ABOUT US

AN EXPERT TEAM OF AGENTS AND PARTNERS

Tim and Wendy Owen started out as direct competitors, Wendy in Orlando, Tim in Jacksonville Florida. When Wendy won a deal over Tim, he wanted to know who beat him, and that’s how it all got started. Now they have been married twenty plus years and an awesome Batman-Robin team leading an incredible team. Tim oversees marketing and Wendy operations. Our goal is to organically grow an expert team personally mentored by experienced leaders including Tim and Wendy.

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Tim Owen

President


As a past Fortune 500 Executive and Professional Sales Trainer, Tim ran an HMO in Jacksonville, Florida, owned by two of the largest hospitals.

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Wendy Owen

Vice President

As a licensed underwriter, and professional negotiator Wendy is a revered leader in the insurance industry, and has been since 1988.

Our Team

COLLABORATIVE LEADERS

Working with O&A provides you with a team of experts. Each team member’s role is matched to their talents, guaranteeing their unique skills are used to their fullest potential.

Our team has a genuine curiosity and thirst to learn about our client’s company philosophy, mission, demographics, operations, industry, competition, etc. in order to align proper consultations with specific client concerns.

Director of Business Operations

Brittney Smith

Director of Business Operations

Brittney plays a pivotal role in client renewals by overseeing every step from beginning to end. She utilizes her expertise to analyze benefit design, financial strategy and plan utilization. 

Marketing Executive Partner

David Sneed

Marketing Executive Partner

David Sneed spent many years managing and working in leadership at a national barbecue company. Throughout that experience, service to others became ingrained in David’s work ethic.

Operations Manager

Jennifer Rivera

Operations Manager

As Operations Manager, Jennifer provides oversight and leadership to our Client Relations team. Additionally, she provides Account Management support to our clients.

A HAND SELECTED TEAM

Certified underwriters, plan analysts, claim mitigators, health and wellness specialists, graphic designers, success directors and solution engineers make up our team of experts.

EMPLOYEE BENEFIT SPECIALIST

We move from the transactional approach of commoditizing benefits to a consultative approach, offering value in innovative, cost proven solutions. We have the consulting expertise and administrative resources to plan, design, execute, and deliver your health benefits strategy. Our professional prowess and influence with national carriers enable us to help you manage successful health care programs.

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T.E.D. PROGRAMS

(TRAINING . EDUCATION . DEVELOPMENT)

All team members attend weekly staff meetings to expand their knowledge of new trends, industry changes, and successful strategies in the world of benefits. Our T.E.D. programs include training schedules, performance requirements, and knowledge tests administered by leading experts in the field. These standards differentiate our team members from our competitors.

Practice What We Preach

With our in-house gym, urban bikes, and dedicated wellness team, we strive to possess a healthy culture and lifestyle. Our goal is to expose ourselves to the same wellness challenges our clients experience.

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