Meet the Team

Our Mission

The firm’s philosophy of selective client partnerships allow it to devote its resources to providing creative customized benefits strategies followed by proactive service excellence. ELT strives to exceed client expectations and to maintain enjoyable relationships and efficient client interactions.

ELT seeks to establish long term mutually rewarding relationships with rapidly growing and challenging organizations.  The firm wishes to partner with people that they enjoy working with and who adhere to the basic tenets of open communications, honesty, integrity, sincerity, consideration, concern for others and the basic premise that personal relationships are important.  Once ELT identifies and establishes a partnership, the firm commits their resources to covet the relationship with service excellence.

 

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    Ed Lee

    President
    Ed is the President of our firm and lead broker on our key accounts.  He is responsible for overseeing the team in all aspects of our client partnerships.  He supervises the information gathering, RFP, benefits strategizing, carrier negotiations and wellness processes.  Ed is proud to be able to lead an awesome team of dedicated insurance […]
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    Tracy Podzimek

    Vice President
    Tracy has been part of ELT since inception and brings over 14 years of experience in the employee benefits industry.  Her experience has been within a brokerage environment, as well as part of an HR team for private and public employers.  Tracy works closely with her clients to establish short and long term objectives to […]
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    Andrea Durazo

    Vice President
    Andrea’s experience includes 9 years as a licensed insurance agent with expertise in selling and servicing individual and group benefits.  She has worked with Ed and his team for 8 years. Andrea’s responsibilities include renewal benefit analysis, RFP development, implementing and auditing web-based benefits administration systems, assisting in claims and billing resolution and open enrollment […]
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    Reid Middleton

    Director of Compliance
    Reid has accumulated over 10 years of experience in the healthcare industry and its various component systems.  These include serving as in-house counsel to UCSD Healthcare where he advised physician groups and hospital systems as to insurance reimbursement, capitation and risk pools, managed care and employee benefit programs. Similarly, Reid served as a Senior Corporate Counsel to ALARIS […]
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    Janet Schneider

    HR Consultant
    Janet has over 25+ years of experience in human resources, benefits, payroll, accounting, finance and administration.  She has held various management positions in large San Diego based companies in franchising, government contracting, and telecommunication industries.  Janet brings her benefits, human resources, and analytic skills to assist the ELT team with special projects, administration, client support, […]
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    Patty Nunley

    Benefits Consultant
    Patty has over 23 years of expertise as a licensed Health, Life and Disability Broker in California.  Patty specializes almost exclusively, in the area of individual and family health insurance.  She has the deep knowledge and credentials to guide clients through the ever changing landscape of the individual and family coverage market. She is certified […]
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    Nicholas Lee

    Benefits Coordinator
    Nick comes to ELT with some experience in the areas of administrative assistance and customer service. He works alongside the  elite account management team to deliver professional customer service to exceed client expectations.  His responsibilities include assisting account managers in resolving day-to-day service issues, renewal preparation, performing core administrative functions and  assists in the resolving of client inquires and issues […]