Leadership Team

EBMS’ leadership comprises a highly-energetic team of industry experts who have the intelligence and insight to step outside their comfort levels.

EBMS co-founders Rick and Nicki Larson have said that if they had to single out one thing they have done exceptionally well, that single success factor would be that they hired the right people to carry out their vision. From the talented, highly-visible members of the Executive Committee, and throughout every arm of the organization, EBMS team members go above and beyond expectations to extend a hand to our customers, their co-workers and their communities.

EBMS is a Montana-founded, homegrown company whose employees reflect the principles, ethics and high standards mirrored by the frontier state in which it was founded. Through strategic innovation carried out by the dedicated workforce who value honesty and integrity above all, EBMS has stayed at the vanguard of customer-focused options in benefits solutions, carrying on a pioneering legacy that will continue far into the future.

 

Leadership Team

Rick LarsonCo-Chairman of the Board

Rick and Nicki Larson were pioneers in the self-funding industry when they founded EBMS in 1980 as Montana’s first third party administrator (TPA). The Billings manufacturing company for which they designed their first self- funded health insurance plan has remained a loyal customer for over three decades, providing a strong testimony to the stellar services rendered by EBMS’s ever-expanding list of satisfied customers.

The history of the company Rick and Nicki founded is taken for granted today as one of Montana’s greatest healthcare innovation success stories; however, three decades ago, when the Larsons were working hard to establish their fledging company as the state’s first TPA, little did they know then that they were providing a future template of quality, honesty and innovation that has been emulated throughout the years by industry peers across the country.

Thanks to the sound guidance of the Larson family, EBMS is flourishing today as one of the country’s top industry leaders, enjoying a reputation for corporate integrity, outstanding customer service, and flexible, customized solutions for clients, with members in every U.S. state.

Rick and Nicki have continued to innovate by promoting resourceful measures for cost control, quality management, and outstanding customer service at EBMS and within the industry.

Rick is a widely-sought, nationally-recognized expert and speaker on the topic of self-funding and has chaired the 400-member Society of Professional Benefit Administrators, and the National Association of Employee Benefit Administrators (representing more than 4 million U.S. employees).

Nicki has been a key player in the development and expansion of both the EBMS information and accounting services. As an industry activist, she has led studies and moderated national programs for the Society of Professional Benefit Administrators, and has been active in user groups advocating for industry software enhancements.

Both Rick and Nicki are highly-recognized civic leaders, serving on numerous committees and boards of directors.

They are strong proponents of community engagement and take tremendous pride in their Billings community. Nicki has served on numerous nonprofit boards, including the Ronald McDonald House of Billings (president 2004), the Ronald McDonald Charities of Montana, the Billings Symphony Orchestra and Chorale (vice president 2004, president 2005), and the Western Heritage Center (treasurer 2004). Rick is a powerful advocate of education and has been a longtime member of the Rocky Mountain College Board of Trustees, where he has served in various leadership capacities, as well as the St. John’s Lutheran Ministries Board of Directors.

Nicki LarsonCo-Chairman of the Board

Rick and Nicki Larson were pioneers in the self-funding industry when they founded EBMS in 1980 as Montana’s first third party administrator (TPA). The Billings manufacturing company for which they designed their first self- funded health insurance plan has remained a loyal customer for over three decades, providing a strong testimony to the stellar services rendered by EBMS’s ever-expanding list of satisfied customers.

The history of the company Rick and Nicki founded is taken for granted today as one of Montana’s greatest healthcare innovation success stories; however, three decades ago, when the Larsons were working hard to establish their fledging company as the state’s first TPA, little did they know then that they were providing a future template of quality, honesty and innovation that has been emulated throughout the years by industry peers across the country.

Thanks to the sound guidance of the Larson family, EBMS is flourishing today as one of the country’s top industry leaders, enjoying a reputation for corporate integrity, outstanding customer service, and flexible, customized solutions for clients, with members in every U.S. state.

Rick and Nicki have continued to innovate by promoting resourceful measures for cost control, quality management, and outstanding customer service at EBMS and within the industry.

Rick is a widely-sought, nationally-recognized expert and speaker on the topic of self-funding and has chaired the 400-member Society of Professional Benefit Administrators, and the National Association of Employee Benefit Administrators (representing more than 4 million U.S. employees).

Nicki has been a key player in the development and expansion of both the EBMS information and accounting services. As an industry activist, she has led studies and moderated national programs for the Society of Professional Benefit Administrators, and has been active in user groups advocating for industry software enhancements.

Both Rick and Nicki are highly-recognized civic leaders, serving on numerous committees and boards of directors.

They are strong proponents of community engagement and take tremendous pride in their Billings community. Nicki has served on numerous nonprofit boards, including the Ronald McDonald House of Billings (president 2004), the Ronald McDonald Charities of Montana, the Billings Symphony Orchestra and Chorale (vice president 2004, president 2005), and the Western Heritage Center (treasurer 2004). Rick is a powerful advocate of education and has been a longtime member of the Rocky Mountain College Board of Trustees, where he has served in various leadership capacities, as well as the St. John’s Lutheran Ministries Board of Directors.

Kevin LarsonPresident

kjlarson@ebms.com

Growing up within the walls of the family company gave Kevin the unique advantage of experiencing and learning every aspect of the business. He began his EBMS career in 1993 as an accounting assistant; and, in 1994, moved into the Marketing and Account Management Department, where he excelled in the positions of marketing assistant, marketing coordinator, and senior account manager.

Always a quick study, Kevin was promoted to director of operations in 2003; to director of account management in 2005; to vice president in 2007; then, in November 2010, Kevin’s years of experience, innovative implementation and dedication to EBMS earned him the title for which had worked for 17 years—president of EBMS.

