National Firm Expands Footprint in Houston, Texas
ATLANTA – July 12, 2018 – OneDigital Health and Benefits, the nation’s largest employee benefits-only company, has acquired Texas Financial Group, Strategic Employee Benefit Services (SEBS) in Houston, TX. Principal and Senior Client Executive, Lori Callahan will continue serving the firm’s clients, providing high touch consulting to employers and their employees while enhancing their service and analysis capabilities.
Texas Financial Group, Strategic Employee Benefit Services (SEBS) works with clients across a range of industries emphasizing superior service and assisting with employee benefits strategic plan design, analytics and implementation. By joining OneDigital, the firm’s clients will now have access to ERISA Counsel, compliance, and well-being experts, enhanced claim analysis and actuarial support.
Having Strategic Employee Benefit Services (Houston) join OneDigital has been a great addition to our Houston team. Lori Callahan and her team provide a high level of service to their customers, and with the addition of additional tools and resources of OneDigital it will be a winning combination.
— Warren Kolb, Managing Principal of OneDigital Houston
OneDigital’s comprehensive advisory services and market-leading solutions are offered in over 70 offices throughout the country. Responding to the convergence of broker consolidation, digitalization and an increase of millennials in the workplace, the 17-year-old company is staking a claim to “Power Your People with Exceptional Benefits and HR.” This position articulates the space in which OneDigital operates and highlights its ability to deliver fresh thinking ahead of the market, giving clients peace of mind that their approach to employee benefits is best-in-class.
“We are very excited about aligning with OneDigital. Their fresh-thinking approach, compliance support, technology and human resources capital management are all values we are looking forward to having as part of our service model,” says Lori Callahan, new principal and senior client executive at OneDigital Houston. “OneDigital’s values, services and extraordinary local leadership were all major factors when considering this alignment.”
About OneDigital Health and Benefits
OneDigital Health and Benefits, the nation’s largest company focused exclusively on employee benefits, combines people and technology to power your people with exceptional benefits and HR. Serving companies of all sizes, OneDigital offers employers a sophisticated combination of strategic benefit advisory services, analytics, compliance support, human resources management tools and comprehensive insurance offerings. Headquartered in Atlanta, OneDigital has over 1,300 employees throughout the country, serves 38,000 clients and manages nearly $4.5 billion in premiums. OneDigital has been named to the Inc. 5000 List of America's fastest-growing companies for 12 consecutive years. Currently listed as 13th in EBA’s Top 50 Brokers in the Large Employer Group, OneDigital’s experience offers a fresh thinking and strategic perspective that will improve all aspects of plan design and performance.
Texas Financial Group, Strategic Employee Benefit Services (SEBS)
Strategic Employee Benefit Services is dedicated to helping clients attain financial security by exhibiting integrity, competency and professionalism in the marketing, sales and servicing of employee benefits programs. By providing and servicing innovative employee benefits solutions with a high level of professionalism and competence, SEBS protects their clients’ business. The team of professionals strives to build enduring relationships, enabling them to achieve a complete understanding of clients’ benefits needs.
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