Board of Directors
NABIP-Dallas thrives through the dedicated service of passionate volunteers who drive our mission forward. Our association's impact and success are made possible by the commitment of Board members and Committee Chairs who generously share their time, expertise, and leadership.
We welcome professionals who are ready to make a meaningful contribution to our industry and community. Contact us to learn more about how you can contribute to NABIP-Dallas while advancing your own professional development and industry connections.


PRESIDENT
Carmen Freeman
Oxbridge Health
Carmen serves as President of NABIP-Dallas and brings strong leadership skills to advancing the interests of health insurance professionals in Dallas. Carmen is passionate about building lasting client relationships and leveraging her expertise to create value for the organization, community, and profession.

PAST PRESIDENT
Jennifer Stanley, JD
StanleyKup Compliance
Jennifer is the founder of StanleyKup Compliance, where she provides comprehensive compliance solutions to plan sponsors and independent brokers. As a seasoned compliance attorney licensed in Texas, she specializes in unraveling the complexities of employee benefits compliance.

TREASURER
Michelle McLaren
The Brokerage
Michelle is a licensed agent and counselor at The Brokerage, Inc. She is dedicated to filling the gap in health insurance education, helping clients understand their coverage options and identify potential gaps in protection. Michelle presents on HSAs, ACA, and insurance fundamentals to individual clients and employer groups of all sizes.

LEGISLATIVE CHAIR
Charles "Chuck" Rosen
CPR Financial
Chuck is the founder of CPR Financial, where he provides consultative insurance and investment advisory services and helps employers and individuals navigate healthcare reform and the ACA. Chuck takes a collaborative approach that makes employers look good while ensuring employees feel supported.

SECRETARY
Caitlin Mathis
Tanya Boyd Associates
Caitlin works at Tanya Boyd & Associates, where she specializes in delivering strategic employee benefits solutions to employer groups, Marketplace individuals, and Medicare clients. Caitlin takes pride in empowering businesses through smarter benefits planning and creating meaningful impact in the insurance industry.

EXECUTIVE ADMINISTRATOR
Patricia M. Pattison
NABIP-Dallas
Patricia plays a key role in providing continuity and operational support across changing boards and initiatives. Backed by an MBA in Marketing, Pat brings decades of experience in association management for nonprofit professional networking organizations in the financial services sector throughout the Dallas–Fort Worth region.

MEDIA CHAIR
Halee Johnson
Wood-Wilson Company
Halee is a passionate health insurance advocate with a Master's in Public Health. She stays informed on healthcare trends and conducts ongoing research that fuels her optimism and commitment to shaping a brighter future for everyone. Halee's expertise helps guide NABIP-Dallas communications and outreach efforts.

PROFESSIONAL DEVELOPMENT CHAIR
Sheridan Freeman
Evry Health
Sheridan Freeman is a Sales Director at Evry Health, where he specializes in scaling revenue and driving expansion in healthcare and insurance sectors. As a veteran and growth-focused executive, he has a proven track record of expanding market share in Texas through strategic partnerships and innovative healthcare solutions.

AWARDS CO-CHAIR
Casey Conley
Keenly Benefits
Casey works at Keenly Benefits and is passionate about helping clients find the best health coverage at the best price. She is dedicated to providing the means for quality health coverage so clients can live their best lives. Casey goes above and beyond to make healthcare accessible and affordable for those she serves.

AWARDS CO-CHAIR
Nicole A. Morgan
Morgan Medicare Solutions
Nicole is the founder of Morgan Medicare Solutions and serves as a Health Insurance Agent and Healthcare Consultant specializing in Medicare coverage. Nicole is focused on providing seniors with the education and tools needed to make informed decisions about their healthcare and Medicare coverage.

PUBLIC SERVICE CO-CHAIR
Ginger Todd
Vivid Clear Rx
Ginger works at Vivid Clear Rx, a innovative PBM that delivers clarity, savings, and exceptional customer service through pharmacy programs. With extensive experience in sales and account management, she specializes in Health Insurance, Pharmacy Benefits Management, and Employee Benefits Design.

PUBLIC SERVICE CO-CHAIR
Isabelle McCutcheon
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Isabelle is a Voluntary Benefits Sales Consultant. With 5 years of experience in employee benefits sales, she has built a strong track record of managing key broker and client relationships. Isabelle is passionate about customer satisfaction and prioritizes delivering competitive benefits packages that are the right fit for each group.

HUPAC CHAIR
Cameron Moore
Financial Partners
Cameron works at Financial Partners, bringing over 15 years of experience in building and selling within the healthcare industry. As a recognized national speaker on brand building and market penetration strategies, he is an innovator in automating sales efforts and go-to-market strategies that help organizations exceed sales benchmarks.

MEMBERSHIP CHAIR
Suzi Huffman
ProAct
Suzi is a dynamic leader with a passion for innovation, collaboration, and impact. With a proven track record in the healthcare space, Suzi brings strategic insight and solutions-driven mindset to every challenge. Known for her integrity, creativity, and ability to inspire teams, she is committed to driving meaningful results and fostering strong partnerships.

MEMBERSHIP EXPERIENCE CHAIR
Helen Harris-Allen
Associated Bank
Helen is VP of Sales at Associated Bank, where she drives growth in the HSA and health benefits sector through strategic broker partnerships and consultative approaches. Helen is driven by a commitment to community service, balancing her professional success with family time.
