| Name | Title | Contact Details |
|---|---|---|
Kari Horn |
Vice Chair | Profile |
Samir Sabharwal |
General Counsel | Profile |
Coupling our professional experience with expert knowledge across all the areas that impact wealth, we help families create smart, forward-thinking plans for their futures. Our accounting, legal, tax, bill pay and concierge professionals collaborate in real time, reviewing our clients` opportunities and goals from all angles to help them achieve their goals. Working through similar situations faced by all of our families, we are able to share experiences and opportunities so all benefit.
SelectAccount is one of the largest health savings account (HSA) custodians and account administrators in the nation. We`ve been at the forefront of innovation in health spending accounts for over 25 years, and we`ve earned a reputation as one of the most experienced and trusted account administrators in the country. We currently manage more than half a billion dollars in consumer medical savings assets. SelectAccount has customers in all 50 states and serves members through 14 regional health plans. We work with 7,000 employers who provide SelectAccount health spending solutions to their employees. We have been approved by the U.S. Department of Treasury as a non-bank HSA Trustee, which means we meet stringent requirements for managing our members` health care dollars. SelectAccount currently serves more than 350,000 members across all of our products.
Carlender Inc is a Miami, FL-based company in the Financial Services sector.
Wisconsin Health Fund is a Milwaukee, WI-based company in the Financial Services sector.