George co-founded the firm in 1984, having been in the insurance field since 1978. He is a health & welfare consultant and principal. Prior to being in the insurance business, George had been an auditor for a Big 8 accounting firm, an accountant at Children’s Hospital in Boston, and had various managerial positions with GTE Sylvania. George is a graduate of Northeastern University where he was awarded a B.S. in Accounting.

George designed unique benefit solutions for public schools and municipalities throughout Massachusetts.

He is an active member of American Association of School Administrators (A.A.S.A), the Massachusetts Association of School Superintendents (M.A.S.S.), the Association of School Business Officials International (A.S.B.O.), and the Massachusetts Association of School Business Officials (M.A.S.B.O.).

Michael co-founded the firm with George Mosse in 1984. He is a Retirement Plans Consultant and Principal. Michael previously worked as a consultant for the Ellison-Kaloust Agency of The New England. Throughout his career, he has designed several innovative benefit programs for both corporations and non-profit institutions. Michael is a graduate of Hamilton College with a B.A. in Economics and has over 20 years experience in the industry. He has served for the past two years as a member of NFP’s 401(k) Advisory Council, helping, among other things, to develop a Fiduciary Audit Checklist for Defined Contribution Plan Sponsors.

He is currently a little league and youth hockey coach and was the founder and president of the Benefit Foundation for Children, Inc., which raised money for healthcare for underprivileged children in Boston. He was also active in the United Way of the North Shore.

Jonathan joined the firm in 1989. He currently manages the health and welfare division of the firm and is a principal. With over 17 years of experience, Jonathan has provides innovative employee benefits solutions to our customers. As a practice leader, Jonathan has represented the firm with national and international companies. He is a frequent presenter at both insurance industry conferences as well as industry and association-specific conferences.

Jonathan is a member of the NFP Advisory Board. He, along with the nine other members, develop strategy and product solutions for the over 300 member companies of NFP Benefits.

Jonathan received a B.A. from Hamilton College and completed post-graduate work at Oxford University and the University of Virginia. Prior to joining the firm, Jonathan taught Classics at a Maryland boarding school and worked as an educational counselor for learning disabled children.

Bob joined the firm in 1994 and has over 12 years of consulting experience in group benefits and retirement planning. Prior to joining the firm, he held accounting and finance positions in cable television service, semiconductor and semiconductor equipment manufacturing industries. He currently manages client accounts, provides customer service and plan administration.

Bob holds the designation for Retirement Plans Associate and is looking forward to earning the Certified Employee Benefit Specialist (CEBS) designation later this year. He is a graduate of Bentley College where he was awarded a B.S. in Management.

Brian joined the firm in August of 1999 upon his graduation from Bowdoin College, where he was awarded a B.A. in Government and Legal Studies. He currently provides health and welfare consulting and employee benefit plan management services to over forty public schools and municipalities and serves as advisor to several 32B Insurance Advisory Boards throughout Massachusetts. Brian also manages the health and welfare programs for several private schools throughout New England. Prior to joining the firm, Brian was employed as an intern in the Global Custody Department at Investors Bank & Trust in Boston.

Brian is currently a member of the American Association of School Administrators (A.A.S.A), the Massachusetts Association of School Superintendents (M.A.S.S.), the Association of School Business Officials International (A.S.B.O.), the Massachusetts Association of School Business Officials (M.A.S.B.O.), the Greater Boston Chapter of the International Society of Certified Employee Benefits Specialist (ISCEBS) and the International Foundation of Employee Benefit Plans (IFEBP).

Philip A. Grisafi,Senior Vice President, CEBS

Philip joined the firm in 2001 as a Senior Consultant. He has over 18 years’ experience in many areas of the human resources and employee benefits field including consulting, carrier sales, account management and corporate benefits management. He currently specializes in assisting corporate and non-profit clients with strategic health & welfare benefit decisions.

He holds the Certified Employee Benefits Specialist (CEBS) designation and is a fellow in the International Society of Certified Employee Benefits Specialist (ISCEBS). He is a member of the International Foundation of Employee Benefit Plans (IFEBP), and currently serves as a member of the ISCEBS Governing Council and as immediate Past President of the Greater Boston Chapter of the ISCEBS. He also serves as Director of Sponsorship for the National Human Resources Association- NH Affiliate.

He received his Bachelor of Science degree in Human Resources Management from Park College in Parkland, Missouri.

Patricia Burns, CLU, Allied Member of the Hotel and Lodging Association

Pat Burns has been working professionally for 20 years in the design and administration of Employee Benefits.  Her skills in designing, implementing and communicating employee benefit plans have made her a valuable asset to many nationally expanding companies in the hospitality industry.  She specializes in assisting the entrepreneur who is endeavoring to meet the needs of today and plan for those of tomorrow.

She received a Bachelor of Arts from Salem State College, a Master of Arts from the University of Wisconsin at Madison.  She holds a CLU designation and is an active member of The Society for Human Resource Management (SHRM), The New England Human Resource Association (NEHRA), and an Allied Member of the American Hospitality and Lodging Association (AHLA).

Marisol joined the firm in 2002, bringing with her over 15 years of experience in business management and customer service. She held managerial positions in two of New England's largest museums and research centers where she established company wide policies & procedures and ensured proper accounting practices. Most recently, as Project Manager for a publicly traded software development company, she was responsible for developing business processes, as well as allocating and managing resources to ensure client expectations were met with satisfaction.

Her current responsibilities include, among others, financial administration, producer licensing, human resources, and information technologies. She is an active member of the Society for Human Resource Management (SHRM).

A graduate of the University of Connecticut, she was awarded a B.A. in Spanish Literature and is working towards her MBA.

Sarah is our newest employee to join our team. She has over 15 years experience in Administration and Finance. In her previous position as Assistant Finance Director with the City of Boston Transportation, she ensured monetary accuracy and implemented economically sound business solutions.

As the Sales Administrative Assistant to the Vice President of the Health & Welfare division, Sarah is responsible for all aspects of client services within the division. Some of her duties include request resolution, account retention and facilitation of renewals. She is actively involved in meeting the needs for the existing client base, ensuring the highest level of satisfaction and performance.

Joining the firm in April 2005 as the Sales Assistant to the Vice President of Retirement Planning, Mary brings with her over 10 years in an administrative support role. Prior to joining our sales team, she worked in the Legal and Compliance Departments for a major 401(k) plan administrator.

Mary coordinates the daily administrative needs of the Retirement Planning sales team and provides assistance on projects and to other staff as needed. She also manages client inquiries and facilitates client requests.

Allen brings to the firm over thirty years of professional experience working with sponsors of retirement plans and group benefit programs on a local and national basis. He is a graduate of Colgate University in Hamilton, New York, and for the past twenty years has been involved with providing retirement plan services to corporations through one of the top vendors in the industry.