Brand Manager

As a marketing consultant, Lisa has brought her experience in B2B and B2C marketing, research, packaging, promotions, public relations, brand positioning to Strategy and its clients for the last 12 years. She has also worked for large and small design firms in the Midwest with national clients such as 3M, Arctic Cat, Andersen Windows, Caire,…

Account Executive

Richard has been working in the insurance industry full time since 2006, in both Health and Property & Casualty and is currently an Account Executive at Strategy Insurance.  He has lived all up and down the West Coast, including ten years in Alaska and moved down to Oregon in 2004 to be closer to family.…

Employee Benefits Consultant

Kelly Rose, benefits consultant with Strategy Insurance, has over 18 years experience in the employee benefits arena providing consultative services to a broad array of clients.   Her focus is working with small to mid-market sized employer groups structuring benefit plan designs for both the fully and self-insured markets.  She works closely with a number of…

Employee Benefits Consultant

Jeff has been in the insurance industry since 2010 specializing in providing Individual, Family and Company health insurance benefit plans.  He has served Strategy’s clients in the individual & family segment since the inception of the ACA, otherwise referred to as Obamacare.  Prior to his experience in the healthcare industry, Jeff was a contractor employing…

Employee Benefits Consultant

In my 30+ year career, my experience as the Benefits Manager of a large Oregon technology company with over 1,000 employees, senior positions with several national insurance carriers, and many years of brokerage experience has provided me with a uniquely deep and broad perspective; allowing me to assist my clients in navigating the changing health…

Employee Benefits, and Compliance Consultant

Mitch Elrod has 26 years in the Life & Health industry. His background affords him extensive knowledge of self-funding and other financial mechanisms, benefit design, plan administration, provider network, contracting arrangements,  compliance/regulatory, benefits communication, enrollment strategies, and technology. He has helped 100’s of companies under 1000 employees, research, arrange, educate and implement Health and Welfare…

Employee Benefits Consultant

Mark loves the challenge of helping companies who are frustrated with increasing benefit costs, tired of keeping-up with compliance & concerned about employee’s health!  After years of developing sustainable benefit strategies for companies – including creative solutions towards preventative health and wellness programs – it is an inspiration to work closely with companies who want…

Managing Partner

Dennis specializes in company benefit plan design working with clients through their benefits and has been in the insurance industry since 1996.  In addition to advocating for his clients, he has served on several agent advisory boards with insurance carriers helping to design future plans and policy procedures.  Changes in health insurance happen every day,…