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

Jay Cirame

VP, ERISA Consulting

Jon Clark

VP, Advisor Channel Consulting

Matthew Cleary

Financial Planner

Joyce Clouthier

Senior Consultant, Advisor Channel Consultant

William Cooper

Senior Financial Wellness Educator, DE&I Advisor

Cindy Crosby

Senior Employee Benefits Analyst

James Dailey

Plan Advisor

Dennis Davis

VP, Strategic Partnerships & Plan Consulting

Mike DiBacco

Financial Planner

Ara Diloyan

Director of Wealth Management

Rob DiMase

Partner

Julie Doran Stewart

Head of Fiduciary Advisory Services
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