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Benefits as a Strategic Workforce Advantage

SBS is led by nationally recognized benefits strategists, experienced in voluntary benefits strategy and workforce engagement, bringing over a century of combined experience across HR consulting, benefits strategy, carrier operations, workforce engagement, and enterprise client delivery. 
Our model focuses on health and financial literacy for employees, working to ensure that employees have access to education and resources to navigate their benefit elections while keeping financial security a priority. We understand today’s stratified, diverse, and multilingual workforce with varying needs, and have made this the foundation for our solutions.

Our Expected Results

We leverage people and technology to create a win-win for all stakeholders, with the employee being the beneficiary of an executive-level benefits experience with white-glove treatment. Ultimately, we want employees who are better consumers of their benefits package, making decisions to protect themselves and their families.
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Leadership Team 

Our leadership team includes former executives from major insurance, consulting, and HR organizations as well as licensed enrollment specialists nationwide.

Le Phan | Founder and CEO

  • 29-year veteran of worksite and voluntary benefit industry
  • Previously SVP and Practice Leader for an M Financial Group Firm
  • Prior leadership roles with GE Financial Assurance, Reliastar Life Insurance Company (VOYA), and The Abacus Group
  • Recognized industry authority and sought-after speaker at Source Media and LIMRA Conferences
  • Featured in industry publications Employee Benefit Adviser and Benefit Selling

Education

  • Bachelor of Science, Finance
  • University of Nebraska–Lincoln
  • Tuck Executive Program at Dartmouth, 2016, 2018
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Renee Brooks | Principal

  • 22-year veteran of worksite and VB industry
  • 15-year HR background in corporate leadership and consulting with companies such as FedEx, Andersen Windows and Doors, Domino’s Corporate, and Aladdin Industries
  • Previously VP for an M Financial Group Firm, and The Abacus Group
  • Featured speaker at HR and Workplace Benefits conferences for topics such as employee retention, employee engagement, and benefits enrollment strategies

Education

  • Bachelor of Business Administration, Marketing
  • Bachelor of Science, Psychology
  • University of Kentucky/Middle Tennessee State University
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Trang Phan | Strategic Advisor Advisory Board

  • 20+ years of public accounting experience with both the Big Four and middle market firms in the international arena.
  • Senior Director, Tax Services, RSM.
  • Consulting and compliance support on a broad range of issues across different industries, including private equity, manufacturing, technology, and real estate.
  • Experience and deep technical knowledge in the areas of global tax planning, tax-efficient holding companies and financing strategies, cash repatriation and deployment, U.S. tax withholding, foreign tax credit planning, passive foreign investment corporations (PFIC), subpart F and section 956 planning, base erosion anti-abuse tax (BEAT) planning, IRS controversy
  • Provides business consulting and acts as an advisor to SBS

Memberships

  • Dallas Bar Association
  • Texas, Minnesota and Nebraska Bar Associations

Education

  • Juris Doctor, University of Nebraska College of Law
  • Bachelor of Science, finance, magna cum laude, University of Nebraska–Lincoln
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Steve Batzer | Executive Advisor, Advisory Board

  • 45-year career in the international business consulting field
  • Co-owner and partner in WBD Investment Group, a global business consulting firm
  • Formerly Senior Vice President, Global Client Development and a Senior Vice President, Global Gaming Practice Leader for Marsh, USA, Inc., a division of MMC, a global financial services/insurance brokerage firm
  • Provides business consulting and acts as an executive advisor to the SBS leadership team in business development activities in the government, healthcare, and gaming industry sectors.

Education

  • Undergraduate and MBA degrees from the Wharton School of the University of Pennsylvania
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Partner with a Benefits Team Built for Scale

Whether you're an employer, carrier, health system, or public-sector organization, we bring the strategy, seasoned team, and technology to move your benefits program forward.
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