Meet the Team

After graduating college, Serge went to work at a financial services firm. During his tenure there, winning awards and qualifying for annual sales trips, he found a niche that he enjoyed, and that was working with companies. One day, one of his clients asked if he could manage their benefits policies too, since they were very happy with his service on their 401k plan. He went to his boss, who then told him to refer the benefits policies out to a different firm. Not liking the sound of that, he borrowed some money from a friend and started his own agency.

When Serge started Benefit Experts in 1999, he had a philosophy in mind: client first, above all else. This philosophy remains in place today and is a testament to his ethics and business practices. Today over 90% of our clients are referrals, and our retention level is 98%. We have many founders who are still using us for their 4th or 5th venture, and we have many family-owned businesses that have been with us since the beginning.Read more

Ryan Clarke is Vice President of Risk Management. To those not in the insurance field, this means Ryan is able to write all types of insurance for various types of business; from workers compensation, to general liability, to complex policies to meet unique risk management needs.

Ryan started in the insurance field with Allstate Insurance after working in the commercial escrow field, where he processed purchases of existing businesses and business assets. He was quick to learn the insurance industry which overlapped with many of the skills he gained working in escrow After a period of time writing both personal and commercial insurance, he left Allstate for a brokerage focusing solely in commercial Insurance, where he gained more experience in the commercial insurance field working with all types of businesses, from semiconductor manufacturers to general contractors and everywhere in between.

After leading the brokerage in sales and retention for several years, Ryan joined forces with Benefit Experts in 2015 as the Vice President of Risk Management. His first focus was obtaining access to the best companies to better serve future business clients.Read more

My name is Evelyn Rodriguez I grew up in San Jose California. I attended Mount Pleasant High School and graduated from Saint Mary’s College of California with a bachelor’s degree in Business Administration.

I began my professional career in the Manufacturing industry, then moved on to Finance Technology, and now I’m part of the Benefits industry. I know and understand the inner workings of a professional organization. I pride myself on my customer service skill and always strive to ensure clear communication and client satisfaction.

During my spare time, I like to go camping and hiking. One of my most recent expeditions was to the Narrows, a hike that stretches about 16 miles in Zion National Park, in Utah. This was an incredible experience, as well as a test of my physical endurance. I also enjoy extreme sports, such as snowboarding during the winter and white water rafting during the summer.

Johnny Khamis has worked in the finance and insurance industry for over 22 years. He helped start two firms : Western Benefit Solutions and Khamis Barbir Insurance Agency Inc. He is currently licensed for Health, Life, Property and Casualty insurance and specializes in business risk mitigation.

Philomena Greger is our Director of Client Services. She has been with us since 2010. She oversees our client services team, assisting with any issues that come up for our clients and their employees. If you need help finding a doctor or investigating a claim or locating an invoice, Philomena and her team will assist you.

Philomena has a Bachelor of Science degree from Fresno State University in Business Administration, with an emphasis in Marketing.

Before she joined Benefit Experts, Philomena operated her own seamstress business in which she focused on design and construction of custom theater costumes and special occasion dresses. She has also worked as a classroom tutor, an art docent, and in pharmaceutical sales. We feel her entrepreneurial and creative work history has prepared her for anything!

In her free time, Philomena enjoys sewing, gardening, making jam, traveling, spending time with her family and pets, working on her 120 year old home, and searching for a great Pinot Noir.

Brietta Greger is part of our client services team. She helps with renewals and database maintenance. Brietta has a BM from Chapman University in Orange, CA, and an MFA from California Institute of the Arts in Valencia, CA. When she is not at Benefit Experts, you might see her performing in the orchestra pit of various regional theaters in the Bay Area, or with the Monterey County Pops Orchestra.