ALEX TOLBERT

Founder/CEO

DEANNA LAX

Employer Advisor Team

MATT KLEYMEYER

Employer Advisor Team

MALLORY WALLS

Individual Advisor Team

PETE MITTELHOLZER

Employer Advisor Team

JOHN WHALING

Individual Advisor Team

SCOTT REVEY

Employer Advisor Team

SARAH WEINSTEIN

Marketing

EMILY KUBIS

Marketing

KATI FREDERICKSEN

Marketing

RYAN LONG

BerniePortal Sales

JOHN SHORTER

BerniePortal Sales

JOHN GOOGE

BerniePortal Client Success

SHEILA HOLDER

Individual Advisor Team

MATT MCCORD

BerniePortal Developer

COOPER SIMMONS

BerniePortal Client Success

HEDDA BATES

BerniePortal Client Success

LAUREN MASSINGILLE

BerniePortal Client Success

MITCH STICKFORD

Employer Advisor Team

JOHN PARKERSON

Marketing

BEN HEAD

Marketing

STEVE NIXON

Organizational Success

BRIAN TOLBERT

Employer Advisor Team

CRAFT HAYES

Employer Advisor Team

RYAN MCCOSTLIN

Individual Advisor Team

BEN CROWNOVER

Employer Advisor Team

SANDI HENLINE

Individual Advisor Team

ERIC WOLFENBARGER

BerniePortal Client Success

WHITNEY TIMMONS

BerniePortal Client Success

TERRELL MCWHIRTER

BerniePortal Client Success

TRAPP TUBBS

BerniePortal Product

LEE KINDRED

Individual Advisor Team

ALLISON CUNNINGHAM

Individual Advisor Team

CRAIG JOHNSON

BerniePortal Sales

AMANDA MADDOX

Individual Advisor Team

MICHAEL KISAK

BerniePortal Client Success

DAVID TERRY

BerniePortal Client Success

TAYLOR DENNIS

BerniePortal Client Success

COURTNEY COX

BerniePortal Client Success

KRISTYN SIMPSON

BerniePortal Client Success

STEVEN LUDLAM

BerniePortal Client Success

CHASE BALLARD

Marketing

EMMA HOGARD

Marketing

JON ADAMS

Employer Advisor Team

JOCELYN CHAMBERS

Employer Advisor Team

KENDRA GARCIA

BerniePortal Client Success

LINDSEY VAN CLEAVE

BerniePortal Client Success

CHRIS MEDEIROS

Employer Advisor Team

SPENCER YORK

BerniePortal Developer

JESSICA MEYER

Employer Advisor Team

TAYLOR BROWN

BerniePortal Client Success

NATE GREENE

Employer Advisor Team

CHARLIE MCMACKIN

BerniePortal Developer

LAURYN MCCAFFERY

Individual Advisor Team

ANNA THOMPSON

BerniePortal Sales

MEGAN DAVIS

BerniePortal Client Success

ANDREA SMITH

Individual Advisor Team

TAYLOR JACKSON

Employer Advisor Team

REBEKAH MICHEL

Employer Advisor Team

MATT WALKER

Employer Advisor Team

CATARINA MUSCHAWECK

Marketing

GRETCHEN SMITSON

Marketing

WHITNEY DUPREY

Marketing

ANN LOWE ELLIOTT

Marketing

AMANDA CAMPBELL

Employer Advisor Team

Our Employer Advisor Team develops and implements the best benefits strategies for our employer clients.

BRIAN TOLBERT

Brian leads Bernard Health’s efforts to help employers. Brian worked as a Sales Consultant for the Cleveland Cavaliers before graduating with his MBA from Vanderbilt’s Owen School of Management. When Brian isn’t leading the efforts to help employers stay on the cutting edge of healthcare strategy, you can find him spending time with his family.

BEN CROWNOVER

Ben leads Bernard’s Employer Client Success team. After graduating from Miami University of Ohio, Ben launched a non-profit called Justice Industries. When Ben isn’t supporting his team and Bernard’s employer clients, you can find him playing Ultimate Frisbee or rock climbing.

