An organization is only as strong as the team behind it.

We are proud to offer our clients access to a team of highly skilled and equally responsive professionals. Our team is adept at working together with our clients to deliver meaningful results. Whenever you need us, and for whatever you need, our team is here ready to listen to your ideas, provide our recommendations and rationale, and work together to develop a plan to protect tomorrow, today.

BRIAN A. HEENAN
SALES EXECUTIVE

Brian A. Heenan serves as Sales Executive of Capstone Group. He is responsible for new business development and providing support to new clients to ensure a seamless onboarding experience. Prior to Capstone, Brian was a sales executive with a global packaging company and previously served as a benefits specialist at Health Advocate. Brian currently serves as a treasurer for the LaSalle Academy Board of Trustees. He earned a Bachelor’s of Arts in Communications from The Pennsylvania State University. Brian lives in Philadelphia, Pennsylvania.

Margaret F. Foley, CISR
Sr. Account manager, Commercial Insurance

Margaret F. Foley serves as Senior Account Manager of Capstone Group, focusing on large commercial accounts. Bringing more than 30 years of insurance experience, Meg possesses a true client-centric approach by putting the agency’s clients first and serving their needs in an efficient and effective manner. Meg has worked at Capstone and its predecessor firm since 1984 and previously worked at the William Hyndman III Insurance Agency. She earned a Bachelor’s of Arts in Communications from the University of Delaware. Meg lives in Ambler, Pennsylvania with her husband; they are the proud parents to seven children and enjoy time with their two grandchildren.

Lauren E. Hetherington
Account Manager, Commercial Insurance

Lauren E. Hetherington serves as Account Manager for the firm’s commercial insurance team. She is responsible for overseeing the firm’s existing business clients and ensuring each new client is receiving the highest level of customer service. Lauren earned a Bachelor’s of Science from James Madison University and previously served as an office manager for a real estate company. She enjoys traveling, cruising and is a passionate Washington Capitals fan.

Bill Mooney
Account Manager, Commercial Insurance

Bill Mooney serves as Account Manager for Capstone Group's commercial property and casualty insurance team. He works to create and manage insurance solutions for the agency's clients, using an educational approach that focuses on teaching companies how to mitigate risk with a comprehensive insurance program. Prior to Capstone, Bill worked at an independent insurance agency, working closely with financial institutions, professional services firms, and other commercial accounts. Bill earned a Bachelor's of Science in Education from Penn State University, as well as an MBA from Villanova University with a concentration in finance and real estate. He lives in Wayne, Pennsylvania with his wife and their young son.

morgan.jpg

Morgan L. Eberly

Assistant Account Manager - Commercial Insurance

Morgan L. Eberly serves as an Assistant Account Manager on Capstone Group’s commercial property and casualty insurance team. Her primary responsibilities include serving new and current business clients to ensure optimal coverage and excellent customer service. Morgan is a recent graduate of Temple University’s Risk Management and Insurance program, earning her Bachelors of Business Administration from the Fox School of Business. She enjoys hiking, football, and visiting her hometown of Lancaster, Pennsylvania.

Gina Doyle, CISR, CPIA
Sr. Account manager, Personal Insurance

Gina Doyle serves as Senior Account Manager of Capstone Group, focusing on personal accounts. She brings more than 20 years of experience working in personal insurance to her daily operations, which include endorsements, renewal reviews, quoting and preparing proposals, resolving coverage issues, contract analysis and exposure analysis. In addition to timely and transparent communications, Gina works with clients to help them gain a greater understanding of their coverage, exclusions and exposures. Gina joined the insurance industry in 1992 and has managed personal lines and claims departments during that time. She earned a Certified Insurance Service Representative Designation and Certified Professional Insurance Agent Designation, and also has a degree in nursing. Gina lives in Montgomery County, Pennsylvania and is very active in the community, particularly among charitable organizations focused on providing assistance to military veterans and their families.

Erin N. SAUNDERS
Account manager, Personal Insurance

Erin N. Saunders serves as Account Manager of Capstone Group, focusing on personal accounts. Her responsibilities include endorsements, renewal reviews, quoting and preparing proposals, resolving coverage issues, contract analysis and exposure analysis. Erin serves as a trusted partner and valuable resource to her clients. Prior to Capstone, Erin held a variety of roles within insurance, real estate and human resource management. She earned a Bachelor's of Science from Eastern Mennonite University. She lives in Souderton, Pennsylvania and is active in her church and volunteers at a local soup kitchen.

KAREN SMILEY
SR. ACCOUNT MANAGER, EMPLOYEE BENEFITS

Karen Smiley serves as a Senior Account Manager of Capstone Group's employee benefits department. Her primary focus is on large, self-insured groups where she brings to bear her 20 years of experience in health insurance. She got her start as a customer services trainer at Aetna before moving on to the broker side of insurance; working through servicing small groups, then on to mid & large-size organizations and finally landing in the realm of the self-insured marketplace. Karen likes the challenge of keeping up with the ever-changing regulations of health insurance & benefits and is well versed in the nuances of the Affordable Care Act; she truly loves being able to help both the groups she services as well as their employees to meet their evolving needs. Karen lives in Warminster, PA with her husband and 4-year-old son. She is also active with the National Kidney Foundation.

BRIANA SCAFIDI
ACCOUNT MANAGER, EMPLOYEE BENEFITS

Briana M. Scafidi serves as an Account Manager of Capstone Group, focusing on Employee Benefits.  Her primary responsibilities are to manage existing benefits accounts and provide clients with the highest level of customer service by going above and beyond for each individual she serves.  Briana earned a Bachelor’s of Science in Public Health and is Life and Health Licensed.  She is passionate about sports and leading a healthy, active lifestyle.  Briana is from Flourtown, Pennsylvania and is a die-hard Philadelphia Eagles and Flyers fan.

Kate Jackson
Account Manager, Employee Benefits

Kate Jackson serves as an Account Manager for Capstone Group’s employee benefits team. She manages new and existing employee benefits accounts and works diligently to ensure that each group and member is receiving an unmatched level of customer service. Prior to working on the broker side of insurance, Kate worked in human resources and benefits for several years. Since moving into the brokerage world four years ago, she has supported private and public entity clients of all sizes. She enjoys the challenges of the ever-evolving insurance industry, and is licensed in Life and Health. Kate lives in Bryn Mawr and enjoys live music, travel, and going to the Jersey shore on weekends in the summer.

Madeleine M. Farrell
Operations Manager

Madeleine M. Farrell serves as Operations Manager of Capstone Group, and her primary responsibilities include managing and reporting the firm’s finances. Prior to Capstone, Madeleine held several financial management leadership roles beginning in 1989, including Chief Financial Officer for a privately held managed care organization. She earned a Bachelor’s of Science in Accounting and Finance and an MBA in Finance, both degrees from LaSalle University. Madeleine lives in Jamison, Pennsylvania.