About Us

The Team
View Alphabetically View by Division


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