Jon has spent over 20 years in the insurance industry including 10 years with a national property and casualty carrier where he functioned as an SIU specialist, Claims Manager, and Corporate Trainer before moving on to a national third party administrator (TPA) where he managed a team responsible for the WC claims oversight of one of the largest hotel chains in the country. Following his years in claims management and resolution he transitioned into the Medicare compliance industry in 2004 when he established HAI West, a subsidiary of pioneering MSA company Health Advocates Inc. which was later acquired and rebranded as PMSI MSA, and served as Vice President responsible for West Coast operations, new business development, account management, and field sales oversight.
In 2009 he created and founded Set-Aside Guide, a company specializing in comprehensive MSA self-administration help services. In late 2009, he joined MEDVAL as Executive Vice President to oversee West Coast operations and new business development in addition to providing front-line training to clients and their attorneys nationwide.
Jon has written and contributed to articles on Medicare Secondary Payer (MSP) related matters, is a former instructor with the California Insurance Education Association (IEA), is a Certified Medicare Secondary Payer Professional (CMSP), and is a member of the National Alliance of Medicare Set-Aside Professionals (NAMSAP). In addition, Jon frequently presents at both national and regional industry conferences and events. He is a graduate of California State University, Fullerton, and holds a Bachelor of Arts in Business Administration.
“The noblest search is the search for excellence.” Lyndon B. Johnson