Who We Are

Lumina exists to help busy Middle Market executives like you. We are passionate about two things: improving healthcare and reducing costs for Companies and Employees. Let’s meet!

Contact Us
Patrick Long

Patrick Long

Patrick Long enjoys sharing disruptive strategies with executives and their advisors. He has worked with self-insurance and captives for many years and presents at firms across the Carolinas and Virginia each week. Patrick hosts the annual Captives 101 Session with Captive Insurance Commissioner Debbie Walker. He grew up in Greensboro and now lives in Chapel Hill with his wonderful wife and two rambunctious kids.
John Kelly

John Kelly

John Kelly has been a consultant to leading companies for over 25 years. He has worked with executives across the country to benchmark their firms and create transformative, sustainable, cultural change. John’s clients include many Middle Market companies along with national firms. He grew up in Fayetteville and lives in Raleigh with his fabulous wife and two active boys. John is very active in raising awareness and research funding for Cystic Fibrosis.

Where We work

Let’s Talk


Lumina is here to help you learn your options.



715 Gimghoul Road, 
Chapel Hill, NC 27514


Lumina would like to meet you over the phone, or over lunch.