Larson manages the day-to-day operations of this fast-paced business in a rapidly-changing industry. He chairs EBMS’ five member executive committee and acts as a conduit between EBMS’ operational management and ownership council.

Kevin is actively involved with the Health Care Administrators Association (HCAA), serving as a member of their Past Presidents Council; the Society of Professional Benefit Administrators (SBPA); and, QUBIC, Inc.

Kevin has a Bachelor of Science degree in business management and is a licensed life and disability producer.

Patrice ElliottChief Operating Officer

pelliott@ebms.com

Accomplished in financial services, Patrice Elliott is known for her excellence across leadership, customer service, financial analysis, resource allocation, process implementation and strategic planning.

As Chief Operating Officer, Patrice provides management and oversight of the Claims, Eligibility, Client Services and Provider & Support Services departments within EBMS, Inc. and its clients and members. She collaborates on the development of corporate and operational strategies and facilitates these efforts across the organization. As COO Patrice provides the leadership, management and vision necessary to ensure the EBMS has the proper operational controls, administrative and reporting procedures and talent management structures in place to effectively grow the organization ensuring financial strength and operating efficiency while maintaining regulatory compliance.

Prior to working at EBMS, Elliott’s experience included a track record of working in complex environments and developing and leading successful teamsfor Wells Fargo Bank. Beginning in 1985 as an Audit and Credit Process Review Officer, she continued her upward progression through various roles including Assistant Vice President – Business Banking, Community Banking Manager and Community Bank President. Most recently, Patrice served as Area President for the Big Sky Division where she managed a 200-member team and $1 billion in assets.

Patrice graduated from Minnesota State University with a Bachelor of Science in Accounting and received her Public Accountant certification in 1986. Since moving to Billing, Montana, Patrice has been actively contributing to the community through her tireless service to many local boards including: Billings Chamber of Commerce Yellowstone County United Way, American Heart Association “Go Red for Women” Chair & member of the Executive Leadership team, Big Sky Economic Development Board Chair, Billings Area Catholic Education Trust, and Montana State University Billings Foundation Board.

Rod KastelitzExecutive Vice President, Sales

rkastelitz@ebms.com

Rod Kastelitz began working for EBMS in 1991 and has been instrumental in helping EBMS grow into the national industry powerhouse it is today. Rod has taken on various roles within the company, and currently is responsible for growing and retaining important EBMS relationships by delivering advisory-based services to clients in collaboration with brokers and account management.

Rod is a licensed life and disability producer; is a member of the EBMS executive committee; is actively involved with the Health Care Administrators Association (HCAA), the Society of Professional Benefit Administrators (SPBA), and the Self Insurance Institute of America (SIIA); has been very active with initiatives designed to help educate employer groups, brokers and new EBMS employees to self-funding and how it interfaces with the healthcare delivery system as a whole; and, has spoken at numerous state and national conferences.

Rod earned his bachelor of science degree in business management from Rocky Mountain College, in Billings, Montana, where he serves in his current role as President of the RMC Board of Trustees and a member of the RMC Athletic Association Board of Directors.

LynAnn HendersonExecutive Vice President Business Development

lhenderson@ebms.com

LynAnn has nearly 20 years of progressive business experience that ranges from higher education to a Fortune 100 company where she’s held positions in marketing, sales, operations, and general management. LynAnn was hired in 2005 to oversee EBMS’ corporate marketing initiatives, with a focus on building customer loyalty and a stronger brand identity for EBMS. She quickly shifted that focus toward client and member engagement, designing strategy, platforms and a full curriculum of benefits and health-related topics in order to heighten awareness of benefit offerings, improve utilization of services, and drive patient and provider engagement. LynAnn was the driving force behind the creation and forward movement of the Billings Wellbeing Institute, an independent, non-profit organization focused on research, education, strategy and program design that enhances wellbeing for individuals and organizations within the greater Billings community. In 2012, LynAnn was promoted to her current role, providing oversight of account management and marketing, working with benefits consultants and leadership from employer organizations to effectively align EBMS’ services with the unique needs of each organization. LynAnn’s commitments to the industry and her community resulted in her recognition as “Volunteer of the Year” for Health Care Administrator’s Association (HCAA) in 2009, Magic City Magazine’s “Most Inspiring People of 2011,” and Billings’ YWCA Salute to Women award in 2013. LynAnn holds a bachelor of science in economics and business administration from Rocky Mountain College and serves on the Youth Dynamics Board of Directors and MSU Billings College of Business Advisory Board.

Melissa LyonExecutive Vice President of Human Resources

mlyon@ebms.com

Melissa joined EBMS in March of 2011 after a twenty one year career in banking with Wells Fargo Bank, N.A. where she held positions as District Manager and Vice President, Human Resource Consultant and Institutional Trust Officer. In her role as Executive Vice President of Human Resources, she works with business leaders to develop workforce plans and programs that align with business strategic objectives. With oversight of the Human Resource and Training functions of EBMS, Melissa provides leadership in such areas as workforce development, employee engagement, organizational development, and benefit management for EBMS. Melissa is a member of the Montana March of Dimes Board, actively participates with the Yellowstone Valley Chapter of SHRM, and volunteers for Experience Works assisting individuals to build their resume and job interview skills to find employment. Melissa holds a Bachelor of Science Degree in Economics from Rocky Mountain College a Master’s in Business Administration from the University of Montana, and currently holds certifications as a Certified Employee Benefit Specialist, Group Benefit Associate, and Compensation Management Specialist through the International Foundation of Employee Benefit Professionals and the Wharton School of Business. Melissa also holds a Senior Professional in Human Resources through the Society of Human Resources.