Meet Your Team

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

Fallon Carpenter

Head of People & Culture

Jerry Cicalese

Senior VP, Strategic Partnerships

Jay Cirame

VP, ERISA Consulting

Matthew Cleary

Financial Planner

Joyce Clouthier

Senior Consultant, Advisor Channel Consultant

William Cooper

Senior Financial Wellness Educator, DE&I Advisor

Matthew Crnkovich

VP, Advisor Channel Consulting

Cindy Crosby

Senior Employee Benefits Analyst

James Dailey

Plan Advisor

Dennis Davis

VP, Strategic Partnerships & Plan Consulting

Mike DiBacco

Financial Planner

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