NBM is an independent fee-for-service consulting company with a full range of employee benefit administrative services. We work only for you and your interest.
As Principals, Sherry O’Leary and Daniel Jacobs provide shared leadership of NBM.
Sherry O’Leary, CEBS, CLU, ChFC, is one of only a few people in the State of Vermont designated a Certified Benefit Specialist (CEBS). She is a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC). As the founder, Sherry has been delivering these services under the Northeast Benefits Management, LLC name since 2002.
Daniel Jacobs, MBA has extensive experience in consumer driven healthcare, helping to plan, implement, and manage benefit programs of all sizes. He gained a Masters of Business Administration (MBA) with an Advanced Management concentration in 2017 and joined NBM in 2021.
The NBM staff also helps deliver exceptional service to clients and has over 125 years of combined experience in benefit management, administration, and compliance.
We will work with you to assess your needs and goals and will create benefit plans that help you meet those objectives for both your company and for the people you employ. Our state-of-the-art technology offers you fast, efficient program access via the internet and mobile applications. For questions that require a detailed response, our trained staff is available by phone.