For Individuals For Employers For Partners

Meet Your Team

Our 260+ employees strive to make benefits EASY: easy for your people; easy for your business; and easy for you

Janelle Anderson

Plan Advisor

Will Arpin

Manager, Benefits Consulting

Lisa Barstow

Plan Advisor, Manager

David Batchelder

Senior Investment Officer

Andrea Baxter

Senior Employee Benefits Consultant

Dan Bernardo

VP, Financial Planner, Private Client Group

James Bremis

Financial Planner

Elizabeth Camara

Senior VP, Retirement Plan Services

Ryan Campagna

Head of Sales, Partner

Jim Carnevale

Partner

Fallon Carpenter

Head of People & Culture

Jerry Cicalese

Head of Retirement
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