Founder-Led · Four Strategic Advisor Seats · Decades of Field-Tested Judgment
Lightning Strategies is a practitioner-led firm. We are finance experts solving for healthcare inflation. You keep your incumbent broker. We solve the reserve problem they can’t.
Veteran employee benefits consultant with over a decade of experience across the world’s top global insurance brokerages, including firms ranked #1, #3, and #6 globally. Combines deep expertise in self-funded and level-funded health plans with Bitcoin treasury strategy (practitioner since 2017). Leads Lightning Strategies as a Chief Bitcoin Officer advisory firm serving founder-led middle-market employers building for independence, control, and structural advantage against healthcare inflation.
Seat reserved for an advisor with deep institutional banking and credit-facility expertise. Focused on BLOC structuring, lender relationships, and capital-stack positioning.
Seat reserved for an advisor with senior tax-strategy practice. Focused on treasury tax positioning, year-end rebalancing, and entity-level Bitcoin treatment for self-funded employers.
Seat reserved for an advisor with corporate-law practice in fiduciary and ERISA-adjacent matters. Focused on board governance, treasury policy, and trust-structure design.
Seat reserved for an advisor with hands-on Bitcoin treasury, custody, and operational practice. Focused on multi-sig architecture, vendor selection, and reporting infrastructure.
Council composition + per-seat scope finalizing post May 26, 2026 advisor working session.
Free Health Plan Treasury Assessment. 24-hour turnaround. Sized to your plan. No obligation, no pitch.