silverstone_group_meet_the_team

Meet the Team

 
sorrentino-tony

Tony Sorrentino

Principal

Tony is always on the run. Really. He's over halfway to his goal of completing 100 marathon runs. The same kind of discipline it takes to train for long-distance runs...

Tony is always on the run. Really. He’s over halfway to his goal of completing 100 marathons. The same kind of discipline it takes to train for long-distance runs also serves Tony well in the business world. Tony has over 25 years of experience with Group Health and Welfare Plan compliance under IRS, DOL and HHS regulations. He frequently lectures on Healthcare Reform Legislation, Section 125 plan compliance, Wellness initiatives, Consumer Driven Health Plans, HIPAA Privacy and Security, COBRA interpretation, ERISA fiduciary responsibilities and, most recently, the healthcare reform Patient Protection and Affordable Care Act (PPACA).

He provides regulatory compliance in all areas of employee benefits and investment consultation services offered by the Firm, with particular emphasis on Group Health Plan Federal Mandates. Tony sets the standard for his team by being willing to go the distance to satisfy their clients’ individual benefits needs. His team has the training and discipline necessary to create proactive, cutting-edge solutions based on experience, research and current industry trends. No matter what the challenge, the goal remains the same — provide the best, most reliable products available, combined with outstanding customer service. No matter how large or small the client, Tony’s group benefits team provides a level of expertise for a price that is the same or less than the client has paid in the past. That kind of service is not widely available in the industry marketplace and sets SilverStone Group apart from its competitors.

Tony is a member of several professional associations including the Nebraska State Bar Association and Nebraska State Society of CPAs and serves as a member of the Adjunct Faculty of the Creighton University School of Law. How does he manage to do all this and train for marathons? Through discipline and a desire to see things through. 59 down, Tony, and only 41 to go!

Contact Information
e-mail: tsorrentino@ssgi.com |  phone: 402.964.5470  |  fax: 402.963.4083

Professional Certifications

  • Attorney
  • Chartered Financial Consultant (ChFC)
  • Chartered Life Underwriter (CLU)
  • Certified Public Accountant (CPA)
  • Certified Flexible Compensation Instructor (CFCI)

Education
Juris Doctorate
Creighton University School of Law |  Omaha, NE

Bachelor of Science  |  Business Administration
Creighton University |  Omaha, NE

matthies-grant

Grant Matthies

Principal

Grant has the gift of being able to focus. On one client. On one goal. Honing in on a solution to fit the client's needs. And never giving up until all goals have been met...

Grant has the gift of being able to focus. On one client. On one goal. Honing in on a solution to fit the client's needs. And never giving up until all goals have been met and the client has a satisfactory outcome. With more than 23 years of experience working with employers on group health and welfare plans, Grant knows that customer service is built on the ability to create real world solutions for clients who deal with day-to-day benefit issues. His experience includes working with complicated funding arrangements, large multi-site employers, Rx vendors, TPAs and non-medical insurance plans. He also has additional experience with 401(k) retirement plans and Section 125 medical spending accounts.

Grant appreciates the importance of staying at the pinnacle of industry trends. This is evidenced by the number of publications that quote him as an expert in his field. He has also conducted hundreds of employee meetings and orientations regarding employer-sponsored benefit programs. Grant's relationship with the carrier and vendor marketplace helps clients maintain the most competitive pricing and the highest level of customer service available. United HealthCare elected Grant to their National Advisory Council in 2005. This group consists of 40 brokers from across the country that meet three times a year to provide feedback on United HealthCare's operations and plans for the future.

Grant and the Group Benefits Team work together to provide clients with the most current information on benefits -- always with the outstanding service SilverStone Group is known for.

Grant is currently serving as a board member for the YMCA of Greater Omaha. Grant is a past member of the Omaha Chamber of Commerce President's Club and an active member of St. Vincent DePaul Catholic Church. In 2004, Grant was a recipient of the Midlands Business Journal's 40 Under 40 Award. This award honors 40 Omaha entrepreneurs, business owners, managers and professional men and women under the age of 40.

Contact Information
e-mail: gmatthies@ssgi.com |  phone: 402.964.5466  |  fax: 402.963.4083

Professional Certifications

  • Health Insurance Associate (HIA)
  • Currently Working on Certified Employee Benefit Specialist (CEBS)

Education
Bachelor of Science  |  Mathematics
Dana College |  Blair, NE

sesker-brett

Brett Sesker

Principal & Senior Consultant

Brett is someone who will go above and beyond for his clients. Brett's 21 years of experience in Group Health and Welfare plans serve him well in underwriting...

