UMB Healthcare Services’ CEO & leadership team hold roles in a variety of national organizations including the American Bankers Association’s HSA Council, America’s Health Insurance Plans’ HSA Council and the Employers Council on Flexible Compensation Board of Directors.
Dennis TriplettChairman, UMB Healthcare Services
Dennis Triplett is Chairman of Healthcare Services (HCS). Over the past 11 years, Dennis has led the growth of HCS to more than $1 billion in deposits and more than 600,000 accounts. Dennis has responsibility providing strategic direction and insights to the leadership team.
He developed the Bank’s Medical Savings Account product in the late 90s and grew that into their multipurpose card product supporting a variety of spending accounts including HSAs, FSAs and HRAs.
In addition Dennis has been an industry leader including serving as current Chairman of American Health Insurance Plan’s (AHIP) HSA Leadership Council, Board Member and past Chairman of the Employer’s Council of Flexible Compensation (ECFC), and a Charter member of the American Banker’s Association HSA Council
Chief Executive Officer, UMB Healthcare Services
Begonya Klumb is CEO of UMB Healthcare Services. Begonya brings 20 years of financial industry acumen, leadership and strong M&A experience to the role.
In her 12 years at UMB, she has proven herself in a series of senior positions including Director of Corporate Strategy & Development, Director of Investor Relations, Director of Mergers and Acquisitions, Director of Financial Planning & Analysis, and her most recent role as Chief Strategy Officer.
Over the last few years Begonya has helped manage more than 20 acquisitions for UMBFC. In addition, Begonya managed our capital raise of $231 million in 2013.
Ben MorrisPresident, UMB Healthcare Services
Ben Morris is President of UMB Healthcare Services. He has been with UMB for 16 years and part of the HCS leadership team for the past 12 years.
Ben has been instrumental in helping to grow the HCS business to more than $1 billion in deposits and more than 600,000 accounts, along with over 4.2 million multi-purpose benefit cards. In addition, he also helped to launch other healthcare products such as payer to provider virtual cards and the health claims portal, HealthPay View.
Ben is known as a thought leader throughout the country on a range of topics related to healthcare financial products and services and healthcare reform.
Linda BrockmanSenior Vice President, Card Operations
Linda Brockman is a senior vice president at UMB Healthcare Services. She is responsible for healthcare product development initiatives including debit card issuance for healthcare spending accounts. Linda is also responsible for product development for health savings account custodial services and enhancements relating to deposit and brokerage services.
Linda has more than 31 years of experience in the banking industry and has been with UMB since 1980.
Matt CoffeltSenior Vice President, Chief Information Officer
Matt Coffelt is Senior Vice President and Chief Information Officer of UMB Healthcare Services. Matt is responsible for the technical direction and leadership within the HCS technical team. Matt specializes in bringing technical innovation, successful outcomes, process improvements to our application and technical portfolio. Prior to joining UMB in July 2014, Matt’s background included supporting healthcare product and service delivery solutions for technology, healthcare, and financial organizations.
Jeff CostelloVice President, Director Risk and Compliance
Jeff Costello is Vice President, Director Risk and Compliance at UMB Healthcare Services. Jeff provides our partners with support and resources on critical risk and compliance issues including disclosures, contracts, complaints, third party oversight or other potential business, legal or regulatory risks.
Previously Jeff served as UMB Healthcare Services Client Experience Manager. Jeff has more than 21 years of experience in relationship and account management that he leverages to build strong partnerships and identify solutions to address clients’ unique needs. Jeff has been with UMB since 2006.
Duane FischerSenior Vice President, HSA Implementation
Duane Fischer is Senior Vice President, HSA Implementation of UMB Healthcare Services. He is responsible for implementation services to integrate new partners, including post-implementation daily operational processes.
Duane has more than 25 years of experience with UMB.
Vice President, Director Operations
Kevin Robertson is Vice President and Director of Operations for UMB Healthcare Services. He has nearly 20 years of experience in the insurance and financial services industry as well as banking, covering a diverse spectrum of employee benefit and insurance products and services.
In addition to nearly 10 years of leadership as a healthcare banking executive, Kevin was a self employed business owner for 12 years, managing a large insurance operation and was a FINRA Registered Representative and Principal for 8 years.
Kevin has served as President of a number of industry and private organizations on a local and National level, and is a board member of the American Bankers Association HSA Council. He was named a HealthCare Consumerism Superstar - Industry Innovator by the Institute of Healthcare Consumerism in 2012, and is multiple time qualified for LPRT Soaring Eagle Award.