Phoenix Consulting Solutions was born from a bold realization: the traditional model of competition within the brokerage world was limiting the progress we could make — for clients, for professionals, and for the industry as a whole.

After more than two decades in leadership roles across benefits consulting, government contracting, and healthcare strategy, I found myself asking a simple question: What if we worked together with what we knew instead of guarding it? What if we trained new professionals to lead with clarity and confidence, and connected like-minded disruptors to build something better — together?

Phoenix was created to answer that question.

We exist to reimagine what benefits consulting can be. We believe in collaboration over competition, in education as a tool for transformation, and in the power of strategic disruption to move the industry forward. Whether we’re supporting other brokers through subscription-based advisory services, training the next generation of talent, or helping mission-driven vendors get into the right hands, our work is grounded in a simple belief:

When we use our experience to lift others, we rise together.

Phoenix Consulting Solutions is more than a business. It’s a movement built on shared knowledge, mutual respect, and a commitment to breaking cycles that no longer serve the people they were meant to help.