Lorie is a seasoned insurance and employee benefits consultant with over 25 years of industry experience. She specializes in unbundled self-funded health plans, stop-loss strategies, pharmacy benefit management, and innovative plan design solutions that deliver measurable cost savings and improved employee outcomes.

As a specialist in unbundled self-funded solutions, Lorie helps clients take control of their healthcare costs by separating and optimizing each component of their benefit plan—from claims administration and pharmacy benefits to stop-loss coverage and network access. Her expertise in evaluating and implementing these complex arrangements ensures clients achieve maximum flexibility and transparency while maintaining quality coverage.

Lorie currently serves on the medTRANS Advisory Committee, providing strategic guidance on captive insurance and self-funded healthcare trends. This role keeps her at the forefront of alternative risk financing and enables her to bring cutting-edge insights to her clients.

Lorie's data-driven approach combines rigorous analysis with proactive trend management, enabling her to identify opportunities and pair client needs with industry-leading solutions. Her background in Human Resources enhances her ability to design benefit strategies that balance cost control with employee satisfaction.