In 2019 Connor & Gallagher OneSource earned the distinction of being ranked one of the Best Places to Work in Insurance by Business Insurance. Talent is one of the greatest assets you could have in the insurance industry, and we have no shortage of it here.
Graduated from Illinois State University with a Bachelor of Science in Occupational Safety and Business Administration. I remain an active supporter of the Katie School of Insurance at Illinois State.
40 years of experience in the Commercial Insurance space. The last 23 years as President of Connor & Gallagher OneSource.
Large Commercial Risk Management and placement. Specific concentrations in Loss Sensitive Workers Compensation and Large Property exposures.
Spending time with friends and family. Love my lake time, golf, traveling and being a St. Louis Cardinals baseball fan. Most of all I am inspired by watching those I have mentored become industry professionals and leaders in our field.
Graduated from Xavier University with a Bachelor of Science in Finance and Marketing.
I started in the insurance business on the company side working as an underwriter for the first 6 years of my career. I then moved to the agency side and joined Connor & Gallagher OneSource as a partner in 2003.
Along with managing my own book of business, I manage all of the Property and Casualty sales staff.
Outside of work I enjoy fishing, playing golf, and spending time with my family.
Bachelor of Science degree in 1981 from Illinois State University. I am licensed in Property, Casualty, Life & Health Insurance in the state of Illinois.
I have been working in Commercial Lines business insurance since 1981. In 1997 Tom Connor and I started Connor & Gallagher Insurance Services (now called Connor & Gallagher OneSource) and have been fortunate enough to see it grow from the two of us to a staff of over 80 qualified insurance professionals today.
In addition to my management responsibilities at Connor & Gallagher OneSource, I am still involved in managing my own book of commercial lines Property and Casualty business. I have customers that have had their insurance coverage placed through me going back to the early 1980s. I very much appreciate and value these long-term relationships and make sure that I am always there to serve my customers’ needs.
My wife and I have been married for over 35 years. We have 5 grown children that we are very proud of. We have a family summer home in southwest Michigan. I enjoy spending as much time as I can at the summer home with my family and friends.
Graduated from Wheaton College in 2003 with a Bachelor of Arts degree. I majored in Political Science and received a minor in Economics. I have my Life & Health License as well as my Series 6, 63, and 65 securities licenses.
I have been an Employee Benefits Consultant since graduating from Wheaton College. In 2005, I was hired to be the Employee Benefits Practice Leader of Connor & Gallagher OneSource and since that time
In addition to my management responsibilities at Connor & Gallagher OneSource, I am still involved in managing my own book of employee benefits and retirement planning business. I’m passionate about helping businesses transition from fully insured to self-funded health insurance and helping them implement strategies that take advantage of the flexibility that funding arrangement offers. I’m also well versed in helping businesses optimize their retirement plan by reducing costs, helping employers meet their fiduciary requirements and educating employees so they can successfully save for retirement.
My wife Celeste and I have been married
Graduated from Illinois State University with a BS in Economics. My insurance designations include CRIS (Construction Risk Insurance Specialist) and CLCS (Commercial Lines Coverage Specialist).
After college I’ve worked in the steel, paper, dairy distribution and construction industries.
I specialize in insuring real estate, construction, private equity/ M&A due diligence, distributors and manufacturers both domestically and internationally.
Married to my wife Laura for over 30 years, 2 children and a grandson. Outside of work we enjoy sailing on Lake Michigan, traveling and searching for new hidden gem restaurants.
Licensed in Property, Casualty, Life and Health Insurance. Insurance industry continuing education courses completed annually.
I’ve been a licensed insurance agent since 2000.
Competitively protecting and providing risk management to middle market businesses and companies including public entities.
Spending time with family, golfing and boating.
Graduated from Illinois State University. Majored in Finance with a minor in Insurance. I am continuously expanding my knowledge throughout many industries and applying that knowledge to my Insurance career. I consistently take continuing education classes specific to the ever evolving Insurance industry.
5 years of commercial insurance experience among corporate and independent agency.
Generalist with a large spectrum of capabilities suited to many industries and have target focus on the transportation, construction, distribution, and restaurant industries.
Staying active, spending time with family and friends, and being outdoors.
Graduated from Illinois State University and Brother Rice High School.
30 years of Property and Casualty Insurance, including 16 years at Connor & Gallagher OneSource.
Includes Elevator contractors, Captives, and Crane Operators.
Our lake house in Michigan, hacking up a golf course, and watching all sports, especially the World Champion Chicago Cubs!
I have been licensed in the Property & Casualty and Life & Health insurance business since 1987. Prior to entering into the insurance field, I owned and operated a family style restaurant for five years.
I understand the thin profit margins for businesses and strive to safeguard their valuable assets. I have protected the same customers for 20 plus years.
Mid to large level accounts in the manufacturing, technical, healthcare, life science and construction industries.
Working with new and current customers to understand their unique exposures; every operation is different. I like to spend my free time with family and friends, traveling and outdoor activities.
Graduated from Michigan State University with a Bachelor of Arts degree in Communication. Licensed in Life and Health insurance in Illinois.
