About Us

The founders of Stanley Benefits have a long and rich heritage in the employee benefit industry. The firm was formed in 2002 by a number of senior managers and key employees after leaving SHDR (formerly W.E. Stanley & Company) to form our own independent actuarial and employee benefit consulting firm.

Great employees make a great company and we have been fortunate to selectively assemble a team of talented, professional individuals with years of experience in the employee benefits industry that share our passion for client service.

Our dramatic growth and success reinforces our belief that in order to be successful in today's environment, an employee benefit consulting firm must be free to provide independent and objective advice, with superior quality services at the most competitive cost.

At Stanley Benefits, we do just that: we offer a full spectrum of employee benefit services, and deliver those services in a timely and professional manner at a very competitive rate.


Kofi Amadi

Kofi Amadi

Director of Information Technology

Kofi has over 18 years of experience in information technology, working in the mining and financial services industries. Prior to joining Stanley Benefits he served as the Infrastructure Manager for a multi-billion dollar regional bank in NC & SC overseeing all data infrastructure and systems, telecom/VoIP, disaster recovery and client/server operations; and AngloGold Ashanti (formerly Ashanti Goldfields), a global mining company, as their Systems Support Officer.

Jennifer Bates

Jennifer Bates

Senior Account Manager – Flexible Spending

Jennifer has over 25 years of experience in Employee Benefits and Human Resources in the financial, manufacturing and textile industries. The most recent 14 years were spent at a local community bank where she held several roles to include Senior Vice President of Human Recourses and Director of Benefits and Payroll. She holds her PHR and SHRM-CP certification.

Candi Carter

Candi Carter

Vice President, Senior Account Manager

Candi has more than 15 years of experience in the financial services industry. Much of her career has been dedicated to assuring a superb client experience. Candi has also focused energy of the study of leadership and team development. She is a graduate of the University of North Carolina at Greensboro with a Bachelor of Arts degree in Political Science and a member of the Pi Sigma Alpha National Political Science Honor Society.

Lynn Cochran

Lynn Cochran

Project Manager - Benefit Communications

Lynn has over 21 years of employee benefit experience and her primary responsibility is the design of Personalized Benefit Statements, including analysis and summary of all employee benefits, technical writing, database management, programming, testing, and printing, as well as the graphic design. She graduated with a Bachelor of Science degree in Information Systems and Operations Management at the University of North Carolina at Greensboro.

Chris Francis

Chris Francis

Senior Vice President - Defined Contribution

Chris has over 29 years of Defined Contribution, managerial and IT experience and serves as Sr. VP of Defined Contribution. He has extensive expertise in the management of defined contribution software development and implementation, system and plan conversions, process enhancements and software training, client consulting, plan management, daily plan administration and ERISA compliance. Chris is a graduate of the University of North Carolina with a BA in Business Information Systems.

Ken Garber, AIF®, CEBS

Ken Garber, AIF®, CEBS

Vice President - Communication

Ken has over 22 years of employee benefit experience. He heads our Enrollment and Communication Team, and has extensive experience with all types of employers in enrollments and on-site communication to their employees. He holds a Bachelor of Business Administration from Campbell University, and a graduate Certificate from the Campbell Banking Trust School and has obtained the AIF CEBS professional designation. Ken is Series 6, 63, 65 Securities Licensed and is a Registered Investment Advisor.

Allison Grimm, JD

Allison Grimm, JD

Senior Vice President - Compliance Services

Allison has over 22 years of legal experience in employee benefits, concentrated on qualified plan and welfare plan design, drafting and compliance. She received her Juris Doctor degree (cum laude) from the Wake Forest School of Law and a Bachelor of Science degree in Business Administration from the UNC-Chapel Hill. She is licensed to practice law in North Carolina.

Holly Hill

Holly Hill

HSA Administrator

Prior to joining Stanley Benefits Services, Holly served as Vice President of Deposit Operations for a multi-billion dollar regional bank. Holly has more than 16 years of experience in the financial services industry and served in various capacities in bank operations to include Call Center Management, Deposit Portfolio Management as well as Merger & Acquisition/System Conversion Management.