Brett Sesker is someone who will go above and beyond for his clients. Brett’s 24 years of experience in Group Health and Welfare plans serve him well in underwriting, product development, project management, alternate funding and managed care. He spent 10 of those 24 years as an underwriter with a major insurance company, an experience, he says, that he “lived to tell about” and which gave him excellent insight into plan design and implementation of group benefits programs.

With specialties in small and large group risk management, alternate funding (including minimum premium and self-funding) product development, project management, medical, dental, life, disability and vision benefit programs, Brett is able to provide comprehensive benefits plans to his clients. Because he knows that every client is different, he enjoys getting to know each one individually as he develops a customized approach to meet their needs. Brett says that meeting the day-to-day challenges of creating understandable and valuable benefits programs allows him to learn new skills and remain open to thinking “outside the box.”

In his free time, Brett serves as a board member for the Elkhorn Public Schools Foundation and the Wellness Council of the Midlands (WELCOM). He is an avid Iowa Hawkeye fan while living in the great State of Nebraska.

Contact Information
e-mail: bsesker@ssgi.com |  phone: 402.964.5451  |  fax: 402.963.4083

Professional Certifications

  • Fellow Life Management Institute (FLMI)
  • Health Insurance Associate (HIA)
  • Associate, Life and Health Claims (ALHC)
  • Group Benefits Associate (GBA)
  • Producer's Licenses in Nebraska and Iowa for HMO, Life Insurance and Annuities, Sickness, Accident and Health
  • State of Nebraska Consultant's License in Life and Health

Education
Working towards Masters in Business Administration
(23 hours completed)
Drake University |  Des Moines, IA

Bachelor of Business Administration  |  Economics
University of Iowa |  Iowa City, IA

jorth-jeff

Jeff Jorth

Principal

Although he lives and works in Nebraska, Jeff is a diehard Iowa Hawkeyes fan – a risky allegiance to make in Husker territory! When he isn’t busy supporting the Hawkeyes...

Although he lives and works in Nebraska, Jeff Jorth is a diehard Iowa Hawkeyes fan – a risky allegiance to make in Husker territory! When he isn’t busy supporting the Hawkeyes, Jeff is hard at work as a trusted advisor with employers on their group health and welfare plans. He knows that developing a strategic partnership with clients helps drive solutions through teamwork and goal-sharing.

Jeff’s experience includes alternate funding arrangements, healthcare reform, vendor evaluation, diverse employee populations, consumer-driven health plans, large multi-state employers and defined contribution strategies. In addition, Jeff worked for 2 years as a major accounts sales executive for United Healthcare.

Various publications have quoted Jeff as an expert in his field. He has conducted hundreds of employee meetings and orientations regarding employer-sponsored benefit programs, and has made many presentations on consumer driven healthcare, focusing on both Health Reimbursement Accounts (HRAs), Health Savings Accounts (HSAs) and healthcare reform.

Jeff and his team possess the expertise needed to understand the changing environment and to assist employers in analyzing needs and evaluating options, as well as developing and managing a benefits program that attracts and retains quality employees while meeting the financial targets established.

Jeff is an active member of the Board of Directors for the Nebraska Chapter of the Cystic Fibrosis Foundation. He is also involved with United Way, Habitat for Humanity and the Nothing But Net Foundation. Jeff is a member of Bethany Lutheran Church and the Nebraska Association of Health Underwriters. He is a graduate of Leadership Omaha, Class 28 (the best class ever!) and was named to the Omaha Jaycees Ten Outstanding Young Omahans (TOYO) in 2009. Jeff was also a 2011 recipient of the Midlands Business Journal’s 40 Under 40 award.

In 2006, Jeff was awarded the “Distinguished Alumni Award for Service” by Waldorf College (his alma mater). When he is not busy drafting solutions for his clients, Jeff enjoys spending time with his wife (who was his high school sweetheart) and their two sons.

Contact Information
e-mail: jjorth@ssgi.com |  phone: 402.964.5622  |  fax: 402.963.4083

Education
Bachelor of Arts  |  Finance & Management
Waldorf College |  Forest City, IA

fox-bill

Bill Fox

Principal, Vice President & Senior Consultant

Despite his serious demeanor, Bill Fox will throw caution into the wind and hop on his motorcycle any day. Bill has more than 18 years of experience managing group...

