Simply put, we are one of the nation’s largest independent, privately held firms specializing in employee benefits, retirement plans and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted “Best Places to Work - USA,” certification and serve more than 18,000 employer groups and 3.6 million plan participants nationally.

Employee Benefits

Human Resources

Retirement

Risk & Compliance

Daybright Financial

Megan Schneider

Scott Cloud

Mark O'Donoghue

Jon Croft

This department oversees the strategic direction and overall management of the organization.

Executive Leadership

This department focuses on cultivating future finance professionals through training and mentorship programs.

Finance Development

This department manages and fosters relationships with clients to ensure their needs are met and services are effectively delivered.

Client Relations

This department focuses on managing client relationships and ensuring customer satisfaction through support and service delivery.

Client Services

This department manages and drives the sales strategy, fostering relationships with clients and overseeing the performance of sales representatives.

Sales Department

This department analyzes financial risks and uncertainties using mathematics and statistics to support decision-making and policy development.

Daybright Financial

Org chart

Teams

Executive Leadership

Finance Development

Client Relations

Client Services

Sales Department

Actuarial Services

Offices

Daybright Financial

Org chart

Teams

Executive Leadership

Finance Development

Client Relations

Client Services

Sales Department

Actuarial Services

Offices

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