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Excellence in Concierge Employee Benefit Consulting

Caroline Kugelmass

President

Caroline has a business degree with a major in Human Resources and over 20 years experience in the group benefit field. She is a trusted group benefit advisor and valued resource to her clients.

Caryn Boyko

Market Research and Client Services

Caryn has a Chemical Engineering degree with over 20 years of experience in the Oil & Gas industry. She brings a wealth of knowledge to the Excel team in terms of her strong analytical skills.

Additional Resources

Amanda Schewaga

The Marketing Girl

With over 15 years of marketing experience, Amanda Schewaga brings her clients’ marketing ideas to life, so they can quickly generate a variety of revenue streams, and brand awareness.

Jason Sjare

SimbiO Analytics

SimbiO Analytics applies Monte Carlo based predictive analytics techniques and optimization models for harmonization of optimal client, carrier and advisor budget, profit and revenue requirements. Jason brings a wealth of expertise to Excel's clients. Excel has worked closely with SimbiO Analytics and Jason for several years.