Josh has over 22 years of experience in the insurance and financial services industries. As a former member of the Life Underwriter's Training Council, he worked to teach insurance agents advanced concepts and best practices relating to many types of insurance. He held executive management positions with several financial services firms prior to starting Capitol Benefits, LLC. He continues to serve on many boards and is currently the chair of the Watch D.O.G.S. (Dads of Great Students) program at a local elementary school. He coaches soccer and basketball and enjoys spending time in Bethany Beach, Delaware. He lives with his wife Marisa and their two kids in Gaithersburg, MD.
Jackie joined the Capitol Benefits team in 2013 as the Director of Marketing and Business Development. She has quickly become a leader within the organization and the "go-to" person in our organization when something needs to get done quickly and correctly. Prior to joining our team, she was the president of her sorority at the University of Maryland, College Park. She also was a member of the University's dance team. Jackie lives in North Potomac, MD with her husband, John.
Monica has over 35 years in the insurance industry. While she has experience in all lines of insurance, her focus is working with businesses on their commercial insurance needs. She is active in the community and belongs to a corvette club. Monica currently lives in Germantown, MD with her husband Mike and two dogs.
Kelly is our Director of Business Development; we also call her the Capitol Benefits cheerleader. Kelly has been building relationships within the insurance industry and beyond since February 2016 when she first joined us. Kelly is also the Secretary of the Gaithersburg Rotary Club and is actively involved with the Real Estate Coffee House networking group and HR Connect, a group that brings together HR Directors for educational and career-building purposes within the DC metro area. She is also officially an empty nester after raising four children and is now a dog mom. You can find Kelly strolling the neighborhood with her dog Frankie, cycling along the many bike trails in the DC region, getting strong at the gym, enjoying music concerts, visiting wineries, and traveling. Kelly lives in the Lakelands neighborhood of Gaithersburg.
Wanda Jackson-Ferrell Personal Lines Account Manager
Wanda is a licensed agent that has been servicing clients in the insurance industry for over ten years. Her focus is on working with individuals and families with their personal insurance needs. She is a member of several Montgomery County, MD Veterans Organizations and is also the past President of American Legion Auxiliary, Unit 86 in Rockville, MD.
Alan has over 30 years of experience in the insurance industry. He worked with BB&T Frederick Underwriters, Prudential, and several other insurance agencies before settling in with us. He currently lives in Hagerstown, MD with his wife Linda. He is active in the community and enjoys spending time with his grandchildren.
Bruce has 11 years of experience in the insurance industry. He has held District and Regional management positions and has been involved in training new agents in various area of the insurance industry. His customer-focused service has led to him being asked to assist with multi-location accounts throughout the country. Bruce has been a guest speaker at various Regional and State meetings. He lives with his wife and two daughters in Stafford, VA.
Bob's involvement with employee benefits spans over 20 years. His experience in benefits communication includes working with small local firms and large, international companies. He enjoys spending time with his wife and two boys and exploring different parts of the country.
Lisa is a licensed insurance producer who works with employers and carriers to oversee the implementation of group benefits. After obtaining valuable industry experience working for a dental carrier, Lisa transitioned to employer group benefits over twelve years ago. She enjoys working with clients and carriers to ensure that those enrolled in benefits have a positive experience. Lisa lives in North Potomac, and loves traveling with her husband and two sons - especially if they are at a beach.
Danielle Kean-Grassi Director of Employee Happiness
Danielle is a certified Anxiety Strategist and Mental and Emotional Health Coach. She has worked 1:1 with clients, creating strong boundaries and bringing a different perspective to anxious tendencies when stressful situations arise. Danielle also develops weekly mental health videos for Employee Benefit programs. She is the author of ‘Grief is Only Suppressed Gratitude’, a self-help memoir about the passing of her mother, and the author of the children’s book, ‘Hugging Olivia’, teaching kids to love themselves through hard emotions, such as people-pleasing. She executes many Capitol Benefits employee engagement activities. Danielle loves to travel and enjoys hiking and spontaneous local adventures. Danielle lives in Olney, MD with her husband, Matt.
Christy has been in the insurance industry for 7 years. Experienced in all lines of insurance, she specializes in assisting new and existing clients on our personal lines team. She is the treasurer of her homeowner’s association, a frequent school volunteer, and a nominated member of Mother Cabrini Lodge 3003. Christy enjoys playing recreational field hockey, traveling, and going to the beach with her husband and two daughters.
Debra has over ten years of administrative and managerial experience within various industries. Debra mainly supports Capitol Benefit’s Group Benefits Department, while simultaneously facilitating other departments within the business. Debra loves traveling with her family, reading, and going on adventures, usually dragging along her husband, two daughters, and son.
Lauren has over 10 years of experience in the insurance industry. Within a year of working as an office assistant at an insurance agency, she knew that insurance was a perfect fit for her! She went on to get her license and continued to hone her skills. Lauren's focus is working with business owners on their insurance needs. She and her husband live in Montgomery County. They enjoy traveling and having a regular share in volunteer work.
Elizabeth Lockett Commercial Lines Account Manager
Liz joined the Capitol Benefits team in 2021. She has been a licensed insurance agent for over 15 years with a focus on commercial insurance. Outside of work, Liz enjoys spending time with her children, cooking, crafting, and day trips with her family. She lives with her husband and two children in Silver Spring, MD.
Matt comes to the Capitol Benefits team with over 18 years of experience in marketing, insurance, and financial services. A resident of Poolesville, Maryland, Matt is married with 2 children. He enjoys golf, and traveling and has been active for several years with Poolesville youth sports, where he coaches little league baseball and flag football. During his personal time, you can find Matt and his family boating and swimming at the lake.
Mindy has over 25 years of experience working with employers and structuring their employee benefit plans. She specializes in implementing unique cost containment strategies, evaluating various funding arrangements and technology solutions, developing innovative employee engagement programs, and providing support with compliance requirements. She was a founding sponsor of the Health and Wellness Trailblazer Award with the Alliance for Workplace Excellence. Mindy held a 4-year term on the Health and Wellness Corporate Advisory Council and is a past board member of the Corporate Volunteer Council. Mindy is an avid equestrian and enjoys hiking and skiing with her family. She lives with her husband, Gary in Rockville, MD. Her son lives nearby in Washington, DC and her daughter and son-in-law live in Cincinnati, OH.
Natasha has over 10 years of experience working in the insurance industry and currently works as a Personal Lines Account Manager for Capitol Benefits. She has a daughter named Lia, and two dogs: Waylon and Shooter. Natasha serves as the membership chair on the board for the Chamber’s Young Professionals group (HYPE). She is the President of the PTO and serves on the school-Based Decision Making (SBDM) Council. In Natasha’s spare time, she enjoys running, cooking, and watching Kentucky Basketball.
Jodi has been in the insurance industry for 26 years now. Her past experience includes sales, marketing, medical underwriting, and executive management for a national insurance wholesaler. Jodi loves problem-solving and demystifying the insurance experience. Since she’s not one to sit still, she and her family split their time throughout the year between Maryland, Myrtle Beach, and Colorado. When she’s not working on addressing the needs of clients, you can find her scouring auction houses for hidden treasures or hiking with her two dogs.
Tina has been in the insurance industry for over 20 years. Her focus is on working with individuals and families to make sure they are properly protected in the event of an unexpected loss. Tina is married with 2 children. She enjoys reading, boating, and relaxing with her family.