Partners

Michael McKenna
Founder & President

mike@cbacompanies.com
(877) 993-5600 ext. 207
Michael McKenna

Michael is the Founder and President of Partners Benefit Group (PBG), Inc. and Comprehensive Benefit Administrators (CBA). Mike’s vision of expanding administration and compliance along with PBG to make our agency a full service comprehensive benefits administration company is now a successful reality. CBA is considered a leader in the design and management of creative cost containment strategies and is among the fastest growing and largest employee benefits brokers in New England.

Mike is a sought after speaker on employee benefits topics. He has been featured in the Boston Business Journal, Metrowest Daily News, Society for Human Resource Management (SHRM) and interviewed by various business radio shows including CNN Radio. Mike is a member of both the Blue Cross Blue Shield and Harvard Pilgrim Broker Advisory Councils.


Partial List of Speaking Engagements:
 

  1. Keynote Speaker - Associated Industries of MA (AIM) 2nd annual meeting. Topic: The ABC's of FSA, HRA and HSA's
  2. Moderator - Smaller Business Association of New England (SBANE) Symposium on Emerging Healthcare Options in New England.
  3. Keynote Speaker - Associated Industries of MA (AIM) CEO Group. Topic: Cost Containment Strategies in Healthcare.
  4. Presenter - MA Credit Union League Annual Meeting in San Francisco. Topic: Health Insurance Market-Past, Present and Future. Topics covered: tiered provider networks and tax advantaged options for financing healthcare.
  5. Keynote Speaker - South Shore Business Community. Topic: Alternative funding options in health and dental plans and the role of telemedicine in Consumer Directed Health Care



Michael R. Hicks
Senior Vice President and Chief Operating Officer

mhicks@cbacompanies.com
(877) 993-5600 ext. 260
Michael recently joined CBA. In this role, he is responsible for the strategic direction and tactical execution of the company with the primary objective of growing the organization. 

Michael is an action oriented leader with 20+ years of making data driven decisions that impact enterprise value through executive management, direct investment and advisory services. His skills and qualifications have been developed over a career working with both high growth and distressed companies at boutique investment/advisory firms to a Fortune 500 global technology company.

Michael is an active member of the community having served on the Private Equity and Venture Capital Steering Committee of the United Way of Mass Bay and the Board of Directors of Families First. He has also been an advisor to the Office of Technology Development and a member of the Kindle Mentoring Program at Boston University.

He attended Boston University where he earned a BA in Economics and later an MBA with honors. He has also completed extensive course work in accounting and finance at Northeastern University.



Jeffrey Caves
Vice President

jeff@cbacompanies.com
(877) 993-5600 ext. 205
Jeffrey Caves

Jeff manages the operations at our agency and works closely with clients providing advice and solutions for their Employee Benefits Plans. Prior to his current role, Jeff was a member of the Senior Management Team in a well known benefits management company.

Jeff has over 35 years of experience in the Life, Health, and Disability Insurance industry. During his last twenty five years, he has focused primarily on Employee Benefits. His professional designations include CLU (Chartered Life Underwriter) and ChFC (Chartered Financial Consultant). Jeff's extensive experience and knowledge in the insurance field makes him a trusted resource. Recognized as a leader in his field, Jeff has acquired vast knowledge of the design, implementation and management of benefit plans for large and small employers. He and the firm place great emphasis on providing innovative products and a level of exceptional service for their clients.


Noreen Carey-Neville, CLU, ChFC
Partner

noreen@carey-neville.com
(508) 830-1819
Noreen Carey-Neville

Noreen has been an insurance broker of 25 years. She spent the first half of her career focusing on individual insurance needs in both the personal and corporate market place. She then built on this foundation by developing expertise with group products and "strategies," such as HRA's, HSA's, and Section 105 Participating Funding Arrangements (PFA). This gives Noreen a unique advantage when working with businesses: she has the knowledge & expertise to meet a broad range of needs.

Noreen is very active in the business community. She has been a member of the South Shore Chamber of Commerce (SSCC) since 1986 and sat on the Board of Directors for 10 years.

