Benefit Advisors Network Welcomes StoneTapert Insurance Services

Third-generation, privately held benefits consulting firm joins BAN’s national network of independent advisory firms

Benefit Advisors Network (BAN), an international network of progressive and visionary employee benefits brokers and consulting firms across the United States and Canada, is pleased to announce that StoneTapert Insurance Services has joined the organization as its newest member firm.

We are excited to welcome Chuck, LaJoi and the entire StoneTapert team to our growing network and look forward to the expertise and perspective they will bring to our membership.”

— Perry Braun, President & CEO of the Benefit Advisors Network

Based in Sierra Madre, California, StoneTapert Insurance Services is a third-generation, privately held employee benefits consulting firm with more than 65 years of experience helping employers design, manage and communicate benefits programs that support their people and business goals. The firm serves employers nationwide, with a primary focus on Southern California, and works with privately held businesses, nonprofits and organizations across a wide range of industries. StoneTapert’s approach centers on High-Performing Benefits – benefits programs supported by proactive service, data-informed decisions, clear employee communication and hands-on account management.

“Joining Benefit Advisors Network is an important step for StoneTapert because it allows us to remain independent while expanding the resources, insight and collaboration we can bring to our clients,” said Chuck Tapert, President & CEO of StoneTapert Insurance Services. “As a privately held, third-generation firm, relationships matter to us. Our clients count on us for more than quotes – they rely on us for proactive service, clear guidance and follow-through throughout the year.”

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As a member of BAN, StoneTapert will gain access to the network’s collective resources, industry expertise, proprietary tools and collaborative peer community while maintaining its independent ownership and client-focused approach.

“For more than 65 years, StoneTapert has grown by staying close to clients and doing the work that supports a strong benefits program,” Tapert added. “BAN gives us access to a broader network of experienced advisors and best practices while allowing us to continue delivering the hands-on, customer-first service that defines StoneTapert.”

“Being part of BAN strengthens the way we serve clients every day,” said LaJoi McClendon, Chief Operating Officer of StoneTapert Insurance Services. “The shared resources, compliance expertise, technology insights and peer collaboration will help our team stay proactive in areas that matter most to employers – plan design, employee engagement, compliance, technology and the overall client experience.”

“StoneTapert’s dedication to delivering exceptional client service and its commitment to remaining an independent, relationship-driven firm align perfectly with BAN’s mission and values,” said Perry Braun, President and CEO of Benefit Advisors Network. “We are excited to welcome Chuck, LaJoi and the entire StoneTapert team to our growing network and look forward to the expertise and perspective they will bring to our membership.”