Bruce Crohn has been helping companies develop and maintain comprehensive and competitive benefit programs for 16 years.
Bruce’s experience also includes many years in the payroll and human resources outsourcing business.
Highly respected in the Boston area startup, venture capital and technology communities, Bruce’s client base includes small businesses in a variety of fields, as well as non-profits and mid-sized public companies. While many clients are based in Massachusetts, Bruce also serves as a consultant and broker to companies in New York, California, Florida and other states, where he is a licensed health and life broker.
James Santacroce, a Partner in the firm, has earned the loyalty of many clients throughout the New England area, due to his excellent work as a consultant and broker. James has experience in virtually all areas of health and welfare plans, including designing, communicating and implementing medical plans, dental plans, vision plans, prescription drug plans, short and long term disability plans, life and AD&D plans, Flexible Spending Accounts (section 125), Employee Assistance Programs (EAPs), Business Travel Accident plans, Stop Loss, enrollment services and voluntary worksite benefit plans.
Prior to joining the firm, James was a Vice President at William Gallagher Associates. He also worked as a Senior Account Manager at Paradigm Associates. He began his insurance career at Harvard Pilgrim Health Care, where he spent 8 years as an Account Executive and Trainer. James is a licensed broker.
Heather Crowley, a Partner in the firm, is our Senior Vice President, responsible for all operations of the firm and the delivery of excellent service to all our clients. Her role also includes the direct account management role for a select group of clients.
With over seventeen years of experience in employee benefits and human resources, Heather’s talents provide our clients with a unique perspective on their benefit plans. Heather possesses a solid knowledge of products, industry trends and legislative issues.
Prior to joining the firm, Heather was a Vice President at William Gallagher Associates. She also worked as Director of Client Service at Paradigm Associates and as a Regional Human Resources Manager at HR Logic.
Heather has Bachelor of Science degree from Springfield College and is a licensed insurance broker in Massachusetts
Liz Haigh, GBA, Employee Benefit Consultant, manages a select group of small to mid-sized clients for the firm. Liz provides insightful and practical advice regarding all aspects of health and welfare plans, and develops creative solutions to help clients attract and retain the best employees.
Her extensive experience includes heading the small group division of Longfellow Benefits for over 13 years. Elizabeth also spent several years as a Human Resources Associate and Generalist. Liz has her Group Benefits Associate (GBA) designation from the International Foundation of Employee Benefit Plans/Wharton School of the University of Pennsylvania, a Certificate, Human Resources Management from Northeastern University and an A.S. from Middlesex Community College.
Liz is a licensed broker in Massachusetts.
As an Account Manager, Lauren assists clients in their day to day needs relating to their employee benefit plans. Lauren is also instrumental in the preparation of renewal reports, analysis of competitive marketing results for client health and welfare plans and participation in client strategy, renewal and open enrollment meetings.
Our resident expert in group life and disability plans, Lauren is able to use her skills learned from several years with Symetra, a diversified financial services company. In addition to group benefit plans, Lauren has extensive experience in the stop loss and reinsurance markets. She also has several years of insurance brokerage experience, as a Consultant and Account Manager with Thorbahn and EBS Capstone.
Lauren is a graduate of the University of Massachusetts Amherst. She is a licensed insurance broker in Massachusetts.
Debi Fields has an extensive health insurance background, including 16 years with Harvard Pilgrim Health Care. She has developed strong relationships with our clients because of her responsive service skills, diligent follow up with enrollments and resolution of employee claim issues. Her caring attitude is appreciated by our clients and has helped our company grow.
Some of her other duties at the firm include the creation of concise, informative marketing reports and business development. Debi has her insurance licenses in Massachusetts and New Hampshire.
Karen Bostock, Account Manager, helps our clients with multiple functions, including renewals, open enrollment meetings, employee and client advocacy services, Human Resource Management Systems implementation, compliance, strategic planning, cost control, and other critical benefit functions.
With over 13 years of experience in Human Resources and benefits, Karen has honed her skills from her time at a variety of key positions. She brings a unique perspective to the firm, having spent time at both insurance carriers and commercial employers.
Karen’s prior employment and consulting include, Northwestern Mutual, The Hanover Insurance Group, Fallon Community Health Plan, Genzyme and Candela Laser.
Karen also plays a role in business development for the firm and holds insurance licenses in health, life and accident.
Daniel Wandell serves as Account Manager for a select group of clients. In his role, he advises clients on all aspects of their health and welfare plans, with a particular focus on health, dental, life, disability, FSAs, HSAs, HRAs and compliance.
Daniel is responsible for marketing, negotiating, and renewal tasks for his clients. His expertise in the Affordable Care Act and complex rules and regulations of health plans serves his clients well in his consulting role.
Daniel’s prior employment includes several years as Benefit Analyst and Benefit Consultant with Arthur J. Gallagher, as well as a position in Massachusetts State Government.
Daniel is a graduate of Hofstra University.