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We become your HR assistants. How? By working directly with you, your office manager, HR Director, or CFO. We partner with your bookkeeper, your accountant, and your employees. In fact, we speak directly with your employees when they have questions about their plan, so they don’t have to go through your staff, or call the insurance company themselves. And when they have questions about their claims, Steve and Marsha will do their best to explain what’s going on.
Founder & Managing Member
Steve is a licensed independent broker of employee benefit plans, including medical, dental, vision and disability income benefits. A graduate of University of Delaware, Steve began his insurance career in 1993, and today brings his experience, expertise and passion to clients located mostly in the Washington, DC/Maryland/Virginia area, helping them establish and manage their employee benefit plans. He is a ‘hands on’ broker who takes a true partnership approach to helping business owners establish the benefit plans that best suit the needs of their small business. Steve also helps families plan for a secure financial future by offering individual life, disability income, and long-term care insurance products. A life-long resident of Montgomery County, MD, Steve loves to travel, is an avid golfer, social poker player, and fan of The Washington Commanders and Washington Nationals. Steve and his wife reside in North Potomac, MD.
Director, Client Relations & Employee Benefits
Marsha began her insurance career in 1998. She provides day-to-day hands-on client support and accountability, including helping assist Steve and our clients with their annual renewals, employee benefit options, desired changes to benefit plans, and providing alternatives and options to help companies thrive. For newly hired employees she handles the benefits enrollment, administration, and processing, and helping with employee changes and benefits billing questions. When she isn’t working, Marsha loves a competitive game of 8 Ball, taking short camping trips anytime during the year, and she lives in Kent Island, Maryland, with her husband Jimmy.
September 15, 1982 – March 12, 2025
In the Fall of 2007, Katie joined Steve as the key point of contact for their clients. What a great working relationship, and friendship, formed over the 17+ years together! A licensed insurance agent herself, she provided day-to-day hands-on client support and accountability that helped distinguish WBG from other brokers. Katie was passionate, funny, organized, reliable, trustworthy, thorough, and so much more! Our clients knew they could count on Katie’s guidance and feedback, and we all miss her very much.
In loving memory from your friends and colleagues at WBG
Our specialists are trained in various fields, ensuring that we can address a wide range of concerns and provide expert guidance across different specialties.