Meet the Team

Ray Aguilera
Retirement Plan Professional

Michael Barry
Retirement Plan Professional

Abby Beyer
Retirement Plan Professional

Tristan Boyles
Retirement Plan Professional

Cecily Coia
Retirement Plan Professional

Bianca Domio
Customer Support

Kara Donahue
Customer Support

Aisling Donnelly
Customer Support

Brian Donohue
Retirement Plan Professional

Mark Dzierzak
Retirement Plan Professional

Robert Fanning
Customer Support

Brian Fox
Retirement Plan Professional

Monica Gallagher
Retirement Plan Professional

Kiley Hall
Customer Support

Amber Herbert
Customer Support

Scott Hittner
Retirement Plan Professional

Jisha Jose
Analyst

Alex Kuhel
Retirement Plan Professional

Joe Litka
Retirement Plan Professinal

John Kleiser
Retirement Plan Professional

John Lowell
Retirement Plan Professional

Samantha Macgowan
Customer Support

Hannah Marohl
Analyst

Joel McMann
Retirement Plan Professional

Jason Melbye
Retirement Plan Professional

Phil Merdinger
Retirement Plan Professional

Emily Misiorowski
Customer Support

John Neison
Retirement Plan Professional

Jill Neison
Retirement Plan Professional

Frances Rivera
Customer Support

Juan Rivera
Customer Support

Michelle Rollo
Analyst

Kyle Severt
Analyst

Ammar Shaheen
Analyst

Larry Sher
Retirement Plan Professional

Kurt Southworth
Analyst

Mark Unhoch
Retirement Plan Professional

Madison Walters
Analyst

Sarah Wright
Retirement Plan Professional