The quality and caliber of our leadership team is one of our company’s greatest assets and helps us deliver the highest quality services (and results!) to our clients.
Terriann Procida (Chief Executive Officer/Founding Partner)
Terriann Procida is a founding partner of the employee benefits firm, Innovative Benefit Planning, LLC, and has over 25 years of experience in the insurance industry, providing employee benefit services to business owners and executives nationally. Her experience working with diverse businesses throughout the region has helped Terriann to identify key challenges that employers face. As a business owner herself, Terriann brings a valued perspective when assisting her clients in their benefit decisions. She has received many accolades from her clients and colleagues over the years. Terriann was recognized with Samaritan Healthcare & Hospice’s “Circle of Excellence Award,” and was most recently appointed Chairwoman of the 2016 United Benefit Advisors… Read More »
Mark Sulpizio (Founder)
Mark W. Sulpizio is a founding partner of the financial and employee benefit consulting firm of Innovative Benefit Planning, LLC, located in Moorestown, New Jersey. Mark also functions as the Practice Lead for the firm’s Qualified Plan Practice, Innovative Investment Fiduciaries, LLC, and is also a Director at Main Street Financial Life Management, LLC, an independent Registered Investment Advisory firm with offices in South Jersey. Mark earned his Masters of Science in Taxation from Philadelphia University, and also holds Accredited Investment Fiduciary (AIF) designation. He attained his undergraduate degree from Penn State University. Mark is a past president and long-time member of the Moorestown Breakfast Rotary Club and an active… Read More »
Dan Jordon (Managing Partner, Employee Benefits )
As Managing Partner of Employee Benefits, Dan plays an essential role in our Executive Leadership team in driving the company’s business revenue, while empowering and supporting our clients in their effort to build strategic, stable, benefit offerings. This role includes managing our employee benefits consulting practice, continuing to build our sales team, and participate in our ongoing desire to enhance the client service and engagement experience. Dan brings over 14 years of benefit consulting experience, including the last 8 years as Managing Director for a Philadelphia-based benefit company. During this time, Dan managed a team of high-performing consultants that worked with middle-market employers to develop strategic health plan designs. Dan… Read More »
Eileen Green, SHRM-SCP (Chief Operating Officer)
As COO, this key position is integral to ensuring that Innovative has the proper operational controls, administrative and reporting procedures to provide operational excellence across our company and for our clients. This role includes collaborating with the leadership team to develop and implement plans for the operational infrastructure of systems, processes, and personnel designed to accommodate the growth objective of our organization. Prior to accepting this position, Eileen spent over 22 years for a Philadelphia based employee benefits firm in various compliance and management roles, including seven years as Executive Vice President and Director, Human Capital Division and 12 years as Chief Operating Officer and Chief Compliance Officer. During this… Read More »
John Romaska (Vice President, Benefits Consulting)
As Director of Benefits Consulting, John is responsible for strengthening and maintaining Innovative’s relationships with its’ current clients and ensuring the continued growth and profitability of their employee benefits practice. John graduated from Rutgers University with a degree in Finance. Prior to accepting this position, he served as Benefits Manager for the largest publicly held water utility company, American Water Works, based out of Voorhees, NJ. Preceding his time at American Water, John spent over 10 years in a benefits consulting practice; eventually selling his interest in 2013. During this time, John gained extensive experience partnering with Human Resources and C-level executives of mid to large size corporations to understand… Read More »
Jamie Bratton (Vice President, Marketing and Engagement )
As the leader our marketing department, Jamie is responsible for establishing and implementing strategic, creative and tactical communication plans across every Innovative business unit. Jamie works closely with our clients and internal team to expand our partnerships through advanced communication strategies and education for their employee population. Prior to accepting this position, Jamie spent 15 years in various marketing positions. During this time, she specialized in developing innovative and strategic marketing and business development programs to strengthen organizations brand awareness and market share. She started her career in dental medical devices and most recently worked for a local South Jersey law firm creating print and digital marketing campaigns and strategic… Read More »
