Our Why

We exist to fix what’s broken in employer-sponsored healthcare by allowing the employer and employees to experience the American Dream.

For too long, employers have been left holding the bag in a system that’s fragmented, opaque, and rigged for everyone but those who pay the bill. Healthcare costs keep rising, employee satisfaction keeps falling, and the very people these benefits are meant to serve are too often lost in a maze of complexity, poor-quality care, and missed opportunities for prevention.

We’re changing that.

Our mission is to help employers take back control—by replacing confusion with clarity, cost inflation with efficiency, and reactive sick care with proactive health support.

We bring together two powerful strategies: high-touch, onsite Population Health Nurses who build trust and drive behavior change for high-risk members, and data-driven Healthcare Navigation that connects employees to top-quality care—before bad outcomes and big bills hit.

This isn’t just cost containment. It’s care done right.

We partner with forward-thinking employers who are tired of business as usual. Together, we reduce claims, improve outcomes, and create workplaces where people feel genuinely cared for—not just covered.

Because fixing healthcare doesn’t start in Washington or on Wall Street. It starts where people work, with employers who are willing to lead.

  • Scott Ogburn

    INNOVATIVE BENEFIT STRATEGIST

    Innovative and strategic employee benefits consultant with over 25 years of experience delivering cost-saving healthcare solutions to employers. Specializing in healthcare analytics, financial risk management, and cutting-edge benefits design. Proven track record of designing High-Value Health Plans that lower deductibles and costs while improving plan satisfaction and quality. Expert in guiding CFOs and HR leaders through complex benefits landscapes using data-driven, locally customized strategies.

  • Dani Whaley

    SENIOR ACCOUNT EXECUTIVE

    A seasoned employee benefits professional with over 20 years of progressive experience advising mid-to-large employers on health and welfare strategy, financial management, and compliance. Proven leader in managing key client relationships, delivering innovative benefits solutions, and ensuring alignment with organizational goals and regulatory requirements. Skilled in negotiating carrier contracts, overseeing self-funded medical and stop-loss arrangements, and guiding employers through plan design optimization to control costs and improve employee engagement.

  • Ricky Hall

    ACCOUNT EXECUTIVE

    Seasoned employee benefits and self-funded health-plan executive with over 15 years of progressive experience in account management, broker operations, analytics and compliance within the employee benefits industry. Proven track-record of leveraging claims reporting, plan design and regulatory expertise (ACA, ERISA, COBRA, HIPAA) to support CFOs, HR leaders and third-party administrators in controlling costs, enhancing communication and driving strategic plan decisions.

  • Jenny Mullis, MBA, SHRM-CP

    SENIOR CLIENT ADVISOR

    Senior Client Advisor in employee benefits at IMA Financial Group, partnering with organizations to design practical, sustainable benefit strategies. She brings experience across funding models, compliance guidance, and year round client consulting, supported by an MBA in Human Resource Management from Appalachian State University and the SHRM CP credential. Known for a relationship driven approach, she helps employers balance financial stewardship with programs that strengthen retention and employee experience.

  • Kristina Brown, MBA

    CLIENT ASSOCIATE

    Results-driven Client Associate in Employee Benefits with proven expertise in managing group benefit plans, delivering tailored insurance solutions, ensuring regulatory compliance, and providing exceptional client service that drives client satisfaction and operational excellence. Provides comprehensive day-to-day management of employer benefit accounts, ensuring accurate administration, regulatory compliance, and a high level of service across group medical and ancillary plans. Leads renewals and ongoing client support by coordinating with carriers, developing and presenting benefit proposals, and serving as the primary contact for benefits inquiries, enrollments, and escalations.

  • Vinnie Ariemma

    CLIENT ASSOCIATE

    Client Advisor that brings more than a decade of experience across insurance service, implementation, and client relationship management. He supports employers with plan selection, enrollments, renewals, and the development of clear, accurate benefit materials, while partnering with carrier and vendor teams to keep execution on track. Recognized for responsiveness and follow through, he helps organizations deliver benefit programs that meet workforce needs while supporting business goals.