Simply Benefits was founded to bring the expertise, tool-set, and solutions from the large company market to the small-to-mid-sized employers. Our extensive background in health and welfare benefits, retirement plans, business advising, and human resources management is leveraged to provide you with a competitive and successful program tailored to your specific situation.
Welcome to Simply Benefits
About Simply Benefits
Stephanie Cappelleri
President & CEO
Stephanie has 15+ years of expertise in health and welfare benefits. She has developed benefit programs for large corporations, non-profits, small-to-medium companies, mom & pop shops, and individuals.
Stephanie brings deep industry expertise, clear communication, dedication to solutions and service, and integrity and honesty to your benefits situation.
763.972.3191
SCappelleri@Simply-Benefits.com
Jim Cappelleri
Partner
Jim has 18+ years of expertise in retirement plan administration, business advising, and individual financial planning. His technical understanding of the financial impacts of benefits helps to inform the best decisions for complex solutions.
763-972-3191
JCappelleri@Simply-Benefits.com
Contact us and get your
FREE CONSULTATION
Services We Provide
WHY WORK WITH US
Industry Expertise
We are masters of a highly complex domain.
Brilliant Team
Steeped in industry expertise, we draw on all options to create your solution.
Creative & Professional
We provide quality solutions finely tuned to your situation.
Complex Sollutions
The industry know-how to create just the right packages.
Responsive & Reliable
We are there when you need us and we get it done.
5 MAIN REASONS TO CHOOSE US
Stephanie Cappelleri, President & CEO
Whether I’m working with owners, employees, or individuals – giving someone the best suited benefits puts a smile on their face and mine. I look forward to working with you!
~ Stephanie
~ Stephanie
Jim Cappelleri, Partner
A properly structured and maintained financial plan has such a profound impact on people and families. Getting people set up correctly for their future motivates me. Looking forward to meeting you!
~ Jim