Craven Lowe

Craven Lowe

Vice President, Consultant

Craven has over 7 years in the financial securities field with a strong focus on both individual and retirement plan consulting and advisory. He graduated from the UNC- Chapel Hill in 2000 with degrees in both Political Science and Communication Studies. Craven offers clients a customized and thorough approach to all of their investments needs. He holds series 6, 7, 22, 31, 63, and 65 NASD Securities licenses.

Chris Lown

Chris Lown

Senior Analyst - Defined Contribution Plans

Chris is a graduate of the University of Massachusetts at Amherst with a BS in Marketing.  He has over 27 years of experience in the employee benefits industry having worked with both  W.E. Stanley and Company and then with Stanley Benefit Services.  He works on mid-size and large plan administration in both a consulting and marketing capacity.  Chris is a member of ASPPA and has received the Qualified 401(k) Administrator (QKA) Designation.

Andrew C. Martin, FSA, FCA, EA

Andrew C. Martin, FSA, FCA, EA

Vice President, Consulting Actuary

Andrew has over 20 years of actuarial consulting experience with Defined Benefit pension plans and Other Postretirement Benefits plans, and for the past 10 years has concentrated primarily on actuarial and accounting on Post-Retirement Medical Plans. Prior to joining Stanley Benefit Services, Andrew worked for several years with Aon Hewitt and Towers Watson in the Philadelphia area.   He is a Fellow of the Society of Actuaries (FSA), a Fellow of the Conference of Consulting Actuaries (FCA), and is an Enrolled Actuary. Andrew received a BS in Mathematics from the University of North Carolina in Chapel Hill and a MS in Mathematics from the University of Michigan in Ann Arbor.

Kenneth W. Miller, QKA

Kenneth W. Miller, QKA

Vice President, Operations Manager - Defined Contribution

Ken has over 23 years of experience in employee benefits. Specializing in the design, communication, implementation, and administration of 401(k), Profit Sharing, and ESOP plans, Ken manages our Defined Contribution Department. Ken received his BBA in Business Management and Computer Information Systems in 1986 from James Madison University. A current member of ASPPA, Ken has received the Qualified 401(k) Administrator (QKA) designation.

Kim Moricle

Kim Moricle

Assistant Vice President, COBRA

Kim has over 20 years of employee benefits experience in systems analysis and project management in the benefits industry. She is Manager of the COBRA department and also assists with 125 Flex Plan administration. She graduated with a Bachelor of Science degree in Business Administration and Information Systems from High Point University.

Tina Pickard, ERPA, QPA, QKA, CRPS®, ACS

Tina Pickard, ERPA, QPA, QKA, CRPS®, ACS

Senior Analyst - Defined Contribution Plans

Tina graduated Magna Cum Laude with Honors from Meredith College with a BS Degree in Business Administration with a concentration in Management. Tina has over 25 years of qualified plan administration experience. During her career she has earned the following professional designations: Qualified Plan Administrator (QPA) and Qualified 401(k) Administrator (QKA) from ASPPA, the Chartered Retirement Plans Specialist (CRPS) from the College for Financial Planning, the Associate in Customer Service (ACS) from LOMA and is an Enrolled Retirement Plan Agent (ERPA) with the IRS. Tina can represent clients before the IRS on retirement plan issues.

Lee Porter, QKA, QPA, ERPA

Lee Porter, QKA, QPA, ERPA

Senior Analyst - Defined Contribution Plans

Lee has over 12 years of experience in the financial services industry. He has administered retirement plans for both small and large companies and has experience as a 3(16) fiduciary. A current member of ASPPA, Lee has received the Qualified 401(k) and Pension Administrator designations (QKA and QPA). An Enrolled Retirement Plan Agent with the IRS (ERPA), Lee is able to represent clients before the Internal Revenue Service with respect to Form 5300 and 5500 retirement plan challenges.

