefits backend data so that clients can focus on what their workforce needs.
Managing all of this data is a complicated and interconnected process that involves information moving smoothly across multiple networks and databases. Annette and the Client Solutions team are experts at handling the myriad updates required, especially during open enrollment season. She works diligently behind the scenes to ensure that these programs are accurate, so employees see no disruption in their enrollment experience.
She works with clients from setup through implementation to overall system maintenance when each renewal restarts the process of configuring benefits data. She troubleshoots errors with regular testing and provides oversight for issue resolution when the Client Solutions team needs escalated support for client concerns. Part of Client Solutions’ brief is to provide consistent communication with employees on eligibility, life events, dependent verification, and other elements of enrollment that HRIS programs aggregate for employers.
Annette ensures that all of our clients’ benefits administration platforms are structured accurately, and all data is integrated appropriately. Her prowess in the area comes from her more than 20 years of human resources experience with 19 years in health and welfare benefits administration.
When she’s not busy with her benefits administration work, Annette thinks the best plan is having no plans at all. Her dessert of choice is anything chocolate and she credits reading books on different Asian American cultures with providing more insight into the history of the United States.
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Annette works with clients from setup through implementation to system maintenance and escalated issue resolution.
I love spending time at home with my family just relaxing together on the weekend. It’s really important right now as my eldest gets ready for college and everything is such a rush during the week. So, we wake up on a Sunday when there are no activities. We make breakfast together, go to church and then come back and spend time together around the house.
Doing a Boston college tour with the entire family and making a vacation out of it. We went in February and just had so much fun. We visited the Little Italy area and ate at some amazing restaurants. My daughter had learned all of this stuff about Boston, so she wanted to check out the different landmarks. One of the things that my husband and I have always wanted to do is visit a diner that’s been featured on the Food Network’s Diners, Drive-Ins and Dives and so we just happened upon one. Guy Fieri had been there, and it was just really cool to be able to do that!
Founder and Chief People Advisor
Trusted HR Synergies, LLC
Amanda holds dual-Bachelor’s degrees in Human Resources (HR) Management and Computer Systems and has more than 20 years of HR practitioner experience in-house and as a consultant for the last ten years. Her consulting experience includes supporting start-ups to 500 employees, nationwide and internationally, across all industries and supporting everything from the day-to-day people functions to strategic advising for executives and Boards.
Amanda brings a strong passion for helping organizations streamline processes, remain compliant, and she takes pride in viewing all matters through the lens of all involved. Amanda aims to place the “human” in Human Resources through her white glove approach. Understanding the why (a.k.a. “know”) versus providing “no” without a solution, is what sets her aside from other HR professionals.
Vice President, Finance – American Contracting and Environmental Services
Jeff Litwin has been with American Contracting & Environmental Services Inc. for over 17 years. During his tenure, he has held positions in estimating, preconstruction and has held his current role as VP of Finance for the last 3+ Years. In his current role, Jeff oversees all accounting and finance functions of the company, while still staying heavily involved in operations through his guidance in the preconstruction department. Jeff was a key contributor during ACE’s transition from a fully funded insurance model to self-funded in 2023 and maintains a strong interest in the company’s healthcare setup.
Senior Account Manager
Corporate Synergies
Alexis Holdcroft provides account management support and supervises day-to-day program deliverables for clients serviced by the Corporate Synergies Bethesda, Maryland, regional office.
She assists in the development of health and welfare benefits programs based on needs analysis, budget forecasting and detailed contract comparisons. She draws upon her human resources and account management background to deliver exceptional client service.
Prior to joining Corporate Synergies, she was an Account Executive for SET SEG, where she specialized in employee benefits for Michigan public schools. Previously she was an HR Coordinator for SET SEG Insurance Services Agency, where she handled benefits and ADP administration, recruitment, policy administration and new-hire orientation.
Alexis earned a Bachelor of Science degree in Human Resources from Michigan State University. She holds a Life and Health Insurance license.
RHU Senior Vice President
Corporate Synergies
After initially launching his career with MetLife in 1993, John Crable soon joined the brokerage and consulting firm Corporate Dynamics, the predecessor to Corporate Synergies formally established in 2003.
John is a lead consultant to a broad array of organizations across all industries from private and public sector companies to non-profit organizations and associations; expertly aiding in the negotiation, design, implementation and servicing of their employee benefits programs. He has a particular talent for reducing employer costs through diligent carrier negotiations and identifying creative funding strategies, while helping an organization maintain high- value, comprehensive healthcare solutions. Web MD, RWJ Barnabas Health, H&M, The Barnes Foundation, Celgene, Sharp Electronics, Einstein Health System, Rhodia, IKEA, Wellpath, NVR homes and Carrington Mortgage represent several of the employers John has partnered with over the years.
