ABOUT / LEADERSHIP

Robert Heller

President

Rob Heller graduated from Boston University with a Bachelor of Science degree in Finance in 1984 and soon began developing his career in insurance and specifically employee benefits. In the same year, Rob founded Alpha Benefits, an employee benefits consulting firm outside of Philadelphia, and grew the company to become one of the top employee benefits brokerages in Pennsylvania. After operating for 24 years, Brown & Brown Insurance acquired Alpha Benefits which became Brown & Brown of Pennsylvania in 2008. With the original Alpha Benefits team still onboard and Rob now president of Brown & Brown of PA, the company acquired Moten Associates in 2012 and Liberty Insurance Brokers in 2015, adding a powerhouse Property and Casualty division to the Conshohocken office. Due to Rob’s strong leadership and insurance expertise, Brown & Brown of PA has grown to include 3 offices: Conshohocken, PA, Mechanicsburg, PA, and Philadelphia, PA.

In his free time, Rob enjoys spending time with his family and vacationing at the beach during the warm weather months. He also enjoys holding an active role as a member of the Board of Directors of Einstein Healthcare and volunteering for the Daniel B. Allanoff Foundation.

Bill Patti

Senior Consulting Actuary

Bill Patti is a member of the American Academy of Actuaries and an Enrolled Actuary with ERISA that has over twenty years of experience in employee benefits.

He is responsible for consulting on all aspects of retirement plans for the public and private sectors, including determining minimum funding requirements and maximum tax deductible limitations, determining financial statement expense and year-end balance sheet adjustments and footnote disclosure items under FASB and GASB, analyzing alternative plan designs including defined contribution supplemental and/or replacement plans and supplemental executive retirement plans.  In addition, he performs nondiscrimination testing on controlled group and non-controlled group employers for purposes of satisfying benefit amount and coverage requirements, designing and analyzing the funding and financial statement costs of early retirement windows and implementation thereof, multi-employer plan participation and withdrawal liability analysis, and pension plan administration. 

Bill has significant experience analyzing the feasibility of defined benefit pension plan terminations and performs any or all of the steps necessary to implement a plan termination, including analyzing offering lump sum payments, single premium group annuity purchases, or some combination of the two.  Plan termination analysis includes continually evaluating whether to annuitize or offer lump sums to certain population or liability segments.  Our single premium group annuity purchase service includes data analysis, including death audit, preparation of insurance company bid specifications, analysis of insurance company proposals and due diligence on insurance companies to comply DOL Interpretive Bulletin 95-1, and assistance with insurance company contract review and installation.


Bill also provides services on fully credible, self-insured health and welfare plans in the development of health insurance rates and reserves in conjunction with actuarial analysis of health claims experience and cost effect of health plan design changes. In addition, he provides \ financial statement and year-end balance sheet adjustments, preparation of Form 5500, footnote disclosure items under FASB and GASB, and other government filing compliance prepared by Brown & Brown Consulting. 

Chip Knutson

Vice President

Chip Knutson began his career in the group insurance industry in 1994 as a Account Manager for MetLife. Chip moved into the regional employee benefits company specializing in group insurance solutions for clients between 2-10,000 employees.  In his current role, he has extensive expertise in the development of customized benefit plan designs and benefit programs through innovative strategy and specific solutions for client concerns.  Chip’s experience in integrating underwriting, project management and operations process management has produced extreme value for clients. Chip works hard to maintain relationships with previous clients and continues to create new ones.