Dixon Associates Core Values
Consistently open, honest and transparent
Listening to our clients to deliver the best plans and services
Dedication to the success of our clients
Establishing relationships leading to continued growth and added value
Working together towards a common goal with support for each other
Meet the Team
CEO, NextGen Advisor
Ted Dixon, CEO, NextGen Advisor
Ted is the CEO of Dixon Associates and brings a uniquely powerful background not only to how he
serves the needs of his clients, but also how he leads the team at Dixon Associates. Immediately
after graduating from Bates College in 1990, Ted went on to pursue his master’s degree from The
United States Sports Academy which led him to his first career as a Coach and Administrator at the
collegiate level. Ted’s passion for business drove him to take the leadership skills he developed coaching collegiate athletes into the business world at two successful startups, before joining Dixon
Associates in 2003.
Today, as the CEO of Dixon Associates Ted provides the Vision and Leadership for his team while keeping a close eye on the value, they are providing each client they serve.
Areas of Expertise: Group Benefits, Retirement Plans, Insurance & Business Planning, Investment
Bill Dixon, Founding Partner
As our founder, Bill has set the tone for respectful meaningful, and enjoyable conversations with every person we meet.
Bill has been serving the personal needs of clients in the financial services industry in several different capacities for more than five decades. He decided to enter the insurance business in 1965 shortly after graduating from Providence College and during the next 15 years held several senior positions in some of the largest financial services firms in North America as a result of his hard work and dedication to the profession.
As a pathfinder in the independent life insurance business Bill had the foresight to see that large insurance companies were beginning to pick narrow target markets in which to specialize. At that point in his career, Bill chose to represent his clients instead of a specific insurance company and
established Dixon Associates in 1980 as an independent brokerage agency.
Areas of Expertise: Group Benefits, Retirement Plans, Insurance & Business Planning, Investment Advisor Representative
Senior Benefits Consultant
Bill Schwab, Senior Benefits Consultant
My goal is to help employers navigate through the ever-growing jungle of health insurance plans, providers, third party administrators, price and pain points to arrive at decisions that make financial and operational sense for their unique business needs.
As a pioneer in the self-funded health insurance sector, a well-known Massachusetts broker, and insurance entrepreneur, I have been helping businesses provide quality employee benefit plans for over 30 years. I founded Mount Vernon Associates, Inc. in Winchester, MA as a Third-Party Administrator of self-funded medical, dental and disability plans which I sold after 16 years. I then continued as an independent broker specializing in self-funded plans. This business was sold to a larger multiline agency for whom I worked for 9 years.
I am now the Senior Benefits Consultant at Dixon Associates, Inc. specializing in the administration of self-funded medical plans, including the placement of stop-loss insurance, the preparation of interim and renewal reports and answering technical questions. I especially love working with early stage companies to help them find affordable, quality plans that comply with current regulations and can scale with the growth of their business.
Certifications and licenses: Licensed insurance broker in MA and NH, Chartered Life Underwriter, a member of the Society of Professional Benefits Administrators
Director of Operations
Katie Kispert, Director of Operations
I joined Dixon Associates in 2004 in an administrative role. Today, my focus has grown into managing and overseeing all aspects of the day-to-day operations of Dixon Associates.
Since we are continuously looking for ways to enhance the customer service experience, I strive for ways to streamline processes and provide training to the Dixon Associates team. I have implemented policies and procedures to help our office run more efficiently and allow each of our Brokers to grow their own unique client base.
Having worked for Dixon Associates for over 16 years, I have forged multiple working relationships with our carriers and vendors, thus enabling me to provide a dedicated focus on client relations. My Accident, Health and Life license provides me with a deep understanding of all processes necessary for resolving complex operational issues.
Client Relations Manager
Brenda L. Allerton, Client Relations Manager
Combine the ability to multitask; the vision to uncover logical and creative solutions; and the flexibility to adjust continuously to changing responsibilities and priorities and you have some insight into some of the skills I bring to the Client Relations Manager position.
My past experience in various faucets of the financial industry have given me a strong background and transferrable skills. I strengthened all aspects of an investment advisory office with $1 billion assets under management leading to a 20% growth in revenues. Successfully spearhead multiple company-wide projects related to a merger with Wells Fargo Bank. Continuously improved levels or customer service and training to clients.
Serving as a Board Member for RoundUp River Ranch for over 10 years has given me the opportunity to collaborate with board members and officers in strategic planning, fundraising and resource development since the camp’s inception. I acted as advocate and ambassador for the organization while leveraging connections, networks, and resources to develop collective actions to fully achieve the camp’s mission. Today, Round Up River Ranch hosts more than 1,000 children each year, at no cost to them, from an 11-state region.
As a Client Relations Manager at Dixon Associates, our clients are my first priority. I offer a concierge service between our clients, providers and the Dixon team. I will help deliver a thorough benefits overview to your employees.; highlight the various aspects of your benefits packages to aid in attracting and retaining employees. I will also communicate any programs and services offered by our partners that we feel may be beneficial to your business. Expect quarterly “check in” calls from me but don’t hesitate to reach out at any time. I am always looking for ways to streamline processes to make the benefits process seamless.