Began as a health and benefits consultant in 2007.
Focused on meeting the needs of my customers, and creating long-term, results-driven strategies that manage claims and control costs.
My wife Kourtney and I reside in the South Loop. I enjoy fitness, traveling and watching Detroit and Michigan State sports.
Graduated from Rockhurst University in Kansas City, Missouri with a Bachelor of Science degree in business. I am licensed in property, casualty, life and health insurance.
35 years as a commercial insurance broker. Joined Connor & Gallagher OneSource in 2000.
Contracting, manufacturing, and property management.
Spending time with family and friends.
I graduated from Western Illinois University with a Bachelor of Science degree. I am licensed in Life and Health insurance and Property and Casualty.
I began my career out of college with the Prudential Insurance Company where I quickly grew my block of business in Group Health Insurance.
My strength is in working with companies who are struggling to control costs because of high claimants. My goal is to look over a 3-5 year time horizon with little to no increase in future premiums due to our proactive claim mitigation strategies.
My wife Marian and I have a daughter, Alessandra. We enjoy golfing, dining with friends, and we have a summer home in Lake Geneva, Wisconsin where we spend most of our summer weekends.
Graduated from Lewis University in Romeoville, Illinois with Bachelor of Arts degree in Business. Licensed in Property and Casualty insurance in Illinois. Member of Society of Certified Insurance Counselors.
Over 20 years in Commercial insurance marketing experience.
Marketing of commercial business including negotiations with insurance carriers and qualifying risks that provide the best opportunities.
Spending time outdoors, watching sports and warm weather travel.
Property & Casualty Insurance License for Illinois, Real Estate Brokers License for Illinois
Over 25 years working in the commercial insurance industry and risk management
Marketing mid to large size commercial accounts
Spending time with family and friends, planning vacations, gardening, and reading
Licensed in Property & Casualty with a Commercial Lines Coverage Specialist
14 years of commercial insurance experience.
New business and renewal marketing, bonds and certificates of insurance and every aspect of the renewal process.
Volunteering at my local animal shelter, shopping, traveling, concerts, and spending time with my family and friends.
Licensed in Property and Casualty Insurance.
29 years of commercial insurance experience in a role of a customer service representative and account manager.
Marketing mid-large size commercial accounts
Spending time with family, especially my grandsons, watching my son play baseball and spending weekends at Lake Carroll.
Graduated from University of Illinois/Chicago with a Bachelor of Science Degree in Business. Licensed in Property and Casualty insurance.
Working in the insurance industry for over 30 years. About 12 years of that were on the insurance carrier side with time spent in both Commercial and Personal lines. I then transitioned to the Agency side and have been working in Commercial lines ever since.
Commercial lines marketing, servicing and claims assistance.
Reading, cooking/baking and taking walks.
Attended Moraine Valley Community College. Licensed in life and health insurance.
I began my career in Human Resources. I most enjoyed the area of employee benefits and focused on that path. I have been in the industry for 16 years and love being an Escalated Claims Resolution Specialist at CGO.
Claims resolution (nicknamed the “pit-bull” of our department); my position is both challenging and rewarding, but I most enjoy the interaction with our clients and helping their employees with claim issues. I oversee our COBRA department at CGO and assist in office management when needed. Can bake a mean pan of brownies and love to share them with my co-workers!
I love to cook/bake for my family and friends, enjoy canvas painting, crafting, watching the Cubs baseball games with my husband, traveling with our grown children.
Graduated in 1982 from DePaul University with a Bachelor of Science degree in Business Administration and Marketing. I am licensed in Life & Health Insurance and Property & Casualty in the state of Illinois.
I started my insurance career in 1984 working in Metropolitan Life’s Group Benefits Department and since then I have spent the majority of my career consulting for employers in the middle market segment.
I am a consultant in the Employee Benefits Division at Connor & Gallagher OneSource and I am responsible for business development and account management. I provide consultation on employer-sponsored group benefit programs, design wellness programs and assist employers with understanding and implementing Healthcare Reform requirements.
I enjoy spending time with my wife, four daughters, five grandchildren and when time permits I have been known to take in a round of golf. I am currently a member of the Board of Advisors for Catholic Charities as well as the former President of the Board of Directors for Metropolitan Family Services Southwest.
Licensed in Life and Health Insurance.
9 years of Employee Benefits experience.
Manages the timeline and completes projects for your employee benefits program. Responds to daily customer service requests via emails and phone calls. Gathers market data in developing renewal presentations.
Spending time with family and friends. Enjoy watching sports.
Attended Elgin Community College.
I began my career working in the financial industry for 9 years. I decided to transition my skills into the insurance world and now have 4 years of experience in employee benefits.
COBRA Specialist; my position is a fast-paced and professional environment. I perform COBRA day to day activities such as collect monthly premium payments from participants, process COBRA elections by reinstating coverages with multiple carriers and handle open enrollment for participants that are currently enrolled.
My favorite hobbies are to spend time with my family and friends, travel, and play in my baseball league in the summer.
Licensed in Property and Casualty Insurance.
18 years in Commercial Insurance.
