About

Leadership

Wellness Specialists

Benefits Specialists

History

Individual Specialists

Self-Funded Specialists

Adam
Adam Cahill - VP, Insurance Sales

Adam Cahill has been an integral part of the SHERRILL MORGAN team since January of 2007 and has more than 15 years of industry experience. He is a knowledgeable and skilled expert in the individual and group Medicare markets and has conducted several hundred community seminars for Medicare beneficiaries over the years for some of the industry’s top carriers. His experience has helped him build lasting relationships in the tri-state community, and for several years he has consistently ranked as one of the top independently contracted agents in the Cincinnati and Northern Kentucky Medicare market. He has also been asked by Medicare carriers to share his opinion with them on the plans that they offer. His success in finding unique and personalized plans for each individual has spurred the foundation of The Medicare Strategy Center - A Division of SHERRILL MORGAN.

He holds his life and health license and is contracted with carriers in Kentucky, Ohio, Indiana, Tennessee, South Carolina, and Florida. For the ease of his clients, he makes house calls for appointments and invites as many family members into an appointment as possible so everyone is on the same page.

Lisa
Lisa Stamm, Esq. - VP, Consulting Services

Lisa is a graduate of Northern Kentucky University and the University of Cincinnati College of Law. As a licensed attorney, she is able to consult with clients regarding applicable state and federal laws that are applicable to their health plans. She is also knowledgeable about compliance with applicable laws, including federal health care reform, COBRA, ERISA, and HIPAA. 

Lisa leads the self-funded division at SHERRILL MORGAN. Her team employs innovative new tools and plan designs to save clients money and allow them more control over their health plans. She is an expert at contract review and negotiation and strives to provide clients with the best possible service. 

Lisa is also an expert and featured speaker on regulatory issues, particularly as they relate to health care reform. She is a regular speaker at local, regional, and national conferences. She has been a member of the Kentucky Bar Association since 1992.

Management

SHERRILL MORGAN was founded in 1969 as a family run estate planning business. As the needs of our clients shifted, SHERRILL MORGAN developed an innovative employee benefits consulting division and now offers both group and individual insurance services. As a family run company to this day, our goal is to help individuals find the coverage that best fits their needs and employers to offer competitive benefit packages so they can attract and maintain a quality workforce.

Founded in Covington, Kentucky, SHERRILL MORGAN proudly serves clients in Ohio, Kentucky, Indiana, Michigan, and Tennessee. We focus on creating strategic long-term plans that help our clients to better predict the future of their benefits programs. At SHERRILL MORGAN, we firmly believe that employers must be proactive in managing their benefits programs. Rather than switching carriers in order to get a “new business rate,” we prefer to take measures that will make programs sound for years to come. As innovators in our industry, it has led to our consistent growth and success year after year.

Shannon
Shannon Mason - VP, New Business

Shannon Mason is a licensed Agent and a primary consultant with SHERRILL MORGAN.  Shannon has over 14 years of experience in the health and pharmacy benefits industry. She holds designations as a Registered Health Underwriter and Registered Employee Benefit Consultant and has earned a Master in Business Administration from Indiana Wesleyan University. 

She has negotiated and established regional PPO networks throughout the Midwest and has also negotiated contracts with pharmacy benefit managers, on-site and near site health and wellness centers, and third party administrators. Shannon has helped implement over 30 health and wellness centers for clients in Michigan, Ohio, Kentucky, and Tennessee. Due to her vast experience in working with health care surveys, Shannon also assists with SHERRILL MORGAN’s employer benefit surveys. Shannon is a expert speaker and presents at numerous regional and national conferences.

Lisa
Lisa Stamm, Esq. - VP, Consulting Services

Lisa is a graduate of Northern Kentucky University and the University of Cincinnati College of Law. As a licensed attorney, she is able to consult with clients regarding applicable state and federal laws regarding health plans. She is also knowledgeable about compliance with applicable laws, including federal health care reform, COBRA, ERISA, and HIPAA. 