JOCELYN CHAMBERS

Jocelyn is the lead health plan advisor to over 90 employers in middle Tennessee. After graduating from The University of Tennessee, Jocelyn worked in operations at an Inc. 500 company. When Jocelyn isn’t making sure her employer clients are getting the absolute best health strategy for their organization, you can find her planning her next vacation.

DEANNA LAX

DeAnna is Bernard’s nurse on staff who helps employees save money on prescription drugs. After graduating with her BS in nursing from Tennessee State University, DeAnna worked as a nurse and a health and fitness coach. When DeAnna isn’t helping employees price-shop prescriptions, you can find her spending time with her husband and four absolutely wonderful children.

CRAFT HAYES

Craft leads Nashville’s team of Employer Advisors. After graduating with his MBA from Tennessee Tech, Craft joined Bernard Health to help employers get the best health plan for their organization. When Craft isn’t leading Nashville’s team of advisors, you can find him chairing the Phoenix Club of Nashville, wake boarding, or riding his motorcycle.

MATT KLEYMEYER

Matt leads Indianapolis’ team of Employer Advisors. A native of the Circle City, Matt earned his BA from DePauw University and his MBA from Butler University. When Matt isn’t out rescuing employers from healthcare confusion, you can find him on the hardwood trying to relive his basketball glory days or at home spending time with his family.

PETE MITTELHOLZER

Pete leads Austin’s team of Employer Advisors. He earned his JD/MBA from the University of Arizona, volunteered in the Peace Corps, and worked in the natural gas industry before joining Bernard. When Pete isn’t helping employers navigate their health plan options, you can find him running, coaching lacrosse, or spending time with his wife and baby son.

CHRIS MEDEIROS

Chris helps Indiana employers evaluate health benefit strategies. After graduating from DePauw University, he worked at American Funds as a Retirement Plan Specialist. When Chris is not evaluating health plan strategies, you can find him playing slow pitch softball and golf.

SCOTT REVEY

Scott is an Employer Advisor and helps groups determine the best health strategy for their team. Before completing a double-Masters in Public Health and Political Science from Vanderbilt University, he worked as an Apple Specialist and even wrote a song or two. On his free time you can find Scott volunteering, hiking, running a 5k, or reading a good book.

JESSICA MEYER

Jessica ensures that our employer clients achieve their goals. She earned a Masters in Medicine, Health, and Society at Vanderbilt University and has assisted many of Nashville’s Spanish-speaking residents in accessing healthcare. When she’s not working her magic at Bernard, you can find her teaching yoga or planning her next adventure.

REBEKAH MICHEL

Rebekah, PHR-SHRMCP, leads the BernieHR team. After graduating from Western Kentucky University with a BS in HR Management, Rebekah spent the last 19 years working in a comprehensive human resources role for a number of organizations, both private and public. When Rebekah is not leading the BernieHR efforts, she is spending time with her two daughters, a family Bichon, and a very patient husband!

TAYLOR JACKSON

Taylor is an Employer Advisor who helps groups tackle challenges that may arise with implementing a group health plan. After earning a degree from Clemson University in Public Health she moved to Nashville. When Taylor isn’t focused on making an impact in the insurance industry you can find her outside riding horses, playing tennis, or spending time with family and friends.

NATE GREENE

Nate is a member of the Bernard Health Employer Client Success team. He is a recent graduate of Sewanee: The University of the South and spent his time before Bernard working in banking and starting his own business. When Nate isn’t busy attracting potential customers for Bernard, you can find him outdoors or restoring classic cars.

MITCH STICKFORD

Mitch is an Employer Advisor in Indiana. After graduating from Ball State University, Mitch worked for a large disability carrier. When Mitch isn’t helping employers find the best health insurance benefits options, you can find him hiking and camping at Turkey Run or Shades State Park.

MATT WALKER

Matt is a member of the Employer Advisor team. Matt graduated from Rhodes College in 2014 with a degree in Chemistry. Prior to joining the Bernard Health team, he worked in the Office of Religious Life at Vanderbilt University. In his spare time, Matt enjoys watching football, eating good food, and trying to keep up with new TV shows.

