About Us - Bim Group

Your Employee Benefit Partner

Bim Group started small—with one employee in 1979. Today, we have grown organically into a recognized industry leader with a team of over 30 dedicated professionals working to meet the needs of 650+ employer clients who employ over 70,000 employees. Our clients embody a range of industries including manufacturing, health care, coal, equine, construction, legal, education and retail.

The Bim Group experience is more than a service, it’s a partnership.

Our Relationship with UBA

We are a proud “Partner Firm” of United Benefit Advisors (UBA)a community of more than 140 of the most successful and trusted independent employee benefits advisory firms in North America and Europe – the fifth largest firm based on global benefits revenue 1.

UBA partner qualification requires strict adherence to the highest standards of business ethics, professionalism and integrity – values that translate into exceptional service for employers. Partners share their collective innovation and best practices, which allows for the development of sophisticated, cost-effective solutions that are unparalleled by any local, regional or national broker/consultant. Through this partnership, Bim Group offers the Best of Both Worlds – the confidence of working with a large national organization, while maintaining the personal experience of consulting with an independent advisor.

1 Source: Business Insurance: Calendar year 2016 figures released July 2017. Based on the percentage of global benefits revenues reported.

Our Culture

Bim Group professionals maintain a relentless work ethic to serve our clients with innovative advice, strategic direction, and counsel. Our team members challenge one another in a creative and collaborative process to deliver a unique client experience that is designed to exceed expectations. We are a perennial “Best Places to Work” award winner, making us the employer of choice in the employee benefits industry. This designation is an honor because it is bestowed on Bim Group by our own employees.

We hold ourselves to the ideals we make possible for clients. Bim Group strives to better places of work – while being a better place to work.

Executive Leadership Team

Dustin Stacy
Dustin Stacy
President / Sr. Benefit Consultant
Bio
L. Briggs Cochran
L. Briggs Cochran
Founder / CEO
Bio
Heather Taylor
Heather Taylor
Director, Client Experience
Bio
Madelyn DiMauro
Madelyn DiMauro
Operations Manager
Kristin Tatem
Kristin Tatem
Controller

Benefit Advisors

Jeff Truitt
Jeff Truitt
Sr. Benefit Consultant
Bio
Benji Marrs
Benji Marrs
Sr. Benefit Consultant
Bio
Evan Ball
Evan Ball
Benefit Advisor
Bio
Kyle Roe
Kyle Roe
Benefit Advisor
Bio
Bill Barton
Bill Barton
Benefit Advisor
Ryan Jones
Ryan Jones
Benefit Advisor

Account Services

Kylene Oepping
Kylene Oepping
Account Executive / Sales Specialist
Tracy Whipple
Tracy Whipple
Account Executive
Jeannie Metcalf
Jeannie Metcalf
Senior Account Manager
Jennie Hurst
Jennie Hurst
Account Manager
Lea Harper
Lea Harper
Account Manager
Clay Snowden
Clay Snowden
Account Manager
Karen Day
Karen Day
Account Manager
Leesa Hayes
Leesa Hayes
Senior Account Manager
Lindsey Bohon
Lindsey Bohon
Account Executive / Manager, Account Services
Bonnie Cupps
Bonnie Cupps
Account Manager
Jeri Payne
Jeri Payne
Account Manager
Kyle Stacy
Kyle Stacy
Account Executive
Ashley Wright
Ashley Wright
Account Manager
Rachel Watts
Rachel Watts
Account Specialist
Caroline Cunanan
Caroline Cunanan
Account Specialist
Sarah Sullivan
Sarah Sullivan
Administrative Coordinator / Account Specialist

Client Services

Morgan Tiemann
Morgan Tiemann
Communication & Engagement Specialist
April Satterly
April Satterly
Client Service Concierge
Tyler Ochs
Tyler Ochs
Graphic Designer / Technology

Underwriting & Data Analytics

Matt Clifford
Matt Clifford
Director of Underwriting and Data Analytics
Bio
Jake Gregory
Jake Gregory
Manager, Underwriting and Data Analytics
Evan Brown
Evan Brown
Financial Analyst
Kristina Durbin
Kristina Durbin
Data Analyst
Joanne Po
Joanne Po
Data Analyst

Marketing & Communications

Elyse Bandy
Elyse Bandy
Manager, Marketing Strategies

Recent Insights

November 11, 2025
News

Webinar: ACA Primer for Group Health Plans

Tuesday, December 9, 2025 2-3PM EST Register Now Registration Code: UBA410EW Attend this month’s webinar to gain a foundational overview of the Affordable Care Act (ACA) including historical context and political challenges to its goal of expanding healthcare coverage, improving quality, and containing costs. Key Takeaways​​ Learn about key components, such as managing variable-hour and seasonal […]
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November 10, 2025
News

Getting Your Team to See the Value in Their Benefits

Most employers want to provide a comprehensive, holistic benefits package to their employees. However, with all of the other hats leadership must wear, it can be a challenge to communicate all the various facets of what is available to employees, let alone in an effective and engaging way. As a result, employees often struggle to […]
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October 27, 2025
News

Making AI Adoption Part of Your Culture

READ TIME: 4 MINUTES AI is transforming organizations, but its success ultimately rests on culture rather than technology. Employees must be included in ongoing learning, understand how AI supports their goals, and trust that it enhances, not replaces, their work. When AI adoption feels exclusive or unclear, employees disengage. HR leaders who foster environments with […]
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October 27, 2025
Employee Benefits, Health Care Costs

Employee Benefits – Rethinking Health Plan Costs

READ TIME: 4 MINUTES Healthcare spending continues to rise, prompting employers to evaluate how benefit plans are designed and managed. As 2026 approaches, cost control is being paired with a stronger focus on preventive care, cost transparency, and long-term employee health. The Challenge: Costs That Keep Climbing A recent survey projects a 9% increase in […]
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