Despite his serious demeanor, Bill Fox will throw caution into the wind and hop on his motorcycle any day. Bill has more than 20 years of experience managing group insurance accounts that have both multiple-plan options and multiple-corporate locations. His areas of specialty include underwriting/budgeting, plan design analysis, analysis of alternate funding methodologies and administration and communication of group insurance programs for large employers. He has extensive knowledge of government filings in health and welfare plans.

Bill works with a solid, “best-in-class” benefits team whose resources allow them to be responsive and effective in supporting customer needs — whether it’s customer service issues such as claims resolution or billing issues, claims underwriting analysis and strategic planning, or all points in between. He believes he makes a difference to his clients by using a proactive approach to consulting; he offers customers short- and long-term strategies for managing their employee benefit plans. There is no ‘one size fits all’ answer for a benefits program, so our continual evaluation and establishment of a strategic plan for each customer offers unique solutions to control costs, and remain competitive in their own industry by recruiting and retaining the best employees. Over the course of his employment with SilverStone Group, Bill has come to appreciate the flexibility to handle job duties to the best of his ability without being micromanaged. Bill believes that a large part of his success with the Firm is due to the support and encouragement he has received while building his career.

Bill has been a contributing author for the Firm’s SilverLink magazine. He has reached Fellow status with the International Society of Certified Employee Benefit Specialists (ISCEBS), and he is a former officer for the Nebraska chapter of CEBS. Bill is a mentor for the TeamMates Mentoring Program.

Contact Information
e-mail: bfox@ssgi.com |  phone: 402.964.5455  |  fax: 402.963.4083

Professional Certifications

  • Certified Employee Benefit Specialist (CEBS)
  • Health Insurance Associate (HIA)

Education
Bachelor of Science  |  Business Administration, Finance
University of Nebraska-Lincoln |  Lincoln, NE

larock-dan

Dan LaRock

Vice President

When Dan LaRock isn’t busy with clients and volunteer activities, if you listen carefully, you might just hear him playing his guitar and singing.

When Dan isn’t busy with clients and volunteer activities, if you listen carefully, you might just hear him playing his guitar and singing.

Dan is the lead account executive for the South Dakota Group Benefits division. He joined SilverStone Group in 2006 and specializes in working with employers who have complicated funding arrangements and large, multi-site locations. His communication skills and relationships with the carrier and vendor marketplace help his clients to achieve the most competitive pricing and highest levels of customer service.

Dan knows that the best solutions are often a result of collaboration -- both within our Firm and with our clients. He believes SilverStone Group makes a difference for clients by delivering sound, independent advice and helping educate clients about changes and new developments in the industry. Dan quarterbacks a talented team, rich with industry expertise. In the process of showing clients where their true costs lie and helping them manage and negotiate both their fixed and projected expenses, this team creates a mutually valued partnership that helps clients learn things they've never known before.

He spent the previous 12 years in professional public relations, fundraising and consulting positions. His experience in donor cultivation and management are extremely beneficial to the development of new clients for all of SilverStone Group's service areas.

Dan is a 2002 graduate of the Leadership Sioux Falls program. He serves on the Board of Trustees for Kilian Community College and Bethlehem Lutheran Church of Hills, MN. In addition, he is a member of Orion Foods Challenge Steering Committee benefiting Children’s Home Society and sits on the Leadership Sioux Falls Selection Team.

Contact Information
e-mail: dlarock@ssgi.com |  phone: 605.444.5108  |  fax: 605.332.2105

Education
Bachelor of Science  |  Mass Communications
Minnesota State University |  Moorhead, MN

myers-dan

Dan Myers

Vice President

When away from work, Dan Myers enjoys traveling to Sanibel Island, FL with his wife to relax and take advantage of the warm weather on the beach.

When away from work, Dan enjoys traveling to Sanibel Island, FL with his wife to relax and take advantage of the warm weather on the beach. When he isn’t taking in the sun and sand, Dan is hard at work, specializing as a broker or consultant for group medical, dental, disability, life and Flexible Spending Accounts (FSA).

During his 28 years of experience in the Employee Benefits field, Dan has worked on both the insurance company and broker sides of the industry. He believes this vast experience allows him to contribute a strong perspective regarding insurance carrier philosophies, broker competition and the service/solution needs of clients. His unique ability to present multiple lines of employee benefit and administrative programs, coupled with our highly qualified Client Services Team, Dan provides his clients with trusted advisors for their employee benefit plans.

