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United Benefit Advisors® (UBA)
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United Benefit Advisors® (UBA)
The 130+ elite employee benefits firms that form United Benefit Advisors®
​​come together to pool their knowledge and resources.
​​

 UBA Partner Firms offer employers 
 a local trusted advisor who provides sophisticated, cost-effective employee benefit solutions
​equal to or better than those offered by the large brokerages.



UBA Partner Firms deliver employee benefit solutions
that attract and retain the best employees while controlling costs. Employers served by UBA Partner Firms mirror 98% of employers and industries, including small to large companies in every geographic region and major U.S. metropolitan area.


UBA Partner Firms understand and support ​employers' unique needs.
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Strengthen ​compliance efforts
with expert resources.
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Guide ​strategic planning with extensive
health plan benchmarking data.
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​Streamline HR with
education and resources.

 UBA Partner Firms
 position themselves and their clients to
thrive in the changing employee benefits marketplace.

The core of UBA is trust.
Power in Numbers

​$505 Million
Employee Benefit Revenue
​​

9th Globally
​Ranking

36,000
Employers Served

For 10+ years, UBA has ranked in the Top 10 in employee benefits.


Celebrating 20 years of dedicated service to the benefits industry.
Founded by David LoCascio and Chris John, UBA began when they met to discuss the future of their business, the challenges of retaining independence, and ways they could level the playing field by forming a national employee benefits producer group. ​The co-founders saw unlimited potential and power in sharing their collective expertise and knowledge and formed United Benefit Advisors in 2001. 
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UBA Board of Directors
UBA elects nine Board Members from among its Partner Firms to represent their respective regions.
The Board guides the strategic direction and seeks out new Partner Firms that would benefit
​from and actively contribute to the UBA culture of collaboration.
Through 2022
Midwest Region Representative
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Mike Embry
Comprehensive Benefits Company
   
Mid-Atlantic Region Representative
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John Ferguson
ECM Solutions
Southeast Region Representative
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Billy Potter
Snellings Walters Insurance
Through 2023
New England/UK/Ireland Region Representative
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Brian Luciani
Blueprint Benefit Advisors
Mountain States Region Representative
​
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Eric Fredriksen
Fredriksen Health Insurance, LLC
South Central Region Representative
​
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Dawn Brinson-Roark
Brinson Benefits, Inc.
Through 2024
Metro Region Representative
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Tara Dombach
EHD
West Region Representative
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Ron Bland
Advanced Estate & Insurance Services, Inc.
North Central Region Representative
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Kyle Mertz
TrueNorth Companies

 "The core of UBA is trust."
 
David LoCascio, UBA Co-Founder

United Benefit Advisors® (UBA) |  20 N. Wacker Drive, Suite 500, Chicago, IL  60606  |  (312) 416-3660  

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