Group Benefits Design Strategist, ChFC
Health & Wellness Strategist
Since graduating from St Mary's University with a Bachelors of Arts degree in 1976, Patrick, "Pat" has excelled in developing his specialized areas of expertise.
In addition to being a principal partner at BHS, he also currently serves as founder and owner of Diversified Financial Services Group, and past president of Affiliated Benefits Company.
Pat's past & present areas of expertise and certifications include Group Benefits Design Specialist, with a focus on Innovative Consumer Driven Benefits and Strategies, Financial planning, and Chartered Financial Consultant.
Pat has been designing & implementing fully funded & partially self funded group benefit plans for a wide variety of industries and businesses since 1990.
Pat was instrumental in designing one of the first blended employee benefit health plans, using tax favored accounts starting in 1999, and with the permission of the US Treasury participated in designing another type of plan in 2004.
Since 1999 Pat has worked with forward thinking Employee Benefits Administrators & Professional Affiliates to create plan designs and systems positioned to help businesses and employees reduce and manage the rising costs of healthcare.
As a highly seasoned professional, member of the State & National Association of Health Underwriters, and the National Association of Alternative Benefit Consultants, Pat contributes to BHS over three decades of extraordinary expertise in Employee Benefits Strategies & Design- using innovative thinking to provide Significant Solutions for employers and employees.
Pat has participated in the National Healthcare Reform Certification course and is well versed on the ACA & Solutions.
Pat's Healthcare Reform Expertise and seasoned area of benefits expertise insures BHS the best of the best in our Benefits Consulting & Design department.
Visit Pat's Linked in profile & recommendations-