Putting our team to work for you and your team. We are committed to helping you succeed - from evaluation, to custom designed strategy, to implementation and finally, to providing you with the support and services you need.
David M. O'Donnell
Partner
Gregg A. Catsoulis
Managing Partner
Michael Tashjian
Partner
Alison H. Morant
Director of Client Services
Gregg has been a trusted resource in the group benefits arena for over 30 years; helping employers meet challenges posed by constant internal and external changes. Gregg has consistently added value by bringing a blend of expertise, creativity and objectivity to his business clientele of all sizes.
Dave has over 28 years experience in the financial business and has received numerous industry awards for service to his clients.
Mike has over 25 years experience in the financial business. Mike is dedicated to the success of Patriot Benefit Services, LLC.
Alison has over 12 years of experience in growing and maintaining benefits practices. Alison is constantly seeking the best services to bring to the practice and our clients. She is dedicated to making sure client needs are met on a daily basis, as well as finding the optimal solutions for new clients, and bringing them on board.