Our People

Case Manager

Sally Adams

Ms. Adams is responsible for underwriting execution and management, transaction closure, new business/underwriting reporting, and implementation and service transition.

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Administrative Coordinator

Nita Collins

Ms. Collins provides administrative support to corporate executive leadership including accounting, HR, office management and other special projects.

Ms. Collins joined TriscendNP in 2022.  Before joining the company, Ms. Collins worked in various manager, marketing, sales and support roles in senior living, real estate, telecommunications and accounting. Ms. Collins attended Texas A&M University and graduated with a Bachelor of Business Administration in Marketing.

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Case Manager

Blaine Davila

Ms. Davila is responsible for facilitating the implementation of new client programs. Her goal with every client experience is to ensure that every step in the program implementation process is consistently delivered with a high-level of service. Ms. Davila jointed TriscendNP in June of 2021 with a broad range of client support experience including legal services, product manufacturing and distribution, and insurances sales and support. Ms. Davila holds a Bachelor of Science degree in Finance and a Texas General Lines Insurance License.

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AVP Data & Analytics

Ameya Dighe

Mr. Dighe serves the role of AVP of Data & Analytics with primary responsibilities including proposal design, existing plan review and strategic corporate analytics.

Mr. Dighe uses his knowledge of business, finance and statistics to provide strategic, commercial and financial analysis. He previously worked as an analyst in the Financial Planning and Analysis Department at Citigroup as well as completing an internship in the Risk Management Department at the Central Bank of India.

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Case Manager

Danielle Donohue

Ms. Donohue is responsible for managing the company’s new business administration. She supports all aspects of the company’s new business and underwriting processes, including licensing and appointments, the insurance application process, pre and post underwriting, transaction closure, legal documents, implementation and service transition, and in-force policy support.

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Co-founder and Principal

Dale K. Edwards

Mr. Edwards serves as Principal of Triscend^NP. As a co-founder, Mr. Edward’s vision is to take the experience and discipline from his investment banking background and provide unique products and services to the employee benefits sector. Mr. Edwards has used his extensive investment banking and M&A experience to invent numerous proprietary strategies.

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Client Relations Manager

Brandi Foster

Ms. Foster is responsible for all aspects of client relations including hosting regular reviews with clients and their advisers, providing accounting and financial support, assisting in benefit transactions, ensuring ongoing compliance, and providing ongoing customer service.

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Co-founder

Robert Gutherman

As a co-founder, Mr. Gutherman saw a need in the hospital and nonprofit markets for a more socially responsible way to address executive retirement benefits. With these sectors facing increasing challenges in attracting and retaining key talent, Mr. Gutherman saw Triscend^NP as a provider of superior benefit programs for executives that simultaneously promote financial stability for the participating organizations.

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Client Relations Coordinator

Robert Guzman

Mr. Guzman joined Triscend^NP in 2022 as a Client Relations Coordinator and brought experience in banking, communication, and coding. He assists with essential policy servicing tasks and operations in the client relations department. He prioritizes the accuracy and quality of data entry and policy requests. He works closely with insurance carriers for the services provided in the Client Relations Department.

Mr. Guzman graduated with a Bachelor of Arts in History, and a Master of Business Administration in Ethical Leadership from Schreiner University. He also holds a Life, Accident & Health license.

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VP of Executive Benefits

Kristie A. Hartmann, JD

Ms. Hartmann serves as Vice President, Executive Benefits and works individually, and corporately as needed to support the efforts of the Triscend Principals, to collaboratively design and implement high-impact solutions for both prospective and existing clients.

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VP of Finance & Human Resources

Christina Henry

Ms. Henry joined Triscend in 2006 and serves as Vice President of Finance and Human Resources. She oversees the firm’s operational accounting, and leads the production of financial reports, maintains the accounting system, and cash flow. As part of the corporate management and leadership team, Ms. Henry develops and implements Triscend’s financial strategic planning decisions. She is responsible for developing the annual budget and prepares financial forecasts, ensuring the fiscal welfare of the company.

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Executive Assistant

Jodie Martin

Ms. Martin joined Triscend^NP in 2022 as an Executive Assistant and brought experience in insurance, communication, and corporate event planning. She supports the efforts of the firm’s Business Development Sales Team, the members of which are focused on designing and implementing high-impact solutions for prospective clients, as well as monitoring existing client programs. Ms. Martin assists with scheduling meetings, booking travel, corporate event planning, Salesforce and Meister Task pipeline management, and other corporate administrative duties, including but not limited to, serving in the role of BenefisCU Board Secretary.

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New Business Coordinator

Andrew Mora

Mr. Mora serves as New Business Coordinator, assisting case managers in underwriting and implementation of new cases. He graduated from Texas A&M with a Bachelor of Science in Mathematics.

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VP of Client Relations

Matt Morris

Matt is responsible for overseeing the client relations department, including ensuring our clients’ needs and expectations are met at every step of their journey with us. His focus is on providing ongoing plan administration, including financial, accounting, and compliance support for clients and their advisers.

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Financial Analyst

Corey Murphy

Mr. Murphy serves as a Financial Analyst, working closely with our business development team to deliver exceptional service through strategic financial insights.

With a diverse background in banking, real estate, and entrepreneurship, Corey has developed a keen eye for detail and advanced data analysis and reporting. Corey is taking this skillset to the next level as he pursues his degree in data science at Collin College.

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VP of New Business & IT

Bonnie J. Roan

Bonnie joined Triscend^NP in 2016 as Business Development Case Manager bringing over 20 years of customer service and office administration skills. She leads the new business and client relations teams, ensuring clients’ programs are implemented and serviced with the highest level of quality and professionalism.

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Chief Operating Officer

Alexandria Staron, MBA

Ms. Staron serves as Chief Operating Officer of TriscendNP and oversees the integration of company strategies into daily business functions including Marketing, Business Development, Client Relations, IT, Finance and HR.  She also serves as Chief Executive Officer of BenefisCU, a majority owned Credit Union Service Organization (CUSO) subsidiary of TriscendNP.

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Director of Marketing

Jessica Blodgett

Ms. Blodgett joined the company in 2021 and oversees the marketing efforts for both Triscend^NP and the CUSO powered by Triscend^NP, BenefisCU. Ms. Blodgett is responsible for the planning and execution of TriscendNP’s marketing efforts, including the integration of marketing efforts related to the company’s CUSO, BenefisCU.

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Client Relations Coordinator

Collin Wright

Mr. Wright fulfills the role of Client Relations Coordinator, servicing client accounts and ensuring the comprehensive apprising of principal policy information, key to our clients understanding of their plans.

Mr. Wright joined TriscendNP in 2022 with prior experience in logistics management. He graduated with B.A.’s in both Psychology and German from the University of North Texas while also working as a Professors Assistant. Mr. Wright also holds a Life, Accident, Health and HMO License in the state of Texas.

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Co-founder and Principal

H. David Wright

Mr. Wright is a co-founder and principal with primary responsibility for strategy and business development and has served in this capacity for 20 years. Areas of expertise include business development, compliance, business transactions, and financial and accounting topics. Additionally, he has over 12 years of previous experience in the healthcare field and has held executive positions ranging from operations to business development.

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Senior Analyst

Zeinab Zangeneh

Ms. Zangeneh serves in the role of Benefit Analyst and supports both the Business Development and Client Relations departments.  With primary responsibilities in design modeling and analysis of in-force Supplemental Executive Retirement Plans, Ms. Zangeneh assesses the suitability and stability of new and existing retirement benefit programs.

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