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 to our clients through on-site meetings throughout the renewal process. He is an innovative leader and always lives out his mission to treat others the way he would want to be treated. Trent is a lifetime resident of Apex, NC. He stays active in the community through his involvement with the Franklin Pierce Educational Foundation. He enjoys spending time with his wife and two daughters and son-in-laws.
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 Continuation. She continues to research and develop an understanding of issues related to Healthcare Reform as an added value to the corporate client market. She views her role as the client advocate, working directly with individual members and the insurance carrier. She holds a B.S. in Education, along with a double minor in English and writing. Originally a Michigan native, she has made NC her home for over 20 years. When not at work she enjoys spending time with her husband of 20 years and her three children.
Benefits Enrollment Coordinator
Cara joined the Carolina Benefits and Planning team in the summer of 2013. As the Benefits Enrollment Coordinator, she manages all enrollments and terminations for our corporate clients. She also assists with processing qualifying events for employees as well as managing our current individual book of business. Cara attended North Carolina State University where she studied Psychology and Spanish. She also has experience in restaurant management, managing two Chick-fil-A restaurants while in school. She is married with 2 cute and cuddly cats – Kuechly and Smitty (short for Steve Smith). They enjoy the outdoors, lake life, and as much traveling as they can make time to do!
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 passion as a member of the NC State Equestrian team during her academic career. She resides in Raleigh where she enjoys spending her free time outdoors with her husband, Kyle, and dog, Milo.
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 and employee training and education. She received her B.S. in Business Management from North Carolina State University a long time ago. She is always up for a good laugh!
Bonnie joined the Carolina Benefits & Planning team September of 2015 as the Administrative Coordinator. Her background as a legal secretary and in client services for over 9 years has given her the foundation to support each of our staff in serving our clients. Bonnie has been married to Travis for 13 years and has two children that keep her busy!