JON ADAMS

Jon is a member of the Bernard Health Employer Client Success team. After graduating from Jacksonville State University with a BS in Economics, Jon moved from Alabama to Nashville to work in the healthcare industry. When Jon isn’t supporting Bernard’s employer clients, you can find him on the golf course or playing guitar.

The Individual Advisor Team partners provides expert healthcare advice and assistance to consumers.

RYAN MCCOSTLIN

Ryan leads Bernard Health’s efforts to help individuals and families. He’s spent his whole career in healthcare, including time at The Advisory Board Company and Stockamp & Associates in Washington, DC. Ryan has also taught as an adjunct professor at Vanderbilt University, and he has a BS from Vanderbilt and an MBA from Yale.

MALLORY WALLS

Mallory leads one of Bernard’s teams of Individual Advisors. After growing up in East Tennessee, she completed a Bachelor of Science from Martin Methodist College and a graduate degree from Middle TN State University. When she’s not helping her team, you can find her in the gym teaching fitness classes or in the kitchen baking cupcakes.

SANDI HENLINE

Sandi is an Individual Advisor on the Bernard team. After graduating from Brigham Young University, she worked as a Revenue Cycle Consultant, traveling to hospitals across the country. When Sandi isn’t helping individuals improve their healthcare, she spends most of her free time (and money!) with her 2 granddaughters, Kaliyah, 6 and Karmynn, 2.

JOHN WHALING

John identifies ways that Bernard Health can help individuals through partnerships with financial advisors and healthcare providers. Since graduating from The University of The South, he has ridden his bicycle across the country, worked on a cattle farm, and stepped foot on over 30 countries. In his free time, John enjoys hanging out with his wife, Hollister, or pursuing his MBA at Lipscomb University.

LAURYN MCCAFFERY

Lauryn works as a Patient Advisor in Georgia. After graduating from Temple University with a degree in Exercise and Sport Science, she worked as a Physical Therapy Assistant in Philadelphia. When Lauryn is not rescuing patients from healthcare confusion, you can find her watching scary movies, snuggling with her pup or spending time with friends and family.

LEE KINDRED

Lee is passionate about helping individuals understand health insurance. Before joining the Bernard Health team, he was busy working on his MBA in Health Care Management. When Lee is not helping individuals, he can usually be found working with his own family or helping families through the guardian at litem program in North Florida.

ALLISON CUNNINGHAM

Allison works as one of our Patient Advisors in Abbeville, South Carolina. After graduating from Clemson University, Allison worked as a computer consultant before finding her passion in healthcare. On her free time, you’ll find Allison watching movies or playing the piano. 

ANDREA SMITH

Andrea is an Individual Advisor on the Bernard Team in Atlanta. She graduated with a degree in Health Promotion and Behavior from the University of Georgia College of Public Health. When she’s not helping individuals and families devise their best healthcare strategy, you can find her with friends and family or at the dog park with her fur-child, Sadie.

AMANDA MADDOX

Amanda works as a Patient Advisor in Macon County, TN. She graduated from The University of Memphis with her Bacherlor’s in Business Management. Before joining Bernard, she worked in National Accounts with many Fortune 500 companies. Outside of the hospital, she enjoys reading and spending time with her two sons, Parker and Cullen.

SHEILA HOLDER

Sheila is a Patient Advisor in Florida. Sheila attended College of Charleston in Charleston, SC. Prior to working at Bernard Health, she worked for Allstate Benefits and BCBS of Florida. She is a dog lover and is passionate about volunteering with a local non-profit agency that raises and trains service dogs for disabled veterans in Florida.

Our People, Operations, and Finance Team keeps Bernard Health going and growing.

RYAN MCCOSTLIN

Ryan leads Bernard Health’s Organizational Success team. He’s spent his whole career in healthcare, including time at The Advisory Board Company and Stockamp & Associates in Washington, DC. Ryan has also taught as an adjunct professor at Vanderbilt University, and he has a BS from Vanderbilt and an MBA from Yale.

STEVE NIXON

Steve is responsible for finance, people, and all operations that help keep Bernard going and growing. Prior to Bernard, he spent 4 years in public accounting focused on financial process improvement. Steve is a CPA, and he has a BS and Masters in Accounting from The University of Alabama.

