Our Benefit Experts

We're here to help.

Reach out to one of our benefit advisors who can help align your benefits with your employee retention goals while helping your workforce prepare for the future.

Janelle Anderson

AIF®

Plan Advisor

Holly Bander

JD, CEBS, APM

ERISA Consultant

David Batchelder

CFA®, CFP®

Senior Investment Analyst

Andrea Brookes

Senior Benefits Consultant

Bill Bonacci

AIF®

Vice President,
Senior Plan Advisor

Bill Buckheit

EA, MAAA, FCA, MSPA

VP, Actuarial & Consulting Services

Valerie Cabarle

AIF®

Plan Advisor

Ava Carnevale

CPFA, AIF®

Retirement Plan Advisory Representative

Cindy Crosby

Benefit Analyst

James Dailey

AIF®

Financial Wellness Educator

Mark Deters

ARPC®

Senior Sales Executive

Julie Doran

MBA, RPA, AIF®

Plan Advisor

Jim English

AIF®, MBA

Senior Vice President,
Senior Plan Advisor

Gregory Feigenbaum

Vice President, Senior Benefit Consultant

John Gallagher

Director, Health & Welfare
Compliance Services

Eric Grzejka

QKA, QPA, CPFA

Director, Advisor Channel Services

John Harrington

CRPS®, AIF®, MBA

Vice President,
Retirement Plan Advisory Services

Chris Healy

Benefit Analyst

Lisa Jones

Esq., CPC, QPA

Vice President,
ERISA Consulting

Verna Lynch

Vice President,
Strategic Accounts

Brian McCarthy

Senior Benefits Consultant

David Mirabito

FSA, EA, MAAA, CFA®

VP, Actuarial & Consulting Services

Pamela Persaud

Benefit Consultant

Greg Puig

Director, Benefit Consulting Services

Ryan Ransford

AIF®, QPFC

Retirement Plan Advisory Representative

Scott Riordan

Vice President, Health & Welfare Services

Henry Riter

CFA®

Vice President, Senior Plan Advisor

Denise Roney

Senior Benefit Consultant

Brett Schneider

Senior Investment Analyst

Jenna Wales

Benefit Consultant

Nicholas Vazquez

Consultant, Advisor Channel Services