Cynthia Richter, JD

Cynthia Richter, JD

Vice President - Compliance Services

Cynthia has over 25 years in qualified plan administration including retirement plans and welfare benefit plans. She was Vice-President of Plan Administration for a midwest regional TPA firm for most of those 25 years. Cynthia grew up in Leavenworth, KS and graduated with a B.A. in English from Kansas State University and a Juris Doctor degree from the University of Missouri – Kansas City. Cynthia is part of the Technical Services team with an emphasis on Welfare Benefit compliance.

David Rigby, ASA, EA, MAAA

David Rigby, ASA, EA, MAAA

Vice President, Consulting Actuary

David has over 34 years experience and he has worked with such firms as Hazlehurst and W.E. Stanley & Company. He has a strong knowledge of ERISA & FAS Accounting rules and has served as Enrolled Actuary for a number of health care and financial firms. He is a graduate of Washington and Lee University with a BS in Mathematics, and received his Master of Actuarial Science degree at Georgia State University in Atlanta, GA.

Amy Robinson

Amy Robinson

Senior Vice President - Flex/HSA Administration

Prior to joining Stanley Benefits Services, Amy served as Executive Vice President – Director of Operations & Technology for a multi-billion dollar regional bank in NC & SC.  With more than 28 years in the financial services industry, she has served in various management and leadership roles in Bank Operations to include Strategic Planning, Audit Governance & Policy, Risk Management, Vendor Management, Information Security, Mergers& Acquisition, Systems integration, Change management and business process improvement.

Jeff Smith, FSA, EA, CFA

Jeff Smith, FSA, EA, CFA

Vice President, Consulting Actuary

Jeff holds a Bachelor's degree from Wake Forest University and a Master's degree in Applied Economics from the University of North Carolina at Greensboro. He is a Fellow of the Society of Actuaries (FSA), an Enrolled Actuary, and a CFA Charterholder. Jeff has over 20 years of employee benefit experience, including several years with Aon Hewitt and with Towers Perrin in Atlanta. His primary responsibility is actuarial consulting. He has extensive experience with Public, Governmental and Private Pension Plans, Postretirement Benefit Plans and Actuarial Studies.

Bill Stanley, JD, CLU

Bill Stanley, JD, CLU

Senior Vice President, Senior Consultant

Bill has 30+ years of experience in the area of Qualified and Non-qualified Retirement Plans. His duties are primarily client consulting and client service and has worked with over 35 Hospitals in NC, SC, and VA as their Employee Benefits Consultant. A graduate of UNC-CH with a BS degree in Business and UNC-CH Law School with a Juris Doctor degree. Bill is also an ERISA attorney and has a very strong knowledge of IRS rules and regulations. Member of the NC State Bar and the NC & American Bar Associations.

Chris Stanley, MBA, CRPS, AIF®

Chris Stanley, MBA, CRPS, AIF®

Vice President, Client Services

Chris has over 15 years of employee benefit experience and primary responsibilities include client Investment Advisory service, and serves on our employee Enrollment and Communication Team. He has a Bachelor of Economics from UNC-Chapel Hill and MBA from UNC-Greensboro. Is Series 6, 63, and 65 NASD Securities Licensed, is a Registered Investment Advisor, Accredited Investment Fiduciary (AIF) and completed the requirements to become a Chartered Retirement Plan Specialist and Chartered Mutual Fund Counselor.

Wes Stanley, QPFC

Wes Stanley, QPFC

Senior Vice President, Consultant

Wes has over 14 years of employee benefit experience and is primarily responsible for client service and serves on our employee Enrollment and Communication Team. He holds a Bachelor of Business Administration from North Carolina State University, is FINRA 6, 63 and 65 securities licensed, and has obtained the Qualified Plan Financial Consultant (QPFC) professional ASPPA designation.

Actuaries. Consultants. Administrators.