Responsible for the day-to-day dissemination of documents and information relative to the client service processes.
Spending time with family and friends.
Licensed in Property & Casualty, Bachelors of Science in Business Management and concentration in Human Resources Management from Illinois State University.
8 years of Commercial Insurance experience and 16 years of Customer Service experience.
Commercial business insurance coverages and customer account management.
Watching my children grow up, spending time with family, listening to music, and watching the Cubs.
Graduated from Calvin College in Grand Rapids, Michigan with a Bachelor of Arts degree in Business with a concentration in Human Resources and Minor in Psychology. Licensed in Property & Casualty, Life, and Health insurance.
9 years of insurance marketing experience.
Email marketing, website, graphic design, inbound marketing, marketing automation, social media, advertising, blogging, branding, SEO, event planning and hosting.
Spending time with family and friends, traveling and exploring new places, avid Chicago sports fan, into self-improvement and audio books.
Graduated from Harper College in Palatine, Illinois. Licensed in Property & Casualty Insurance in Illinois.
17 years Insurance experience.
I have developed expertise in wood products, elevator/lift contractors, and manufacturing. I have tailored insurance programs that work both locally and on a nationwide level.
I currently live in Hoffman Estates with my wife Noel. We are big sports fans and in our down time are huge movie buffs.
I graduated from Northern Illinois University with a bachelor’s degree in Economics and earned the designation of Accredited Investment Fiduciary (AIF®) from the Center of Fiduciary Studies. I am a member of the National Association of Plan Advisors (NAPA), and earned the Certified Plan Fiduciary Advisor (CFPA) designation from NAPA in 2017. I hold FINRA Series 7 and 66 Licenses, as well as Illinois Life and Health Insurance Licenses.
I was recently selected to join a group of colleagues from across the country to represent the National Association of Plan Advisors. During this trip, I met with members of Congress on Capitol Hill to advocate for the retirement plan industry, and the plan participants served by Connor & Gallagher OneSource.
I began working in the financial services industry for a national 401(k) provider in 2008. Since then, I have managed my own retirement plan consulting practice, and helped manage the retirement plan division at Wintrust Wealth Management. I joined Connor & Gallagher OneSource in 2016 as the Retirement Plan Practice Leader. Over my career, I have consulted with over 500 companies and helped thousands of plan participants prepare for retirement.
I focus on plan design, service provider selection, fee management, fiduciary oversight and developing employee financial education programs. I was recognized as one of the National Association of Plan Advisors (NAPA)’s Young Guns – Top Plan Advisors under 40 in 2017 and 2019. NAPA has also recognized Connor & Gallagher OneSource as a Top DC Advisor Team in 2018 and 2019, and I was selected by the Financial Times as a top 401(k) advisor in 2019. I have joined a select group of colleagues from across the country to represent the National Association of Plan Advisors in Washington D.C. During this trip, I met with members of Congress on Capitol Hill to advocate for the retirement plan industry, and the plan participants served by Connor & Gallagher OneSource.
I recently moved to Batavia, IL with my wife Beth and two children. We love traveling and discovering new food. I also enjoy golfing and homebrewing craft beer.
Graduated from Carthage College in Kenosha, Wisconsin with a degree in Business Administration and Marketing. Licensed in Property and Casualty along with Life and Health Insurance in Illinois.
Over 30 years in Insurance, the last 20+ years with Connor & Gallagher OneSource.
Property and Casualty Insurance Producer that handles middle market size accounts – employee size of 25-200.
Spending time with my family and watching my kids grow into adulthood. Playing golf and watching Blackhawks games and Tennis with my wife. Making people laugh.
While my formal education was a Bachelor of Arts Degree in Finance at Arizona State University, I learned the most being an Entrepreneur. Starting two companies from nothing has provided “hands-on learning” in Human Resources, Sales, Marketing and Operations. But above all, it has taught me perseverance.
Eighteen years of strategic business planning, finance, merger & acquisition, fiduciary responsibility, leadership, sales, client service and system administration.
Change Management, Implementation of Human Resource Information Systems, Technology Evaluation, Communication, Team Building, System Integration, Payroll, Time and Attendance, 401(k) Administration,
Laughing with my wife and two children, physical activity, golf, downhill skiing, biking and a great challenge.
I have a Bachelor of Science degree in Accounting and Master of Science degree in Accounting (MSA) from Keller Graduate School of Management. Licensed in Life and Health insurance in Illinois.
12+ years of group employee benefits experience in the mid-size and large market segments specializing in alternative funding arrangements.
Group health, life & disability insurance, compliance, cost & claim analysis.
I enjoy spending time with my family & friends, cheering for my Chicago sports teams and vacationing in tropical destinations.
Graduated from Northern Illinois University with a Bachelor of Arts degree in Economics. Licensed in Life and Health insurance in Illinois.
8 years’ experience as a financial analyst in both investments and insurance.
Marketing, claims analysis, financial strategy, and translating complicated numbers into terms that facilitate clients’ decision making.
I’m an avid NBA fan and I love Chicago. I enjoy traveling, overeating and making the most possible out of every day.
