Marcos R. Lopez

Founder & CEO

Cori Green

Principal & Regional Vice President of Employee Benefits

Gina Ortiz

Group Manager

Gregory M Grimm

Vice President, Employee Benefits

Jeffrey Ryckbost, CEBS

Vice President Of Client Services

Jessica Mulholland

President

Joe Halloran, Jr.

Senior Relationship Manager

Karla Chin

Chief Well-Being Officer

Michelle Tepper

Director, Strategic Relationships

Morgan Dumont, MBA

Vice President Of Sales And Marketing

Alyssa Goldhahn

Client Solutions Specialist

Angie Sotomayor

Account Manager

Ashley Wall, CSFP, CEBS

Senior Account Manager

Deirdre Hettler

Manager of Client Care

Jennifer Poland, SHRM-CP

Senior Account Manager Team Lead

Jessica Bromwell

Account Manager

Katlyn Mangan

Senior Account Manager

Melissa Sehein

Account Manager

Monica Albanese, SHRM-CP

Account Manager

Nicole Bradley

Account Manager

Chrissy DiGiacoma

Accounting Operations Manager

Adam B. Steele, CBC

Senior Relationship Manager and Business Strategist, CBC

Jenna Romaniello

Manager Of Marketing & Communications

Erin McCabe

Consultant

Nancy Roggen MSOD

HR Consultant

Kimberly Fox

Practice Leader - Employee Benefits

Sean Nagle

Strategic Relationship Manager

Kelly Wiler

Underwriter

Brittany Blacker

Employee Benefits Consultant

Patti Gregory

Human Capital Consultant

Spencer Birkel

Director, Employee Benefits

Meg Reno

Regional HR Consultant

Kylie Gilliford

Consultant

Nicholas Houghton

Underwriting Associate

Alison DiFlorio

President, HR Division

Stefanie DelRomano

Underwriter