Meet the people behind Stratford

Stratford Financial is more than just a broker.
We’re a strategic partner with a wealth of industry insight and a host of knowledge and resources. Think of us as an active member of the team, one with a proven track record and market-savvy expertise.

Welcome to
Stratford Financial

In the early 90s, Dan said to Jeff, “there’s a better way to take care of our clients.” Those few words from that brief conversation became the forward-thinking foundation for Stratford that still guides us today in our practice areas of employee benefits and human resources. The Stratford Financial Group, Inc. and Stratford Employer Services, LLC. were founded in 1997 and have become one of the area’s leading firms providing group insurance consulting, online benefits administration, compliance, human resources support workforce management and payroll processing.

Our mission is to passionately maintain a continued sense of responsibility to employers and their employees. We strive to be first-to-market with new products, new ideas, and new strategies that provide time and money saving opportunities. We are perennial industry leaders in understanding and advising our clients in legislative and regulatory affairs, allowing for a consistently secure sense of employee benefits and human resources compliance and administration.

We accomplish our mission by tapping into the education, training, creativity, and experience of our dedicated team of employees. In other words, we utilize our people to provide a better experience for your people.

We are proud that our highly educated team maintains the following designations:

  • Senior Professional in Human Resources (SPHR)
  • Professional in Human Resources (PHR)
  • Certified Self-Funded Specialist (CSFS)
  • Certified Healthcare Reform Specialist (CHRS)
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)

Jeffrey Ingalls

Industry Information

  • Industry Start:

    1995

  • Professional Designation:

    PHR

  • Industry Certifications:

    NAHU Certified PPACA/Healthcare Reform Professional

  • Achievements:

    The Tribus Companies Employee of the Year, author of two books on employer sponsored healthcare.

  • Subject Matter Expertise:

    Group Insurance, Compliance, Healthcare Reform, Consumer-directed Healthcare

  • Why Do You Do What You Do?:

    My passion for helping individuals and employers navigate the complexities of employer sponsored healthcare and compliance is unwavering.  I, dare I say, enjoy, delving into the challenges our overly complex and ever-changing industry presents so my clients don’t have to.  They just know – “I got it.”

Dan Ritter

Industry Information

  • Industry Start:

    1986

  • Professional Designation:

    PHR

  • Industry Certifications:

    Certified Self-Funding Specialist

  • Achievements:

    Co-author of “Stop Buying Health Plans and Start Buying Health Insurance”

  • Subject Matter Expertise:

    Benefit Technology platforms, Large Group negotiations, Self-Funding

  • Why Do You Do What You Do?:

    As a business owner myself, I know how difficult it is to build a successful business. Employee benefits (specifically health insurance) is one of the top five expenses of a business.  I love working with business owners, CFOs and HR managers to build a benefits package that best suits their employees and their families’ needs. Professionally, nothing is more gratifying than hearing from a client that the employees love their employee benefits program and appreciate working with my support team.

Thomas Lomazzo

Industry Information

  • Industry Start:

    1985

  • Achievements:

    Customer Service Awards, Customer Satisfaction All-Star, WOW Nominee

  • Subject Matter Expertise:

    Employee Benefits and Group Insurance, Management,  Individual Insurance, Medicare

  • Why Do You Do What You Do?:

    My career passion and commitment is to provide customers with the best industry solution suited to their needs and a rewarding customer service experience.

Teri Migliore-Roos

Industry Information

  • Industry Start:

    1992

  • Professional Designations:

    SPHR, SHRM- SCP

  • Industry Certifications:

    Certified DiSC Trainer, Certified Integrated Leave Management Administrator, Certified CBT (Cognitive Behavioral Therapy) Practitioner

  • Subject Matter Expertise:

    Human Capital Management, Payroll, Training, Talen Acquisition and Management

  • Why Do You Do What You Do?:

    I am fulfilled by solving problems. It engages the creative side of my brain while providing much needed help to others. It is a win-win!

Stratford is more than an employee benefits broker. We are subject matter experts and industry thought leaders in the practice areas of employee benefits and human resources. We have designed our products and services to offer employers a single source solution that is simple, flexible and affordable.

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