We are your collaborative partner expert providing synergy in the chaos of employee benefits administration. We instill confidence by providing transparent, professional and accurate service through all aspects of our business.
President & Founder
Andrew founded Prepare Benefits in 2013 as a benefits engagement firm with the purpose of providing superior quality education and technology services.
“We are obsessive about client satisfaction and creating experiences which result in being known as the solution which: Trusted advisors recommend, employer groups prefer, and employees trust.”
VP of Operations
Kim leads the Implementation team, which includes both operations and technology, to provide exceptional service to current and future clients. Kim’s expertise comes from her 10+ years working for a national carrier.
"In my role as VP of Operations, I am proud to oversee our dedicated team and deliver exceptional outcomes for our clients and partners."
Partner & VP of Sales
For 20 years, Keith has worked in the Employee Benefits industry in Sales, Marketing, and Strategy, building strong relationships to deliver best-in-class solutions for his broker partners and clients.
"I believe by developing a clear strategic communication plan, employers can maximize return on investment and enable their employees to make the best decision for themselves and their families."
Sales Account Manager
Client Relationship Manager
Director of Customer Support
Director of Operations
Customer Support Specialist
Call Center Manager
Customer Support Specialist
Customer Service Support Specialist
Benefits Administration Analyst
Serving Our Clients Nationwide
We are always looking for talented team members. Please schedule an appointment with us if you are interested in joining our team!
Sheila has been in accounting for most of her life and currently helps with our internal payroll and billing. Before joining our team, Sheila and her husband owned a business for 22 years.
The most important thing in Sheila’s life is her family, and the second is volunteering for a dog rescue. She has a passion for reading.
David is a part of the Prepare Benefits Business Development team and spends most of his time creating new opportunities to showcase Prepare Benefits’ value to clients.
David entered the insurance industry in 2002 as an Account Representative. He then transitioned to a Senior Account Executive for a large voluntary benefits carrier, where he stayed for 15 years. David’s experience influences all parts of our business, creating an even more valuable service experience.
David resides in the greater Orlando area with his wife, his son, and his yellow lab. David is a native to Central Florida and enjoys spending time at the beach with his family, taking his dog and son on long walks, exploring new local restaurants and breweries, and watching football with his wife.
Lisa has been a part of Prepare Benefits since the beginning. She started as our best Benefits Counselor and has now become a part of the back office, where she uses her face-to-face experience with employees to find and create new opportunities. Before Prepare Benefits, Lisa worked as a Benefits Consultant for a benefits broker.
You will not find Lisa in the same part of the US one month from the next. She is a self-proclaimed traveling gypsy.
Before working for Prepare Benefits, Amber worked with Prepare Benefits. She was working as an HR manager for a large automotive dealership. With over 20 years of experience in Human Resources, Amber immediately became a valuable asset to the Prepare Benefits Implementation team.
When Amber is not working, you can find her reading a new book or binge-watching Netflix.
Athena is one of the main points of contact for Prepare Benefits technology support. Before joining our team, she worked with a voluntary benefits carrier for 12 years. Athena has extensive experience with the best enrollment platforms and can train HR managers on how to get the most out of them.
Athena unwinds by reading and enjoys traveling anytime she can.
Nanette has 35+ years of experience working in the insurance industry, working within the Account Management, Benefits Administration, and Customer Service departments. She gained her skills working for both a benefits broker and a large insurance carrier. Her wisdom and expertise help take our implementation team to the next level.
Nanette is active and enjoys being outdoors fishing, as well as attending gym classes. She and her husband have two children and one spoiled German Shepherd.
Rosa has over 15 years of experience in enrollment and is licensed in all 50 states. She has had the opportunity to travel throughout the US as an onsite counselor and team lead and has kept friendships across the industry. Before joining the Prepare Benefits family, Rosa worked as an implementation manager and trainer for one of the largest enrollment firms.
Rosa was born and raised in Los Angeles but moved to Nashville 16 years ago, where she lives with her boyfriend. She loves hosting board game nights, trying new coffee shops, breweries, and restaurants.
Kimberly has over 25 years of management experience specializing in the employee benefits industry. Her background includes call center director, corporate training, quality assurance, and technology implementation.
In her spare time, Kimberly volunteers as a photographer at a local animal rescue dedicated to raising awareness for senior and disabled dogs.
Judi has nine years working in the insurance industry and joined our Prepare Benefits team In September of 2021. She values her experience in learning new skills and achieving goals.
Judi resides in Tennessee with her husband, two children and their cat and dog. She and her family love to be outdoors and have recently taken on fishing as their new family hobby. Photography is another passion that Judi developed during the pandemic.
Michelle joined Prepare Benefits with almost ten years of experience in HR and Payroll. Her expertise includes working on HR modules for Inova Payroll. She has also worked as an HR Specialist and Payroll Specialist.
Michelle lives in Tennessee and is a proud parent to three children. She loves her friends and family, all things Disney, amusement parks, traveling, and trivia. She also loves music and has auditioned for American Idol and The Voice!
Irene has been in her field for more than six years. Her experience includes working as an account manager and client analyst, auditing and assisting clients with concerns, and utilizing Employee Navigator and other software systems on their behalf.
Irene resides in Eastern Tennessee with her two dogs, Lucy and Roo. She has an adult daughter that is the love of her life, and is close with other family located throughout Europe, Mexico, and the US. Irene enjoys listening to podcasts and audiobooks, working out, traveling, paddle boarding, and spending time with friends.
For most of his professional career, Michael served in upper-level management roles, including as Chief Operations Officer, Chief Risk Officer, and a Branch Manager for two different Florida Credit Unions. At Prepare Benefits, Michael’s responsibilities include risk management, operations, strategy, and finance. His background and experience bring structure, efficient process, and high-level strategy to his daily role.
Outside of the office, Michael’s passions are his faith, wife, four children, and Florida Gators football.