David is the founder of VistaNational Insurance Group, and serves as a Senior Broker/Consultant, Principal, and President and CEO of the Firm. He personally manages the underwriting and rate negotiating for many of VistaNational’s groups. Prior to founding VistaNational, David spent 10 years with Blue Cross Blue Shield of Illinois (BCBS) as a senior marketing representative. His training and experience with BCBS gives him extensive knowledge of the products and underwriting practices of insurance carriers. After leaving his position as a carrier executive, David ventured into a partnership with a brokerage firm for 10 years. He founded VistaNational in November 1996. Collectively, he has more than three decades of carrier and consulting experience. Graduate of the University of Arizona, BS Healthcare Administration.
Pat is an Account Manager with VistaNational. Pat joined the Vista team in 2016 with 30 years’ experience working in Employee Benefits. Pat’s focus is to respond to the needs of employers and individuals with information and expertise concerning benefit questions and to provide solutions to administrative issues.
Greg is a Senior Benefits Consultant with VistaNational. With over 30 years of experience in the Employee Benefits space, Greg possesses extensive knowledge in all forms of alternate funding, as well as cutting edge plan designs, cost control initiatives and underwriting. Before joining VistaNational, Greg spent many years working for insurance carriers in the Benefits marketplace as well as over 17 years as a Broker/Consultant with large, regional financial firm. Greg is well known and respected in the Chicago Benefits community for his knowledge and dedication to his clients.
Heather Cross has over 20 years in the benefits industry and joined the VistaNational team in 2017 as an Account Executive. Prior to joining VistaNational, Heather worked at two private insurance brokers for a total of 12 years and spent over 10 years working in Human Resources. This experience, along with her proven track record of identifying problems, developing innovative solutions, and implementing successful programs focused on consumer needs, gives her a unique ability to service clients. Heather is responsible for maintaining client relationships and provide support during open enrollment.
Kahlil is the Director of Operations and a Principal of the firm. He is responsible for overseeing the operations of the organization, which includes managing the various internal departments. In addition, he maintains a book of business where he ensures the high quality of Vista’s benefits practice, including strategic benefits planning, financial analysis, renewal negotiations, and carrier performance. Kahlil worked for Blue Cross Blue Shield of Illinois for seven years before joining VistaNational in 2004
Lisa works in the H.R. department and Finance division of VistaNational. Her responsibilities include working with employer/employee administration, maintains Sales commissions data base, and manages day-to-day office operations alongside Vista’s CFO. Prior to joining VistaNational in July of 2007, Lisa worked for an Advertising agency as an Administrative Assistant & Client Services Representative. She also has several years of experience in the dental field as a chair side dental assistant.
Tom is responsible for all financial and operational management of VistaNational. Tom is a Certified Public Accountant (CPA) and has more than 20 years of accounting and senior management experience. Prior to joining VistaNational, he has worked in a wide range of industries; from public accounting, government, not-for-profit to real estate. Tom graduated from Loyola University of Chicago with a B.B.A. and holds an M.B.A. from Lake Forest Graduate School of Management.
Rich is a Senior Broker/Consultant and a Senior Principal of the firm. Prior to accepting an equity position at VistaNational, Rich was employed for nearly 10 years in the Marketing and Group Sales division of Blue Cross and Blue Shield of Illinois (BCBS). His responsibilities as a senior marketing executive were to build, price and sell BCBS medical programs throughout the Chicago area. Rich has 25 years of sales and consulting on public sector and public education accounts.
Amber is an Account Manager with VistaNational. Originally from Iowa, graduating with a degree in Marketing and Economics, she joined the Vista Team in 2013. Her responsibilities include working with our clients and their employees on the administration of benefits.
Grace is a Wellness Coordinator for VistaNational. She is responsible for the implementation of wellness opportunities and on-going support for our client’s wellness programs. Wellness programs include biometric screenings, flu shots, lunch & learns, walking programs, weight management and others. She also promotes wellness at client events and provides eduation on wellness resources available to them. Grace is a graduate from Western Michigan University and joined the Vista Team in 2015.
