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

Kate O'Sullivan

Benefit Analyst

Nicholas Ockenga

Financial Planner

Daria Oterin

Senior Consultant, Advisor Channel Consultant

Jennifer Overturf

VP, Health & Welfare Services

Karen Pandolph

Director, Health & Welfare Operation

Tim Payne

VP, Financial Planner

Kim Pepoli

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
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