Team

Andy Dziedzic is the CEO and Senior Wealth Planner for Prepared Retirement Institute.  He has always wanted to help people figure out the complexities of their finances.  Andy’s favorite thing about his job is knowing that he has made someone’s life better by securing their financial picture for them and their family.

Andy graduated from Indiana University of Pennsylvania with a bachelor's degree in entrepreneurship.  He later completed his master's degree in finance at LaSalle University.  Prior to his start as an independent financial advisor, Andy was an AVP of institutional sales at Sentinel Asset Management and worked in the high-net-worth client division at the Vanguard Group.  He completed coursework at University of Pennsylvania for the Certified Investment Management Analyst (CIMA®) designation.

When he’s not in the office, Andy enjoys spending time with his wife of over 20 years and their three sons.  He enjoys creating memories and having new experiences with his family through coaching youth baseball, fishing, hiking, and traveling.

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 specializes in financial planning for high-net-worth individuals and families with a focus on those nearing or in retirement.

Jamie is a graduate of Villanova University with a bachelor’s degree in economics and obtained his Certified Financial Planner™ certification (CFP®) in 2021.  Prior to joining Prepared Retirement Institute, Jamie spent 12 years as an investment consultant with Brinker Capital.

Jamie has been married to his wife for over 20 years and they have two daughters and a son.  When not in the office, he can be found at his children’s sporting events, visiting the beach with his family, or sometimes playing a casual round of golf.

Mark Vandenburg joined the PRI team in 2024 after 10 years of being a financial advisor to high-net-worth families at The Vanguard Group. Mark’s passion for this business stems from helping his clients achieve their dreams and live their best life possible.

Mark graduated from Coastal Carolina University with a bachelor’s degree in finance and later completed his master’s degree in finance from St. Joseph University. He has held his CFP® designation since 2016.

Personally, Mark’s interest include spending time with his family, including his wife and one year old son.  You can find him on the weekends tinkering in his outdoor kitchen, going on family hikes on the local trails with their black lab and most notably, being a bogey golfer.

Megan LeBarron serves as Chief of Staff and Director of Financial Planning at Prepared Retirement Institute. With nearly two decades of experience in wealth management, banking, and fintech, Megan brings a wealth of expertise in RIA operations. Her key responsibilities encompass process optimization and personnel management—including recruitment, training, and benefits administration—to enhance client outcomes and scale business operations. 

Megan earned her degree in Economics and Finance from the University of Hawai’i – West O’ahu.  Her career is marked by significant contributions to the growth of multiple financial startup firms, where she led strategic initiatives to boost revenue and client satisfaction before joining PRI. 

Outside of the office, Megan enjoys spending time gardening, hiking, snorkeling, kayaking, and playing tennis.  She resides in Bethesda, MD with her two children.    

Suzi Francis is the Compliance Coordinator for PRI, in addition to serving clients as a Relationship Manager. Suzi is responsible for ensuring PRI adheres to the SEC Rules and Regulations and that our company operates smoothly on all fronts. 

She has been a part of the team since 2015 and came from the Credit Union sector after ten years as a Branch Manager. While working for a large Credit Union in the Philadelphia area and surrounding counties, she was awarded the “Bright Idea Award” for implementing a new and secure way for members to share their account number or social security number with Credit Union staff. 

Suzi enjoys writing, yoga, and spending time with her husband and two sons.   

Nicole Floro is the Operations Coordinator for PRI, while also serving as a Client Relationship Manager.  She is responsible for building and maintaining operational procedures while taking care of a variety of advisor/client needs.

Nicole has been part of the team since 2019 and has over 13 years of experience in the financial industry.  Prior to joining the team in 2019, Nicole helped grow her father’s wealth management business by planning numerous annual client appreciation events and forming relationships with the clients in an effort to help them meet their financial goals. 

Outside of the office, Nicole can be found perusing local plant shops to add to her ever-growing indoor houseplant collection, curling up with a good book, or spoiling her many nieces and nephews.
 

Barb Meara is a Senior Client Relationship Manager for the firm.  She assists the financial advisors with daily activities and works behind the scenes to promote a positive client experience.  She interacts with clients to prepare and review account paperwork as well as facilitate and resolve client service requests.

In 2010, Barb passed her FINRA securities licensing exams, Series 6 Investment Company Products/Variable Contracts Limited Representative, and Series 63 Uniform Securities Agent State Law Examination.  With over 20 years in the financial industry, Barb’s knowledge is a real asset to our team.

When not in the office, Barb enjoys spending time with her husband of over 30 years, her three children, and two granddaughters.  On the weekend, Barb can be found enjoying time with family and friends at her home in Cape May, NJ.
 

Jennifer Dunne is a Senior Client Relationship Manager for PRI.  She is responsible for enhancing client relationships by meeting their administrative needs.  Jen works closely with our clients to ensure a smooth, professional, and pleasant investment experience.

She has been part of the PRI team since 2015.  Prior to joining us, Jen worked as an advisor’s assistant in the Credit Union sector.  For the last 19 years, Jen has been supporting advisors by assisting clients with their various needs, walking them through each step of their financial journey. 

In her spare time, Jen enjoys spending time with her husband and their five children, along with stage shows, music concerts, and hiking.
 

Amy Wigo is an Administrative Assistant and Human Resource Coordinator for PRI.  She is responsible for the bookkeeping and assists the advisors with a multitude of projects and daily activities.
Amy joined the team in 2019 with a background in commercial insurance where she was responsible for caring for existing relationships and assessing areas of opportunity for several of their largest clients.

Amy enjoys spending time with her husband and watching her three children play various sports throughout the year.
 

Brielle Eve serves as a Client Service Associate and Marketing Assistant at PRI. She is responsible for various tasks throughout our office such as data entry, client paperwork, and marketing/social media monitoring.

Brielle is a 2024 graduate from West Chester University with a Bachelors Degree in Business Management and two minors in Accounting and Digital Marketing.

Outside of the office, Brielle enjoys playing in a co-ed softball league and coaching a 16u travel softball team as well as spending time with her three dogs and two birds.