Meet Our Team

Benefits by Design is a full service health insurance and employee benefits broker, offering custom tailored coverage solutions for your business or family. We provide innovative, human-centric solutions, with a full suite of health insurance, life insurance, Medicare and long term care products. Because we are insurance brokers, we can offer products from all of the insurance carriers in the State of California. We are also authorized agents for Covered California.

We believe that there is no one size fits all approach. Instead, we custom tailor our health insurance solutions to your needs and budget. Our years of experience and direct, honest answers will help you simplify your benefits decisions, so that you can find the right products for your health and life insurance.

Pam Morton

Pam Morton

President and CEO

Pam Morton brings more than 25 years of experience in corporate health care insurance, working with some of the major health insurance companies in all market segments, including: Small Group, Large Group, National Accounts, Specialty Products, and Individual and Family Plans, as well as Medicare. That experience gives Pam a breath of product and compliance knowledge, as well as industry relationships that she brings to the benefit of our team and clients. Pam has a B.A. in Communications from California State University Fullerton.

Dana Guehring

Dana Guehring

Operations Manager and Account Executive

Dana Guehring joined Benefits by Design in 2010 as our Office Manager, and she quickly became an invaluable addition to our team. Dana manages our office and is the primary contact for our business clients as an Account Executive. Prior to joining Benefits by Design, she was Project Manager for a major Corporate Events group in Northern California. Dana has a B.S. in Business Administration from Saint Mary’s College.

Susan Lundy

Susan Lundy

Founder

Susan Lundy brings more than 35 years of direct client experience to Benefits by Design. Susan works with clients in the small and mid-sized business market, specializing in employee benefits, major medical (HSA), and workplace coverage (dental, vision, etc.). Susan also works with owners regarding business continuity (buy-sell and key-person) decisions. She received her doctorate (Ph.D.) in Communication Theory from the University of Iowa and her Chartered Life Underwriter (CLU) degree from American University.

Greg Spellerberg

Greg Spellerberg

Founder

Greg Spellerberg brings valuable experience as a Group Account Manager to Benefits by Design. Along with Susan Lundy, he co-founded the company in order to bring a personalized approach to his clients’ health insurance decisions. Greg graduated from Occidental College with a B.A. in Sociology.