Graduated from Illinois State University with Bachelor of Science in Finance. Licensed in Life, Health, Property, and Casualty insurance in Illinois.
I began my career in 2015 as a Benefits Account Manager. In 2017, I transitioned into a Benefits Consultant role and in 2018 I added Human Resource technology to my line of work. Since then I have been helping employers implement cost-containment strategies for their benefits and wellness packages, as well as implement Human Resource Information Systems to help them manage their workforce, attract and retain talent, and reduce errors and unnecessary expenses.
Employee Benefits Funding Strategies (Fully Insured, Self-Funded, Level Funded Plans), Group Medical, Ancillary and Worksite Voluntary Benefits, Human Resource Technology, Cost-Containment Strategies, Population Health Management, Compliance, Client Service, Account Management, Employee Education, Benefits Administration Systems
Spending time with family and friends, spoiling my two rescue dogs, staying active, restaurant patios in the summertime, and trying new things.
Graduated from University of Illinois at Champaign-Urbana. Property and Casualty Insurance License for Illinois
17 years of commercial insurance experience.
Marketing mid to large size commercial accounts.
Enjoy spending time with my family and friends, cooking, and baking.
Graduated from Harper College in Palatine, Illinois with a Degree in Early Childhood Education.
2 years as an ACA Reporting Specialist, 10 years in the insurance industry.
ACA Reporting – processes & procedures, Q&A, 1095C Filings.
Spending time with family, watching sports with friends and reading.
I’m a former student at DeVry University and Chicago State.
Twenty years’ experience in compensation processing.
Payroll system configuration, time and attendance, garnishments, employee self-service and team building.
Volunteering at church, spending time with family and friends, traveling and "Grey’s Anatomy."
Graduated from The Illinois Institute of Art – Schaumburg with a Bachelor’s Degree in Marketing and Management.
Interned with Connor & Gallagher OneSource, now working full-time in Benefits Administration.
Benefit administration and open enrollment tracking.
Spending time at home with my dogs and family and going to Chicago Blackhawks games.
Graduated from Benedictine University in Lisle, IL with a Bachelor of Science degree in Information Systems. Licensed in Life and Health Insurance. Certified Enrollment Specialist.
17 years of employee benefits experience. Prior to joining CGO I spent 12 years at an ancillary insurance carrier: Guardian Life Insurance Company.
Account management, customer service, renewal processing, rate negotiations, ACA reporting and compliance.
Golfing, going to the movies, playing cards with friends, cheering on the Chicago White Sox and Notre Dame Football.
Graduated from Northwestern University with Bachelor of Science degree in Economics. Licensed in Life and Health insurance in Illinois.
Employee benefits professional with over 25 years of experience in employee group benefits with a focus on account management. Background includes design and implementation of a comprehensive range of health and welfare benefits including medical, dental, vision, life, disability and voluntary product offerings.
Serving as a liaison between markets and clients and responsible for the day-to-day management of client’s benefit plans. I specialize in marketing and implementing group coverages which include fully-insured and self-funded programs, renewal negotiations, managing open enrollments and keeping clients up to date with government compliance.
Spending time with family and friends, traveling, Chicago Cubs.
Licensed in Property, Casualty, Life and Health in the state of IL.
8 years of experience in the Insurance Industry.
Online carrier rating, customer service, certificates of insurance, invoices and billing inquiries.
Traveling, learning new things and spending time with friends and family.
Graduated from the University of Illinois at Urbana-Champaign with Bachelor of Science in Community Health with concentrations in Health Planning and Administration, Health Education and Promotion, and Rehabilitation and Disability Services. I have been licensed in Life and Health Insurance since 2017.
3+ years working with small and mid-market group in a variety of industries.
Account management, customer service, employee education and renewal processing.
running, golfing, music, and spending time with family and friends. Also, watching my Cubs, Blackhawks, and Packers!
I graduated magna cum laude with a B.S. in Accounting from St. Xavier University.
5 years of Accounting and administrative management.
Accounting, HR and Retirement Plan administration, insurance carrier billing reconciliation.
Spending time with my five kids and volunteering for Ladder Up Chicago, an organization that provides free financial services to help families become more financially stable.
Graduated from Northern Illinois University with Bachelor of Science degree in Marketing. Licensed in Life and Health and Property and Casualty insurance in Illinois. Continue to expand my industry knowledge by attending industry specific educational seminars, webinars and reading the many legislative updates and briefs provided by various carrier and government entities.
30 plus years in both the carrier and brokerage space.
Employee Benefit plan design, funding arrangements, financial reporting, the Affordable Care Act and electronic enrollment technology.
Spending time with family and friends, yardwork, grilling, playing and watching golf as well as all of Chicago’s sports teams.
Associates’ Degree in Business Administration and Management. Licensed in Life & Health since 1995
27 years Employee Benefits experience.
Account management, customer service, employee education and presentations, claim reports and open enrollment meetings.
Huge Chicago Blackhawks Fan. Like travelling and spending time with family & friends.