John currently sits on the broker advisory board for Cigna. He is also proud to serve as Chair of the Corporate Executive Board of The Philadelphia Museum of Art and regularly volunteers as a mentor to at-risk youth at Urban Promise in Camden, New Jersey.
Regional Vice President of Account Management
Corporate Synergies
Managing Director, Pharmacy Advisory Services
Optum Advisory
As a pharmacist by background, Dr. Sullivan is a seasoned managed healthcare executive with extensive experience in employer group strategy, drug pricing, pharmacy benefit management and network operations. He is an expert at leading high-impact pharmacy programs balancing affordability, access, and clinical value for health plans, employers and patients. Dr. Sullivan helped craft competitive offerings across the spectrum of fully insured to large self-funded employers, and everything in between. Having held leadership roles in the health insurance and pharmacy benefit space for over 15 years, currently, Dr. Sullivan leads the Pharmacy Advisory Services for Optum Advisory as Managing Director.
Coming Soon
National Executive at Imagine360
Matt McCuen is an industry veteran, with over 30 years of experience in the self-funded space.
As the National Marketing Executive for Imagine360, Matt works with self-funded employers across the nation to improve the benefits they offer to their employees and families.
Imagine360 is the leading provider of employer-sponsored health plan solutions that deliver deep cost savings and concierge member support. Leveraging 50+ years of expertise, Imagine360’s solutions combine the financial benefits of reference-based pricing, best-in-class member support, and health plan administration.
CEO of Rx Valet
Greg Santulli is the CEO and Co-Founder of Rx Valet, an industry leading Pharmacy Cost Savings company. Greg has over 30 years of experience in healthcare and pharmacy. His leadership has positioned Rx Valet as the one of the leading providers of Pharmacy Cost Containment, low-cost access to medications and a successful pharmacy benefit manager. His company’s approach is to engage all parties involved to provide unprecedented results.
VP Wealth Advisor at Advus Partners
Mitchell has innovation in his bones. He understands the unique challenges and circumstances clients face in their financial lives, and is passionate about discovering new ways his family firm can help serve a changing investor and investment marketplace.
As an investment specialist, Mitchell sits on the Advus’ investment committee. He also is responsible for assisting in the firm’s qualitative and quantitative due diligence process and contributing to the research on capital markets and global economic conditions. His knowledge base in investments provides him with a strong foundation to help answer client questions and navigate issues with their portfolio. As he spends more time with clients, Mitchell understands the importance of achieving goals and has expanded his knowledge, skills and approach beyond investments to encompass holistic financial planning.
President of Align Risk Solutions
Andy is the President of Align Risk Solutions. Prior to the formation of Align, Andy served as General Counsel to the Captive Insurance Division for the Tennessee Department of Commerce and Insurance. He began his legal career with the Mississippi Insurance Department and in private practice. He is a licensed attorney (in both Tennessee and Mississippi) and holds the Associate in Captive Insurance designation. Andy is very active in various captive insurance associations, currently serving as the President of the Tennessee Captive Insurance Association. Andy is a graduate of Mississippi State University where he received a BBA and MBA, and he earned his law degree from the University of Mississippi. During the feasibility and formation phases of Align’s process, Andy is involved in all regulatory, business plan and application functions. Ongoing, Andy is responsible for corporate governance, regulatory matters, and client relationships.
President/CEO – Advus Fincancial Partners
Andrew has always been fascinated by complex things. The more complicated something is, the more he wants to understand it and fix it. From applying technology to solve business problems to working with plan sponsors to untangle complicated situations, he thrives on finding efficient and effective solutions.
Andrew oversees the operations of Advus, translating the firm’s vision and objectives into actionable processes. His responsibilities encompass technology solutions, business processes, service standards and human resources. He also is directly responsible for the retirement plan division and settingits strategic direction.
Andrew specializes in the qualified retirement plan aspect of the Advus business. Throughout his career, he has worked with retirement plans in a variety of different capacities. He began his career as an intern at Advus (formerly LAMCO Advisory Services, Inc.) assisting with compliance testing. He then spent several years working on platform conversions for retirement plans before moving into his present consulting role. Within the retirement plan space, he specializes in complex plan situations including plan mergers, spinoffs, complex regulatory audits, M&A activity and error corrections.
