Seamless Solutions from a Stellar Team
-
As a Founding Partner at Helix, Carter is passionate about simplifying benefits at every touch point. His expertise in sales and business development, sharpened at benefitexpress (now WEX), Elevate.inc., and Clarity Benefit Solutions expanded, fueled the expansion of each company’s footprint, both regionally and nationally. Carter successfully introduced their brands into 35+ new markets, generating millions in potential revenue.
With experience assisting employers of all sizes, from small businesses to Fortune 500 corporations, Carter understands the intricacies of benefits administration at every level. As a top-producing sales representative with a solid foundation in the industry he developed a clear vision for Helix Benefit Solutions: to provide world-class benefits to brokers, employers, and employees. “Think simple, seamless, streamlined,” Carter says. “Add automated, customized solutions that evolve with your business. That’s the future we’re building.”
Our Leadership Team
-
Jim Lynch dedicated 40 years to shaping the benefits administration industry, beginning with the founding of Planned Benefit Systems (PBS) in 1985. Under Jim’s leadership, PBS grew to serve employer groups as large as 200,000 employees, particularly in healthcare, before its acquisition by WageWorks in 2010.
As Chief Revenue Officer and Head of Product at WageWorks, Jim spearheaded transformative initiatives that achieved a 97% client retention rate and over $25 million in annual new sales revenue. He played a key role in launching the FSAFEDS program for federal employees and securing deals with Fortune 500 companies. His leadership on the Executive Committee at WageWorks played a pivotal role in the 2012 IPO, strategic acquisitions, and the eventual sale of the company to HealthEquity in 2019.
After WageWorks, Jim brought his expertise to BusinessSolver, consulting on the development of their CDH platform, and currently serves as a Board Member at Elevate, Inc. Now, as the founder of Helix Benefit Solutions, Jim is focused on delivering modern, efficient, and intuitive solutions to simplify benefit onboarding, reimbursement programs, and COBRA continuation benefits for both employers and employees.
“Providing competitive, easy- to- access benefits for a modern workforce can be complex,” Jim says. “At Helix, we’re making it simple and effective for employers of all sizes.”
-
David Leodore is an accomplished benefits and human resources technology leader with more than a decade of experience helping organizations navigate the complexities of employee benefits, payroll, and compliance. His passion for solving intricate client challenges emerged early in his career at ADP, where, as a District Manager, he gained first-hand insight into operational pain points. These experiences sparked (or inspired) his long-term commitment to modernizing the Benefits business.
David’s focus, enthusiasm and skill expanded with positions at Kelly & Associates Insurance Group and as a Regional Sales Manager at Liazon,) where he championed the adoption of private exchanges and consumer-driven healthcare solutions. During his nearly eight years at Clarity Benefit Solutions, David wore many hats leading enterprise-wide sales efforts, mentoring a team of high-performing professionals, and building national partnerships with insurance carriers.
Now at Helix, David remains committed to transforming the benefits landscape. “By integrating cutting-edge technology with deep industry insight,” David says, “it’s possible to create a system that works better for everyone—consultants, employers, and employees alike.”
-
With over 30 years in Third-Party Benefits Administration, Lisa has cultivated deep expertise at respected organizations like Great West Life, Planned Benefit Systems, WageWorks, and HealthEquity. She has earned a reputation as a trusted collaborator and a champion of success, investing fully in the companies she serves. Throughout her career, she has mastered the intricacies of Consumer Driven Benefits, seamlessly integrating strategic vision with operational effectiveness to ensure that every detail reinforces the broader mission.
At the heart of Lisa’s approach is an unwavering commitment to providing exceptional service to clients and their most valuable assets, their associates. She thrives on uncovering opportunities, solving complex challenges, and driving meaningful change that brings value to all stakeholders. She blends deep industry knowledge with strong technical proficiency, leveraging software platforms and tools to deliver forward-thinking solutions and implement with insight and precision.
Beyond operational impact, Lisa is a builder – she creates high-performing teams, nurtures cross-functional relationships, and establishes a culture rooted in trust, authenticity, and respect. She is now channeling her capabilities into Helix Benefit Solutions, dedicated to building something truly transformative. “I’m thrilled to help shape an organization that drives innovation, fosters enduring partnerships, and sets a new benchmark in service excellence.” Lisa said. With a servant mindset, Lisa is committed to empowering Helix’s teams, equipping them for success, and ensuring that every interaction elevates the client experience. “When our people thrive, our clients benefit, and that’s how we create lasting results.”