The Marketing Team generates interest in our products and services by getting the word out about Bernard Health and BerniePortal.

SARAH WEINSTEIN

Sarah leads Bernard’s Marketing team. After graduating from Middle Tennessee State University, she was a Marketing Project Manager at Qualifacts. When she is not getting the word out about Bernard Health, you can find her traveling, trying new restaurants, or hiking local trails.

EMILY KUBIS

Emily develops content strategies for Bernard Health and BerniePortal. After graduating from Middle Tennessee State University, she was a healthcare reporter for the Nashville Post. When she’s not blogging about healthcare, you can find her attending concerts or crafting cocktails.

COULD THIS BE YOU?

The Marketing team is hiring for a Sales & Marketing Software position.

APPLY NOW

KATI FREDERICKSEN

Kati is a member of Bernard’s Marketing team in Nashville as the Digital Marketing Specialist. Kati, originally from Wisconsin, graduated from the University of Wisconsin La Crosse, with a BS in Communication and Business. On her free time you’ll see Kati rock climbing or hiking the trails.

GRETCHEN SMITSON

Gretchen is a member of BerniePortal’s marketing team as the Product Marketer. Before joining the Bernard Health team, Gretchen studied Communications at Furman University. When Gretchen isn’t promoting BerniePortal features, Gretchen enjoys running, photography, dogs and beer.

CATARINA MUSCHAWECK

Catarina is a member of the BerniePortal Marketing team. Catarina graduated from Belmont University with a degree in Corporate Communication. Prior to joining the Bernard Health team, she coordinated corporate events and was a product manager at an HR firm. On her free time, you can find Catarina at local breweries, hiking, planting trees, or taking weekend trips across the country.

WHITNEY DUPREY

Whitney is a member of Bernard Health’s Marketing team in Nashville. Whitney, originally from New Hampshire, graduated from Trinity College with a BS in Literature and a minor in Writing, Rhetoric and Media Arts. Whitney comes to us from a marketing agency in Nashville, and is a former HubSpot employee. In her free time, Whitney enjoys playing with her cat, Dobby, crushing her Bachelor fantasy league or reading anything and everything she can get her hands on.

CHASE BALLARD

Chase is a member of Bernard Health’s Marketing team. Chase, originally from Indiana, will be beginning his senior year of undergrad at Belmont University in August. In his free time, Chase enjoys attending concerts, reading, and searching for the best coffee that Nashville has to offer.

JOHN PARKERSON

John is a member of the BerniePortal Marketing team. John, originally from Alabama, received a BS in Business Management from Auburn University. Before joining Bernard Health, John worked in sales at Comdata Inc. When not in the office, you can find John playing guitar, attending live shows, and enjoying fellowship with his friends.

BEN HEAD

Ben is a member of the BerniePortal Marketing team. Ben, originally from Florida, received a BS in Information, Communication and Technology from Florida State University. Before joining Bernard Health, Ben worked in software support for Diverse Computing and Apple Inc. When not in the office, you can find Ben at a local brewery, attending live shows, or hanging out with friends.

EMMA HOGARD

Emma is a member of the BerniePortal Marketing team. Emma graduated from Arkansas State University with a degree in Strategic Communications. In her free time, you can find Emma baking gluten-free blueberry muffins, running or going to every free concert available.

ANNE LOWE ELLIOTT

Ann Lowe is a member of BerniePortal’s Marketing team. Ann Lowe, originally from Greenville, South Carolina, studied Business Administration at Furman University. In her free time, she enjoys walking her dogs, cooking, and spending time at the lake with her family.

BerniePortal Sales

This team of BerniePortal experts demonstrates the benefits of BerniePortal to our broker partners.

CRAFT HAYES

Craft leads BerniePortal’s sales team. After graduating with his MBA from Tennessee Tech, Craft joined Bernard Health to help employers get the best health plan for their organization. When Craft isn’t leading Nashville’s team of advisors, you can find him chairing the Phoenix Club of Nashville, wake boarding, or riding his motorcycle.

