JDM's team is comprised of insurance and financial industry professionals who focus their expertise on delivering innovative, client-focused solutions and unparalleled service to clients of all sizes. Whether you have two employees or 10,000, JDM strives to exceed your expectations.
Joseph D. Moschitto, CPA
Joe Moschitto founded JDM in 1993 in an effort to bring innovative, client-focused solutions to its clients. Joe believes companies should expect more from their benefit consultant and strives to elevate the standards and expectations of human resources and finance professionals, as well as business owners.
As a small business owner with a background in accounting, Joe understands the challenges businesses face each year to offer a competitive benefits program that attracts top talent, while managing the ever rising costs of providing health care to its workforce. Joe works tirelessly to ensure JDM is at the forefront of the ever-changing insurance industry, and the changing and growing needs of businesses of all sizes. He holds licenses for Life, Accident & Health and Property & Casualty.
James D. Schutzer
Jamie brings over 17 years of experience to JDM. He spent 10 years working for insurance carriers including Oxford Health Plans and WellPoint. Most recently, he was the Director of Employee Benefits for a firm in New York City.
Jamie is the current Treasurer of the New York State Association of Health Underwriters and the Immediate Past President of the Metro NY Chapter. As a leader in the employee benefits industry, he is responsible for expanding services to JDM's employee benefits and property & casualty clients. He holds licenses for Life, Accident & Health and Property & Casualty.
Alison P. Thresher
Senior Account Executive
Alison joined JDM in 2001. With over 25 years of experience in the insurance industry, Alison is responsible for the day-to-day service and support of JDM's clients, advising and navigating them through the complex world of employee benefits. From the most basic questions to the most complex issues, JDM's clients have come to rely upon Alison's expertise on an ongoing basis. She holds licenses for Life, Accident & Health and Property & Casualty.
Leonard R. Moschitto
Since joining JDM in 2003, Lenny has integrated his financial industry background with the complex process of renewing employee benefits programs. Lenny's expertise in both the insurance and financial industries has allowed him to consistently provide a comprehensive analysis of each client's benefits and present options that balance the financial goals and challenges of the business, while still delivering high quality benefits to their employees. He holds licenses for Life, Accident & Health.
Daniel L. Wright
Dan joined JDM in 2008, after working for an insurance carrier. He is responsible for the day-to-day service and support of JDM's clients, along with providing renewal analysis and support. Dan serves as a single point of contact for many of JDM's small business clients and is also responsible for the development and implementation of JDM's online resources. He holds licenses for Life, Accident & Health.