Your employees are of #1 importance. That’s why our team will strategize with you to help your overall organization succeed, starting from the bottom, up. Whether you’re a small, mid-size, or large employer, we can provide strategic, aligned plan design of employee benefits to your organization with human resource goals and objectives.
EMPLOYEE BENEFITS ADVISOR
Jon is a passionate problem-solver who is driven by finding the hidden “win-win” in a given challenge. With over 10 years of experience in benefits consulting and health plan experience, Jon has advised benefits strategy for Fortune 50 national corporations and led Commercial Product Innovation for Priority Health. He has accepted his identity as a “benefits nerd”, while also enjoying providing the highest level of client service.
In his free time, Jon enjoys getting outside with his family, rowing, and building computers.
LIC | PRINCIPAL & EMPLOYEE BENEFITS ADVISOR
John’s specialties at Rose Street are health, life, disability, and group insurance, and other human resource management functions. Under his leadership, the firm has expanded in western Michigan, Chicago and Detroit. John and his family enjoy traveling to new places, and playing board games/cards. They are also huge fans of baseball. Fun fact: John had 27 different jobs until landing insurance career in 1990.
LIC | EMPLOYEE BENEFITS ADVISOR
Shannon values working closely with business leaders to make a positive impact at their organization. With over 6 years of experience at a major HRIS company, her skills include consulting with organizations on their HR processes and creating efficiencies within the employee lifecycle. She understands the importance of clear communication and meeting deadlines. Her outgoing nature and ability to communicate across many levels makes her an important part of our team.
In her spare time, she enjoys traveling, spending time with family and friends and anything outside during the warmer months.
LIC | EMPLOYEE BENEFITS ADVISOR
Chris is responsible for group benefit plans relating to health, dental, vision, disability, and life insurance. Under his leadership, the firm is expanding its self-funded business as well as human resource management services.
Chris brings his clients 28 years of industry experience.
Plan Design and Consulting
Group Health, Dental, & Vision
Group Life, AD&D, STD, LTD
Medical Reimbursement
Strategic Cost Share/Plan Design Goals
Health Reimbursement Arrangements
HSA and Consumer Driven Health Plans
Section 125 Plans
Self Funding
COBRA Administration
Voluntary / Supplemental Plans
EAP & Wellness Coordination
Value-Added Services
Human Resources Solutions & Management
Financial Stability
Insurance Security & Confidence
Benchmarking
We have some of the best clients in the world, and some were willing to share their experiences.
Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc. A Registered Broker/Dealer and Investment Advisor, Member FINRA/SIPC. Rose Street Advisors is independently owned and operated.
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Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.
For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities
Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.
This site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. CA Insurance License. File #5757992.1