CRAIG JOHNSON

Craig is a member of the BerniePortal sales team. Craig moved to Nashville from New Hampshire to get away from the cold weather. He went to the Nashville State Community College for Business Management and previously worked in technology sales. When Craig isn’t helping brokers understand the capabilities of BerniePortal, you’ll see him looking for the next addicting TV show or collecting retro video games.

ANNA THOMPSON

Anna recruits new broker partners around the U.S. to BerniePortal. After graduating from Ohio University, Anna worked in the financial services industry in Nashville. When Anna isn’t sharing the many benefits BerniePortal has to offer, you can find her teaching her pup Findlay some new tricks at the park.

JOHN SHORTER

John helps recruit new partners and clients for BerniePortal throughout the U.S. John has spent the last 6 years running a public relations firm specializing in business, non-profit and political consulting. When John is not helping partners understand the benefits of BerniePortal, you can find him planning his next scuba dive or spending time with his yellow lab, Allie.

RYAN LONG

Ryan is a member of the BerniePortal Sales team in Nashville. Before Bernard Health, Ryan worked for Healthcare IT Consulting and Management Company. When Ryan isn’t working with brokers helping them understand the capabilities of BerniePortal, you’ll see him skiing, supporting SEC Football games or traveling internationally.

BerniePortal Client Success

Customer service is what sets BerniePortal apart, and this team is the foundation.

LINDSEY VAN CLEAVE

Lindsey leads the BerniePortal Client Success Team. After graduating from Southern Methodist University, she worked in a traditional insurance office before moving to Bernard. When Lindsey isn’t helping clients succeed online, you can find her volunteering, working at a local food truck, or taking her two dogs for a run.

COULD THIS BE YOU?

The BerniePortal Client Success team is hiring for a Client Success–COBRA Special Forces Position.

APPLY NOW

COULD THIS BE YOU?

The BerniePortal Client Success team is hiring for a Client Success Position.

APPLY NOW

ERIC WOLFENBARGER

Eric helps BerniePortal users get the most out of their investment in the platform. After graduating from Middle Tennessee State University, he worked at Nashville Jet as a Flight Dispatcher and later in Tech Support at Verizon Wireless. When Eric’s not helping our clients, you can find him hiking or taking a spontaneous road trip.

KENDRA GARCIA

Kendra is a Client Success Team Member supporting BerniePortal. After graduating from Bethel University, Kendra worked at Draughons Jr. College where she helped students realize their educational dreams. When Kendra ins’t focused on BerniePortal client’s success, you can find her pushing and motivating others through her inspirational writings.

TAYLOR BROWN

Taylor helps partners and their clients succeed with BerniePortal. She joins us straight from the ranks of Miami University in Ohio. When Taylor is not providing sage advice on how to save time and money with our HR software, you can find her belaying on rocks or running the trails.

JOHN GOOGE

John is a member of the BerniePortal Client Success team. John graduated from The University of the South with a B.A. in American Studies. Prior to Bernard Health John worked as a legal assistant. When John isn’t working on sales development you can find him fly fishing, hiking, reading, or cheering on the UT Vols football team.

MICHAEL KISAK

Michael is a member of the BerniePortal Client Success team. Michael attended John A. Logan College with a major in music theory and a minor in classical guitar. Before joining Bernard Health, Michael was the Head Chef at Miss Jeanne’s Dinner Theater. Michael also enjoys playing with his band that has received a small amount of success, having been named Lightning 100’s artist of the week and the official performer at SXSW.

DAVID TERRY

David is a member of the BerniePortal Client Success Team. After graduating from the University of South Carolina, he moved to Nashville to work in sales. When David isn’t helping BerniePortal clients, you can find him either spending time with friends or doing something outdoors.

STEVEN LUDLAM

Steven is a member of the BerniePortal Client Success Team. Steven graduated from the University of Alabama, with a B.A. in Telecommunications. Prior to Bernard Health, Steven worked for Turner Broadcasting in Atlanta. In his free time, Steven enjoys spending time with his family, cooking, Orangetheory Fitness, and watching Alabama football.