Assistant Benefits Consultant
Heather Bosworth, Assistant Benefits Consultant
I joined Dixon Associates in 2016 as an Assistant Benefits Consultant. My top priority is to advocate for our clients, and service and maintain accounts. I also assist with group enrollments and 401K plans. I pride myself on being extremely thorough and efficient. Excellent follow-up and organizational skills help me excel at servicing our clients. I enjoy interacting with clients, providing the highest levels of customer service and problem solving skills which enable them to focus their attention on running their business.
Assistant Benefits Consultant
Gina Chase, Assistant Benefits Consultant
I joined the Dixon Associates team as an administrative assistant in 2009 and have since transitioned to a part time position after the birth of my daughter in 2015. My main focus is to advocate for our clients, service and maintain accounts. I am also the Cobra administrator, and facilitate group enrollments. I pride myself on having a “yes we can” approach and a positive attitude while working directly with clients. My goal is to offer prompt service with a smile.
Nicky Kurz, Administrative Support
I joined Dixon Associates in January, 2007, after teaching English and Latin in public and private schools for thirty-four years. Earning B. A. in English from Hiram College and a M. A. in Secondary Education from Framingham State College, I worked in education sector s well as assisting in running my family’s business. Currently I support the brokers at Dixon Associates by requesting and running quotes for life, health, dental, and disability insurances.
Vice President and Independent Broker
Katie Dixon, Vice President and Independent Broker
Katie Dixon is a native of Duxbury, MA. She is an independent broker with over 20 years of industry experience. Katie specializes in advising small to mid-sized businesses on comprehensive benefit packages for the owner and their employees. As an independent broker, Katie always puts the needs of her clients and their employees first by shopping the vast market place and analyzing the proposals. Katie is passionate about providing superior service to her clients. Many of her clients have been with her for 15 to 20 years.
Investment Advisor Representative
Peter Kadra, Investment Advisor Representative
Peter Kadra is a lifelong Massachusetts resident. Peter graduated from the University of Massachusetts in Amherst, MA with a Bachelor of Business Administration. After working in the banking industry for five years, Peter decided to advance his academic learning and received a Master of Business Administration from Bentley College in Waltham, MA. Peter has 30 years’ experience in various areas of the financial services industry including banking, investment management, and Fintech companies. Peter has received numerous awards throughout his career. Peter is currently a Registered Investment Advisor specializing in providing investment advice for both 401k’s and individual investment portfolios.
Deborah L. Ault, RN, MBA
Director of Medical Management President, Ault International Medical Management
Deborah L. Ault, RN, MBA – Director of Medical Management President, Ault International Medical Management
She’s “Nurse Deb” to us but Deb Ault is recognized throughout the benefits industry — and most of all in the NextGen Benefits world — as THE premier authority on medical utilization management. She is one of the foremost experts on managing both the supply AND demand sides of the health care supply chain. She received her nursing degree from Ashland University and her MBA from The Ohio State University.
Because medical utilization management is the central nervous system of a NextGen health care plan, Deb knows and understands the NextGen health care ecosystem better than anyone. She can provide invaluable insights on building a NextGen health plan, avoiding plan design pitfalls, and best-practice strategies to manage the health care supply chain. If you are not an AIMM client, her expertise is available on a fee-per-question basis.
For Deb’s fee-per-question rate, contact Kyndall McDorman at [email protected].
Jennifer S. Berman, JD, MBA
Director of Regulatory Compliance
CEO, MZQ Consulting
Jennifer S. Berman, JD, MBA – Director of Regulatory Compliance CEO, MZQ Consulting
One of the nation’s leading ERISA attorneys, Jen Berman is a nationally recognized authority on health care reform and employee benefits laws and regulations. Her expertise has been featured in national media outlets including the Washington Post, Newsweek magazine, New York Post, and NPR. She received her law degree from the University of Pennsylvania Law School.
While Jen’s help is available on a fee-per-question basis, she is offering Mastermind Partners a 50% reduction in the monthly retainer for her Concierge Service Program. Additionally, she and her firm can provide your clients with consulting on topics such as ERISA, HIPAA, ACA, FMLA, COBRA, and HRA/HSA as well as a wide range of benefit compliance services including ACA reporting & tracking, wrap document preparation, non-discrimination testing, and Form 5500 preparation.
For Jen’s fee-per-question rate and retainer fee, contact Kyndall McDorman at [email protected].
Ronald S. Leopold, MD, MBA, MPH
Medical Consultant & Physician Advisor
Ronald S. Leopold, MD, MBA, MPH – Medical Consultant & Physician Advisor
The former Medical Director for MetLife, Dr. Ron Leopold is a nationally known physician executive. His has extensive experience with medical insurance claims, short‑ and long‑term disability determinations, and workers’ compensation quality of care delivery assessments.
His resume also includes serving as Chief Medical Officer for Lockton Benefit Group and National Practice Leader for Health Outcomes at Willis Towers Watson. He received his medical degree from Thomas Jefferson University, his master’s in public health (MPH) from Boston University, and his MBA in Health Care from The Wharton School at the University of Pennsylvania.
He consults and advises on medical cost reduction and health risk mitigation strategies, high cost medical claimant solutions, clinical data analytics, and medical necessity and new medical technologies.
While Dr. Leopold’s expertise is available on a fee-per-question model, he is offering Mastermind Partners a 50% reduction on his retainer fee.
For Dr. Leopold’s fee-per-question rate and retainer fee, contact Kyndall McDorman at [email protected].