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 360-980-5244
Casey Jouaneau Internal Sales Consultant Pacific Northwest 855-321-9494
Nancy Miranda Regional VP Northern California 415-745-5397
Casey Jouaneau Internal Sales Consultant Northern California 855-321-9494
James Swartz Regional VP Central California 213-446-6977
Mike Polfus Internal Sales Consultant Central California 844-223-4740
Matt Spicer Regional VP Southern California 760-221-0198
Casey Jouaneau Internal Sales Consultant Southern California 855-321-9494
Mark Demyanovich Regional VP Rocky Mountain 303-249-5926
Mike Polfus Internal Sales Consultant Rocky Mountain 844-223-4740
Elice Lee Regional VP North 847-877-5669
Mike Polfus Internal Sales Consultant North 844-223-4740
Bas Van Rhee Regional VP Plains 913-602-5228
Jesse Detweiller Internal Sales Consultant Plains 866-477-3708
Bryan Bracchi Regional VP Northern Texas 214-336-7713
Jeffrey Byrne Internal Sales Consultant Northern Texas 855-321-9492
Yen Nguyen Regional VP Southern Texas 713-724-3773
Jeffrey Byrne Internal Sales Consultant Southern Texas 855-321-9492
Anthony Parisi Regional VP Great Lakes 313-806-4413
Josh Smith Internal Sales Consultant Great Lakes 866-878-7554
Jason Wroblewski Regional VP Illinois 312-292-1052
Mark Pirrone Internal Sales Consultant Illinois 866-794-2953
Andy Hockman Regional VP Ohio Valley 216-287-0042
Ryan Dionisio Internal Sales Consultant Ohio Valley 866-477-3705
Peter Perdomo Regional VP South Central 423-598-2527
Jesse Detweiller Internal Sales Consultant South Central 866-477-3708
Jennifer Hinrichsen Regional VP Florida 954-632-8145
Ryan Dionisio Internal Sales Consultant Florida 866-477-3705
Jeffrey Simes Regional VP Northeast 617-913-9542
Mickie Morley Internal Sales Consultant Northeast 855-360-2653
Michael Moschetta Regional VP Erie 412-579-8504
Mickie Morley Internal Sales Consultant Erie 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 215-779-2990
Josh Smith Internal Sales Consultant Pennsylvania 866-878-7554
Frank Castellvi Regional VP East 201-739-6594
Mark Pirrone Internal Sales Consultant East 866-794-2953
Ivette Dominguez Regional VP Mid-Atlantic 301-481-2552
Kristin Meader Internal Sales Consultant Mid-Atlantic 866-477-3644
Brian Hordichuk Regional VP Carolinas 704-492-4558
Mark Pirrone Internal Sales Consultant Carolinas 866-794-2953