Lisa leads the self-funded division at SHERRILL MORGAN. Her team employs innovative new tools and plan designs to save clients money and allow them more control over their health plans. She is an expert at contract review and negotiation and strives to provide clients with the best possible service. 

Lisa is also an expert and featured speaker on regulatory issues, particularly as they relate to health care reform. She is a regular speaker at local, regional, and nation conferences. She has been a member of the Kentucky Bar Association since 1992.

Val
Valerie Morgan-Saunders - C.O.O.

Valerie is a licensed life and health agent, certified nutrition and wellness consultant, as well as a certified fitness professional. With more than 20 years in the field of health and fitness management, Valerie has vast experience with implementing workplace wellness programs. She developed a cutting edge workplace wellness program for SHERRILL MORGAN clients called Lean Wellness as a tool to assist employer groups in the development of effective employee health promotion programs. Valerie is eager to work with employer groups to help design and implement a health promotion program that is in line with an organization's overall mission and goals. She will work directly with your team through each step to help ensure the engagement of your employees and the overall success of your health promotion program.

Valerie is also an expert speaker on wellness topics and is often asked to speak at local and regional conferences. She speaks on topics such as Wellness in the Workplace, Easy Tips to Relieving Stress, and Healthy Eating.

Sherill Morgan
Sherrill Morgan - Chairman

Sherrill Morgan began his journey in the life insurance and estate planning business 50 years ago. Our company was originally founded as Sherrill D. Morgan and Associates, Inc, though the name has since changed to SHERRILL MORGAN. Sherrill has built his business from the ground up, focusing on building and growing relationships with his clients. As business grew and his clients' needs expanded, Sherrill began moving the company in the direction of employee benefits. Our firm now has a robust group benefits division in addition to the individual benefits division that Sherrill still manages. His son, Mark Morgan, and his daughter, Valerie Morgan-Saunders, have also joined him in the industry and focus on the group benefits division.  

Today, Sherrill is an active member in our community helping to fundraise for numerous causes through his involvement with the Rotary Club and with his local community church. He has served as a past district governor for the International Rotary Club and President of the Covington Rotary Club. Sherrill still maintains a strong presence in the Rotary Club of Covington, KY.

Robin
Robin Curry - Self-Funding Division

Robin Curry works in the self-funded division with Lisa Stamm and has been at SHERRILL MORGAN for 8 years. Having worked for Boone County Fiscal Court for over seventeen years, Robin has an expert understanding of the unique requirements of government employers including procurement regulations, RFP processes, and non-ERISA plans. 

Robin is an expert on self-funding and has helped our clients achieve significant savings through alternate funding methods. He is also available to meet with clients, present to boards and committees, and present any pertinent information at employee meetings.

Robin is a US Army veteran and is an active member of the community. He has also served as a commissioner on the Boone/Florence Water Commission for over a decade. Robin holds a bachelor's degree from Thomas More College. 

Robin
Robin Curry - Self-Funding Division

Robin Curry works in the self-funded division with Lisa Stamm and has been at SHERRILL MORGAN for 8 years. Having worked for Boone County Fiscal Court for over seventeen years, Robin has an expert understanding of the unique requirements of government employers including procurement regulations, RFP processes, and non-ERISA plans. 

Robin is an expert on self-funding and has helped our clients achieve significant savings through alternate funding methods. He is also available to meet with clients, present to Boards and committees, and present any pertinent information at employee meetings.

Robin is a US Army veteran and is an active member of the community. He has also served as a commissioner on the Boone/Florence Water Commission for over a decade. 

