Introducing EBA’s 2020 Adviser of the Year winners

Published September 28, 2020 5:00 AM EDT 1 Min Read

Employee Benefit Adviser’s annual Adviser of the Year award recognizes individuals within the industry who have a passion for the business and who provide outstanding service to their clients.

Our winners were chosen after months of searching for benefits professionals who best serve, inspire, and go above and beyond for their clients and peers. This year’s awards also highlight how these advisers have risen to the challenges and curveballs of the coronavirus pandemic.

“I think other advisers could learn from the way Josie always seems to be one step ahead. She has always been the one to identify a need or a deficit before anyone else does. Other advisers could also learn how to remain poised in stressful situations. Josie will have three full plates, and still respond to every situation with ‘OK, here’s what we’re going to do.’

The craziest thing is that Josie remains poised all while performing three roles at EBS (senior partner, general counsel, and team lead adviser), sitting on two of [Massachusetts] Governor Baker’s commissions and several boards, and raising two children at home.” —Marah Funder, colleague.

Amanda Schiavo

Associate Editor

Amanda Schiavo is an associate editor of Employee Benefit News. Follow her on Twitter at @SchiavoAmanda.

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