We work together to educate and inform our clients of industry trends, new laws and legislation, and market changes. Additionally, our employee benefits experts form valued and trusted relationships with clients, helping us fully understand each of our client's unique internal cultures, business environments, financial challenges, and strategic goals.
MEET THE TEAM TO TAKE YOU THERE
President/CEO & Founder
Joe founded Potomac Insurance in 1990 with one guiding principle: to build relationships with clients, to exceed their expectations by providing exemplary service, support, and expertise, and to become the comprehensive source for clients’ employee benefits needs. He has been an insurance practitioner for over 30 years and his experience in and knowledge of the employee benefit industry affords clients a unique and innovative approach to employee benefit selection. Joe is a subject matter expert on controlling healthcare costs, PPACA (healthcare reform), and HR issues. He speaks frequently at various trade association conferences and SHRM functions across the country. Joe is the thought leader, advisor, and chief analytics officer for all his clients.
Joe is a lifelong entrepreneur and started his first business at the age of 13 in Manalapan, New Jersey. He is an active member of the Association for Enterprise Growth (AEG) and is a founding sponsor of Executive Leaders Radio. Joe enjoys helping other CEOs and local business owners connect and collaborate with fellow leaders, and is a longtime philanthropist for the Brain Tumor Society and Leukemia & Lymphoma Society. Joe attended Carnegie Mellon University and graduated from Rutgers University with a Bachelor of Science degree in Economics. He resides in Rockville, MD with his wife and children.
Executive Vice President
Small Business Unit
With almost three decades as an insurance practitioner, Steve brings his knowledge, expertise and client-first approach to support Potomac Companies’ small business clientele. He advises small group clients on their group health, dental, vision, life, disability, and long-term care insurance needs for business owners and employees. He began his insurance career in 1993, helping individuals and families plan for their long-term financial future, providing them with individual life, disability, and long-term care insurance, as well as mutual funds and annuities.
Today, Steve brings his warm, personal style and commitment to individualized service to small businesses in the Washington, DC metro area. From one-office non-profits to multiple-location surgery centers, his hands-on, client-first approach ensures businesses with one to fifty employees receive his personal attention and service. Steve holds a life and health insurance license, is certified in Long-Term Care (CLTC), and is a certified Long-Term Care Professional (LTCP).
An active member of The Amity Club of Washington and The Accounting & Financial Women’s Alliance, Steve also volunteers for several non-profit humanitarian and social organizations, including Rebuilding Together Montgomery County. Happily married since 1987, Steve and his wife, Denise, have a daughter and son. In his spare time, Steve enjoys spending time with his family, rooting for all the DC sports teams, playing Texas hold ‘em poker, and golfing throughout the mid-Atlantic region.
Account Executive, Large Business Unit
Kelly brings over 20 years of experience in the employee benefits space to the Potomac team. Her industry knowledge and experience guide her in managing Potomac’s LBU clients. Kelly supervises client renewals, conducting a thorough market analysis, along with benchmark reporting. She provides our valued clients with innovative and affordably priced benefits solutions. Outside of annual renewals, Kelly works closely with our clients throughout the year to ensure their legislative compliance, provide stewardship reporting, and implement wellness programs.
Kelly is an active volunteer for Mobile Hope, a local organization which supports homeless children and young adults, and enjoys cooking and entertaining for friends and family.
Account Executive & HCM Implementation Manager
Sheila manages small and large group clientele through carrier interfacing, benefits technology, and ERISA compliance.
Sheila takes a broad perspective to identify solutions which solve client problems and ensures a consistent and superior client experience. She manages overall performance of client interactions according to corporate standards and works proactively with clients to provide information, best practices, and training. She has a bachelor’s degree from University of Maryland Baltimore County (UMBC).
Sheila resides in Poolesville with her husband, two daughters and two dogs. She enjoys camping and weekends on Tilghman Island.
Director, Small Business Unit
Jeff joins the Potomac team with over 15 years of experience in the employee benefits industry, largely within the small group arena (under 50 lives). Besides working with clients to obtain the best renewal available, he will help small group clients solve any issues regarding benefits throughout the year. He will continue the excellent service Jon Lee and the Green Team provide.
Outside of the office, Jeff likes to work out, run, read, and spend time with his 2 kids. He can also be found rooting for the Dallas Cowboys and the Washington Nationals and Capitals.
Katie Li Trinh
Account Manager, Small Business Unit
Katie has been working in the insurance industry for over ten years. She is the Account Manager for SBU (small business unit) clients, and handles day-to-day communications, manages renewal and enrollment processing, escalates client issues, educates clients and staff on their benefits, and creates enrollment presentations and collateral. She is the liaison for SBU client HR departments and benefits vendors and holds a Maryland life & health insurance license. To keep office morale high, Katie provides daily riddles, trivia, and fun facts for staff.
Account Manager, Large Business Unit
Jon Lee is lead Account Manager for LBU (large business unit clients). He manages and resolves day-to-day client issues for employers and employees. On the employer side, he shops for plans and conducts plan comparisons, and processes enrollments, terms, changes, and retro-requests. On the employee side, Jon resolves claims and answers questions. He is a graduate of the University of Maryland and is currently working towards obtaining Maryland life and health insurance licenses.
Q Miceli Carleton
Wellbeing Consultant & Marketing Associate
Q is responsible for vetting new wellness vendors and matching clients with the carrier or vendor wellness programs that best suit their needs and budgets. In addition to coordinating wellness initiatives, Q is the voice of Potomac, creating email newsletters and broadcasting messages on Potomac’s social media channels.
She has a bachelor’s degree from Princeton University and holds multiple health coaching certifications from the Institute for Integrative Nutrition, American Association of Drugless Practitioners, and Catalyst Coaching Institute. Q provides wellness and communications support for all clients.
Q resides in Colorado and spends her free time creative writing and mountain biking.