Our Team

Our Team

  • Trent Pierce
    Trent Pierce
    Founder and President

    Trent is the founder and President of Carolina Benefits & Planning, Inc. With almost 25 years of experience in the field of insurance his primary focus is developing, implementing, and servicing creative, out-of-the-box solutions for group benefit plans in the small/medium size business market. Trent makes it a point to give individualized attention and guidance…

  • Cara Coleman
    Cara Coleman
    Individual Health Insurance Coordinator

    Cara joined the Carolina Benefits and Planning team in the summer of 2013. As the Individual Health Insurance Coordinator, she manages all individual health insurance policies and assists consumers enrolling through the Health Insurance Marketplace and obtaining federal subsidies. In addition to helping prospects navigate the changes with healthcare reform, she also assists current group…

  • Christina Helder
    Christina Helder
    Client Services Coordinator

    Christina is the longest employee of Carolina Benefits and Planning; working in various roles since 1999. Over the years, her role has evolved into the customer service director for corporate benefits with an emphasis on HRA plan development and education, complex claim review, billing and enrollment issues, including continuation of benefits through COBRA or State…

  • Kylie Roberts
    Kylie Roberts
    Corporate Benefits Coordinator

    Kylie has been with Carolina Benefits & Planning, Inc. since 2008.  She handles all group benefit quote requests and navigates existing groups through their annual renewal process. Kylie graduated from North Carolina State University with a degree in Business Management. She has a love of horseback riding that developed during childhood, and she pursued this…

  • Erin Martin
    Erin Martin
    Employer Services Coordinator

    Erin  joined the Carolina Benefits & Planning team in June of 2014.  She comes to CB&P with a background in HR, medical office management and retail.  This unique blend of experience serves her well in her role as employer services coordinator, as she assists clients in communicating the true value of their benefits through employer…

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