CEBS, RHU, CLTC
President and Owner
With more than 32 years of experience, Employee Benefit Specialist and President/Owner of Employee Benefit Advisors of the Carolinas is an expert in assisting businesses who value their employees in design and implementation of employee benefit programs including group health insurance, High Deductible Health plans with Health Savings accounts, group life and disability insurance, group dental and vision and pre tax premium plans for employees. Suzy has the highest designation achievable in the employee benefits arena as she earned her CEBS (Certified Employee Benefit Specialist) designation in 1999 through a program provided through the Wharton School at the University of Pennsylvania. Prior to purchasing the business from her partner of 22 years in May 2012, Suzy was the President and partner in Strategic Employee Benefit Services which she presided over and developed from a start up company with her partner Jim Worrell.
In May 2012 Suzy purchased the assets from Mr. Worrell and renamed the business Employee Benefit Advisors of the Carolinas, LLC
Suzy has been a member of the Women’s Impact Fund in Charlotte for 7 years and has served on the health grants committee three of those years and currently serves on the Finance Committee of the Women’s Impact Fund.
Suzy is the local President of the Chapter of ISCEBS (International Society of Certified Employee Benefit Specialists).
She is the past President of the Charlotte Association of Health Underwriters (2012/2013) and continues to serve on the board.
Suzy is Vice Chair and soon to be Chair of the LPRT (Leading Producers Round Table) committee for the National Association of Health Underwriters and travels to Capitol Hill with NAHU annually in February to lobby on Capitol Hill for business/employer friendly changes to the healthcare law.
Suzy is a member of Women Executives and NAWBO locally. Her business is certified as Women Owned by WBENC. (Womens Business Enterprise National Council).
Suzy was named one of the Top 25 Women in Business by the Charlotte Business Journal in 2014 and one of the 50 Women Extraordinaire by Business Leader Magazine. In 2012.
In October 2014 Suzy was the recipient of an inaugural national award by Employee Benefit Advisor magazine recognizing the 20 Most Influential Women in Benefit Advising.
Suzy is married to Paul who is a private practice Optometrist and she has one daughter Sarah who attends the University of North Carolina Chapel Hill.
Suzy earned her Bachelor of Science degree from West Virginia University and an MBA from Wake Forest University. Suzy enjoys walking at the greenway, her fitness group, traveling, reading and time with her family and friends.
Why Suzy Feels A Client Should Work With EB Advisors?
My “Why” with EB-Advisors is my desire to use my knowledge and expertise to make sure the clients we work with are:
a) maximizing the value of the dollars they spend on employee benefits in a properly designed plan based on what they want to accomplish
b) abiding by the rules and regulations involved in administering compliant plans so the tax benefits provided under ERISA and the IRS are maximized.