Belva
Belva Hale - VP, Business Development

Belva has worked in various roles and departments during her 23 year career with local governments. Prior to joining the SHERRILL MORGAN team, Belva served as the Director of Administration for the City of Bristol, Tennessee. She was responsible for the divisions of human resources, risk management, purchasing, and information technology where she implemented a change in retiree health benefits, was instrumental in implementing a hybrid retirement plan, completed the purchase of a city wide ERP system, and established a new comprehensive wellness program. Overseeing self-funded health insurance plans, health reimbursement arrangements, retiree health reimbursement arrangements, and flexible spending accounts were also a key part of her responsibilities. Belva holds a B.B.A. from East Tennessee State University in business with a concentration in human resources management and completed the senior executive program at the University of Virginia's Darden School of Business.

With her varied experience, Belva is requested to speak at conferences for both human resources and risk management.

Mark Morgan
Mark Morgan - President

In his 30 years at SHERRILL MORGAN, Mark has accumulated a wealth of experience in establishing and managing employee benefit plans. As the founder of SHERRILL MORGAN’s group health division, he paved the way in developing a systematic approach to healthcare benefits for governmental clients and has personally managed over 150 of them. He is a licensed Agent and Consultant and per SHERRILL MORGAN policy, is up to date on the latest healthcare rules and regulations. Understanding that an innovative approach is necessary to stay ahead in the healthcare industry, Mark has helped SHERRILL MORGAN to develop its partial self-funding division which allows employers (especially government agencies) to have a measure of control over their healthcare costs. 

Mark is a leading proponent for transparency in healthcare costs and is regularly invited to speak at human resource conventions on health benefits and health care reform. Mark is also an active community supporter having served on the Boards of numerous organizations including Kids Helping Kids, the Steinford Toy Foundation, and Kentucky Health Purchasing.

Belva Hale- VP, Business Development
Belva Hale- VP, Business Development

Belva has worked in various roles and departments during her 23 year career with local governments, most recently as Director of Administration for the City of Bristol, Tennessee. Belva was responsible for the divisions of human resources, risk management, purchasing, and information technology where she implemented a change in retiree health benefits, was instrumental in implementing a hybrid retirement plan, completed the purchase of a city wide ERP system and established a new comprehensive wellness program.  Overseeing self-funded health insurance plans, health reimbursement arrangements, retiree health reimbursement arrangements, and flexible spending accounts were also a key part of her responsibilities. Belva holds a B.B.A. from East Tennessee State University in business with a concentration in human resources management and completed the senior executive program at the University of Virginia's Darden School of Business.

With her varied experience, Belva is requested to speak at conferences for both human resources and risk management associates.

Blair
Blair Pickerill - Senior Benefits Advisor

Blair Pickerill has been in the insurance/employee benefits field for 30 years. He started out at a third-party administrator, Consultants and Administrators, where he held many positions from claims to underwriting. He was asked to join a joint venture, Managing Underwriters, where he was mentored in marketing and sales by the President and Vice President of Sales. He moved to Louisville where he was Director of Operations at RCH Administrators. He not only oversaw the day to day functions, but he also managed the customer experience.

Blair then joined MedBen as a sales representative and was then appointed as a Regional Vice President. He engaged agencies and employers alike in the advantages of self-funding their employee benefits programs. With that experience, he consulted with Toyota Tsusho as they explored the possibility of opening up an employee benefits firm. He is now a Senior Benefits Advisor at SHERRILL MORGAN. Due to his experience, he thinks strategically and conceptually and brings savings opportunities to the table.

Mike WIlliams
Mike Williams - Chief Exective Officer

Mike has been with SHERRILL MORGAN for more than 20 years and has been instrumental in developing the company's fully insured and small group divisions. He has been a driving force for groups to implement new cost cutting solutions such as pooling and small group self-funding. As a licensed Agent and Consultant, Mike has extensive health insurance knowledge of claims issues, state laws and guidelines, and customer service. Mike is regularly sought to be a speaker on topics such as community rating, collaborative health plans, and innovative plan design options. 

Mike is also an active member in the health care industry having served on several insurance company advisory boards and on several state advisory panels including the Insurance Coverage Affordability and Relief program in Kentucky. He has also been an advocate for transparency with pricing of drugs and services in the industry and practices that transparency as one of SHERRILL MORGAN's core values.