Jodie Braner | Director, Health & Benefits North America Brokerage & Advisory

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About: With 20+ years of industry experience, Jodie has achieved awards for Past President roles at Georgia Association of Health Underwriters. Achieved Registered Health Underwriter® designation. She is currently a member and convention chairman for SHRM-Atlanta (society of human resources managers) as well as a member of Cobb Chamber of Georgia. Jodie most enjoys the change and innovation of the employee benefits industry. Each client brings new challenges. Although her role is to broker insurance programs and

related vendors for employers across the southeast, she is dedicated to serve and educate the decision makers while strategically guiding them with compliance, innovation and budget as it applies to their company culture.

Specialties: Jodie specializes in designing and managing employee benefit programs for companies with 100 or greater employees. Her role involves brokering insurance programs as well as ongoing service and maintenance of those programs (life insurance, dental insurance, medical insurance, disability insurance, vision insurance, accident, critical illness, cancer products, benefit administration systems, telehealth systems or other related innovation platforms). Key contacts for Jodie are Human Resource professionals, CFO, CEO, President and Controller. Any industry located in the south to southwest area as well as the northeast. Jodie is paid by commission in the insurance programs or by agreed upon consulting fee.

Quote: "You are what you think about all day long." by Dr Wayne Dyer. I am inspired by the reminder of this "think positive" look at each day!

Connect: Contact Jodie at jodie.braner@willistowerswatson.com or at (470) 809-5188, or visit her website below!

MEMBER SINCE JANUARY 2019

Jennifer Finkelstein Hall | Partner

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About: During Jennifer’s 27 year corporate banking career, she has been a commercial relationship manager, credit administrator, sales director, training program developer, premium finance company sales leader, sales process trainer and curriculum designer. She was a member of the President and Chairman’s club for sales accomplishments and was regarded as a top performer and mentor throughout her career. Jennifer has developed new lines of business, corporate referral programs and new business client portfolios from

scratch on several occasions. Jennifer loves talking with business professionals of all ages and experience levels to share ways she navigated the corporate world and how those lessons can be applied to each participant’s current position.

Jennifer is a proud graduate of Emory University in Atlanta, GA with a BBA in Finance.

Specialties: Jennifer and her team develop and deliver every workshop and then work alongside the leadership team to integrate and reinforce behaviors throughout the organization. Each program is customized and is not something that is purchased from any other company or individual. The programs focus on relationship selling, team collaboration and female empowerment. Based on a company’s need, the length of the workshops can range from 1 hour to multiple days with program integration engagements lasting from a few months to several years.

Quote: “The biggest communication problem is we do not listen to understand. We listen to reply.”

Connect: Contact Jennifer at jennifer@matchkeyconsulting.com or at (470) 306-8417, or visit her website below!

MEMBER SINCE DECEMBER 2018

Kelsey Geist, SHRM-CP | Director of Human Resources

CUSTOM HUMAN RESOURCE SOLUTIONS | ILOVEHR.COM
KGEIST@CHRSONLINE.COM | (661) 313-9379

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About: Kelsey holds a SHRM-CP Designation, an undergraduate degree in Human Resources Management and an MBA with Human Resources Management as the concentration. She has provided outstanding tactical and strategic HR project services for CHRS since 2008, with a focus on compliance, employee relations, training, documentation, safety and health, research and policy and document development. Kelsey has more than 10 years of experience in human resources management,

serving industries such as: aerospace and defense, manufacturing, financial services, restaurant, entertainment, federal government contractors, and more. Kelsey enjoys the challenges of the fast-paced, ever-changing environment of the HR world.

Specialties: Kelsey provides a variety of services to businesses of varying industries and sizes. Her specialty is addressing employee relations issues and solving problems involved with employment practices. Through her real-life experiences, Kelsey possesses a high-level of depth and breadth of knowledge in the HR field. Kelsey is known for her high-touch accessible approach and her ability to establish meaningful partnerships with the clients she serves and her community.

Quote: "You don’t build it for yourself. You know what the people want and you build it for them." ~ Walt Disney

Connect: Contact Kelsey at kgeist@chrsonline.com or at 8, or visit her website below!

MEMBER SINCE FEBRUARY 2019


CHRS does not claim to provide legal advice. The information provided by CHRS is based upon its interpretation of the law and is not to be considered in replacement of the advice of an attorney. It is against the law for a person(s), who is not an attorney, to offer or provide legal advice. Please seek the advice of your organization’s legal counsel if needed.

