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

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

Doug Dustin

CFO, Partner
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