OUR TEAM
We've put together division heads that are the best of the best, experts in their crafts.
120+ years of combined experience, and we're excited to have the opportunity to serve your business.
Executive Team
Our Executive Board is comprised of the most dynamic and experienced professionals within the tax law, health & wellness, commercial insurance underwriting and workers comp sectors. We're very fortunate to have put together a Team that carries the collective drive to see American business owners keep more of their money, and create a paradigm shift in the Health & Wellness of the American workforce.
Mathew Yates - Chief Executive Officer | Board Member | Visionary
Mr. Yates is the visionary that sought to put together the most dynamic Team in the Employee Benefits, Health & Wellness, Life Insurance, & Financial space that collectively offered services that will have a multi-billion dollar impact on American Business Owners and their employees. With 20+ years of Financial, Insurance and Leadership experience, Mr. Yates has been a dynamic leader in seeking out the best of the best, and putting them in a high functioning and productive Team environment. Mr. Yates has a skillset for taking a broad look at the impactful and immediate needs of business owners that he and his Teams can solve.
Mr. Yates was quickly able to recognize that Workers Comp, Group Healthcare Costs, and Taxation have been on a dramatic rise. Furthermore, employee retention & recruitment are more important than ever. Mr. Yates took the first steps to seeking out the best of the best in these spaces, asking questions, digging deeper, and looking for solutions that would fit the needs he saw.
Vision: Help business owners put over $35 Billion back in their pockets by 2030, and impact over 4 million employees.
Brad Kingsberg - Co-Founder | President
Mr. Kingsberg began his decorated career in the financial services industry in 1982. Beginning in the phone room for a large successful life agency, he learned his craft and the industry as an agent, field manager, agency manager to eventually National Sales Director within the highly respected AIM Capital Group.
He and his teams built an organization of hundreds of producers and key management personnel throughout the country, while earning numerous national performance awards from several major insurance companies for agency production, office expansion and overall sales.
Over the last 25 years, he has successfully led multiple teams and individuals, while acting as an industry consultant to both national marketing organizations and major insurance companies.
Mr. Kingsberg's years of overall experience and knowledge in developing and managing sales organizations, combined with his passion and unwavering commitment as a leader has been the bedrock of his success. He loves to work with his teams and help others realize their own dreams and success. Brad is an avid health and fitness enthusiast, enjoys being part of his church and loves to travel to new destinations.
Macy Lenertz - Chief Marketing Officer
Macy Lenertz is the Chief Marketing Officer of The Benefit Store. She earned her Bachelor of Arts degree in Managerial and Organizational Communication from Point Loma Nazarene University in San Diego, California. While attending college there, she gained her first insurance experience in yacht insurance sales where she learned how to provide top tier service to some of the city's wealthiest and most successful individuals and business owners.
She was also chosen for a competitive internship in social media marketing at a well-respected digital marketing agency in San Diego who held a book of prestigious clients and household names. There, she worked with the company's representative to create social media content that drove increased social media traffic and sales.
Most recently, Macy led the sales team at a nationally recognized insurance carrier where she received praise from the CEO, and her clients alike for six years. Macy grew up in a small town in Nebraska. Her father, a successful financial advisor, is well-known for his passion of helping others. From him, she learned how to put her head down and work hard for her clients, giving back to the community is of extreme importance, and that anything worth doing is worth doing right.
Together, Macy's passion of helping others combined with her experience in risk mitigation and building wealth make her the perfect person to lead the Marketing team.
Gonzalo Sanchez - Partnership Concierge
Boasting over 10 years of dedicated expertise. Gonzalo´s unique vision and hands-on approach have consistently elevated affiliate´s experiences to new heights. Navigating the intersection of client needs and operational efficiency, shaping memorable client journeys every step of the way.
At the helm of our service delivery, Gonzalo stands as a beacon of professionalism, dedication, and innovation. With a passion for building lasting relationships and a keen eye for operational excellence.
Advisory Board - Lead Counsel
Peter Karl III - Chief Compliance Counsel | CPA/Attorney/Partner
• Professor of Taxation at New York University (NYU) State University of New York (SUNY)
• Certified Public Accountant At Large Board
• Partner at Paravati, Karl, Green & DeBella, LLP
• Member of the American Association of Attorney-Certified Public Accountants
• Member of the Editorial Board of the CPA Journal
• The CPA Journal has published 18 of Peter Karl's works in the "20 questions" series
• Peter Karl III currently holds a record 86 - 0 against the IRS.
