Retirement Sales

Let’s help you with your next plan.

Name Title Region Phone
Jason Crane Head of Retirement Distribution   215-648-5351
Anthony Bologna Division VP, Eastern Region   267-549-1057
Lori Zeman Division VP, Western Region   503-333-4341
Mindy O’Connor Head of Business Development   630-531-4159
Carolyn Fraser Head of Internal Sales   215-648-8217
Jim Walker Internal Sales Manager   215-648-1344
Linsi Wolfe Regional VP Pacific Northwest (AK, ID, MT, OR, WA) 360-980-5244
Trent Schrader Internal Sales Consultant Pacific Northwest (AK, ID, MT, OR, WA) 855-276-1487
Nancy Miranda Regional VP Northern California 415-745-5397
Trent Schrader Internal Sales Consultant Northern California 855-276-1487
Evan Gray Regional VP Central California 818-421-8863
Mike Polfus Internal Sales Consultant Central California 844-223-4740
Andrew Luquin Regional VP Southern California (S. CA, GU, HI) 619-613-7302
Casey Jouaneau Internal Sales Consultant Southern California (S. CA, GU, HI) 855-321-9494
Mark Demyanovich Regional VP Rocky Mountain (CO, UT, WY) 303-249-5926
Mike Polfus Internal Sales Consultant Rocky Mountain (CO, UT, WY) 844-223-4740
Matt Spicer Regional VP Southwest (AZ, NM, NV) 760-221-0198
Casey Jouaneau Internal Sales Consultant Southwest (AZ, NM, NV) 855-321-9494
Elice Lee Regional VP North (MN, ND, SD, WI) 847-877-5669
Mike Polfus Internal Sales Consultant North (MN, ND, SD, WI) 844-223-4740
Bas Van Rhee Regional VP Plains (AR, IA, KS, MO, NE) 913-602-5228
Jesse Detweiller Internal Sales Consultant Plains (AR, IA, KS, MO, NE) 866-477-3708
Bryan Bracchi Regional VP Northern Texas (N. TX, OK) 214-336-7713
Jeffrey Byrne Internal Sales Consultant Northern Texas (N. TX, OK) 855-321-9492
Yen Nguyen Regional VP Southern Texas (S. TX, LA) 713-724-3773
Jeffrey Byrne Internal Sales Consultant Southern Texas (S. TX, LA) 855-321-9492
Open Regional VP Great Lakes (IN, MI)  
Josh Smith Internal Sales Consultant Great Lakes (IN, MI) 866-878-7554
Jason Wroblewski Regional VP Illinois 312-292-1052
Ben Buehler Internal Sales Consultant Illinois 844-223-4748
Andy Hockman Regional VP Ohio Valley (KY, OH, WV) 216-287-0042
Janeanne Smith Internal Sales Consultant Ohio Valley (KY, OH, WV) 888-656-2701
Peter Perdomo Regional VP South Central (AL, MS, TN) 423-598-2527
Tricia Nier Internal Sales Consultant South Central (AL, MS, TN) 877-358-1411
Open Regional VP Florida  
Mark Pirrone Internal Sales Consultant Florida 866-794-2953
Jeffrey Simes Regional VP Northeast (Ne. MA, ME, NH, VT) 617-913-9542
Mickie Morley Internal Sales Consultant Northeast (Ne. MA, ME, NH, VT) 855-360-2653
Michael Moschetta Regional VP Erie (W. PA, NY) 412-579-8504
Mickie Morley Internal Sales Consultant Erie (W. PA, NY) 855-360-2653
Jonas Merk Regional VP New York Metro 917-572-5859
Kristin Meader Internal Sales Consultant New York Metro 866-477-3644
Theodore (Ted) Smith Regional VP Pennsylvania (E. PA) 215-779-2990
Josh Smith Internal Sales Consultant Pennsylvania (E. PA) 866-878-7554
Frank Castellvi Regional VP East (DE, NJ) 201-739-6594
Mark Pirrone Internal Sales Consultant East (DE, NJ) 866-794-2953
Ivette Dominguez Regional VP Mid-Atlantic (MD, VA, Wash DC) 301-481-2552
Kristin Meader Internal Sales Consultant Mid-Atlantic (MD, VA, Wash DC) 866-477-3644
Open Regional VP Carolinas (NC, SC)  
Janeanne Smith Internal Sales Consultant Carolinas (NC, SC) 888-656-2701