Stephanie has a BS in Chemistry from the University of Alabama and has over 20 years of experience working as a consultant with federal and state regulatory compliance. She has spent many of those years working closely with ERISA attorneys and accountants to gain a mastery of DOL and IRS regulations affecting benefits administration. Stephanie has been working as a benefits consultant along the Gulf Coast for the past eight years. She makes a practice of maximizing the use of technology in her benefits practice through the utilization of data analytics software to the implementation of HR software and benefits administration systems.

She specializes in cost containment measures within health plans ranging from the use of HSAs, HRAs and fully insured and self-funded secondary insurance plans coupled with wellness measures for fully insured companies to on-site and shared site clinics, data analytics, reference based pricing and concierge services for self-funded companies. Stephanie has relationships with several captives and TPAs on both a local and a National level and leverages those relationships to bring the optimal solutions to her clients.

She has also frequently advised clients on complex compliance related issues such as arguing for acceptable non-discrimination practices for FSA/DSAs, delinquent and incorrect filing of 5500s, determinations of controlled group status, corrections of unintentional MEWA status, J226 ACA penalty response letters to the IRS and ACA 1095 filing and coding.