Just learning the payroll business
I am new to the industry and anxious to learn
Event volunteering, primarily playing with kids during church events. I love playing basketball and soccer.
Graduated from Calvin University in Grand Rapids, Michigan with a Bachelor of Science degree in Accounting.
10 years of experience in accounting and financial analysis.
Financial reports and analysis, accounts payable/receivable and payroll.
Any time spent with my wife and four kids, playing and watching sports, craft beer and an occasional half-marathon.
Licensed in Property & Casualty Insurance since 1986. I attend and complete various continuing educations classes to stay up-to-date.
34 years’ experience on the agency side of the insurance business. Prior to that, I spent time in the banking industry.
Accounting, payroll, financial reporting and analysis, accounts payable/receiveable, time and attendance, billing, corporate budgeting, carrier statements/commissions, new employee onboarding and carrier administration.
Spending time with my close knit family and friends, attending local events and supporting local businesses.
Graduated from University of Illinois at Chicago with bachelor in political science. I have a property and casualty & life and health license.
I’ve been a licensed insurance agent since 2003.
I was offered a position at Connor & Gallagher Insurance Services (now called Connor & Gallagher OneSource) as a Property and Casualty Insurance consultant. Since then, I have become the program director for our exclusive municipal, pallet and bowling insurance program. Over the years, I have had the pleasure of watching and taking part in a true business success story. From the time I have started, I have watched CGO mold into one of the top brokerage firms in the nation.
I have a wife and two children. When I am not working, I spend most of my time with my children’s sports. They are very active in football, wrestling and baseball.
Graduated from Lewis University with a Bachelor’s degree in Business Administration. Licensed in Property and Casualty Insurance.
Over 18 years of experience in Commercial Lines Property and Casualty insurance.
Customer service and marketing renewal business for a wide variety of mid to large size commercial accounts.
I enjoy traveling, gardening and spending time with my friends and family including my husband of over 24 years and my 3 kids.
I graduated from Ball State University in 1999 with a Bachelor of Science degree in Geography. I am licensed in Property and Casualty in the state of Illinois.
I’ve been in the insurance industry since 2001.
Assisting clients with questions they have regarding their insurance needs.
I love reading, hiking and attending both my sons’ sporting events.
Graduated from College of DuPage with an Associate of Arts degree.
I have over 30 years of Payroll/HR experience focusing on Software System Support. I earned my Human Resources Information Professional (HRIP) Certification in 2010.
I have an extensive background in HRIS system project management, implementation and a full range of system functions focused on developing automated efficient processes.
I love animals, reading, traveling and being outdoors. My favorite thing to do is spend time with my family and friends.
Graduated from University of Wisconsin - LaCrosse in 1988 with a Bachelor’s Degree in Business Administration. Attained the Chartered Property & Casualty Underwriter (CPCU) designation and have been a licensed Property, Casualty, Life and Health producer for over 20 years.
I began my career in 1988 working for Cigna Insurance followed by St. Paul Fire & Marine Insurance. After having spent approximately 6 years on the carrier side of the business, I moved to the broker side of the business where I have spent the past 23 years.
Bringing value to clients by analyzing their exposures to loss and then implementing risk transfer/retention strategies, coupled with claims management and loss control services to effectively address clients’ specific needs. The value brought is based around experience, a comprehensive approach, and a focus on long term relationships with my clients.
My wife Pamela and I have been married for close to 30 years and are blessed to have 4 wonderful children. Outside of work, my interest include boating, gardening and spending time with my family.
Graduated from Ball State University with a Bachelor of Science degree in Management/ Human Resources. I have been certified as a Senior Professional in Human Resources (SPHR) since 1996 and a SHRM Senior Certified Professional (SHRM-SCP) since 2015.
I have been working in Human Resources for over 30 years, with experience at multi-site, domestic and international organizations. I have ben involved in policy and procedure development, performance management, talent acquisition , compensation development, employee relations, training and a host of other HR areas.
As part of CGO’s Human Resources Consulting Services, I work with clients on their HR needs including employee handbook creation and updates, supervisory training, separation consulting and execution, recruiting support and unemployment hearing support.
I enjoy traveling with my husband Rick, reading and attending Broadway in Chicago plays. I also volunteer with an animal rescue group working at their kennel, taking dogs to the veterinarian and administering medications. Anyone looking for a dog or cat, I know where there are many looking for their forever homes.
Graduated in 2010 from Westmont College, in Santa Barbara, CA with a Bachelor of Arts degree in Communications Studies. In 2012, I graduated from North Central College In Naperville, IL with a Master of Arts in Leadership Studies. I followed that by becoming a certified tennis professional in 2013 by the PTR. I am licensed in Property and Casualty Insurance in the state of Illinois.
I began working in Commercial Lines business insurance in the summer of 2017 after spending 8 years in the non-profit world mostly fundraising.
Property. Rental Communities. Manufacturing. Sports and Recreation. Non-Profits. Professional Liability/E&O.
My wife Meghan and I have been married for 10 years. We have 3 little ones that we adore and run us all over the place. We are heavily involved at our church, One Line Church, as well as a few local and international non-profit organizations. I play a lot of tennis and enjoy watching and participating in all sports. We love spending time with our extended families and friends, and Meghan owns a salon called J&M Hair Studio in Naperville.
