Theresa provides advice to Strategic Benefit Advisor's clients in all areas of health and welfare benefits including financial analysis, funding arrangements, benefit plan design approaches, and group marketing strategies.
Her experience includes the development of strategic plans for health benefits and wellness, and the management and integration of benefit programs following mergers and acquisitions.
Leveraging her extensive experience in health and welfare benefit compliance, Theresa drafts many of Strategic Benefit Advisor’s regulatory alerts and works closely with clients to help them assess the implications of federal health reform.
Prior to joining Strategic Benefit Advisors, Theresa spent 10 years in senior consulting positions at a regional consulting firm and worked as a senior human resources and benefits specialist at a large national employer.
Theresa holds a B.S. in Business Management and an M.S. in Human Resources Administration. She also serves on the Town of Shrewsbury's Personnel Board. In her free time, Theresa enjoys photography and playing with her three daughters.