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
Finance Director

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 Enablement Manager
Tracy Whipple
Tracy Whipple
Account Executive
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
Penney Potts
Penney Potts
Account Executive/Manager, SGU Account Services
Bonnie Cupps
Bonnie Cupps
Account Manager
Leia Eldreth
Leia Eldreth
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

Client Services

Morgan Tiemann
Morgan Tiemann
Client Communications & Health Improvement Strategies
Sarah Sullivan
Sarah Sullivan
Administrative Coordinator
April Satterly
April Satterly
Client Service Concierge

Underwriting & Data Analytics

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
Micheál Devlin
Micheál Devlin
Financial Analyst

Marketing & Communications

Elyse Bandy
Elyse Bandy
Manager, Marketing Strategies

Recent Insights

May 18, 2026
News

HR Elements: Redesigning Benefits for a Multigenerational Workforce

For the first time in history, many employers are managing a workforce that spans five generations—from employees just entering the workforce to those delaying retirement well into their sixties and seventies. While this diversity can strengthen organizations through broader perspectives and experience, it is also reshaping how employers think about benefits. Traditional, “one-size-fits-all” offerings are […]
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May 18, 2026
News

CMS Revises Medicare Part D Creditable Coverage Rules for 2027

READ TIME: 5 MINUTES The Centers for Medicare & Medicaid Services (CMS) has finalized important changes affecting Medicare Part D creditable coverage determinations beginning with plan years starting on or after January 1, 2027. The updates will impact the way employer-sponsored health plans evaluate prescription drug coverage and comply with Medicare Part D disclosure requirements. The final […]
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May 18, 2026
News

A New Era of Health and Welfare Fiduciary Litigation

READ TIME: 7 Minutes Health and welfare plan fiduciaries are entering a period of increased legal scrutiny. For many years, fiduciary litigation under the Employee Retirement Income Security Act of 1974 (ERISA) focused primarily on retirement plans, and particularly on allegations of excessive fees involving 401(k) plans. More recently, however, plaintiffs and regulators have shifted […]
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April 1, 2026
News

Managing AI Use in the Workplace Without Stifling Innovation

Artificial intelligence is already part of the workplace. Employees are using generative tools to draft emails, summarize documents, build presentations, analyze data, and accelerate research. In many cases, these tools appeared before organizations had formal policies in place. The result is a familiar tension: leadership recognizes the productivity benefits of AI, but concerns remain around […]
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