Jay started CPM Group in 1988. With many years of experience and market perspective, Jay brings a unique knowledge base to his client employer groups. He has been the lead consultant / broker for well over 600 employer groups advising them on strategic and alternative funding solutions to maintain their high quality health plans. Jay has successfully built and merged several benefit agencies and trained many brokers in our industry.
In addition to his accounting degree from The University of Connecticut and holding the traditional health benefits licenses, Jay is licensed for Property & Casualty advice, is a Chartered Life Underwriter (CLU), and is a Certified Insurance Consultant (CIC).

Jay has been involved in many professional and community service groups which includes being a Member of the Broker Advisory Committee for Connecticut’s Health Insurance Exchange, member and past president of the Cheshire Exchange Club, member of the Franciscan Sisters of Meriden Advisory Board, past president of Cheshire High School Parents Soccer Association and past broker advisory member for several of the major health insurance carriers in Connecticut.
A life-long resident of Cheshire, Connecticut, Jay still resides in Cheshire with his wife, Sandy, and their two sons, Garrett and Colby.

Lisa began her employee benefits career in 1995 at Aetna in their group insurance area servicing national accounts for Long Term Care insurance. Since 1998, she has been employed on the broker side of the benefits industry and has worked for a national consulting firm as well as large regional brokerages in Boston and Pennsylvania serving both small and large-size employers. Lisa has been able to bring her 20+ years of experience to her current role as Client Manager to help employers in all facets of their employee benefit plans. She is currently licensed for Life/Health insurance in the state of Connecticut. She resides in Cheshire with her husband and two children.