After spending time in Military Intelligence and the 12th Special Forces Group, I graduated in 1992 from Miami University in Ohio with a Bachelor degree in International Studies. I am licensed in Life & Health Insurance in the state of Illinois and several other states and my Series 6, 7 & 63 FINRA securities registrations are held through LPL Financial.
I started in the financial industry in 1992 as an insurance agent and registered rep and then worked as a private wealth manager prior to working exclusively with corporate retirement plans in 2008. I have been working in the qualified retirement plan business since 2008 with Sumitomo Life and most recently with Marsh & McLennan Agency. I am thrilled to have joined Connor & Gallagher in early 2018. I am a member of the National Association of Plan Advisors.
In addition to the domestic corporate retirement plans that I support, I have many years of working with Japanese companies doing business here in the USA. I very much appreciate and value the long-term business relationships that I have developed and make sure that I am always attentive to my clients’ needs. As an Accredited Investment Fiduciary (AIF) and Certified Plan Fiduciary Advisor (CPFA) I put a great deal of emphasis on educating my clients about their fiduciary responsibilities not only to the 401(k) plan but also to its participants. My specialties include plan design, fiduciary and participant education and relationship management.
My wife and I have been married for over 11 years. We have 1 daughter that we are very proud of. We love to travel and have a family summer home in Minnesota. I enjoy fishing, boating and golf and spending as much time as I can at the summer home with my family.
I graduated from the University of Illinois at Urbana-Champaign with a Bachelor of Science in Community Health with a concentration in Rehabilitation and Disability Studies. I hold designations as a Certified Health Education Specialist (CHES) through the National Commission for Health Education Credentialing and a Certified Worksite Wellness Specialist (CWWS) designation through the National Wellness Institute. Additionally, I am licensed in Life and Health Insurance in the state of Illinois.
Employee Wellness & Benefits professional with over 7 years of experience in designing and implementing comprehensive wellness strategies that continuously engage organizations to develop and sustain a culture of health & well-being.
Population Health Management Strategies, Health Education & Promotion, Risk Management, Compliance and Dedicated Client Support.
Spontaneous weekend getaways, being on the water, piers & beaches, training for my upcoming triathlon, cooking and baking.
Graduated in 2017 from Illinois State University with a Bachelor of Science in Human Resource Management. I have been a Certified HR Professional since 2019.
2 years of wide-ranging HR experience. 4+ years in Customer Service.
Benefits Administration, Payroll, 401(k) Administration, Employee Relations & Training.
Spending time with friends and family & volunteering for the Les Turner ALS Foundation.
Associate Degree in Applied Science. Licensed in Life and Health Insurance since 1999.
Have been working in the insurance industry since 1998. Worked for 9 years as the Regional Plan Director for a small Limited Health Service Organization. In 2007 I took a position with The Guardian Life Insurance as an Account Manager. At Guardian I managed 100+ accounts. In 2015, I took a role as a Benefit Counselor. In this position, I was able to craft and determine appropriate enrollment strategies to maximize effectiveness of enrollment meetings. I also supported the sales growth in 4 Midwest states.
I enjoy spending time with family. My husband and I have been married for 27 years and have 3 boys 2 of them are grown adults and our dog Uno. We enjoy all sorts of outdoor activities such as camping and enjoy hosting summer pool parties at our home.
2011 graduate of the Katie School of Insurance & Financial Services at Illinois State University with a Bachelor of Science degree in Insurance.
Upon graduation I spent six years as an underwriter for a large national as well as a specialty commercial carrier, prior to joining the team at Connor & Gallagher OneSource.
With a strong technical knowledge drawn from years as a commercial insurance lines underwriter, I have helped clients across a wide range of industries. Some of these industries include: manufacturing, warehousing, distribution, construction, machining, hospitality, and realty. I consult businesses in these industries on how to be covered properly and competitively.
I enjoy traveling to see and experience new places and cultures, time with my family especially at our lake house, time with friends, music, and Chicago sports.
I am licensed in Property, Casualty, Life & Health Insurance in the State of Illinois.
20 years of combined experience in commercial insurance and risk management.
Commercial business insurance, contractual risk transfer, account management and customer service.
My husband and I enjoy traveling, watching the cubs and spending time with our grown children and grandchildren.
Graduate of North Central College in Naperville, Illinois with a Bachelor of Arts degree in Business Management. Licensed in Life and Health Insurance in Illinois. Constantly expanding my base of industry knowledge.
Seasoned entrepreneur, business consultant and senior sales executive.
Partnering with businesses in the development of Employee Benefit Strategic Plans, with an emphasis on cost containment.
Adventures with family and friends, vintage autos, motorcycles, music, fine dining, collecting wine and traveling.
I attended Millersville University in Millersville, PA. My certifications include, SQL, Kronos Workforce Integration, Kronos Workforce Navigator, and Kronos Workforce Reporting.
Prior to joining CGO, I spent 13 working in Retail Support and Workforce Management for Ahold, USA.
