Formed in 2007 by an experienced team of insurance specialists and financial experts, we are committed to helping each of our clients find the best benefit solutions for employees with employer goals always in mind. Once we determine the best solution for your company, we will effectively introduce the new programs to your employees, explaining their benefits and answering any questions.
managing partner, benefits division
Originally from the Houston area, Paul moved to Tulsa in 1991 after completing his studies at Texas State University. He also studied marketing at Oklahoma State University – Tulsa. Paul worked several years for New York Life, but found his niche in employee benefits once he landed at Blue Cross Blue Shield of Oklahoma. He spent 7 years in sales as an Account Executive where he led the department. In 2003 Paul was rewarded and asked to become an Eagle Club member, a distinguished honor for those that sore and reach heights effectively and consistently.
Paul’s most recent success has been tailoring benefit solutions to employer groups in Oklahoma and surrounding states. In 2005 his professional and out-of-the box business approach prompted him to open up his own agency. By putting the right team in place, his firm quickly became one of Tulsa’s fastest growing employee benefits firms. Paul and his team were recognized as a Top 40 Fastest Growing Companies in Tulsa in 2011 and 2012.
Outside of the office Paul enjoys spending time with his daughter Blaire, getting involved with the Tulsa community, playing golf, LifeChurch and traveling.
Juli grew up in Tulsa, OK. She brings with her 20 years of experience in employee benefits. Juli started her insurance sales career in 1996 with a local HMO carrier in Tulsa and OKC called Healthcare Oklahoma. In October 1998, she moved to Blue Cross and Blue Shield of Oklahoma with responsibility for new sales. During her 17 years at Blue Cross and Blue Shield of Oklahoma she has worked with employers of all sizes across the state of Oklahoma.
Juli has a degree in Marketing from Oklahoma State University as well as her insurance license. She is married and has two amazing children. She is on the Board for the Eliot Elementary Foundation and is a member of the Tulsa Health Underwriters Association, Associated Builders and Contractors and Home Builders Association and Tulsa Area Human Resources Association.
director of sales & marketing
Jenny is a native Tulsan and joined our team in November of 2007. As a Director of Sales & Marketing, Jenny handles most of the face-to-face meeting with our clients and prospects. She also has the shared responsibility of educating our clients in the ever-changing industry of Insurance. Her focus is in large-group compliance, strategies like self-funding, service and renewals, but she does not hesitate to jump in and help her team wherever needed.
Jenny started her career in the Insurance industry in 2003. She quickly found her niche with Sales & Marketing, having been a social butterfly her entire life. She graduated from Oklahoma State University – Tulsa in 1999 and received her B.S. in Business Administration. With nearly 15 years of experience, she has become very familiar with the Affordable Care Act and how it affects each of her clients’ specific situations. She works alongside our team to help educate and communicate the information that is constantly changing.
Jenny enjoys downtime with her husband and two children. She coaches her daughter’s first grade basketball team and they love to spend time at their family home on Lake Hudson. She is also very active in several volunteer organizations including: Leadership Broken Arrow (2012 graduate), former Board Member of The Gateway Foundation, Chaired the 2016 All Saints Catholic School Auction (helping to raise over $200,000), active member of the Broken Arrow Chamber of Commerce, and the Association of Builders and Contractors – Tulsa Chapter. She attends church at Crosstown Church of Christ in Tulsa.
Andrea joined our team in 2014 as our small group services representative. Originally from Texas, Andrea moved to Tulsa after she obtained her degree in Communication Studies at Texas Tech University.
Andrea started in this industry on the carrier side. She worked for a TPA and managed self-funded accounts for several years, then moved to a general agency where she helped grow their block of business for 12 years.
Having been on the carrier side, she brings a different area of knowledge and expertise to our team that is essential in customer service, claims and underwriting.
Andrea is past president of her professional association, Tulsa Association of Health Underwriters - she currently serves as the Legislative Chair. She also enjoys volunteering at her kids’ school. Andrea loves spending time with her family and reading.
Lisa Brown is an Account Manager at Catalyst Benefits Group in the Employee Benefits Division. Since joining the company in 2011, she has been responsible for managing groups of all sizes.
Lisa has many responsibilities but primarily focuses her time on marketing and providing solutions for the various clients she manages. Lisa also spends her time assisting CBG clients with the implementation and services of Insure Oklahoma, which she is a certified specialist. She takes great pride in receiving 100% satisfaction from the clients she helps on a daily basis.
In Lisa’s spare time, her passions consist of trips to the University of Arkansas to see her daughter Brittany, hanging out with her twin sons Jared & Jonah, going to the gym and attending Life Church.
