The Advisors Who Do the Work
Honest advice and measurable outcomes. Every team member is here because they are good at their job and willing to tell you something you might not want to hear.
Twenty-five years in PEO brokerage and group benefits. Founded The Dandy Group to give small businesses access to the same negotiating leverage as large corporations.
Spent a decade on the carrier side before crossing over. Knows how carriers price risk and uses that knowledge to negotiate better terms for clients.
Specialist in complex benefit design, ICHRA strategy, and executive carve-outs. Clients with more than 50 employees work directly with Patricia on plan structure.
Provides clinical perspective on plan design and helps clients evaluate network quality, not just premium cost.
Manages PEO implementation, payroll transition, and ongoing ACA, ERISA, and COBRA compliance for clients under co-employment agreements.
First point of contact for renewal questions, carrier issues, and plan changes. Most clients have her number saved in their phone.
Handles personal coverage for business owners, executives, and their families. Medicare planning, disability, and life insurance specialist.