About Us

The Team
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Brian Babcock
 
Vice President/Chief Operating Officer
Corporate
Lisete Bairos
 
Operations Manager
Financial Planning
Ellen L. Bernardi
 
Administrative Assistant
Corporate
Joseph F. Bonasera
 
President
Corporate
Scott Boulay
 
Senior Consulting Actuary
Retirement Plans
Julie Burnett
 
Administrative Assistant
Corporate
Chris Cadigan
 
Account Manager
Retirement Plans
Aalap N. Chokshi
 
Account Manager
Retirement Plans
Maureen Coughlin
 
Administrative Assistant
Retirement Plans
Kathy Crasco
 
Account Manager
Employee Benefits
Jason A. Denton
 
Senior Consulting Actuary
Retirement Plans
Daniel N. Fowler
CFP®
Vice President of Account Management
Retirement Plans
Trish Gildea
CFP®
Senior Financial Planner
Financial Planning
Carol-Jean Higgins
CPA, PFS
Director of Tax Management Services
Financial Planning
Doug Johnson
 
Vice President
Retirement Plans
Paul J. Knisell
 
Vice President
Retirement Plans
William Lamprey
CPA
Senior Tax Specialist
Financial Planning
Sarah Lawrence
 
Staff Accountant
Financial Planning
Laura Ledin
 
Senior Account Manager
Employee Benefits
Skye Lucier
PHR
Director of Benefits Administration
Employee Benefits
Mark Mammola
 
Sales Consultant
Retirement Plans
Peter Manning
CPA, PFS, MST
President
Financial Planning
Moira McCarthy
 
Administrative Assistant
Financial Planning
Judy L. Miracle
 
Senior Benefit Consultant
Employee Benefits
David B. Mulkern
 
Senior Account Manager
Retirement Plans
Cynthia L. Payne
 
Account Manager
Employee Benefits
Gloria T. Reddivari
QPA, QKA
Senior Account Manager
Retirement Plans
Francis J. Tietje
QPA, QKA
Senior Account Manager
Retirement Plans
Steve Wilbur
 
Director of Compliance
Corporate