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Client Testimonials

"Cathy has been invaluable in our process of setting up benefits for our growing company. She managed the entire process with superb attention to detail and a strong consultative approach. After the initial setup, she continues to be in contact with our team offering suggestions and providing updated information on compliance issues. I'm confident Cathy is really looking out for us!"
-Amy Buckner Chowdhry, CEO & Co-Founder of AnswerLab

"Cathy is a skilled and diligent employee benefits consultant who has been very responsive to our company's request for information for clients and prospects. She is exceptional at following through and is a great collaborator!"
– Jennifer Green, Principal Solutions Consultant

“Cathy comes to the table with knowledge and a willingness to listen to client needs and make valid recommendations. Cathy keeps us aware of issues and target dates.”
– Michael Garey, Vice President Human Resources, Solar Company

“Cathy comes to the table with knowledge and a willingness to listen to client needs and make valid recommendations. Cathy keeps us aware of issues and target dates.”
– Michael Garey, Vice President Human Resources, Solar Company

“We hired Cathy to handle our insurance needs after working with another broker for several years. She uncovered many ‘missed issues’ that had been overlooked by our previous broker. She was thorough and professional and was a stickler for detail all the way through! She’s a delight to work with and made the low point of my job manageable and even, dare I say it…enjoyable!”
– Jennifer Gray, Vice President of Employee Experience, Cheskin Added-Value

“Cathy works hard to learn about the client and then seeks ways to present a specific insurance service solution. She works hard to act as an extension of the organization’s benefits department and follows through on commitments.”
– Nancy Derbish, Director of Human Resources, Girl Scouts of Northern California

Cathy is one of the most capable employee benefit professionals I’ve had the pleasure of working with. She is a strategic thinker and collaborator who applies leadership, passion, integrity and commitment to the sales process. Cathy’s experience prior to sales was in the mid-market and large market client management arena. Cathy’s knowledge of client management protocols and her genuine desire to serve the needs of her clients enables her team to produce results that provide exceptional value to her clients. I have personally found Cathy to be a great business partner and advocate, and I am delighted to offer my recommendation.
-Account Executive at USI Holdings, Inc.

“Cathy has great work ethic and does everything to deliver an excellent product. Because of her calm personality as well as her trustworthiness, she is very well respected among both colleagues and clients. She's driven, goal-oriented and fair.
-Financial Analyst at Willis Group Holdings