I specialize in time and labor management systems, SQL Database Design, Customer Support, and SOX Reporting.
I enjoy playing with my dog, spending time with my family, and watching movies.
I graduated from Illinois Wesleyan University with a double major in Business Marketing and Hispanic Studies. I have been licensed in Life and Health Insurance since 2015.
I’ve spent 6 years in the broker world working on groups ranging from 20 employees all the way to 15,000 employees, and all with varying needs and complexities. I have a mix of industry experience, but have worked especially close to the healthcare practice and manufacturing industries.
Account Management, Employee Education, Client Service, Benefit Administration Systems, Compliance, Spanish Language Assistance
I love spending time with my pup, Remmie, boating on Tablerock Lake (whenever I can make it down to my parent’s home), traveling to new cities for short weekend trips, playing volleyball, and making new memories with my family and friends.
Graduated from North Central College with a B.A. in Marketing and a Minor in Communications. Professional licenses in Health and Life.
Prior to joining CGO, I spent roughly 10 years in the Human Resource technology consulting sector. I moved to the employee benefits and risk management consulting space over 5 years ago and have been enjoying it ever since. I love working with key executives at mid-size companies to maximize their human capital spend, so they can attract and retain the best employees in their industry. This allows them to position for growth and become a destination employer.
Employee Benefits, Group Medical, Ancillary and Voluntary Benefits, Different Funding Mechanisms (Fully-Insured, Self-Funded, Level Funding, HRA’s, etc), Human Capital Management, HR Technology, Wellness, and Healthcare Reform Compliance.
My wife, Leigh and I have been married for 15 years and have 4 wonderful kids together. I spend a lot of my free time either coaching or attending their various sporting events and love every minute of it. When I do get downtime, I enjoy watching movies, playing poker with friends, and enjoying whatever new craft IPA I can find.
Graduated in 2017 from Illinois State University with a Bachelors of Arts and Sciences in Spanish.
Eight years of customer service through previous employers. I started at CGO in 2018 as a benefits administrator, and just after a few months transitioned into an Account Management role focused on small to mid-market groups. At the start of 2020, I began my career as a benefits/HRIS consultant.
Employee Benefits, Group Medical, Ancillary and Voluntary Benefits, Benefit administration, account management, customer service, open enrollment tracking.
Spending time with family and friends, live music, reading, and sporting events.
Graduated from the University of Illinois with a Bachelor of Science degree in Computer Engineering. I received an MBA in Industrial Marketing from the University of Chicago. I hold two senior HR certifications: SPHR (Senior Professional Human Resources) and SHRM-SCP (Society of Human Resource Management Senior Certified Professional).
I have spent most of my career working in and around small businesses. I have started three companies from the ground up, and face business problems with an entrepreneurial and problem solving mindset. Connor & Gallagher acquired my company, Advantage Employment, in 2019 in order to enhance their Human Resource Consulting practice.
Human Resource management, compliance, employment operations, HR program analysis and audits. Solving business problems by applying ‘human’ resources and technical tools.
Traveling with my husband, experiencing new restaurants, wine tasting, reading, and being outside when the sun is shining! I have three kids in college who are busy enjoying life and launching careers of their own.
Northern Illinois University, Business Studies. Licensed in Property, Casualty, Life and Health since 1991.
Dedicated Insurance Professional for over 29 years.
Small business coverage specialist (SBCS). One-on-one approach to helping clients meet their insurance needs and providing uncompromising customer service.
Playing Golf, Spending time with family, traveling, and going to summer festivals.
I Graduated in 2006 from North Central College with a Bachelor of Science degree in Actuarial Science and Finance and passed 3 actuarial exams. I am licensed in Life & Health Insurance in the state of Illinois.
I have 15 years of experience in the Health & Benefits industry at both large national firms and smaller boutique consulting firms.
Throughout my career, I’ve specialized in driving client strategy through actionable data. I’ve worked on clients ranging from 50 lives up to 40,000 lives in various industries. I have an extensive background in underwriting, contribution modeling, stop loss, and analyzing cost containment solutions. My passion is a combination of process improvement and simplifying the financial experience for my clients.
I married my wife Melissa (and her entire Filipino family) back in 2010 and we have two boys, Nathan (Nate Dogg) and Mark (Marky). When I’m not chasing them around, I enjoy spending my time remodeling our home, gardening and camping.
Graduated from Southern Methodist University in Dallas, Texas with a Bachelor of Arts degree in Psychology.
20+ years customer service experience.
Benefit administration, customer service and open enrollment tracking.
International travel, trying new recipes, wine tasting and cheering on my Dallas Cowboys!
Graduated from The Ohio State University with a BA in Journalism.
I have 20+ years of Human Resources experience in corporate (financial services), professional services (law firm), and various small business environments. I have been working in a consulting and advisory role for small to mid-size businesses since 2007.
Recruiting, human resources management, compliance and audits, employee handbook creation and updates, performance management, employee relations.
My husband Dave and I have been married for over 30 years and we have two sons. I enjoy staying active, traveling to the beach whenever I can, spending time with family.
