Since 2006, Custom Benefits Solutions has helped in crafting the best benefit packages for employees. 

Trust:

When you have a trusted advisor, you lean on them a lot.  But are they preparing you for your organization’s future?  How would you describe your organization in 5 years, 10 years or longer?  We work strategically together with our clients to build this productive trust, help them chart their course, and stay on track for now and for the future. You can trust that we have your organization’s and your employee’s best interests at heart and we’re protecting those interests just like we would our own.  

Transparency:

Do you know what your broker is earning from your benefits package?  More importantly, how does your
broker reinvest that revenue into your benefits programs?  Here at Custom Benefits Solutions, we wholly disclose what we earn from our partnership and how that comes back to you…our client. Also, we’re small. That’s intentional. We don’t have investors. Investors have agendas. Mainly, they’re only interested in how much money they can make. And we respect that all businesses need to make money, but we’ve always been about keeping our priorities straight. So, at Custom Benefits Solutions, it’s just us. No investors to please, just our customers.

Cristy Gupton

Founder & President

Gupton, a 3rd generation insurance expert, started Custom Benefits Solutions in 2006. Custom Benefits Solutions still runs strong after 18 years, operating under 3 core focuses- Trust, Transparency, and Technology.

Using smart strategies to make every plan in an employer's benefit package function at a higher level, having...see full bio

Highlights:

• Spokesperson of the Free Market Medical Association, Carolinas Chapter

• Co-Creator of the Substance Use & the Workplace Community Forum

• Contributor to Industry Publications like BenefitsPro Magazine and Physician’s Outlook Magazine

• Speaker at Wingate University’s Engaged Citizen’s Series, VAHU, SIIA, DPC Summit, Health Rosetta Summit (now called RosettaFest), Free Market Medical Association, BenefitsPro etc.

• Creator of Healthcare Smartypants, an employee education series

• Creator of Sunlight Health Plans, a self-funded plan design for employers who embrace Direct Primary Care

CREDENTIALS:

• Health Rosetta Advisor and member of Mitigate Partners

• B.S., Public Health, University of North Carolina at Chapel Hill

• M.S., Health Benefits Design, University of Lynchburg

• NAHU Leading Producer's Round Table Soaring Eagle Award

• Former Registered Dietitian

• Third Party Administrator at Flexible Benefits Management

• Designation of Global Financial Steward, given after successful completion of coursework through Wake Forest University and the Center for Board Certified Fiduciaries

Tony Woodfin

Enrollment Specialist

Tony is an enrollment specialist who has worked with employees and employers for the last 27 years.  Keeping the modern family up to speed with their benefits needs is his passion.  Married to Karen, his wife of 35 years, they’ve raised their children and now have 7 cute grandchildren and live in Matthews, NC.  His hobbies include being a musician and running.  He and Karen love camping and traveling.

Keith Conley

Enrollment Specialist

Keith began his successful career in employee benefits in 2014 after serving as Director of Financial Aid at Western Piedmont Community College in Morganton, NC.  Keith enjoys getting to know employees on a personal level in order to assist them in choosing benefit plans that best fit their needs.  Keith is an active member of New Day Christian Church in Morganton.  Keith is married to Sondra and has two daughters.  He enjoys reading, cycling and spending time with family.

Wes Hawn

Omnimedia Specialist

After practicing law for 21 years as a prosecutor and criminal defense attorney, Wes decided to follow his passion for media and marketing. He has helped several businesses create podcasts and other media marketing. Together, Cristy and Wes started a podcast called Healthcare Solutions which explores innovations in healthcare, cost containment strategies, and employee well-being. Through this project, Wes became fascinated with the changing landscape of healthcare and is excited to be a part of the solution as a newly licensed benefit advisor.