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.
Cindy is a seasoned Senior Account Executive specializing in comprehensive employee benefits, client services and account management. Cindy has over 24 years of experience in the group health insurance field as an account executive and benefit consultant, managing group health account’s ranging in size from individual to large, complex corporate groups, along with school and municipal cooperatives. Prior to joining the Vista National team in 2018 Cindy worked for over 22 years as an account executive in the Illinois Group Markets division of Blue Cross Blue Shield of Illinois.
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.
Kelly is an Account Manager with VistaNational. She graduated with a degree in Financial Management from Indiana University and joined the Vista Team in 2017. Kelly’s responsibilities include working with our Small Group clients and their employees on the administration and management of benefits.
Olivia is an Office Assistant at VistaNational. She graduated from the University of Illinois at Urbana-Champaign in 2019 and joined the Vista Team in 2020. Her responsibilities include seeing to the clerical needs of the firm and assisting the finance and HR departments with maintaining the sales commissions data base. Olivia is also responsible for assisting the Business Development department with the scheduling of prospect appointments.
Jimi is the Wellness Coordinator for VistaNational. She graduated with a degree in Health Sciences from the University of Missouri and joined the Vista Team in 2020. Jimi’s responsibilities include assisting clients in the developing and implementing Wellness and Preventative Care Programs to create the greatest workforce health impact and return on investment.
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
Carissa is an Account Manager with VistaNational. She graduated with a degree in Psychology from McKendree University and joined the Vista Team in 2018. Carissa’s responsibilities include working with our small to mid-market clients and their employees on the administration and management of benefits.
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.
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.
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.
Katie is a Senior Claims Specialist with VistaNational. She helps to navigate the complexity of medical billing and carrier claims processing. She facilitates the resolution of carrier issues (eligibility, claims, and billing), helping to ensure accurate benefits for our members. Katie came to VistaNational in 2016 with a background in student healthcare, marketing and business development. email@example.com
Grace is an Account Manager at VistaNational. She graduated from Eastern Illinois University in 2016 with a degree in business and joined the Vista Team in December 2018. Her responsibilities include assisting the finance and HR departments and maintaining the sales commissions data base. Grace is also responsible for keeping client data up to date and assisting with clerical needs of the firm.
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.
Selena is a recent graduate from the University of Illinois at Urbana-Champaign and joined the Vista Team in 2018. Her responsibilities include preparing renewal and quarterly claims reviews for meetings with clients and assisting with clerical needs of the firm. Selena is also responsible for the marketing of benefit packages for current and potential clients.
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
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.
Bridgette is an experienced Senior 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.
Brian is the Director of Life Insurance Services of the firm. Brian’s responsibilities include working directly with VistaNational’s business owners, Executives and Board Members to address the many risks and concerns that can leave their organizations exposed without proper planning. With Brian’s 20 years of life insurance and financial advisory experience, he customizes advanced Life insurance solutions and implements plans to provide a solid financial foundation. Brian’s techniques create a versatile tool for businesses of all sizes that organizations can use to attract and retain top talent. While working with VistaNational’s, clientele, he solidifies the protection of their company, family, partners and key employees from an unexpected death and helps ensure a successful transition at retirement or sale of the business.
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.