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Wednesday, January 14, 2026

Meet Our Team

Leadership

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Prior to joining SBIA, Thomas was a Banker in the New York City office of J.P. Morgan Private Bank. He was part of the distinguished MBA Associate Program, designed to invest in and develop future leaders. Thomas worked closely with highly affluent individuals and families who have spent their careers acquiring substantial wealth. 

Thomas emphasizes education and holds an M.B.A. from the Cornell Johnson Graduate School of Management. He received an M.S. in Integrative Studies/Engineering from Brown University and is a Phi Beta Kappa graduate of the University of Southern California, earning a B.S. in Economics and Mathematics.

Tom Carroll 

SBIA President

Property and Casualty

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Jean is a director leading the Property & Casualty department, where she manages strategic operations and drives team performance. With a strong focus on efficiency and client satisfaction, she ensures the department consistently delivers exceptional service and results. 

Jean Saad 


Director

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Since 1985 Ms. Moquin has worked with the agency’s customers on service issues with their health, life and property casualty insurances.  She enjoys reading and spending time with her granddaughter. 

Ann Moquin


Property and Casualty Representative

Employee Benefits

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With over 24 years of experience, Brad has the knowledge and understanding of every aspect of the insurance industry. Brad’s expertise spans over many different facets of the insurance world.

Brad Haddad

Insurance Broker

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Chris brings an extensive wealth of knowledge of employee benefit programs to her clients. She specializes in advising employers on all aspects of employee benefits including group health, life, and disability insurance.

Chris Mespelli

Insurance Broker

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Dwight has been in the insurance industry for over 20 years recommending employee benefits, group and individual products. Prior to joining SBIA, he worked as an Annuity and Life Insurance Specialist for MetLife.

Dwight Porter

Insurance Broker

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James McDonald

Affiliated Partners

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Specializing in the retirement and financial planning industry takes an honest, knowledgeable, motivated and responsive individual. With more than 22 years of experience in the insurance and financial planning services field.

John Lamontagne - RHU, CLTC, REBC, AIF

Insurance Broker

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Michael is a licensed insurance professional with over 25 years of insurance industry experience. Prior to joining SBIA, he worked as an Account Manager, Sales Executive and Manager at Fallon Health for 20 years.  

Michael is a Benefits Broker that provides full analysis of employee benefits that include health and dental coverage to worker’s compensation, life, disability and liability insurance and retirement plans, with diverse financial products and programs to help business owners and individuals reduce their exposure to risk, and for employers, to build benefit programs that attract and retain employees. 

Michael O'Leary

Sr. Employee Benefits Broker

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Originally from the UK, Rob joined SBIA in 2005. Licensed in Health, Life and Property & Casualty, Rob possesses a wide range of knowledge for health plans across several states.

Robert Donnan

Insurance Broker

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As one of the most experienced and credentialed brokers; Bob is often called on to help new brokers learn the business or assist the team with complex cases. One of his favorite questions for new brokers is “What do we sell?”

Rober Rhodes

Insurance Broker

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Sarah Soltys

Insurance Broker

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Mr. Soltys has over 22 years of insurance industry experience, joining the Small Business Service Bureau, Inc. in 1986 and shortly after moving over to the Small Business Insurance Agency, Inc. He is a Certified Life Underwriter. Mr. Soltys is a graduate of Nichols College and earned a Masters in Business Administration from Northeastern University’s Graduate School of Business. 

David Soltys

Insurance Broker

Service and Marketing Consultants

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Dawn has been with SBIA since 1998 servicing and supporting brokers and their client’s needs. She has a great deal of experience with new business submissions, additions, terminations and billing & claim issues.

Dawn Bibeau

Account Representative

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Deborah Hackett has over 12 years of experience in the Insurance Industry administering Health and Insurance benefits from Fidelity Investments to Unemployment Insurance. She enjoys getting to know her customers on a personal level.

Deborah Hackett

Account Representative

Federal Annuities

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Jack joined the team as a Client Executive focused on income planning. With five years of experience in the insurance field, Jack takes a comprehensive approach to individuals and business owners personal, financial, and business planning, to help them achieve their goals with employee benefits and risk management solutions. 

Jack Hetherman

Insurance Broker

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