Dan knows the importance of acting as an advocate for his clients and he searches for the best possible outcome in every engagement. He takes pride in his team’s ability to solve benefit issues and to develop new products that will enhance each client’s benefits portfolio. Dan’s team makes a difference for clients by being proactive, taking the time to listen and providing outstanding customer service.

Dan is a member of the Omaha Association of Health Underwriters (for whom he served as president in 1996) and is currently Chairman of the Consumer Credit Counseling Board of Directors. Dan is also active in both the Sarpy and Bellevue chambers of commerce.

Contact Information
e-mail: dmyers@ssgi.com |  phone: 402.964.5476  |  fax: 402.963.4090

Professional Certifications

  • Registered Health Underwriter (RHU)
  • Registered Employee Benefits Consultant (REBC)

Education
Bachelor of Arts
Creighton University |  Omaha, NE

simon-scott

Scott Simon

Vice President & Senior Consultant

When Scott advises his clients about Wellness programs, he knows what he's talking about -- because he lives the Wellness ethic. Scott has more than 20 years of experience...

 When Scott Simon advises his clients about Wellness programs, he knows what he’s talking about — because he lives the Wellness ethic. Scott has more than 20 years of experience working with Group Health and Welfare Plans. During his employment with United Healthcare and CIGNA, he specialized in the management of medical, dental, life and disability programs.

With 10 years of underwriting experience working with self- funded and fully insured plans, Scott has the strong technical background needed to thoroughly analyze healthcare issues and develop creative solutions for his clients. This background also provides him with the tools needed to negotiate with insurance companies and third-party administrators.

Scott also has several years of claims experience working on a management team responsible for production and customer service. His experience with claims management helps him understand the value of good customer service and the importance of being proactive to serve his clients’ needs.

Scott and his team know how important it is to thoroughly analyze a client’s situation, getting to know the people and how their health benefits can impact their lives. Scott’s underwriting background plays a large part in the success of placing his clients’ coverages, and his team’s dedication to great service assures that expectations are exceeded.

Scott is a former member of SilverStone Group’s Wellness Committee. He has been a chairperson for the Walk-for-Diabetes organization and has chaired many other events. Scott is currently on the Jewish Community Center Board of Trustees and serves on the committee for the Omaha Sports Banquet.

Contact Information
e-mail: ssimon@ssgi.com |  phone: 402.964.5464  |  fax: 402.963.4083

Professional Certifications

  • Certified Employee Benefit Specialist (CEBS)
  • Group Benefits Associate (GBA)

Education
Master of Business Administration
University of Hartford  |  Hartford, CT

Bachelor of Science  |  Business Administration
University of Hartford  |  Hartford, CT

tremel-chad

Chad Tremel

Vice President

When Chad began working for SilverStone Group, he never dreamed that he would still be here 15 years later. The reason he's stayed is three-fold...

When Chad began working for SilverStone Group, he never dreamed that he would still be here 16 years later. The reason he’s stayed is three-fold. First, he loves working in a challenging, competitive environment. Secondly, he appreciates the fact that SilverStone Group sets some of the highest standards in the industry and he wholeheartedly supports the philosophy that client satisfaction is the Firm’s number one concern. But most importantly, Chad says it’s an honor to work with people of character who are experts in their field and who value trustworthiness, honesty and integrity as much as he does.

A 18-year industry veteran, Chad specializes in the design and implementation of group benefit programs that help employers provide comprehensive benefit packages to attract and retain employees. Although he works with clients of all sizes, the majority of his accounts are in the “middle market,” which includes employers with 25-150 employees. For these clients, providing employee benefits is often a challenge. Underwriting expertise, market analysis and negotiating power are extremely important and can make a discernable difference in the client’s success.

Chad has presented before the Greater Omaha Chamber of Commerce, the Lincoln Chapter of Associated General Contractors and numerous nonprofit organizations. He is often quoted in publications as an expert in the field and has led hundreds of employee meetings and orientations regarding employer-sponsored benefit programs.

Chad is a member of many professional and civic organizations, including Junior Achievement and Make-A-Wish Foundation. He is a member of St. Stephen the Martyr Catholic Church.

Contact Information
e-mail: ctremel@ssgi.com |  phone: 402.964.5467  |  fax: 402.963.4083

Professional Certifications

  • Health Insurance Association (HIA)

nick-rochelle

Rochelle Nick

Vice President & Consultant

Rochelle has always enjoyed exploring new places. Her love of traveling has taken her to exotic locations such as India, Malaysia, Egypt and Morocco.