TAYLOR DENNIS

Taylor is a member of the BerniePortal Client Success Team and graduated from the University of Tennessee-Chattanooga. Before joining Bernard Health, Taylor interned at Unum and Aflac. In her free time, Taylor enjoys adult coloring, eating ice cream, and listening to George Strait music.

COURTNEY COX

Courtney is a member of the BerniePortal Client Success team. Originally from Kentucky, Courtney graduated from Morehead State University with a Bachelors degree in Marketing. Before joining Bernard Health she was a sales rep for a marketing company called AMP. On her free time Courtney enjoys playing and watching sports, reading, spending time with friends and family, and eating good food.

COOPER SIMMONS

Cooper joined the BerniePortal Client Success Team in Nashville after obtaining his MBA from the University of Mississippi. When Cooper is not helping BerniePortal clients, he enjoys watching Ole Miss and Tennessee Titans football games, golfing, or going to the movies around Nashville.

HEDDA BATES

Hedda is a member of the BerniePortal Client Success team, joining BerniePortal after two years with Farmers Insurance. She recently graduated from Vanderbilt University with a degree in Medicine, Health and Society. On her free time Hedda enjoys outdoor sports, and can usually be found scaling the walls at Climb Nashville or chasing squirrels in Centennial Park with her dog.

KRISTYN SIMPSON

Kristyn is a member of the BerniePortal Client Success Team and graduated from East Tennessee State University with a B.A. in Foreign Language. Before joining Bernard Health, she worked in customer service and bookkeeping. In her free time, Kristyn enjoys reading, racquetball, video games, and improving her portrait-drawing skills.

WHITNEY TIMMONS

Whitney is a member of the BerniePortal Client Success team. Before joining Bernard Health, she graduated from Illinois State University and did marketing at Jimmy John’s Corporate. When Whitney isn’t helping BerniePortal clients, you can find her running circles around her Golden Doodle, George.

LAUREN MASSINGILLE

Lauren is a member of the BerniePortal Client Success team and recently graduated from Ole Miss with a Bachelor’s of Business Administration in Marketing and Corporate Relations. Before joining Bernard Health, Lauren was a nationally certified technician and inventory specialist. On her free time you can find Lauren cooking or spending time with family and friends.

TERRELL MCWHIRTER

Terrell is a member of the BerniePortal Client Success team in Nashville. After graduating from the University of the South, he helped feed the masses at Bound’ry and South Street in Nashville. When Terrell isn’t helping BerniePortal clients, you can find him “attempting” to cook his way through Ad Hoc or reading novellas in his hammock.

MEGAN DAVIS

Megan is a member of the BerniePortal Client Success team in Nashville. Megan graduated from The Ohio State University in Columbus, Ohio and recently moved to Nashville from Knoxville. She enjoys watching the Buckeyes on football Saturday, hiking, kayaking or any activity outdoors.

BerniePortal Product

The Product Team designs new and exciting features for BerniePortal.

TRAPP TUBBS

Trapp is the technical writer on the BerniePortal team. Before joining Bernard Health, he graduated from the University of the South. When Trapp isn’t helping rescue individuals from healthcare confusion, you can find him working on his tennis serve, indulging in the Nashville music scene, or getting into a good film.

BerniePortal Developers

Our software engineers build and maintain BerniePortal’s industry-leading functionality.

CHARLIE MCMACKIN

Charlie is a member of our software development team here in Nashville. After graduating from East Tennessee State University, Charlie spent over seven years in the web development community working with a wide variety of clients. When Charlie isn’t busy coding BerniePortal, you can find him exploring near and far with his wife.

MATT MCCORD

Matt is a member of the software development team for BerniePortal who graduated from Nashville Software School in March of 2017. Matt is also a touring musician who has played at Bonnaroo, The Ryman, The Bridgestone Arena and Austin City Limits festival. His interests include video gaming and coding on his free time.

COULD THIS BE YOU?

The BerniePortal Developer team is hiring for a Software Developer Position.

APPLY NOW

SPENCER YORK

Spencer leads the BerniePortal Development Team. After graduating from Liberty University, he worked as an online advisor with Bethel University. When Spencer isn’t coding BerniePortal, you can find him in the crowd at any concert he can find.

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