Benefit Strategies That Work

Meet the Staff

Meet the individuals that make Dattilo Consulting, Inc and Clientserv successful.

We have long term employees that you can count on. Since 1997, only two employees have left the organization.

Greg Dattilo Mark Walch
CFP, CEBS
Founder, CEO and President
CFP, CLU, ChFC, REBC
Principal
Paul Howard Alee Lor Carol Vang
CEBS
Client Relations / Benefits Analyst
Team Leader & COBRA Administration Manager (Clientserv) New Business Client Specialist
Heather Eastlund Penny Eastlund Kou Vang
New Business, Client Specialist Claims Analyst & Client Liaison Processing Specialist & I.T. Support (ClientServ)
Matt Johnson Jason Yang
Renewal & Individual Specialist COBRA Processing Specialist (ClientServ)