Peter Karl III, an honors graduate of the University of Notre Dame, has conducted over two hundred and fifty seminars nationally and has authored several manuals on the subject of taxation. Sponsoring organizations for his seminars include numerous professional associations from Atlanta to Alaska such as solo sixteen-hour presentations before the North Dakota Society of CPAs over two days in October 2012 and the Iowa CPA Society in October 2013.
The CPA Journal has published thirteen of his works (the “20 Question” series) as featured articles including a cover story one on the topic of Elder/Estate Planning and another in their September 2013 Financial Planning issue on the use of Delaware Trusts for asset protection.
These articles are accessible on the Journal's website www.cpajournal.com using the author's name in the search box.
He is the author of an informational web site on IRC Section 1031 exchanges, www.1031exchangetax.com. and has been published more since then. Since 1989 Karl has been on the faculty of New York University (NYU) where he has periodically presented eight-hour seminars for their National Real Estate Institute.
He is also tenured as a Professor of Taxation and Law for the State University of New York (SUNY). For the past seven years Karl has been a member of the Editorial Board of the CPA Journal. He is certified as a Hearing Neutral by the American Arbitration Association, conducting arbitration hearings on commercial matters throughout the Northeast. Karl is a member of the American Association of Attorney-Certified Public Accountants for whom he served as an at large Board Member. Besides specializing in transactional law, his practice includes tax/legal consultations to realtors, accountants and attorneys throughout the country in such areas as Section 1031 deferred real estate exchanges, estate/trust planning and asset protection.
A.G. Crowe - Legislator | Retired State Senate Leader | Visionary
One of seven children, A.G. grew up in the public housing projects of the Ninth Ward in New Orleans, the son of a waitress and a plumber. He worked his way through high school and college and was the first in his family to attend and graduate from college with a Bachelor of Science in Business Administration from Southeastern Louisiana University.
After many years of success, and rapidly moving up the corporate ladder working for national and international companies, A.G. and his wife Linda decided to move back home to St. Tammany Parish to raise their family.
He opened his first small business, St. Tammany Office Products in Slidell in 1982 and immersed himself in community activity and service. He served on the St. Tammany Parish School Board and took Senator John Kennedy’s lead and became a certified substitute teacher.
In 2002, A.G. founded The File Depot in Slidell, Louisiana, specializing in secure records management and archiving services. In 2014, he converted it into a national company, which today has numerous locations in twelve states and is still growing. The File Depot, LLC, was the only nationally franchised records management company in the nation offering confidential records storage, retention, consulting, shredding/disposal, and cloud services. After many years as CEO and President, A.G. retired in 2016 from The File Depot and sold his majority interest to his partner. In 2017, A.G. founded Shop Local USA, a company established to support local and small businesses. This new web-based venture has proven to be extremely popular, with expectations to expand nationwide. Check out www.shoplocalusa.com for more details and how it’s helping local businesses.
In March of 2020 during the pandemic, A.G. teamed up with Josh Picou and founded Malady, a medical technology and testing platform that provides preventive healthcare strategies designed for people to know their health through a 50-panel biomarker blood test. Test kits are offered direct to consumer throughout the US utilizing a network of phlebotomists that collect and send the samples to their local lab partner.
In 1999, A.G. ran for public office and was elected to the Louisiana House of Representatives and was re-elected in 2003. He was then elected to the State Senate in 2007 and reelected in 2011. He has served/chaired several Senate committees including Labor & Industrial Relations (Chairman); Commerce, Consumer Protection, and International Affairs (Vice-Chair) Environmental Quality; Retirement, Senate Select Committees; Coastal Restoration and Flood Control; and the Oversight Committee of the Gulf Coast Claims Facility. He took the lead throughout his legislative tenure, fighting for Louisiana families and businesses. He led the way for job-creating legislation and pushed for higher pay for our teachers. He has the most conservative voting record when it comes to family values, taxes and protecting our most vulnerable--the unborn. As a legislator, A.G. has received numerous awards including the prestigious Gladiator Award presented by the Louisiana Family Forum for achieving a 100% voting record for family value issues for 10 straight years. As State Senator, A.G. authored legislation to establish the Louisiana International Gulf Transfer Terminal. A $9.2 billion project to construct a deep-water port just east of the Southwest Pass, it is projected the terminal will provide over 34,000 jobs to Louisiana residents. As President of the Authority for 10 years, A.G. has headed the effort to complete the project, which will provide a positive economic impact in 32 states along the Mississippi River and its tributaries. The port will be instrumental in the eventual development of an all-new supply chain connecting South, Central and North America.
