Andy Dziedzic MBA

CEO, Financial Advisor
Andy Dziedzic is the CEO and Senior Wealth Planner for Prepared Retirement Institute. He has always wanted to help people figure out the complexities...

Jamie Shoup CFP®

Financial Advisor
Jamie Shoup is a Financial Advisor who brings over 17 years of experience in the Financial Services Industry. Since joining our firm in 2018, he...

Suzi Francis

Compliance & Business Operations Coordinator
Suzi Francis is the Compliance and Business Operations Manager for PRI. Suzi is responsible for ensuring PRI adheres to the SEC Rules and Regulations...

Nicole Floro

Marketing Coordinator
Nicole Floro is the Marketing Coordinator for PRI as well as a Client Relationship Manager. She is responsible for all aspects of marketing at PRI...

Barb Meara

Senior Client Relationship Manager
Barb Meara is a Senior Client Relationship Manager for the firm. She assists the financial advisors with daily activities and works behind the scenes...

Jen Dunne

Senior Client Relationship Manager
Jennifer Dunne is a Senior Client Relationship Manager for PRI. She is responsible for enhancing client relationships by meeting their administrative...

Amy Wigo

Administrative Assistant & Human Resources Coordinator
Amy Wigo is an Administrative Assistant and Human Resource Coordinator for PRI. She is responsible for the bookkeeping and assists the advisors with a...