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

Kevin Russell

Internal Sales Consultant, Advisor Channel Consulting

Angelique Schena

Director of Marketing

Brett Schneider

Senior Investment Analyst

Bob Scoville

President and Head Coach at Performance Talks, Inc.

Erlind Shehu

Financial Planner

Sarah Stevens

Financial Wellness Educator

Nikhil Stiff

Investment Operations Associate

Michael Svolos

Retirement Plan Advisor, Associate

Cat Torres

Senior Sales Consultant, Health & Welfare

Angie Walker

Senior Investment Operations Associate

Doug Walker

Chief Technology Officer
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