Protecting organizations that positively affect people’s lives


Experts in what we do; inch wide and a mile deep; dedicated exclusively to non-profit and social service organizations


Insurance benefits; insurance products


Work Ethic; Caring; Passion; Professional Expertise; Dynamic


Joshua Lamberg

CEO and Founder

Josh Lamberg is the founder and CEO of Lamb Financial Group, the nation’s largest insurance broker dedicated exclusively to social service organizations. Prior to founding Lamb Financial, he worked for insurance carriers- Philadelphia Insurance Companies and Liberty Mutual. Before starting his career in the insurance industry, Josh had a short career as a professional baseball player; a catcher with several different teams including a short minor league stint with the Cincinnati Reds organization.

The values and ethics that created his success as a professional athlete are the foundation of the character embraced by every Lamb employee. Attitude, Effort, and Preparation are the core elements of his company’s success. Grit, relentless drive, and continuous improvement are Lamb’s best practices.

COREY heller

President of Employee Benefits

Corey serves as the President of Employee Benefits at Lamb Financial Group. He is responsible for the day-to-day consulting services the firm provides to its clients, the development of strategic initiatives, and leading new business production. Corey has spoken, and presented to numerous audiences on health and welfare related subjects such as; alternative funding strategies, healthcare reform, emerging benefits and HR trends, and the role of technology and I.T. in developing a complete benefit portfolio. Prior to joining Lamb Financial Group, Corey worked for AXA Advisors as the VP of Employee Benefits responsible for mid-market sized accounts. He is a graduate of Lehigh University with a degree in Finance. He is licensed in Health, Life and Accident in multiple states.

Steve Phillabaum

Director of Client Acquisition

Steve is Lamb’s Director of Client Acquisition and is responsible for leading our relentless drive to implement comprehensive risk management strategies for our new clients. Prior to joining Lamb Insurance Services, he led Navy engineering, operations, and anti-terrorism teams during Operation Iraqi Freedom. He was responsible for immediate conflict engagement and point defense of strategic infrastructure in the Northern Arabian Gulf. Steve also spent several years working for Datalogic Industrial Automation, a world leader in the material handling industry. He advanced through technical and managerial positions in finance, engineering, new product development, and project management. Steve is a published author on risk management issues, and serves on the board of several community and veteran organizations. Steve is a graduate of the United States Naval Academy where he played NCAA Division I Water Polo and received his MBA from Saint Joseph’s University’s Erivan K. Haub School of Business.

Alexander yeres

Marketing Manager and General Counsel

Alex Yeres joined Lamb Financial Group in 2014 as our Marketing Manager and General Counsel. Prior to joining the Lamb team, Alex practiced law for 10 years, concentrating in commercial real estate transactions and general corporate law. Most recently, he was an Associate with a leading New York City real estate law firm where he represented clients in all aspects of conveyancing, leasing, as well as sophisticated real estate financing transactions.

Alex earned his BA from Syracuse University and his Juris Doctor, cum laude, from Pace University School of Law.

Daniel Heller

Chief Financial Officer, Chief Information Officer

Dan comes to Lamb Insurance Services with two decades of experience in Technology and Finance. Prior to joining the team, Dan was Vice President of Acquisitions at Diamond Equity Partners, LLC. There he built the acquisitions group from the ground floor, and served as an integral part of operations for the portfolio, including marketing, finance, accounting, and business development duties. Prior to his work at Diamond Equity Partners, LLC, Dan was an Associate in the Acquisitions Group at RAF Industries, Inc and spent ten years working in investment banking.

Dan received a B.S. in Finance, and a B.A. in Marketing from Lehigh University, and an MBA with honors from Columbia Business School.

Jeanne Oronzio Wermuth

Director of Client Services

Jeanne joined Lamb Insurance Services in 2015 with 20 years of experience in the Property & Casualty Insurance industry. Prior to joining the Lamb team, Jeanne spent 12 years at a large insurance brokerage and consulting firm in Philadelphia where she was a member of the Health and Human Services team and leader of the Management Liability Practice Group. Jeanne’s professional career also led her to become an adjunct professor of insurance at Temple University for several semesters. Her experience includes insurance coverage analysis, captives, reinsurance, training, and education. Jeanne oversees our Property & Casualty service team, and is an additional resource to our clients for coverage and service-related questions.