CEO / President
As one of the founders of the team, Karl's service dates back almost four decades! Karl's superior industry relationships allow the team access to outcomes that enhance Client results and further leverage Vita's unique service-based approach.
Education/Certifications/Professional Affiliations: The American College, Bryn Mawr, PA. Karl has the CLU, ChFC, RHU, and REBC Designations. He has testified on behalf of the industy's trade association before the U.S. Congress on multiple occasions. He was selected by his peers as the California State Professional of the Year. He has many accolades, upon which he rests nothing! Today is a new and exciting day!
3 Words that Describe Karl: Seeking, knowing, caring.
Hobbies: Karl enjoys the outdoors, along with good food, wine and friends.
Little Known Facts: Karl loves to cook. He is not a gourmet, but nobody at his church, where he cooks often, seems to mind!
Chief Operations Officer
After more than 30 years of taking companies from $0 to $100M to IPO across 5 continents through designing & executing cross-functional leadership development & operational dynamics that create high performance cultures, JC has come to Vita to help us scale our Mission statement of making lives easier & better.
Education/Certifications/Professional Affiliations: B.A. Computer Science & Robotics
3 Words that Describe JC: Teacher, Purpose, Passion
Hobbies: My kids
V.P. Client Experience
Erik has been around the employee benefits industry his entire life, working at Vita in different capacities since 2001. In his current role as a Strategic Benefits Partner, Erik works with competitive companies to design benefit offerings that are scalable and highly valued. Along with his involvement with Vita's clients, Erik is invested in building and maintaining relationships with Vita's carrier and vendor partners in the insurance and technology industries. His passion for technology revolves around the conviction that excellent customer experiences are human-to-human interactions optimized by the most efficient information systems.
Education/Certifications/Professional Affiliations: Erik graduated from San Francisco State University with majors in International Business and Corporate Finance. Erik is the chairman of the Young Professionals Board for the Northern California Human Resources Association. Erik is also involved as a principal member of United Benefits Advisors, the nation's largest network of private brokers.
3 Words that Describe Erik: Creative, passionate, adventurous.
Hobbies: Erik enjoys spending time with his family, backpacking the Sierra, traveling the world, and following sports.
Little Known Facts: Erik has known his closest friends since kindergarten.
Rae Lee Clark
Chief Compliance Officer
Rae Lee Clark is a Senior Strategy Consultant and Compliance Officer. She is uniquely qualified in the employee benefits world, with more than 30 years' experience developing practical solutions to complex employee benefits challenges. Under her leadership, the Vita team has developed comprehensive compliance solutions for their clients in all benefit areas, including ERISA, COBRA, Section 125, and HIPAA Privacy and Security, as well as cutting-edge wellness solutions. Rae Lee works with companies from the smallest dynamic start-ups to the largest employers in the nation, including a gig with Wal-Mart!
Education/Certifications/Professional Affiliations: B.S. Stanford University.
3 Words that Describe Rae Lee: Smart, caring, organized.
Hobbies: Triathlon, backpacking and wine (but not at the same time).
Little Known Facts: Came in dead last in her first bike race in 2002. This spectacle included walking her bike up the long hill.
Amy has 20+ years of hands-on employee benefits experience. She assists clients in every facet of implementing an effective employee benefits plan, from marketing to ongoing communication, daily administration, and troubleshooting. She loves to work with clients to craft benefits packages that take into account desired corporate strategy regarding market competitiveness as well as financial goals. She is well-versed in various funding arrangements as well as ACA and other compliance "fun."
Education/Certifications/Professional Affiliations: Santa Clara University with a B.A. in English, Certified Employee Benefits Specialist (CEBS) designation, Wharton at the University of Pennsylvania.
3 Words that Describe Amy: Loyal, sarcastic, fun.
Hobbies: Golf, cooking (and eating), and spending time with family and friends.
Little Known Facts: Amy is still adjusting to the fact that she has twin boys and they were born in 2007. She did not find out they were twins until halfway through her pregnancy.
Jason Lombardi is Vice President, Benefits at Vita Benefits Group. With over 16 years in the industry, he provides high-touch employee benefit advisory services and serves as a strategic business partner to his valued client base. He works closely with his clients on plan marketing, selection, implementation, compliance, management and oversight, as well as strategies on cost containment, funding arrangements and benefit plan design across market industries. Jason has worked with clients of all sizes (from start-up to large corporations) and is well-versed in serving the needs of rapidly scaling companies.
Education/Certifications/Professional Affiliations: Notre Dame de Namur University, MBA Human Resources; Santa Clara University, BS in Organizational Analysis and Management; Certified Employee Benefits Specialist (CEBS) designation, Wharton at the University of Pennsylvania.
3 Words that Describe Jason: Loyal, fun, patriotic.
Hobbies: Swimming, camping, DYI home improvement, fantasy football and spending time with family and friends.
Little Known Facts: Loves watching B movies — if there are zombies, even better!
V.P. COBRA Administration
Jayne Drake began her career at Vita in February 2000. As a COBRA Partner, Jayne's role is to oversee Vita's Federal COBRA department. During Jayne's tenure at Vita, she has built extensive knowledge and expertise in all aspects of the Federal COBRA law. She works directly with a large client base to ensure full compliance of the regulations. Jayne prides herself on providing a high standard of client service, and she developed these skills during her prior employment as a Team Leader at a large energy company in the United Kingdom.
