For Individuals For Employers For Financial Professionals

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

Bill Buckheit

VP, Actuarial & Consulting Services

Valerie Cabarle

Senior Plan Advisor

Dana Calabrese

Retirement Plan Advisor, Business Development

Elizabeth Camara

Head of Retirement Plan Services

Ryan Campagna

Head of Sales, Partner
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