Lisa is also a member of the National & Tulsa Association of Health Underwriters as well as Associated Builders & Contractors of Oklahoma.
Amy is an Oklahoma native that joined our team July of 2012. She holds an Associate’s Degree from Tulsa Community College. She has 15 years of experience in this industry. After spending 5 years with a broker she went to work for Principal Financial Group for 3 years. There she obtained some experience from the carrier side of the business before returning to the broker side of things.
Amy is an account manager for our firm and juggles many tasks. Some of these include handling service issues, conducting enrollment meetings, reviewing and negotiating renewals, and quoting both new groups and renewing groups. She has a vast knowledge of the Affordable Care Act, industry compliance, the Insure Oklahoma program and strives to keep our clients informed as much as possible about these everchanging topics.
Outside of work Amy enjoys spending time with her husband and two children either in the garden or at the lake on a hot Oklahoma summer day. She is also a long-time Girl Scout and volunteers her time as the leader for her daughter’s troop.
Nancy joined our team January 2014. As an Account Manager, she has the responsibility of educating our clients in the ever-changing industry of Insurance as well as compliance, assisting with service, and renewals.
Nancy has had 18 years of experience in Insurance and has worked on the carrier side of the industry as well as the broker side. Because of those combined experiences, she has a wide knowledge of the Affordable Care Act, Self-Funding, and Insure Oklahoma. She works alongside our team to educate both ourselves and our clients of the information we are constantly learning.
After high school, Nancy joined the United States Army and served 8 years as an EMT and medic. Being a military brat, she traveled the world including Germany (where her mom is from) and Italy (where she was born).
She moved to Oklahoma in 1991 and began her journey in the insurance world in 1999. She obtained her Associates degree from Tulsa Junior College in 1996.
Nancy is a sports fanatic and loves hockey and football. She enjoys planning, and being involved in youth and children events within her church, Red Fork Baptist. Her family is her pride and joy and loves spending every moment she can with them.
Allie joined our team on January 18th, 2016. She was hired on as an assistant to help with the work load of our growing Brokerage Firm. Since then, she has grown into an account manager and currently focuses on small group business, assisting with service issues and renewals. She also works alongside the rest of the team in educating herself and our clients of the ever-changing industry of Insurance.
Allie is very family oriented and loves spending time with them as much as possible. She also loves art, music and Volleyball. Allie has played two different instruments for a total of 10 years and played Volleyball through high school.
LeeAnn is an Account Manager at Catalyst Benefits Group, joining the team in 2017. She has been a tremendous addition. Her main focus is on service and on building relationships with the client. LeeAnn excels in her communication and organization skills, multitasking, attention to details, technical expertise, teamwork and computer literacy.
LeeAnn graduated from Oklahoma State University in 2009 with a Bachelor's Degree in Human Development and Family Science. In her spare time, LeeAnn spends time with her family - she has three children. They are very involved with their church and she has a passion for singing and cooking.
president, flexplan administrators, inc.
Greg serves as a Section 125 third party administrator with FlexPlan Administrators – a partner firm with CBG. Greg’s career began as a manager in the Private Club hospitality industry providing him with extensive experience in all levels of customer service, sales, marketing and management. Beginning with Flexplan in 2013, Greg handles the administration of Flexible Spending Accounts, Dependent Care Accounts, HRA’s, HSA's, COBRA, Compliance Documents, Telemedicine and Worksite/Voluntary Benefit Brokerage Services.
Originally from Pryor, OK, Greg graduated from Oklahoma State University with a bachelor’s degree in General Business & Marketing in 1995.
Greg is a dedicated husband and dad with three children and proudly claims “Youth Sports Coach” as one of his most accomplished titles. Greg is also an active member and volunteer with the Tulsa Regional Chamber and a Board Member with the Tulsa Area Health Underwriters Association.
controller and account manager
Shannon Wilson is the Controller at Catalyst Benefits Group and an Account Manager for FlexPlan Administrators. Since joining the company in April of 2014, she has been responsible for managing groups of all sizes. She earned her Bachelor of Science degree in Accounting from Oklahoma State University in 1994.
Shannon’s many responsibilities include financial analysis and preparation as well as the full-cycle accounts receivable and accounts payable processes. Shannon spends a majority of her time assisting clients with Section 125 Cafeteria plan benefits and COBRA administration.
Shannon has taught group fitness classes since 1996, and is currently keeping Tulsa fit at Sky Fitness & Wellbeing. She enjoys traveling during her spare time with her husband and son. Shannon is an active member of Asbury United Methodist Church and enjoys volunteering alongside her son for Young Men’s Service League throughout the Tulsa area.