Tamalyn Cee Wandler, JD (Director of Compliance)
As Director of Compliance, Tamalyn assists clients with their compliance auditing and educates them on the various federal and state regulations, assesses areas of weakness, determines potential liability, and provides tools to help the client avoid common pitfalls. In addition, her duties include developing, overseeing, and evaluating control systems, researching regulatory and legislative changes, filing wrap SPDs for clients, and performing non-discrimination testing for self-funded clients. Tamalyn brings deep experience in the benefits compliance industry to Innovative. Before joining Innovative, she worked at Willis Tower Watson in the Health & Benefits Compliance practice. Tamalyn received two bachelor’s degrees from Loyola University in Chicago before obtaining her Doctorate of Law from… Read More »
Elizabeth Ferroni (Executive Account Manager)
As Executive Account Manager, Elizabeth is responsible for managing relationships, processes and strategies with our clients and ensuring the continued growth, retention and profitability of their employee benefits program. In addition, Elizabeth assists in client development through the efficient management of back office operations, leads account management, and works with our internal team to develop new products and services that can improve our client’s services. An invaluable resource to our clients and member of the Innovative team, Elizabeth brings over ten years of experience in the benefits administration field. She received her Bachelor’s of Business Administration Degree in Risk Management & Insurance from Temple University and earned the Registered Health… Read More »
Shemelia M. McClain (Executive Account Manager )
As Executive Account Manager, Shemelia is responsible for strengthening and maintaining Innovative’s relationships with its current clients and ensuring the continued growth and profitability of their employee benefits programs. In addition, Shemelia manages the day-to-day projects of account managers and other internal team members to ensure a high level of client satisfaction and account competency. Shemelia brings to Innovative more than 20 years of experience as an account manager and leader in the employee benefits industry. Prior to accepting this position, Shemelia served as the Senior Account Manager for a Philadelphia-based employee benefits firm where she was responsible for providing strategic, creative financial and employee benefit solutions to 501(c) 3… Read More »
Erica Polaneczky, MSN, APRN, ANP-C (Nurse Advocate)
As part of our Workplace Wellness team, Erica helps Innovative build, plan, coordinate, and deliver health promotion activities tailored specifically for each client’s company culture and member population. She works with our internal team and our clients to improve health and wellness opportunities and outcomes while increasing the accessibility of care and reducing costs. Erica also develops and presents seminars on health and wellness to our clients, and coach and counsel individual client-members to help them achieve optimal health. Erica’s healthcare expertise can help clients navigate the healthcare system, including interpreting physician instructions and medication compliance. Prior to accepting this position, Erica spent more than 15 years providing pre-admission testing… Read More »
Lauren Urbanski (Executive Account Manager )
As an Executive Account Manager, Lauren assists our clients with their employee benefits strategy and profitability and leads the day-to-day projects of account managers and others in the employee benefits practice to provide a first-class level of client satisfaction and account competency. She brings our clients an esteemed level of problem-solving, renewal plan design, and carrier/vendor accountability. Prior to joining Innovative, Lauren worked as a Benefits Consultant for a Philadelphia-based insurance broker where she worked directly with client CEOs/CFOs and HR Managers to effectively put multi-year employee benefits strategies in place. During this time, she gained valuable experience in carrier negotiations, alternative funding options, benchmarking, and more. Lauren received her… Read More »
Need a custom plan designed for your team?Schedule a Consultation
Our actions define our company.
When it comes to your business, you wouldn’t just trust anyone. That’s why at Innovative, we pride ourselves on being a trusted source — and we show it by focusing on your goals and delivering value.
Your culture drives our work.
Doing what’s right for people is the key to long-term relationships where everyone benefits. And, it’s why our clients rest assured, knowing we always have their best interests at heart.
Expertise drives better outcomes.
At Innovative, we take pride in our expertise. We employ and partner with experts across the Benefits Planning and Financial Services industries so we can deliver the best results to our clients. And, our capabilities are reflective of the experts we have on staff in the fields of:
- Employee Benefits
- Retirement Plan Consulting
- HR Consulting