A.G. and Linda met at Southeastern Louisiana University and have been married for 50 years. Linda is a retired kindergarten teacher. They have 2 children and 7 grandchildren. Both are active in their communities with Rotary, their church, and numerous other community organizations. Linda served as President of the Louisiana Legislative Spouses Auxiliary, President of Inner-Wheel, a Phi Mu Fraternity member, and is a life member of Junior Auxiliary. A.G. is an ordained Deacon at First Baptist Church in Slidell. His hobbies include family, fishing, music, horses, working the land on his tractor and helping others in need.
Terryl Matt - Attorney for Glacier County Blackfeet Nation & Assiniboine Tribe
Mrs. Matt has been a practicing attorney for over 23 years. Mrs. Matt advises us on efforts to further our relationships with Tribes all across the United States that own Casinos, and their employees. Mrs. Matt sees the value in our 360 Wellness Program, especially the Mental Health component. She is extremely passionate about providing Wellness and Mental Health resources to the Tribes all across this great country. She's an invaluable asset to us.
Advisory Board - Life/Health Insurance Division
Rich Smith - Growth & Leadership Advisory
Richard Smith, affectionately known as "Rich," is a paragon of altruism in the vast wellness landscape. His name resonates with bringing enriching change and constructing a healthy society, one individual at a time. With a sincere mission to uplift and sustain the wellness of tens of thousands, Rich has painted his journey with tireless efforts, boundless love for people, and a ceaseless pursuit of transformative health initiatives.
Before stepping into various Advisory roles—Rich charted a profound journey across the intricate realms of insurance. His leadership mettle was proven through numerous executive roles across multiple insurance companies, where his innovative approaches significantly elevated their operational and financial facets. But more than metrics and figures, Rich was, and is, celebrated for being a leader who placed people ahead of numbers.
Rich has always nurtured a deep-seated love for humanity. His drive stems not just from a desire to build prosperous companies, but to genuinely touch lives, enabling individuals to unfurl their potential and live their healthiest lives. He harbors an unyielding belief that when people are given the right support and resources, they not only elevate their own lives but also constructively contribute to the societal fabric.
Working alongside his wife and best friends, Rich has inculcated a work environment that is steeped in camaraderie, mutual respect, and collective goal-orientation. He cherishes the confluence of professional and personal worlds, where every project undertaken is not merely a business endeavor but a heartfelt initiative aimed at propelling wellness into as many lives as possible.
With dreams that extend beyond corporate success, Rich is committed to creating a world where health and happiness are not privileges but inherent rights. His vision for all his future endeavors remains clear: to create sustainable pathways that ensure wellness is embraced, celebrated, and perpetuated across myriad societal spectra.
Rich Smith, through his ventures, affirms that the well-being of individuals transcends business objectives, solidifying his legacy as a benevolent force in the wellness and insurance industries. His life and work continue to inspire, ensuring that every stride taken in the wellness domain is a step towards a healthier, happier world for all.
Sabrina Delliquadri - Chief Operations Advisor
Sabrina Delliquadri with a background in healthcare and a passion for enhancing corporate wellness, Sabrina strives to contribute to the company's mission of promoting health, preventing disease, and mitigating risks.
As an Advisor, Sabrina is profoundly grateful for the opportunity to contribute her experience and insights. She deeply appreciates the chance to work alongside a talented team and contribute to the company's mission of improving corporate wellness.
Sabrina believes in the power of collaboration and the importance of staying ahead of industry trends. She is grateful to be part of a team that leverages technology and data to develop personalized wellness solutions for organizations, ultimately benefiting employees and the companies themselves through cost savings and increased productivity.
Throughout her career, Sabrina has been fortunate to work with a variety of organizations, enhancing The Benefit Store reach and forming valuable partnerships. She remains humble about these accomplishments and focuses on the collective effort of the team.
A strong believer in innovation, Sabrina appreciates the hard work of taking a unique concept and applying powerhouse technology platform to a team in research and development to enhance wellness offerings. She acknowledges that the future of corporate wellness can only be achieved in the collaboration of various fields. All sources of wellness work towards one greater good.
Outside of her role, Sabrina is thankful for the opportunity to participate in wellness-focused initiatives in the community. She is deeply committed to extending the positive impact of The Benefit Store to help others beyond corporate clients.