Education/Certifications/Professional Affiliations: Manchester University, England. B.A. Urban Planning and BPl. Urban Planning
3 Words that Describe Jayne: Happy, optimistic, hard-working.
Hobbies: Camping, reading, TV binge-watching, exercising.
Little Known Facts: Jayne loves football (soccer) and she followed her hometown team, Leeds United at games across England for many years before moving to the United States.
V.P. Pre-Tax Administration
Jim Dzundza joined the Vita Team in October 2012. In his role as V.P. Pre-Tax Administration, he focuses on quarterbacking the Pre-Tax Benefits Team with in-depth knowledge of FSAs, HSAs, HRAs, and Commuter Benefits. He is dedicated to ensuring compliance, executing seamless plan implementations, and providing smooth plan operation, making him a valuable extension to any HR team. Jim brings strong analytical and problem-solving skills to his position, an essential piece of creative and strategic benefits planning and execution.
Education/Certifications/Professional Affiliations: University of Oregon, B.S. in Economics and a Minor in Business Administration.
3 Words that Describe Jim: Exuberant, competitive, analytical.
Hobbies: Jim enjoys the outdoors, playing and watching sports, and watching films. He also enjoys working with his hands, whether it be carpentry or yard work.
Little Known Facts: Jim's favorite word is "rogue."
V.P. Retirement Planning
Ken Goth’s 30-year career in financial services has encompassed brokering, investment banking, and management in the world’s major financial centers: New York, London, Tokyo, and Hong Kong. Ken started his career with the Astley & Pearce Group, an inter-dealer broker. He subsequently ran the joint-venture broking businesses of MAI, Plc in Japan. Ken currently focuses on the investment arrays and analysis of fund performance for 401(k) clients at Vita Planning Group.
Education/Certifications/Professional Affiliations: Stanford University, B.A. International Relations.
3 Words that Describe Ken: Between two continents.
Hobbies: Ken enjoys cooking, but more than that, eating.
Little Known Facts: Ken's first job out of college was as a thespian with Theaterworks (then in Palo Alto).
Director, Client Success
Ellen Schortgen has over 25 years of account management experience at Vita. Her extensive background and commitment to customer care makes her a valuable asset to Vita’s group insurance clients. This background, combined with her past life in marketing communications, also makes Ellen a strong internal training and support resource for her colleagues at Vita.
Education/Certifications/Professional Affiliations: Health Insurance Associate certification.
3 Words that Describe Ellen: Perceptive, logical, caring.
Hobbies: Watching baseball, road trips with friends.
Little Known Facts: Ellen is a proud alumna — and current supporter — of the Santa Clara Vanguard, a champion-level drum corps. She has also served on their Board of Directors.
Director of Marketing
Clear, concise, and delightful messaging is what Mike strives for with every email, webinar, video, social media post and custom client communication. His unique background in the U.S. military, local law enforcement, and event production, along with over five years as a property and casualty insurance broker lends Mike a fresh perspective on what it takes to effectively deliver content to your employees. He can also throw a pretty smashing party.
Education/Certifications/Professional Affiliations: University of Missouri-Columbia, B.A. in Psychology.
3 Words that Describe Mike: Let's add color.
Hobbies: Reading sci-fi, road trips, trying new restaurants, and doing anything creative!
Little Known Facts: Mike is fluent in American Sign Language and can eat his weight in cake.
V.P. Business Operations
Wally Anderson brings over 20 years' consulting experience helping organizations execute more effective organizational processes leading to more effective collaboration and problem solving. He specializes in strategic planning, change management, business process improvement, team development, and leadership skills.
Education/Certifications/Professional Affiliations: University of the Pacific with a B.A. in Behavioral Science; Santa Clara University with an M.A. in Counseling Psychology
3 Words that Describe Wally: Caring, fun-loving, curious.
Hobbies: Wally enjoys any vehicle with two wheels and an engine, cooking and time with his wife and best friend of 35 years.
Little Known Facts: Once competed in a vintage motocross race (The Harvey Mushman "aka Steve McQueen" Elsinore Grand Prix ) through the streets of Lake Elsinore, CA
Marianne Kring recently join Vita as Vice President of Finance after 10 years of serving as a CPA with Morrison & Associates. She started her career in public accounting with KPMG in San Francisco, and has enjoyed partnering with closely held businesses and individuals in the Silicon Valley to help them with their accounting, tax and planning needs for the past 22 years. She is excited to join Vita's team of highly trained professionals in providing excellence in client service.
Education/Certifications/Professional Affiliations: University of California, Berkeley, B.S. Business Administration/Accounting and Finance, Certified Public Accountant member: American Institute of Certified Public Accountants; California Society of CPAs.
3 Words that Describe Marianne: Spiritual, tenacious, energetic.
Hobbies: Cooking, dancing, reading, spending time by the ocean.
Little Known Facts: Can speak and read Hungarian like a 5-year-old (from Hungary of course).
Director of IT/Technology
Brian Davis has been on the Vita team since 1996 supporting the Information Technology needs of the company. Brian brings more than 25 years of IT expertise to the table, and has a passion for bringing new and upcoming technlogies into the business. Brian's strengths are in network infrastructure and security, and he always enjoys solving challenging problems.
Education/Certifications/Professional Affiliations: School of Hard Knocks.
3 Words that Describe Brian: Helpful, empathetic, fun.
Hobbies: Brian loves spending time with his family, playing guitar and entertaining friends.
Little Known Facts: Brian plays in a band and enjoys all the drama that goes along with it.