Over 21 years of experience in Customer Service. I was a Certified Chiropractic Assistant and Office Manager at Woodridge chiropractic before transitioning into the Accounting World. I enjoyed working as an Administrative Assistant/Billing and Collections Specialist for 4 years at an accounting firm in Naperville. I strive to create lasting relationships with our Retirement Plan clients as well as be a valuable resource for their plan participants.
Customer support and client relations.
Spending time with my husband of over 28 years and our three adult children. Two of which I have the pleasure of working with. Listening to live music, traveling and enjoying any outdoor activity are of few our favorite things to do as a Family.
Graduated from Northern Illinois University with a bachelor of Arts degree in Communications. I am licensed in property, casualty, life and heath insurance.
I have been working in commercial insurance since 2014. I have been working at Connor & Gallagher OneSource since 2019. Prior to insurance I worked at a small financial institution where I learned how to cultivate relationships and provide exemplary customer service.
I have worked with many different clients in many different industries including construction, manufacturing, distributing, restaurants, grocery stores, commercial real estate and many others.
My wife Melissa and I have been married almost 10 years. We have 2 amazing children that keep us busy. When I am not chasing the kids I enjoy sports, vacationing and spending time with my family & friends.
Graduated in 2013 from University of Wisconsin- La Crosse with a Bachelor of Science Degree in Finance and an Emphasis in Insurance and Risk Management. I have obtained the Chartered Property Casualty Underwriter (CPCU) and Associate in Claims (AIC) designations and I am licensed in Property and Casualty in the state of Illinois.
I have been in the Property and Casualty industry for 7 years. I have a unique understanding of the Property and Casualty insurance industry because of the significant time I have spent on the carrier side of the industry. I have worked for two insurers, Zurich and Pekin Insurance, specifically within the claims side of the industry.
I am the broker you want on your side when your company is going through a complex claim. I have significant experience in both first hand claims handling and the detection and investigation of insurance fraud. I have handled claims ranging from Commercial Auto, Property, Bodily Injury, and Commercial General Liability. I also have significant knowledge in medical billing and Workers Compensation. I understands the claim process from start to finish and will help clients through the process of the claim in a timely and thorough fashion.
My wife Katherine and I have been married for over 5 years. We have 1 daughter who is the light of our life. In my free time, I coach youth soccer, participate in sports, and spend time with my family and friends.
I graduated from Roosevelt University with a Master of Science in Accounting.
I have been working as a tax account since I graduated.
Payroll tax accounting, individual business tax, bookkeeping, leadership, problem solving.
I like to spend time with my family and friends, I also love to travel and be outdoors with my kids during my spare time.
Graduated from Lewis University with a Master’s degree in Finance. Licensed in Life and Health insurance in Illinois.
4 years of insurance customer service. Continually learning about the insurance industry from articles and podcasts.
Empowering others to be more comfortable with change. Using flowcharts to explain, examine and evaluate processes.
Hiking, traveling to National Parks, getting together with family and friends and college basketball.
Attended Joliet Junior College with a focus on HR Management. Licensed in Life and Health Insurance in Illinois. Completed the National Association Health Underwriters (NAHU) Account Management certificate.
5 years’ experience in the Account Management role.
Partnering with the Account Executive on projects and renewals. Assisting customers with service requests. Gathering market data and assisting in developing renewal presentations.
Spending time with my husband, 6 daughters and granddaughters. We love spending time outdoors at the lake jet skiing.
Graduated from Miami of Ohio in Oxford, Ohio with a Bachelor of Science degree with a concentration in Dietetics. Continued on to become a Registered Dietitian and get her Master’s in Business Administration with a concentration in Marketing from Dominican University in River Forest, Illinois. Additionally, licensed in Life and Health insurance in Illinois.
1 year in corporate wellness and 4 years of dietetic focused work.
Integrative and functional medicine, wellness seminars, nutrition counseling, wellness marketing and communication.
Taking long walks, baking, listening to health podcasts, being Up North in Eagle River, spending time with her 3 sisters and parents, and doing anything active on vacations! Oh - and my morning coffee!
I graduated from North Central College in Naperville, IL with a B.A. degree in Marketing in 2008. I have been licensed in Property, Casualty, Life, and Health Insurance in Illinois since 2009.
I have 10 years of insurance sales experience. I previously owned and operated a captive insurance agency in Villa Park, IL.
Having previously owned a captive agency, I had the unique experience of handling sales and customer service in both the commercial and personal lines sides of the business. I take tremendous pride in being able to put together the perfect policy for each individual client.
In my free time, I enjoy cooking, sports (specifically Chicago based teams), playing golf, and spending time with family and friends.
Graduated from Illinois State University majoring in Insurance and Risk Management. Licensed in Property and Casualty insurance in Illinois.
6 years of Commercial Insurance experience with 5 years working as a Claims Specialist or National and Middle Market customers.
Customer service, certificates of insurance, invoices, billing and claims inquiries.
My Husband Tyler and I enjoy spending time with our children Declan and McKenzie. We enjoy weekends at the lake and finding great restaurants together.