CBIZ Executive and Leadership Team

Darrell Hulsey, the President & Chief Executive Officer at CBIZ, directs the overarching corporate strategy and operational execution for the entire organization. Overseeing the integration of Financial Services, Benefits and Insurance Services, and National Practices, the President & Chief Executive Officer ensures that all business units maintain high standards of client service. This leadership role involves driving long-term growth initiatives across the United States and Canada while managing relationships with the Board. By aligning internal resources with market demands, Darrell Hulsey optimizes the delivery of professional business services to small and midsized businesses. Ultimately, the President & Chief Executive Officer secures the competitive position of the firm by fostering a culture of innovation and operational excellence, ensuring that the company remains a trusted partner for governmental entities and not-for-profit enterprises seeking complex financial and insurance solutions.

Daniel Kaufmann, the Managing Director at CBIZ, architects specialized financial advisory and valuation strategies for a diverse client base. Overseeing the delivery of complex litigation support and internal audit outsourcing, the Managing Director ensures that clients receive precise, actionable data to mitigate risk. This leadership role involves coordinating with cross-functional teams to provide comprehensive real estate consulting and government health care advisory services. By focusing on the specific needs of midsized businesses, Daniel Kaufmann drives revenue growth through tailored financial solutions. The Managing Director maintains rigorous quality control standards, ensuring that all advisory outputs meet regulatory requirements and client expectations. Through the application of deep industry expertise, the Managing Director strengthens the firm's reputation as a leader in financial services, consistently delivering value that supports the long-term stability and growth of the client portfolio.

John Unterreiner, the Managing Director at CBIZ, directs the expansion of employee benefits consulting and brokerage services. Overseeing the design of health benefits and retirement plan advisory programs, the Managing Director ensures that corporate clients attract and retain top talent through competitive human capital strategies. This leadership role involves navigating complex insurance landscapes to provide property and casualty brokerage solutions that protect organizational assets. By analyzing market trends and regulatory shifts, John Unterreiner crafts bespoke insurance packages that address the unique risk profiles of small and midsized businesses. The Managing Director collaborates with actuarial teams to ensure the financial viability of benefit programs, directly impacting the operational efficiency of the firm's clients. Through strategic oversight of these insurance practices, the Managing Director sustains high levels of client satisfaction and drives consistent revenue performance across the regional market.

Mark D'Ambrosi, the Managing Director at CBIZ, architects advanced networking and hardware solutions within the National Practices group. Overseeing the deployment of managed IT infrastructure, the Managing Director ensures that clients maintain secure, scalable, and efficient technology environments. This leadership role involves integrating hardware procurement with strategic consulting to support the digital transformation of small and midsized businesses. By identifying emerging technological needs, Mark D'Ambrosi drives the development of service offerings that enhance operational productivity for governmental and not-for-profit clients. The Managing Director coordinates with technical teams to ensure seamless implementation and ongoing support, minimizing downtime and maximizing system performance. Through the application of deep technical knowledge, the Managing Director secures the firm's position as a critical partner in the technology space, consistently delivering robust solutions that address the evolving infrastructure requirements of the modern business landscape.

David Berthon, the Managing Director at CBIZ, directs the delivery of specialized health care consulting services. Overseeing the analysis of clinical and financial data, the Managing Director ensures that health care providers and governmental entities optimize their operational performance. This leadership role involves developing strategies to improve patient outcomes while maintaining fiscal responsibility within complex regulatory environments. By leveraging deep industry insights, David Berthon architects solutions that address the unique challenges faced by health care organizations in the current market. The Managing Director collaborates with internal practice groups to provide integrated consulting that spans financial advisory and human capital management. Through the execution of these strategic initiatives, the Managing Director drives significant value for clients, ensuring that health care systems operate with maximum efficiency and compliance, ultimately supporting the broader mission of the firm to provide comprehensive professional business services.

Sam Scherr, the Managing Director at CBIZ, directs the strategic implementation of payroll and human capital advisory services. Overseeing the management of complex payroll systems, the Managing Director ensures that clients maintain compliance with labor regulations while streamlining administrative processes. This leadership role involves providing expert guidance on human capital strategies that enhance organizational culture and employee engagement. By focusing on the specific needs of small and midsized businesses, Sam Scherr architects solutions that reduce operational overhead and improve workforce efficiency. The Managing Director coordinates with insurance and benefits teams to provide a holistic approach to human capital management, ensuring that all services are aligned with the client's long-term business objectives. Through the application of deep expertise in payroll and human resources, the Managing Director drives consistent growth and client retention, reinforcing the firm's reputation for delivering high-impact professional business solutions.

Thomas Thieme, the Managing Director at CBIZ, directs the execution of risk and advisory services for a diverse client portfolio. Overseeing the assessment of internal controls and enterprise risk, the Managing Director ensures that organizations identify and mitigate potential threats to their financial stability. This leadership role involves providing expert guidance on litigation support and valuation, helping clients navigate complex legal and financial challenges. By focusing on the unique requirements of midsized businesses and not-for-profit enterprises, Thomas Thieme architects risk management frameworks that protect assets and ensure regulatory compliance. The Managing Director collaborates with financial advisory teams to provide integrated solutions that support long-term growth and operational resilience. Through the application of rigorous analytical methods, the Managing Director delivers actionable insights that empower clients to make informed decisions, consistently reinforcing the firm's commitment to excellence in professional business services.

Lori Schneider, the Managing Director at CBIZ, directs the strategic development of life insurance and retirement plan advisory services. Overseeing the design of comprehensive financial protection programs, the Managing Director ensures that individuals and business owners secure their long-term financial future. This leadership role involves analyzing market trends and tax implications to provide tailored advice that aligns with the client's specific goals. By coordinating with the broader Benefits and Insurance Services group, Lori Schneider architects integrated solutions that address both immediate protection needs and long-term wealth accumulation. The Managing Director maintains a focus on regulatory compliance and fiduciary responsibility, ensuring that all advisory services meet the highest standards of integrity. Through the application of deep industry knowledge, the Managing Director drives client satisfaction and loyalty, consistently delivering value that supports the financial well-being of the firm's diverse client base.

David Appel, the Managing Director at CBIZ, directs the expansion of financial advisory services within the North American market. Overseeing the delivery of accounting and tax solutions, the Managing Director ensures that clients maintain accurate financial records and optimize their tax positions. This leadership role involves providing strategic guidance on complex financial matters, including mergers, acquisitions, and capital structure optimization. By focusing on the unique needs of small and midsized businesses, David Appel architects financial strategies that drive growth and improve profitability. The Managing Director collaborates with other practice groups to provide a seamless, integrated service experience that addresses the full spectrum of client needs. Through the application of deep financial expertise, the Managing Director sustains high levels of client trust and drives consistent revenue performance, reinforcing the firm's position as a leader in professional business services.

Carrie Demakis, the Managing Director at CBIZ, directs the implementation of specialized consulting services for governmental entities and not-for-profit enterprises. Overseeing the delivery of tailored advisory solutions, the Managing Director ensures that these organizations achieve their mission-critical objectives while maintaining fiscal transparency. This leadership role involves navigating the unique regulatory and operational challenges faced by the public and non-profit sectors. By leveraging deep industry insights, Carrie Demakis architects strategies that improve operational efficiency and enhance service delivery. The Managing Director coordinates with cross-functional teams to provide integrated support that spans financial advisory and human capital management. Through the execution of these strategic initiatives, the Managing Director drives significant value for clients, ensuring that organizations operate with maximum effectiveness, ultimately supporting the broader commitment of the firm to provide comprehensive professional business services across the United States and Canada.