Meet the Team

Agency Lead

Originally from Southern California, I am an ASU W.P. Carey School of Business Graduate. Going on 8 years in the Employee Benefits Industry. As agency lead, I assist with everything but am an expert in Benefit Administration Technology, Complex Case Implementation, Enrollment Experience, Strategy, & Carrier Relations. I live my best life in the West Valley with my wife and three sons, Ben, Dylan, and Logan.

Service Manager & Claims Advocate

Hola! I’m Ana, I have 20 years of experience in voluntary Benefits, billing, customer service, claims, and translations. I enjoy working with clients, but what I like the most is helping policyholders with the process of claims and/or educating them on their benefits. When I’m not working, I love being with my family and spending quality time with them, such as doing road trips together or enjoying a homemade meal at home. Being at Helpful gives me the opportunity to continue doing what I like and allows me to spend time with my family.

Connector

Hi I’m Kirsten I have explored many different industries from the medical field, public education, credit counseling, mortgage, recruiting,and insurance. I landed at helpful because I love people. My job is connecting people to information and tools that can help them have a better human experience. Food is my love language. Golf and yoga are my hobbies. Happy to help.

Employee Navigator Guru and EDI Specialist

Bill moved to Arizona from Norwalk Connecticut in 1982 and has been in the insurance industry since 2013. He has over 25 years in the medical field as a Registered Nurse, and carries degrees in Semiconductor, Chemical, and Electronic Engineering from ASU. His analytical approach to creating successful, accurate, enrollment platforms is unrivaled in our market, making him the best asset to ensure effective delivery of a digital enrollment experience.

Care Specialist

Hello! I’m Tami, a mother of 2 boys (men) and 2 doggies. I was born and raised here in Arizona until the age of 15, moved to California for 35 years, and now I am back HOME! I have 25 years of experience in the Employee Benefits industry. I enjoy my work immensely by helping employees understand their benefits and what their benefits can do for them. As Care Specialist at helpful, I make sure to communicate with each account about new hires and help employees elect their benefits. When not at work, I enjoy being a social butterfly with family and friends. I give my time and love generously. I also enjoy cooking, painting, traveling, and Great Food!

Hi I’m Will, I’m excited to be a part of helpful making people’s lives easier and having fun on the way. As the newest member of helpful I am proud and dedicated to making it easier to navigate the world of employee benefits and make it make sense as best I can! Outside of work I love to spend time with my family, travel, and finding new ways to enjoy life!

Data Wrangler

Hello! I’m Julia, the newest member of the Helpful team. Born in Brazil, raised in California, and now calling Arizona home with my husband—soon to be joined by our baby boy!
As the team’s go-to “data wrangler,” I’m here to assist with quoting and ensure everything runs smoothly. I’m eager to learn, grow, and find new ways to add value to both helpful and the marketplace. Excited to be part of such a dedicated team and looking forward to making an impact!

Office Manager

Raised in Mid-cities area of Los Angeles County, CA. Joined United States Air Force in 1985, retired after 32 years, deployed to 6 continents, visited 31 countries, was involved in numerous operations over my career as a Combat Photographer and a KC135 Crew Chief. After retirement worked as special needs bus driver for children with disabilities, retired in 2024 from Dysart Unified School District. Recruited by Helpful in Oct 2024, bringing organization and human resource skills to improve business. I enjoy my free time with my nietos and playing Xbox.

helpful rookie

Hi, I'm Carina. I am a proud Chicana born and raised right here in Arizona.
I have a passion for helping people everywhere I go. I started my career in community-based nonprofits and eventually made my way into insurance. I have just over 4 years of experience in Voluntary benefits space and as the newest Helpful Rookie I provide bilingual enrollment support and data analytics in house support.
I enjoy spending my free time with my family, my puppies, and baking goodies to share and enjoy over a good cup of coffee.

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