Years in Business
lbs. of Popcorn
We Got Started Because We Want to Solve the Biggest Problems in Insurance and Benefits
Genius Avenue was born in the regulatory environment as the primary enrollment and administration solution for the Ternian group. As a result of intense regulatory requirements and the unique and varying needs of Ternian customers, our primary E&A platform continued to grow and evolve to support a remarkable number of user, group, and broker needs and we realized that we could support other companies with our unique skills and expertise.
Recognizing that the insurance industry is in the midst of disruptive change and in need of tools to accelerate growth and scale businesses, we focused our dedication and innovation on enhancing our platform with advanced mobile functionality and powerful payment solutions that would enable our partners to engage with their customers like never before.
We remain dedicated to accelerating our partner’s businesses and providing great customer experiences.
We Believe That:
Our Genius Avenue Family makes the difference 100% of the time.
We create great customer experiences.
Our values and the values of our partners must fully
It is our responsibility to get better everyday.
We empower a culture of bold innovation.
People and relationships come first.
Long-term value is more important than short-term success.
Meet The Team
Chairman & Founder
Charlie is a seasoned entrepreneur and investor in numerous high growth companies. He is an innovator in the health care and consumer benefits arena, utilizing strong marketing and category changing technology. Charlie founded two mature companies, ScriptSave® and HealthTrans, both of which have been designated as Inc. 500 companies multiple times. Additionally, ScriptSave® has been recognized numerous times in Best Place to Work and Most Admired Company lists.
Chief Executive Officer
Sherry spent 20 years evolving best practices in entrepreneurship and commercialization at the University of Arizona, first as the Director of the renowned McGuire Center for Entrepreneurship, and then as the Director of Commercialization at the University of Arizona’s technology commercialization organization — Tech Launch Arizona (TLA). She is attributed with several award-winning models and approaches to entrepreneurship and entrepreneurship education and has been an active and inspired ecosystem developer
Chief of Staff
David uses his extensive experience as a Chief of Staff at American Express to facilitate the executive team’s biggest ideas and most important initiatives. As a dedicated problem solver he empowers his team to achieve.
S.V.P. – General Counsel
Matt was a partner in the law firm of Hecker & Muehlebach, PLLC. His areas of practice focus primarily on complex corporate and business transactions general corporate and business law, and securities regulation, and employment law.
Tim is a nationally recognized thought leader in the voluntary benefits sector. Over the last 22 years, he has built several multi-million-dollar insurance agencies in addition to revitalizing others.
Liam is first and foremost a problem solver. As a marketing strategist, consultant, and executive he has spent more than two decades transforming companies and building predictable, scalable marketing machines.
Director of Admin and Compliance
Prior to joining Genius Avenue in 2013, Lucha’s 14 year tenure at Udall Law Firm, LLP as a Paralegal and Legal Secretary contributed to her extensive knowledge of business and operational procedures.
Revenue and Operations Liason
Megan’s career includes several leadership roles in sales, strategic marketing, business management and operations in the high-tech, manufacturing and healthcare industries. She enjoys building strong teams who consistently exceed goals.
Innovation and Technology Director
Prior to joining Genius Avenue, Chris spent 20 years with IBM in both technical and program management roles. He built a series of world class support organizations delivering services to Fortune 500 companies and other international customers.
Meet Our Advisors
Matt is a seasoned healthcare executive with 36 years of senior level corporate/operational leadership including advisory and board experience. Recently retired after 24 years of leadership in the payer community at year end 2018, his strengths include a deep understanding of payer and employer services and solutions. Matt has extensive P&L experience with proven profitable growth results, and significant industry knowledge from multiple lenses – including local and regional payers and providers. In addition, Matt has a national network of healthcare and informatics contacts, as well as strategic advisory and board experience that span many areas of healthcare and innovation.
Chester is the former CEO of Stratovize, LLC a company he founded, and he currently works with DirectPath. Chester has 30 years of insurance, healthcare and technology experience. He is a nationally recognized expert in innovative solutions in employee benefits, healthcare, wellness, technology, engagement and distribution. Known for driving profitable revenue growth, accelerating speed to market and ROI. Award-winning sales, sales management, and business leader in healthcare delivery, insurance and technology.
Eric has been a Senior Benefits Consultant for 17 years with CBIZ. His direct client responsibilities include long range strategic planning, corporate benefit compliance, financial projections, claims reporting, vendor management and trend/ claims analysis, as well as responsibility for the management of each client relationship and the CBIZ team in place to take care of them. In 2017 Eric was named the Market Leader for CBIZ Employee Benefits in Arizona, responsible for the entire workforce of 48 employees and overall P&L responsibility for the agency.