Bio

Phillip Shetsen started his professional career as an advisor in 2011, but was no newcomer to the field of financial services. He worked with UBP Asset Management from 2008 to 2010 and there discovered his passion for working with individuals on complex financial strategies to help meet their needs. In 2011, Phillip joined Prudential Advisors where, over the course of five years, he gained valuable experience. In 2016, he founded Bona Vita Benefits— a company focused on providing health insurance benefits to institutional clients. Two years later, he reorganized his company as a DBA with Prudential Advisors to expand the services he offers his clients.

Bio

Thomas J. Dalton joined Bona Vita Benefits in 2018 and immediately began playing an integral role as an investment and insurance specialist. With more than 25 years of experience in financial services, Thomas serves as a steward to the company’s clients, and focuses on investment management services. Thomas began his career on the trading floor of the New York Stock Exchange. As a member of the exchange, he executed daily trades in the amount of millions of shares for hedge funds, investment banks, and large institutions. In 2010, Thomas began working with Prudential Advisors as a Financial Planner, where his knowledge of the securities markets continued to
provide value to his clients.

Bio

Milagros Biggs is a seasoned professional with a decade of experience in Human Resources. She started working as an Associate Department Supervisor with The Home Depot back in 2011 and grew her knowledge base serving multiple stores covering over 500 employees. She played a pivotal role in fostering a supportive and enriching work environment for staff members. In recognition of her outstanding dedication to the company’s core values and unwavering commitment, she was consistently honored by management.

Her experiences equipped her to position herself as a strategic partner to BVBG’s benefits clients. With a track record of building strong relationships and implementing effective initiatives, Milagros continues to make a meaningful impact to employers, their HR teams and the staff members who look to her as an advocate for their plan benefits.

Bio

Aviva joined Bona Vita Benefits Group in 2023 as an Operations Associate. Aviva collaborates in managing the operations of the advisory practice within the organization, working closely with the financial planners and clients as a liaison to a complicated behind-the-scenes process. Having nearly twenty years of experience working in financial recruiting and Medicare sales, she is well versed in delivering a stellar client experience while navigating complex systems. Aviva participates consistently throughout the client engagement process ranging from initial contact to supporting application and underwriting processes.

Aviva received her bachelor’s degree in communication from Tulane and enjoys the versatility of the company’s solution offerings.

Bio

Amy Tarazona is a driven business professional with a strong academic background and consistent recognition on the Honors and Dean’s Lists. She brings a solid foundation in HR practices, strategic staffing, and organizational behavior. Her fluency in Spanish, exceptional communication skills, and attention to detail make her especially effective in client-facing roles.

Amy has hands-on experience in both healthcare and corporate environments, and her ability to collaborate, lead, and communicate makes her a valuable partner in navigating the complexities of employee benefits.

Hobbies