Samantha McElhaney | Commercial Banker

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About: As a History major at Rhodes College, Samantha really had no clue what she wanted to be “when she grew up” like all the confident students around her in Memphis. What she did know was that she loved working for the bank and helping families with their financial needs. She was graduating with a business minor so she thought she could put that to use by staying on with the bank and training under other managers. Twenty-five years later, she has worked in the areas of retail

branch banking, Learning and Development, Management, Business Banking and Commercial Banking for four banking institutions.

After being in the financial services industry for almost 25 years, Samantha has realized this job is about connecting the right people together because every human’s calling in life is to PAY IT FORWARD. Sometimes that can mean connecting them to someone not in the financial services arena - NOTHING TO DO WITH BANKING! By placing her client’s needs first, she is gaining their trust and becoming a more important part of their overall team. This is what she loves most about her job and has since the first day in supermarket branch in the early 1990’s.

Specialties: Samantha’s title is Commercial Banker which means she can help a company with their loan request, deposit account, or cash management solution. Most importantly, Samantha enjoys asking a few more questions of the owner, or key decision maker, so that she’s not only solving for the immediate need of the client, but also solving for the long term needs/requests/priorities of the company. Therefore, Samantha is known for bringing partners (inside and outside) of the company to her meetings with clients and prospects to aide in gathering information, formulating options, and providing solutions and next steps. Without partners, Samantha cannot be successful and neither can her clients towards meeting their goals and dreams - personally or professionally.

Quote: “Choose a job title that you like, and you will never have to work a day in your life.” - Confucius

Connect: Contact Samantha at smcelhaney@firstlandmark.com or at (678) 626-3829, or visit her website below!

MEMBER SINCE NOVEMBER 2018

Nicky Rudd, CIMA®, CRPC® | Vice President, Wealth Management, Financial Advisor

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About: Making your life run smoothly takes the active participation of people who are committed to the same goals as you. Whether you’re a busy executive, energetic retiree, or full-time parent, you understand the value of working with advisors who have a particular knowledge, set of credentials, or relevant experience. Advisors who take the time to understand your needs and goals in order to create customized and well thought out plans. Advisors who believe it’s important to educate you so you

can be an active participant in the important decisions of your life.

Nothing is more important to Nicky than fostering long-term relationships with her clients that are predicated on trust and performance. Since 1998, Nicky has worked with smart, sophisticated individuals, families, executives, business owners and philanthropic organizations who have relied on her to help them protect what they have worked so hard to earn. Nicky follows a disciplined process to make sure every result and each potential risk is identified and quantified. Because wealth accumulation, whether earned or inherited, is not a simple business. And protecting it is even harder.

Specialties: Nicky has a well-rounded background, with an MBA in Finance from Villanova University and a BS from Syracuse University, as well as the advanced designations of CRPC® (Chartered Retirement Planning CounselorSM), and CIMA® (Certified investment Management AnalystSM). These designations indicate that Nicky has a comprehensive understanding of the entire retirement planning process, as well as sophisticated investment knowledge pertaining to the complex needs of families and institutional investors. Simply put, she has the knowledge, credentials and experience to understand the whole picture of your situation and to build a comprehensive plan to match it.

Quote: “A goal without a plan is just a wish” –Antoine de Saint-Exupery

Connect: Contact Nicky at nicky.rudd@morganstanley.com or at (770) 643-7677, or visit her website below!

member since july 2018

Ellen Tyler | Certified Proctor Gallagher Consultant

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About: Working in the Personal Development Industry is not just about helping people feel good. It’s about expanding their awareness, and helping them get unstuck to reach their potential, and more. My role is to help everyone see themselves as top producers and achievers in every facet of their lives. Teaching people to expand into their potential, change their thinking and start producing the results the desire in their business, health and life.

Specialties: Thinking Into Results is a one-of-a-kind system based on over 75 years of intensive research into the science and mechanics of personal achievement: what really makes successful people successful.

Developed by world-renowned success expert Bob Proctor and legendary corporate attorney Sandy Gallagher, it is the most powerful process EVER created for quickly and permanently transforming ANY goal, dream or desire into reality.

Quote: “There's a difference between interest and commitment. When you're interested in doing something, you do it only when it's convenient. When you're committed to something, you accept no excuses - only results.” - Kenneth Blanchard

Connect: Contact Ellen at ellentylercoaching@gmail.com or at (678) 232-3770, or visit her website below!

MEMBER SINCE FEBRUARY 2019