In the role, Sabrina hopes to continue contributing to The Benefit Store's mission by steering the company towards new horizons in a way that keeps it at the forefront of the wellness industry. She is committed to setting high standards of innovation and working towards creating healthier, happier workplaces. Sabrina is dedicated to encouraging organizations to prioritize their employees' well-being as their most valuable asset.
Jennifer Johnson - Chief Sales Advisor
From aspiring medical professional to a linchpin in the sales and insurance sectors, Jennifer Johnson's journey is an epitome of relentless pursuit and adaptation toward impactful service and leadership. As the Chief Sales Advisor of The Benefit Store, she not only architects robust sales strategies but also knits the very fabric of human-centric approaches into every transaction and relationship.
The seeds of Jennifer's career were sown in the fertile grounds of medical science, where her profound passion for aiding others took root. While navigating through her pre-med journey straight out of high school, she envisioned a future where she could bring healing and comfort to countless individuals. However, life unfolded a different path before her, one that still resonated deeply with her altruistic ethos. It was the domain of insurance, where she discovered an alternate medium to safeguard people’s lives, not through medicine, but through strategic financial planning and risk management.
Boasting a sturdy professional journey that spans 15 years, Jennifer has etched her expertise in sales and insurance strategies, turning potential challenges into prosperous outcomes for numerous clients. Her mastery in sales is not merely tethered to numerical achievements but is deeply intertwined with a genuine understanding of client needs and building sustainable relationships.
Jennifer is not merely an executive; she’s a vital strand in a familial web, conducting business alongside her husband and closest friends. This unique blend of professional and personal rapport within her team has cultivated an environment where strategies are brewed not just from market analyses but from collective, heartfelt intention to deliver the best to their clientele.
Balancing a high-stakes career and nurturing a family, Jennifer is also a proud mother of three. Her ability to seamlessly weave through the realms of being a top-tier businesswoman and a devoted mother is nothing short of inspiring. Her children not only witness a role model who propels a successful career but also one who is a living testament to the belief that caring for people can be manifested in myriad, impactful ways.
In Jennifer’s world, sales is not just a profession; it's a platform where her undeterred zeal to assist and safeguard people finds a purposeful expression. Her ethos, underlined by compassion, strategic thinking, and a holistic approach towards client needs, continues to propel The Benefit Store towards unparalleled heights in the industry. While her initial path may have altered from medicine to insurance, her core drive – to assist and safeguard lives – has unfailingly remained the beating heart of her professional journey.
James "Adam" Johnson - Chief Financial Advisor
Every industry has its luminaries, and in the world of insurance, Adam Johnson shines exceptionally bright. His journey, underpinned by a robust academic foundation from Walden University, took flight with an agency that quickly became an industry benchmark. But it wasn't just his education or entrepreneurial spirit that set him apart. Adam's trophy shelf, adorned with multiple insurance awards, speaks volumes about his dedication, innovation, and the indelible mark he's left on the sector.
It's rare to find someone who excels singularly, but even rarer to find a person who thrives in a collective. And Adam is that exceptional individual. His current ventures stand as a testament to collaborative brilliance. Alongside his wife and two of his closest friends.
Adam's leadership transcends beyond numbers and financial strategies. He fosters an environment where innovation, dedication, and integrity are at the forefront, ensuring that the company isn't just about business, but also about nurturing a positive and empowering corporate culture.
Beyond the corporate facade, however, lies the heart of Adam's journey: the strength of partnership. His success is intrinsically linked with the unwavering support and shared dreams of his wife and best friends. Together, they have faced challenges, celebrated triumphs, and built a legacy that speaks of more than just business—it speaks of trust, passion, and shared aspirations.
In the ever-evolving world of business, Adam Johnson stands as a beacon of excellence, a symbol of what can be achieved with the right mix of individual brilliance, collaboration, and an unyielding drive to succeed.
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Impact Health Share Division
This is our Executive Team responsible for growing Impact Health Share to over 1 Million Members Nationwide, and being the fastest growing Health Share Non-Profit Organization in the World.
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Mergers & Acquisitions Division
The secret weapon of the M&A world, and 2nd generation experts.
Taking over from Father Rick Scott (1944-2015), brothers David and Mark Scott have provided enhancements to their firm principles and values. In your M&A journey you want to a Team with "GRIT". One that will display courage, resolve, resilience, and strength of character. Their unique and invaluable strategies set them apart from other firms, especially in the arena of Industry Market Analysis, and Value Enhancement Strategies.
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