Rochelle has always enjoyed exploring new places. Her love of traveling has taken her to exotic locations such as India, Malaysia, Egypt and Morocco. Despite her extensive globetrotting, Rochelle has always stayed true to her local roots. Having lived in the Midwest for most of her life, Rochelle’s values and work ethic are well-suited for SilverStone Group’s mission.

In the midst of all the jet-setting, Rochelle has managed to accumulate 20 years of experience in the Employee Benefits field. Recently, Rochelle transitioned her focus to internal management — managing Group and Worksite Marketing administrative team members. Recently, Rochelle also assumed responsibility for managing the Small Group Department. Her current job focuses on Small Group client management, recruiting new team members, training (ongoing and new hires), associate development and advancement, performance evaluations, compensation, time away, Group process/ procedure analysis and development, associate licensing and managing the Group 5500 (government filing) process.

Rochelle truly enjoys working at SilverStone Group and feels very fortunate to be a part of such a talented team.

Contact Information
e-mail: rnick@ssgi.com |  phone: 402.964.5461  |  fax: 402.963.4083

Education
Bachelor of Science  |  Psychology
Arizona State UniversityTempe, AZ

Professional Certifications

  • Group Benefits Associate (GBA)
  • Certified Benefits Professional (CBP)
  • Certified Compensation Professional (CCP)

hurley-suzie

Suzie E. Hurley

Vice President

Suzie Tolzin has always had a passion for basketball. While playing ball at Iowa in the late 70s she had the unique opportunity to play for the same person who coached her...

Suzie Hurley has always had a passion for basketball. She played ball while growing up in Iowa in the late 70s and had the unique opportunity to play for the same person who coached her mother in high school during the 1940s. Since then, Suzie’s passion and competitive drive has translated into a successful career for her in the Group Benefits arena. With more than 23 years of experience in the industry, Suzie has grown into one of the premier management professionals in the region.

Suzie has experience working with large, sophisticated clients who often utilize a self-funded approach for their benefit plans. She is able to design and model benefit plans with her employer groups that are not only cost effective, but also provide the best solutions overall for employers and employees. Her extensive background in claim operations, customer service and Prescription Benefit Management (PBM) at a carrier and Third Party Administrator level allow her to uncover potential opportunities for employers to keep administrative expenses manageable while providing the most fiscally responsible benefits for her clients.

In addition to her strong work ethic, Suzie plays an active role in the community. She is a current member and past President of the Sioux Falls Downtown Lions Club and has received the Melvin Jones Fellow for Dedicated Humanitarian Services award from the Lions Club International.  Suzie also co-chaired the 2012 Habitat for Humanity of Coreatu Sioux Falls Women Build Project.

Contact Information
e-mail: shurley@ssgi.com |  phone: 605.444.5105  |  fax: 605.332.2105

richards-tim

Tim Richards

Manager

Ask Tim what he loves most about his job and he will tell you that it is the interaction with people. He is a people person. He really enjoys working and interacting...

 Ask Tim Richards what he loves most about his job and he will tell you that it is his interaction with other people. He enjoys working with both clients and fellow team members on a day-to-day basis. With more than 20 years of worksite marketing experience, specializing in Worksite Marketing and Elective Employee Benefits, Tim is skilled at recommending alternative benefits to clients, based on the close working relationships he has forged with each carrier. Tim’s experience allows clients and their employees to develop a strong understanding of their benefits, while enhancing the Firm's credibility in the marketplace.

Tim and his team strive to do what is best for their clients and work hard to achieve a high level of customer satisfaction. They use a hands-on method, promoting a consultative sales approach with their clients to make sure they receive the best product and enrollment strategy for their employees.

Tim is actively involved with the Worksite Benefits Association and Nebraska Junior Achievement. Tim currently sits on the Board for Omaha Junior Achievement. In the past, Tim served as President of the Voluntary Employee Benefits Board.

When not at work, Tim enjoys working out and playing golf. He is also involved in many church and school activities with his wife and daughter.

Contact Information
e-mail: trichards@ssgi.com |  phone: 402.964.5591  |  fax: 402.963.4086

Professional Certifications

  • Registered Health Underwriter (RHU)

Education
Bachelor of Science  |  Criminal Justice
University of Nebraska-Omaha  |  Omaha, NE

Bachelor of Arts  |  Business Administration
Bellevue University  |  Bellevue, NE