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

Kim Pepoli

Junior Plan Advisor

Matt Perkins

VP, Senior Plan Advisor

Ryan Petti

Financial Planner

Alan Pfeffer

Senior VP

Greg Puig

Head of Group Insurance, Partner

Ryan Ransford

Director of Retirement Plan Advisory Sales

Brian Raymond

VP, Business Development

Scott Riordan

Head of Health & Welfare

Henry Riter

VP, Senior Plan Advisor

Angelique Schena

Director of Marketing

Sarah Stevens

Financial Wellness Educator

Nikhil Stiff

Investment Operations Associate
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