Fran is a Client Services Specialist and Director of Client Advocacy for VistaNational. She manages the analysis and resolution of carrier issues such as eligibility, claims and billing. Fran came to VistaNational with 22 years of experience in health insurance. She worked for 13 years at Brookfield, a third party administrator owned by Aon Corporation. During that time, she held various positions including assistant supervisor in the claims department, supervisor of client services, billing supervisor, and claims auditor/trainer. Prior to joining VistaNational, Fran was manager of provider relations at the Preferred Plan Inc. PPO. Fran has a B.S. in Psychology from Loyola University in Chicago.
Bill is a Senior Broker/Consultant, Managing Director, and a Principal of the firm. Prior to accepting an equity position with VistaNational in 1997, Bill was employed for approximately 11 years in the Marketing and Group Sales divisions of Blue Cross and Blue Shield of Illinois (BCBS). His responsibilities as senior marketing executive were to build, price, and implement group medical programs throughout the Chicago area. He is knowledgeable about the many internal aspects of underwriting employee benefit programs, as well as the related pricing applications used by all carriers and third-party administrators.
Meghan is a Marketing Specialist/Compliance Officer with VistaNational. She is a graduate from Illinois State University and expanded her education in Business Administration when she joined the Vista Team in 2015. Meghan’s responsibilities include marketing for our existing client benefit packages and entering the competitive data for analysis, and monitoring regulatory requirements to ensure compliance.
Louisa is VistaNational’s Senior Account Manager. Her responsibilities include working with both employers and employees on administration and benefits. Louisa worked for Blue Cross Blue Shield (BCBS) for 7 years prior to joining VistaNational in 1999.
Rob is a Broker/Consultant with VistaNational. After graduating from Purdue University, Rob excelled in sales and marketing within a global corporation. Recognizing a good opportunity to work with a leading brokerage consulting firm, Rob joined VistaNational with a drive for success and growth. Rob has been helping individuals, small and large businesses, and franchisees navigate and uncover opportunity within the changing industry.
Mary’s responsibilities include maintaining client relationships, conducting enrollment meetings, negotiating carrier renewals, as well as reviewing and presenting renewal proposals for our small to mid-market clients. Having worked over 20 years in the health care field, Mary joined the VistaNational team in 2013. firstname.lastname@example.org
Bridgette is an experienced Account Manager with 20 years of experience in the insurance industry. Prior to joining the VistaNational team, Bridgette worked for a major insurance carrier and employee benefits consulting firm. She facilitates renewal strategy meetings, conducts onsite open enrollment meetings, and resolves billing, claims, eligibility and enrollment issues for employer group clients. Bridgette has a passion for meeting client needs and builds strong relationships to help clients meet their goals.
Tony is a Broker/Consultant with VistaNational. He graduated from Illinois State University with a bachelor’s degree in Marketing. Prior to attending ISU, he serviced four years in the United Stated Marine Corps as an Artillery Cannon Crewman. While at Illinois State, he began working at VistaNational as an intern in the business development department. Recognizing a chance to work for a leading brokerage firm, Tony decided to accept a position as a Brokerage Consultant where he could continue to develop his skills. Tony helps individuals, businesses and franchises to navigate and uncover opportunity within the dynamic industry.
Julie Stigerwalt is an Account Manager as well as supervises over the Account Management team for VistaNational. Her responsibilities include working with employer/employee administration regarding day-to-day matters, which includes membership, billing and benefit questions and/or issues. She also maintains the internal workflow for the Account Manager Department. Julie worked at Blue Cross Blue Shield of Illinois (BCBSIL) for over 10 years in their Marketing and Group Sales division before joining VistaNational in 2011.
Brian is a Senior Broker/Consultant, Managing Director, and one of the Principals of the firm. Prior to VistaNational, Brian spent 10 years in the Marketing and Group Sales division of Blue Cross and Blue Shield of Illinois (BCBS). His responsibilities as a Senior Marketing Executive were to build, price and sell BCBS medical programs throughout the Chicago area. Brian is intimately familiar with the many internal aspects of underwriting employee benefit programs, as well as the related pricing applications used by all carriers and third-party administrators.
Glenda Zelazny is an experienced Senior Account Executive specializing in comprehensive employee benefits administration management, client service, and sales delivery operations. Glenda has 25 years of service experience working with public sector and public education accounts. Prior to joining the VistaNational team in 2018 Glenda worked for over 20 years in a variety of positions in Marketing, Operations, and the Group Sales division of Blue Cross and Blue Shield of Illinois (BCBSIL).