Areas of Expertise : Jim Gideon specializes in mid-market Health & Welfare plan selection and implementation. Mr. Gideon is knowledgeable in all aspects of H&W plans including medical, dental, vision, life, disability, consumer driven health plans, and §125 plans.
Professional: Gideon joined the firm in 2003 and has more than 20 years experience in the group insurance business. His professional affiliations include the Texas Health Underwriters Association. Gideon received his Health/Life insurance license in 1987.
Education: Bachelor of Business Administration in Finance, University of Texas at Austin, 1978.
Personal: Gideon is married with one son. He was the former chair of the Juvenile Diabetes Association (Austin Chapter). He is active with JDF and the American Diabetes Association. He was an All-American pitcher, with a 17-0 record and 1.80 ERA, leading UT to the 1975 national championship. Jim was inducted into the University of Texas Longhorn Hall of Honor in 1992. Jim pitched for the Minnesota Twins and Texas Rangers.
Areas of Expertise: Todd Gilmour specializes in mid-market Health & Welfare plan design and implementation with a primary focus on benefit communications and financial analysis. Mr. Gilmour is experienced in all aspects of H&W plans including plan analytics, carrier relations, compliance, design, e-Enrollment, and funding.
Professional: Gilmour is a past president of the Austin chapter of the National Association of Health Underwriters, a member of the International Society of Certified Employee Benefit Specialists, and member of the Society for Human Resource Management. Gilmour joined the firm in 2003 and has 16 years of group insurance experience. Gilmour received his Health/Life insurance license in 1995.
Education: Bachelor of Arts in Economics, University of Texas at Austin, 1992. Certified Employee Benefit Specialist, International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania, 2001. Registered Health Underwriter, The American College, 2000.
Personal: Todd is married with two daughters. He enjoys running, music, and UT sports. He is a former American Cancer Society board member and past ACS Cattle Baron's Ball chair.
Areas of Expertise: Rodney Green specializes in Health & Welfare plan management. Mr. Green is experienced in all aspects of H&W plans including medical, dental, vision, life, and disability insurance. Green also provides individual life insurance solutions for executive and estate planning purposes.
Professional: Green is a member of the National Association of Insurance and Financial Advisors as well as the National Association of Health Underwriters. Green began his life and health insurance career at the firm in 1981.
Education: Bachelor of Business Administration in Management, University of Texas at Austin, 1969. Life Underwriting Training Council Fellow (LUTCF), The American College, 1988.
Personal: Rodney is married with two children. Rodney enjoys golf, hiking, and UT basketball. He is a member of the Board and Past President of the Travis Association for the Blind.
Areas of Expertise: Pete Peterson specializes in Health & Welfare plan management. Mr. Peterson is experienced in all aspects of H&W plans with a focus on carrier negotiations and administrative simplicity.
Professional: Peterson began his group insurance career with Blue Cross Blue Shield of Texas in 1969. In 1983, he established an employee benefits division and TPA as a partner in a local multi-line agency. Pete founded Pete Peterson & Associates in 1989, an independent insurance agency, utilizing his experience to develop a successful group insurance marketing system - providing effective plan design, administrative simplicity, and cost-effective employee benefit solutions.
Education: Bachelor of Arts in Education, Texas Lutheran University, 1956.
Personal: Pete celebrates his 50th wedding anniversary this year! Pete has one daughter and two granddaughters. Pete enjoys golf, travel, history, and UT athletics.
Areas of Expertise: Elizabeth Wardlaw specializes in mid-market Health & Welfare plan management. Elizabeth is knowledgeable in all aspects of H&W plans including medical, dental, vision, life, disability, consumer driven health plans, alternate funding strategies, and §125 plans. Elizabeth is diligent to maximize plan value for the employer and employee.
Professional: Prior to joining the firm in 2009, she worked as a benefits consultant with insurance agencies in Minneapolis and New York City. Her professional affiliations include the Society for Human Resource Management (SHRM) and Texas Health Underwriters Association. She received her Life/Health and Property/Casualty licenses in 2001 and 2008, respectively.
Education: Bachelor of Arts in Political Science and Psychology, University of Colorado at Boulder, 1999.
Personal: She enjoys hunting, fishing, music, and running. Her philanthropic affiliations include The Junior League of Austin, Austin Children’s Shelter, Community for CASA, Austin Fly Fishers Club, and Mobile Loaves & Fishes.
