In observance of New Year's Day, we will be closed beginning at 3:00 PM on Wednesday, December 31st through Thursday, January 1st. The stock market will be open normal hours on December 31st and any transfers and exchanges will be processed as usual. We appreciate your understanding and wish you a happy New Year!
 

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

Maura Keane

Employee Benefits Consultant

Ava Kitabjian

Associate Consultant

James LaFleur

Senior Plan Advisor

Dylan Lemis

Client Services Associate

Kevin Leung

Plan Advisor

Brian Lopez

Investment Analyst

Jesse Malik

Financial Planner

Anthony Mancini

Retirement Plan Advisor

Amber Martignetti

Wealth Management & Operations Manager

Kevin Mason

Senior Employee Benefits Consultant

Griffin May

H&W Business Development Representative

Justin McInnis

Employee Benefits Consultant
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