President and Executive Relationship Lead
Named the 2018 Adviser of the Year by Employee Benefits Adviser magazine, David brings more than 24 years of building relationships as an executive leader in client service and sales of employee benefits, human resource consulting, and outsourcing organizations.
Prior to owning Wilshire Benefits Group, David was the Large Group Market Practice Leader for Humana in Michigan for large groups and select national accounts. He has also served as Regional Vice President of Human Resources and Client Services for ADP TotalSource, a human resource and benefit outsourcing division of Automatic Data Processing.
David Sokol holds his Life and Health License, is a Certified Life Underwriter (CLU) and Retirement Income Certified Professional (RICP), holds his Health Insurance Counselors (HIC) license, and is a certified Senior Professional in Human Resources (SPHR).
David Sokol was born and raised in Metro Detroit where he currently resides with his family. Before he began his career in business, David served as an Army officer in Operation Desert Shield/Desert Storm and received the Bronze Star. He holds an MBA from Oakland University in Rochester, Michigan, as well as a Bachelor of Science in general engineering from the U.S. Military Academy at West Point, NY. Due to David’s service to our nation, Wilshire Benefits Group, Inc. qualifies as a Service Disabled Veteran-Owned Small Business (SDVOSB).
David is extremely devoted to his family and is involved with numerous charitable organizations in the community. His team believes strongly in supporting the past, present and future defenders of freedom who serve in our Armed Forces around the world. As a founding Board member, David was instrumental in helping to realize the Veteran’s Tribute of Oakland Township, dedicated to all those who serve or have served this great country. Wilshire Benefits Group promotes a strong corporate culture of giving back to our community.
Lisa Chorazyczewski brings 30 years of experience to her position at Wilshire Benefits Group. Lisa is a Registered Health Underwriter, is certified by CMS to provide Medicare products, and is a licensed Health and Life agent in the States of Michigan and Florida. Lisa’s breadth of experience in the employee benefits industry has allowed her to build strong relationships with carriers, Third Party Administrators (TPAs), and her valued clients. Throughout her career, Lisa has managed a diverse array of employer groups, both small and large. She is skilled in navigating the many types of funding arrangements as a benefit consultant and has worked in direct marketing for several insurance carriers. Lisa’s extensive knowledge of payroll and benefit administration platforms allows her to assist her employer clients in navigating the technologies that can be utilized for streamlining day-to day human resource processes. As a senior benefit consultant, Lisa also provides guidance to her clients on ERISA, HIPAA, COBRA, ACA, and other compliance areas that may be of concern to most employers.
Lisa’s dedication to legendary customer service inspires trust and fosters strong relationships with her clients and vendor partners. She truly embodies the Wilshire Way in everything she does. In addition to contributing to the leadership team at Wilshire Benefits, Lisa is active on the agent advisory council for McLaren Health, and Wilshire Benefits was honored to announce that Lisa is a participant in the Leadership Oakland program.
Lisa resides in Rochester Hills with her husband and family and is active in her community as well. She supports the Matilda R. Wilson Boys & Girls Club of Auburn Hills, is a member of 100 Faithful Friends and 100 Businesses that Care.
Director of Operations
As the Director of Operations, Heidi Steinman brings a broad range of benefits experience to Wilshire Benefits Group. She holds a bachelor’s degree from Western Michigan University in Human Resource Management. Heidi’s career of over 20 years in the employee benefits industry has allowed her to be an expert in all facets of managing and operating a successful agency. Throughout her career, Heidi has mastered the skills of a benefits consultant, underwriter, operations manager, and human resources business partner. She is also highly proficient in implementing and maintaining a variety of data management and employee benefits systems.
Heidi’s extensive knowledge of data management administration platforms has made her huge asset to our organization. Her attention to detail, project management, and ability to develop relationships at all levels of the business has been a critical component to her success. Her dedication to creating continual improvement in efficiencies for clients and employee service teams has played no small part in enabling Wilshire Benefits growth, even in the most challenging of times.
Heidi resides in Clarkston with her husband and family and is deeply involved in her church and community.
Manager, Underwriting and Analytics
Mandy is not only a member of our Wilshire Benefits Group Leadership Team, she has also been a driving force behind the evolution and growth of the organization. As the Manager of Underwriting and Analytics, Mandy stays current with the latest market trends, ACA compliance, product availability and underwriting guidelines. Her analytical and technical skills allow her to evaluate the overall benefits and costs of employee health and welfare platforms, while providing creative, cost effective solutions. In addition to personally managing the financial analysis and underwriting for Wilshire’s largest clients, Mandy is responsible for training, developing, and supporting our team of Financial Analysts. Her dedication to continued learning and improvement in all aspects of her team’s performance is another stellar example of her leadership and The Wilshire Way.
Mandy completed her undergraduate degree from Saginaw Valley State University and went on to earn an MBA with a concentration in Finance from the University of Michigan-Flint. Mandy has her Life and Health license and is a Certified Self- Funding Specialist. She is also a member of the Metro Detroit Association of Health Underwriters and the Financial Management Association.
Mandy resides in Grand Blanc with her husband and two children. She is passionate about raising money for cancer research and volunteers her time by participating in Flint’s Making Strides Against Breast Cancer.
Senior Benefit Consultant
Brad has 18 years of expertise in guiding corporate leaders and plan administrators in the development of comprehensive and cost-effective benefit packages with special attention to regulatory compliance. Brad earned his Bachelors Degree in Economics from the University of Michigan, a Group Benefits Associate degree (GBA) from the Wharton School, and is ACA Certified by the National Association of Health Underwriters. His consultation experience extends to health and welfare plans with multiple union contracts and complex plan designs, including assistance with labor negotiations, and his knowledge of the intricacies of benefit compliance is unparalleled.
Brad is an active member of the Metro Detroit Association of Health Underwriters (MDAHU).
Brad and his wife make their home in Northville, where he is heavily involved in school and educational activities with his two young daughters. When the weather is inviting, Brad is also an avid golfer.
Director of Retirement Plans
Matt has spent the last 15 years in financial services and has extensive knowledge of employee benefit sponsorship. He began with several years of employee engagement and education, and it is still his passion today. His breadth and depth of experience is invaluable to Wilshire Benefits, our clients, and their employee participants.
Matt completed his undergraduate degree in Investment Finance from Wayne State University and holds his Life and Health license.
Matt and his wife Stacey live in Sterling Heights with their three children. The entire family is active in their St. Anne School community. Matt and Stacey serve as athletic directors for the school and are both involved in various clubs.