During her tenure on the Board of Directors for South Shore Chamber of Commerce, she was 1) instrumental in bringing the Athena Powerlink Program - a national mentoring/advisory program for women business owners - to the South Shore Chamber, and 2) was one of the founders of the Women's Business Connection (WBC). She has been a member of the Weymouth Rotary Club since 1988 and is a Past President and Paul Harris Fellow. She is past president of the Norfolk Plymouth Estate Planning Council and sits on the Board of Directors at South Coastal Bank.
 

Dennis J. Read
Partner

dennis@cbacompanies.com
(508) 644-5593
Dennis J. Read

Dennis is a graduate of Bryant University and has over 30 years sales experience in the life and health insurance business. In the early 1980's Dennis spent the majority of his time working in the areas of life, health and disability insurance successfully making Leaders Conference and Million Dollar Round Table while representing a major mutual life insurance company. In the mid to late 1980's he earned the LUTCF designation and then taught several Business Insurance courses for the Rhode Island Life Underwriters Association, all the while continuing his own high personal sales production.

For the past 20 years Dennis has turned his focus to the Employee Benefit Industry specializing in group medical, dental, life and disability insurance. He owned and operated Employee Benefits Unlimited in Fall River, MA which became Read Insurance & Financial Services Ltd. now located in Assonet, MA. During this time he has had affiliations with two well known benefit management companies furthering his education in Consumer Driven Health Care, Health Reimbursement Accounts (HRAs) and Health Savings Accounts (HSAs).

Dennis has served on the Broker Advisory Board with United Healthcare and is currently a member of both the National and Massachusetts Association of Health Underwriters. His commitment to providing comprehensive benefit planning for both employers and employees will only be enhanced by joining the Partners Benefit Group Team.


Stephen Costello
Partner

steve@cbacompanies.com
(781) 837-8979
Stephen Costello

Steve has over 25 years experience in the employee benefits field and is a frequent speaker at Human Resource and financial executive groups with an emphasis on self-funded health insurance plans. Steve has helped many small to large companies’ transition through the constant changes in employee benefits. Clients view Steve as a "knowledgeable partner" in the employee benefits business. He realizes that each company's philosophy regarding benefits and cost vary greatly. By acting as an employee benefits partner, he custom designs feasibility reports that will illustrate benefit options to fit that company's individual needs.

Steve is on the Board of Directors for ARC of Greater Plymouth, an organization that helps children and adults with developmental issues and he is also a Member of the Indian Pond Country Club. Steve is a graduate of Bryant University and resides in Duxbury.


Mark Rezendes, CEBS
Partner

mark@cbacompanies.com
(508) 746-6570
Mark Rezendes

Mark has been part of the benefit industry since 1985. He was Vice President of Employee Benefits for one of the nation’s largest insurance agencies for 10 years. Prior to that, he was an Account Executive with one of the area’s largest health plans for five years. Previous experience also includes sales and underwriting of self-funded medical, dental, and disability plans.  He specializes in Employee Benefit consulting and brokerage. 

Mark works closely with employers in the areas of benefit design, rate negotiation, and plan implementation. His services often allow business owners, CFOs, and Human Resources Directors to save significant amounts of time when reviewing options and to reduce costs.

Mark has earned a certification designation in the area of Consumer Driven Health Care (CDHC) from the National Association of Health Underwriters. His range of expertise includes Health Care Reimbursement Accounts (HRAs), Health Savings Accounts (HSAs), and Section 125 Participating Funding Arrangements (PFAs). He has also been certified and licensed to offer employer sponsored plans through the Massachusetts Commonwealth Connector, as well all Massachusetts Purchasing Cooperative plans.

A graduate of the University of Massachusetts at Amherst, Mark also holds a Certified Employee Benefit Specilaist (CEBS) Designation.  He is a member of the Boston Chapter of CEBS, National & Massachusetts Association of Health Underwriters and New England Employee Benefit Council.  Mark also serves on the Harvard Pilgrim Large Group Broker Advisory Board and MassAHU Legislative Committee, where he is often a guest speaker on benefit topics.

