Our Leadership Team

Jackie Joy is an inspiring expert in executive leadership, currently serving as The Perfect Plan’s Chief Strategy and Officer. With a career marked by innovation and excellence, Jackie is renowned for her empathy and heartfelt connection. Also, her ability to drive growth, forge strategic partnerships, and inspire teams to achieve their highest potential.

Jackie’s approach is human and heart-centric, placing people at the core of her strategies. She believes genuine connections and empathetic leadership are the keys to unlocking extraordinary results.

Her leadership style is characterized by authenticity, adaptability, and a relentless pursuit of excellence. In her career, Jackie has consistently demonstrated an exceptional ability to identify opportunities, craft actionable plans, and execute them with precision. She is dedicated to empowering individuals and organizations, fostering a collaborative and inclusive work environment where everyone can thrive. Jackie’s contributions have driven significant business success and inspired those around her to strive for greatness. Her commitment to creating a supportive and dynamic workplace culture makes her a valuable asset to any organization.

Jackie is a trailblazer in leadership, driven by a profound passion for elevating women in leadership roles. Her vision is powerfully enhanced by Dr. Don Barden’s recent doctoral research, “Here Come the Girls,” which underscores the transformative impact of women leaders.

Jackie served in a leadership role at USHealth Advisors, a United Healthcare Company, where she was instrumental in driving strategic initiatives and fostering a culture of excellence. Her tenure was marked by her ability to lead high-performing teams, develop innovative solutions, and enhance customer satisfaction. Jackie’s knowledge in organizational behavior is a tremendous asset to any business owner.

Jackie graduated from the Florida Institute of Technology with a degree in Computer Information Systems and is certified by Symbiosis, WHY.os Coach, and as an Objective Management Group Certified Partner.

Daniel oversees all corporate compensation, benefits, and retention analysis. His expertise in executive compensation and risk management allows teams to build an elite executive staff designed in perfect alignment with the goal.

Always placing data over dogma, Daniel works to ensure all distractions are removed, allowing executives to tackle any issue. His field work places him in the industry’s top 1% of all consultants and is sought after by companies worldwide.

Daniel began his academic journey at Washington and Lee University, where he discovered his unique ability to simplify complex strategies in a way everyone can understand. Daniel is committed to a life of academic pursuit, holding multiple designations, including the elite CFP®, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Retirement Income Certified Professional (RICP). This combination of advanced credentials reflects expertise in insurance, holistic financial strategy, and executive income planning. Daniel also has extensive executive benefits experience and has worked closely with businesses and their management teams. His lectures are available at many universities and corporate conferences focused on economic incentives and their ability to fuel a company’s passion for success.

Leah is a seasoned HR expert with over 20 years of experience in benefits design, implementation, and HR technology. As the founder of HCM Tech Advisory, she offers strategic vision and expert advice to help HR professionals navigate and master digital transformation. Leah began her career at Deloitte Consulting as an Actuarial Analyst, where she honed her skills in employee benefits design and financial forecasting. Her path into HR technology progressed at Lifeworks (TELUS Health), where she managed extensive system implementations for large-scale clients.

As the lead technology coordinator for HR and employee benefit systems, her expertise is sought by the world’s most elite companies. As the Director of HRIS at Revature, Leah led the global rollout of Workday HCM, oversaw the US Health and Welfare Program, and spearheaded the company’s wellness program. Prior to founding HCM Tech Advisory, her initiatives at OneDigital significantly enhanced customer experience and streamlined benefits administration processes.

Her extensive experience serving a wide range of clients in human capital management consulting is in employee benefits (design, implementation, administration) and HR technology (evaluation, selection, implementation). Leah strives to help clients implement solutions that streamline HR processes and enhance employee experience. Her goal is to create programs through a calculated approach, providing long-term solutions with minimal disruption.

Leah holds a BBA in Actuarial Science and is a Certified Employee Benefits Specialist (CEBS).

With a Doctorate in Advanced Consciousness Studies and over two decades of experience, Ursula helps teams return to wellness through a deeply integrative process.

Ursula brings twenty years of experience with over 1000 group trainings and over 6,400 private executive sessions to her pioneering work in leadership transformation. Her Subconscious Success Blueprint equips senior leaders and their teams to identify and rewire the unconscious patterns that quietly drive strategic decisions. By addressing the mental and emotional circuitry beneath everyday choices, she helps organizations unlock sharper judgment, stronger cultures, and measurable gains in innovation and profitability.

Combining advanced neuro-pathway rewiring, Internal Family Systems and Pranic methodology, Ms. Lentine guides executives from stress-driven reactions to clear, values-aligned decisions. Her process dissolves imposter syndrome, reduces burnout, and strengthens authentic presence, directly influencing retention, productivity, and the organization’s bottom line. Leaders emerge with greater emotional agility and a heightened capacity to inspire trust, collaboration, and bold thinking across the enterprise.

By integrating the latest consciousness science with practical business outcomes, Ursula delivers a transformative experience that sustains long-term performance. The result is a culture of psychological safety and innovation that attracts top talent, accelerates execution, and creates a lasting competitive advantage. For executive teams seeking the next frontier of professional development and organizational impact, Dr. Lentine offers a proven, cutting-edge pathway to enduring success.

Cindy serves as The Perfect Plan’s Chief Administrative Officer, where she transforms strategic vision into operational reality. With a foundation in psychology and counseling, she brings a unique understanding of team dynamics and human behavior to the administrative backbone of the organization.

Cindy’s philosophy centers on seamless integration. She believes exceptional operations should be invisible, allowing teams to focus on what they do best while systems work effortlessly behind the scenes. Her approach combines organizational precision with an innate curiosity for innovative solutions, constantly seeking better ways to streamline processes and enhance efficiency.

As CAO, Cindy oversees marketing initiatives, backend operations, social media strategy, and technological infrastructure. By managing the intricate details of daily operations, she ensures the team can remain fully client-focused and present where it matters most.

Before joining The Perfect Plan, Cindy operated her own virtual assistant business, where she honed her skills in operational management and developed her signature approach to creating order from complexity. She holds an Associate’s degree in Psychology and Counseling, bringing valuable insight into team dynamics and effective communication.