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.

 

    Ed Lee, REBC, HRAA, GBDS

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

    Lisa Bernales, REBC

    Vice President
    Lisa’s diverse experience is comprised of over 18 years of combined experience in executive assistance, marketing and customer service. Lisa’s primary responsibilities include core account management including thorough client needs assessment, development of long term costs containment strategies, renewal management and implementation of value added programs. Lisa also supports in the implementation of web-based employee […]

    Nicholas Lee, SHRM-CP

    Associate Account Executive
    As an Associate Account Executive, Nick’s primary responsibilities include core account management through client needs assessment, development of long-term costs containment strategies, and renewal management.  In addition to this, Nick’s responsibilities largely include supporting the implementation of web-based benefit administration systems along with various other information systems. Nick recently obtained his Society of Human Resource […]

    • Sara Elsner

      Administrative Assistant
      Sara plays an important role in organizing, managing and keeping the office running smoothly. Her responsibilities include resolving employee concerns, billing & eligibility issues.  She assists in the preparation of regularly scheduled reports, employee level handouts, and processes client/employee enrollment forms.  She brings many years of administrative experience, most recently with the Welk Resorts where […]

      Carli Meyer

      Benefit Technology Specialist
      Carli is our benefits administration, payroll systems and human capital management (HCM) solutions expert.  She is a NAHU BenTech Certified expert and enjoys widespread special treatment amongst the major HCM systems providers.  Prior to becoming a full time consultant, she spent over 15 years working at Paycor, ADP and Ceridian.  She experienced many roles from […]

      Jessica Vazquez

      Associate Account Executive
      As an Associate Account Executive at ELT Insurance Services, Jessica makes sure clients’ needs are met. She supports the Lead Account Managers when dealing with benefit enrollments, terminations, and changes. She also provides a wide variety of administrative support, from claims, audits, preparing handbooks and election forms for our clients.  She also takes a lead […]

      Patty Nunley

      Individual & Family Specialist
      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 […]

      Joshua W. Axene, FSA, FCA, MAAA

      Actuarial Consultant
      Josh’s strengths in making connections between data and real world scenarios is an asset for clients. Josh has experience working on a variety of health care organization projects including: -Healthplans: HMOs, PPOs, managed care plans -Healthcare providers: Hospitals, medical groups, ancillary providers, etc. -Various governments and government programs: federal, state and local, international, Medicare, Medicaid, […]

      David Axene, FSA, CERA, FCA, MAAA

      Actuarial Consultant
      David Axene is an internationally recognized health consultant providing consulting to all types of health care organizations including: -Health plans, HMOs, PPOs, managed care plans, etc -Healthcare providers: hospitals, medical groups, ancillary providers, etc. -Various government and government programs: federal, state and local, international, Medicare Medicaid, CHAMPUS, social systems. -Employer health benefit plan sponsors -Healthcare […]