Ford Spalding
Partner

fspalding@cbacompanies.com
(978) 548-3750
Ford Spalding

Ford has been in the insurance and benefits business since 1970 representing his clients with their Employee Benefits, Personal & Corporate Property & Liability Insurance and individual Life, Disability & Long Term Care insurance needs. He has been associated with CBA since its inception as PBG and our agency services all of his employee benefit accounts.

Ford has served as a member and Chair of the town of Dover Board of Selectmen, Finance Committee, Dover-Sherborn Regional School Committee and Dover-Sherborn $40m Regional School Building Committee. He is a current member of the Dover Board of Fire Engineers. He has served as a member of the Massachusetts Business Alliance for Education (MBAE). He is the former Chairman of the Minuteman Career & Technical High School Committee in Lexington, MA. He is currently the Chair of the Minuteman Building Committee and a member of the School Committee.


Christopher Peris
Partner

chris@cbacompanies.com
(877) 993-5600 ext. 203
Christopher Peris

Chris has been in the insurance and employee benefits business since 2001. He is focused on new business development, cost containment strategies and client relations. After working at Blue Cross Blue Shield of MA for over 7 years, he joined forces with our agency in 2008. Based on his extensive experience at BlueCross of MA and his knowledge in sales and underwriting, it has enabled him to show greater potential savings to clients and negotiate lower contracts. Chris’s expertise in the industry has enabled him and the agency to continue to take an innovative approach to the market place. He is a subject matter expert in health insurance contracts, high deductible plans and alternative funding options.

Chris was born and raised in Shrewsbury MA and is still an active member in his community. Chris is a graduate of Westfield State University. He is a former participant of the Big Brother program and is an active member of the youth advisory committee for Youth Opportunities Upheld (YOU, Inc). He was recently selected to the board of directors for YOU, Inc.


Robert Delaney
Partner

rdelaney@partnersbenefitgroup.com
(508) 481-6755
Robert Delaney

Robert is currently the Chief Operating Officer for Members Insurance Agency, LLC and a partner at our firm. Robert works closely with our agency’s credit union clients providing advice and solutions for their employee benefits plans. Members Insurance Agency is a wholly-owned subsidiary of the Massachusetts, New Hampshire and Rhode Island Credit Union Leagues. Robert has served in that capacity for the past 17 years. Prior to taking over control of the Agency, Robert was a Vice President for the Massachusetts Credit Union League.

As the Agency’s Chief Operating Officer, Robert is responsible for negotiating agreements with major insurance carriers and developing new programs on behalf of the member credit unions of the League. Robert obtained his undergraduate degree from Northeastern University and received his Masters Degree from Babson College. Robert lives in Wrentham, Massachusetts with his wife Carol and his two daughters and dog Buddy.


Andrew Hollatz
Partner

ahollatz@partnersbenefitgroup.com
(508) 481-6755
Andy Hollatz

Andrew is the Director of Employee Benefits at Members Insurance Agency and a Partner with CBA. Andrew works closely with our agency’s credit union clients providing advice and solutions for their employee benefits plans. Andrew brings over 23 year experience to our firm, specifically with his management expertise in Associations. Prior to his current role, Andrew was a Account Executive in Association Relations, Small Business Marketing and a Account Executive in retention in the 50 - 500 market at Blue Cross Blue Shield of MA. Andrew is graduate of Stonehill College and resides in Quincy with his wife Christine and 2 sons.  He is an active member of the community in Quincy and has been coaching baseball, basketball and soccer since 1996.

Testimonials/view more

We have enjoyed working with Partners Benefit Group for our Employee Benefits plan.  We work with Partners Benefit Group because they are able to show us options that allow us to save money and offer a high level of benefits and choice to our employees.  The service and options that they bring to us every year are unparalle...
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News/view more

May 2014 Newsletter

Posted on: 05/30/2014
This month's newsletter includes updates on the following: New ACA Compliance Advice for Employee Handbooks The IRS Clarification on the Health FSA Carryover and HSA Eligibility Guidelines...