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Jon McGraw - Principal - GBA

 

Jon has enjoyed a successful career

in employee benefits in both the

insurer and broker/consultant fields,

nearly all of it in the Bay Area. He

started with a large national carrier

where he advanced in both the

underwriting and account

management disciplines. Jon moved to

the broker/consulting world over 20

years ago and has worked in both

regional and national organizations in

various capacities as a consultant,

operations manager, and sales leader.

As an operations manager, he is

actively involved in both process

analysis and improvement, and M&A

opportunities.

 

Jon has been involved in the review,

analysis and integration of new

companies for much of the last 10

years and brings a deep

understanding of the challenges and

opportunities that come from change. 

In his consulting practice, he has

developed a specific interest in

helping organizations find the balance

between their budgetary constraints

and the needs/expectations of the

employee base. Working with different

constituencies with an organization to

find consensus in developing specific,

actionable recommendations is a core

strength, including extensive

experience in financial analysis and

contribution modeling in concert with

overall budget goals.

 

As a consultant, he has supported a

wide variety of organizations in many

industry segments including

construction, higher education,

healthcare and manufacturing. He has

managed multi-employer trusts, risk

sharing captives and industry based

collaborative programs providing

many different programs. Jon’s

particular expertise is in larger multi-

site, multi-plan programs.

 

Jon is a graduate of Carnegie-Mellon

University (Pittsburgh, PA) and has

spent most of the last 20 years

enjoying life in the North Bay with his

wife Sandy and their children. They

are actively involved in numerous non-

profit organizations that address the

needs of the developmentally delayed

adult population. He is an avid baseball

fan and player… Go Giants!

 

Lisa Campagna - Principal

CEB - CWWS - RYT500

 

Lisa began her employee benefits

career in 1991 where she trained with

Arthur J. Gallagher Insurance Agency

in Woodland Hills, CA. In 1995, she

established Progressive Insurance

Concepts, an employee benefits

agency in Los Angeles, providing

employee benefits services to mid-

sized non-profits and mental health

centers. In 1996, Lisa became the

endorsed benefits broker for the Los

Angeles Chapter of the National

Organization for Women where she

provided health insurance for

thousands of members of the chapter.

She has always had an authentic

interest in serving and volunteering for

social service agencies with a focus

on women and children, and it was at

this point in her life that her

professional and personal interests

began to merge.

 

Lisa established Total Health

Solutions in 2004, a full-service

employee benefits agency offering

Benefits Consulting, Employee

Advocacy, HR Compliance, Workplace

Wellness and Health Informatics to

the mid-sized group market. Her vast

knowledge of the health insurance

industry coupled with her strong

personal commitment to preventive

medicine led her to acquire her

training as a Certified Worksite

Wellness Consultant and Health

Coach. As a Worksite Wellness

Consultant, Lisa designs, implements

and manages health and wellness

programs for her group insurance

clients.

 

Lisa is also a Registered Yoga Teacher

with Yoga Alliance (RYT 500) and since

2000 has taught therapeutic yoga in

the work place, in senior centers and in

elementary/middle schools. She lives

with her son in Larkspur, CA and

enjoys hiking and biking in the

beautiful hills of Marin County.

 

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Ingrid Berghout