About Us
Our Firm
Founded by John Davidson in 1983, our firm offers customized employee benefit solutions and consulting services built around our clients’ goals and objectives. We specialize in creative benefit solutions, strategic planning and easing the benefits burden on HR. We exclusively work on large group (> 100 employees) employee benefits. Our leading goal is to practice with the best principles always in mind. Making a difference in everything we touch is what we live and breathe each day.
Formerly known as Davidson Benefits Planning, we are a fully-owned division of Alera Group based in Tigard, Oregon.
Our Philosophy and Culture
We value of integrity, hard work, and professionalism. We are committed to innovation and creative employee benefits, risk management and insurance solutions. This is accomplished through our philosophy which is to:
- Expect far more from ourselves than we do from others
- Inspire excellence and success
- Lead with integrity and wisdom
- Provide fanatical attention to service, consistency and detail
Our promise is to partner with our clients to offer exceptional customer service, support, solutions and resources in every touchpoint we have with them. We are committed to recommending ideas, programs, products and services that will maximize the value and ensure the success of cost-effective benefit plans for each and every client.
Well known in the community for our culture, we make concerted efforts to be inclusive, open to everyone’s perspectives and to be optimistic and engage the mind and spirit. Culture development comes from our entire staff. Our culture committee coordinates a variety of events including community volunteer activities to have fun together and invigorate staff.
Part of our culture is also to practice The Collaborative Way which emphasizes Speaking Straight, Being There for Each Other, Listening Generously, Acknowledge & Appreciation and Honoring Commitments. We have ongoing training and support for our employees. The training and message has been extremely well received.
As a result, we have very happy and appreciative employees and outstanding performance for our clients. Our firm achieved Top 100 Employer to Work for in Oregon for the 16th year in a row.
Meet Our Team
People you can count on. People you can trust.
Kate Lowes
Account Coordinator
Kate Lowes is the Account Coordinator for Davidson Benefits Planning. Kate is integral to the company by partnering with Account Managers and Benefit Consultants to manage day-to-day tasks, allowing them to focus on overall strategy and support of their clients.
Kate graduated from Oregon State University in 2017 with a Bachelor of Arts degree in Communications. She comes to us with a vast background in marketing, communications and customer service. Kate is a Portland native which fuels her love of camping, skiing, and of course breweries. In her free time she enjoys traveling and can often be found planning her next trip.
Angela Platta
Senior Benefits Consultant and Employee Benefits Producer
Angela Platta has devoted 21 years to serving the benefits arena in several capacities and has performed an integral role in client services. Angela is a passionate member of the Davidson benefit consultant team and consistently emphasizes the value of culture and nourishing relationships. She is highly respected for her enduring dedication to serving as an extension of her customers’ HR team.
Prior to DBP, Angela was an account executive for a local insurer, managing all segments of business, working exclusively on the large account and public sector team. During this time, Angela received several awards for her outstanding account management and commitment to customer satisfaction.
Angela has been a board member for the Portland Association of Health Underwriters (PAHU) and has participated on the Pacific Northwest Employer Benefits conference (PNEBC) planning committee. In addition to her professional affiliations, Angela studied marketing and economics at Washington State University.
Angela enjoys spending time outdoors with her husband and young son. Her passions include creative activities, cultivating friendships, and enjoying her family.
Erica Riggs
Director, Employee Benefits Consultants
Erica Riggs has over 25 years’ experience in health insurance, employee benefits and self-funding. Throughout her career, she has successfully created a blend of skills and knowledge to truly partner with her customers. Her proactive thinking and strategic planning have earned her rave reviews and ensured that her customers are always a step ahead of the marketplace.
During Erica’s employee benefits career, she has concentrated mainly on large, multi-state employers. She worked for a local carrier and at a third party administrator servicing self-funded clients before venturing out into the broker side of the business. Her ability to analyze plans and help create customized solutions for her client’s employee benefit needs has proven to be very valuable. In addition, her caring attitude and positive outlook compliment her overall ability to get results for her clients.
Erica also has experience as a human resource manager. Prior to DBP, Erica was the HR Manager for a local company where she focused on planning, managing benefits, payroll and all personnel issues.
Erica earned a Bachelor of Science degree in both Business Management and Psychology from the University of Oregon. She continues to support the Oregon Ducks athletic program, especially in the fall during football season. She also enjoys traveling and being involved with her daughter’s competitive softball team
Samantha Sardella
Benefit Consultant
Samantha Sardella is an Benefit Consultant with DBP and brings with her 20+ years’ experience in health insurance and employee benefits. Her career has been focused around healthcare communications, client services and account management. She was a communication coordinator for a regional insurer and a client services rep for a consulting firm. She has served as a member of the Pacific Northwest Employee Benefits Conference (PNEBC) planning committee.
Samantha is an avid sports fan, particularly softball in which she was a collegiate player. All three of her children are student athletes, and she enjoys watching all their games. Samantha graduated from Portland State University with a BS in Business Administration and Marketing. She enjoys traveling, volunteering and spending time with her family and friends.
Resources
Pocketpal Video - App for Employee Benefits Portal (Touchpoints)
* Access requires credentials, please email info@jjdavidson.com for access information
EXPERT EDUCATION
Events and Webinars
Employee Benefits
Q2 Compliance Update
Alera Group's quarterly employee benefits compliance roundup will help you stay current on the latest national regulatory developments impacting employers.
June 4, 2024 at 01:00 pm CT | Virtual
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Employee Benefits
Optimize Your Benefits: A Three-Pronged Approach
Want to lower healthcare costs and enrich your benefits program at the same time? If so, this webinar is for you.
June 20, 2024 at 01:00 pm CT | Virtual
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Employee Benefits
[Alera Engage] Benchmarking for the Win: How Does Your Benefits Program Rate?
Ask our clients about the No.1 tool that helps them develop an impactful benefits program, and they'll tell you is benchmarking.
July 18, 2024 at 02:00 pm CT | Virtual
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THOUGHT LEADERSHIP
Insights
Property and Casualty
Litigation Necessitating a Layered Approach to Professional Liability Insurance
Professionals face heightened exposure due to increased litigation, much of it fueled by third-party financing and resulting in so-called nuclear verdicts. The increase in both frequency and severity of losses underscores the importance of securing comprehensive Professional Liability Insurance with sufficient limits, a solution that may require one or more excess layers on top of the underlying coverage.
May 21, 2024
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Employee Benefits
Legal Alert: HIPAA Privacy Rules Amended to Require Protection of Reproductive Healthcare Information
On April 26, 2024, the Office for Civil Rights (OCR) at the U.S. Department of Health and Human Services (“HHS”) issued a Final Rule amending the HIPAA Privacy Rule.
May 15, 2024
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Property and Casualty
Perfect Storm Hitting Personal Lines of Insurance
A convergence of disruptive forces is hitting the market for personal lines of insurance in 2024, making it extremely challenging for insurers to provide coverage personal property and casualty (P&C) coverage, particularly Home and Auto Insurance.
May 14, 2024
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IRS Releases 2025 HSA Contribution Limits and HDHP Deductible and Out-of-Pocket Limits
In Rev. Proc. 2024-25, the IRS released the inflation-adjusted amounts for 2025 relevant to Health Savings Accounts (HSAs) and high deductible health plans (HDHPs). The table below summarizes those adjustments and other applicable limits.
May 13, 2024
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