Meet Our Advisors

  • James J. Kelley
  • Carol Idone
  • William Desormeau
  • Steven Puckett
  • John Jezsu
  • Peter Margiotta
  • Theresa Reiser
  • Wes Price
  • Joe Geddings

How do we differ from other plan advisors?

We're independent. We are not encumbered by the conflicts of interest that many brokers face due to their ownership structure. Many are challenged by the directives of their corporate hierarchy, and others by their compensation arrangements.

We're in the business of protecting our clients. We navigate the complexity of retirement and employee benefits, and keep you from enduring corporate administrative challenges.

We love what we do. That's why we've been doing this for so long. We're unbiased advisors that accept responsibility for our work. We're experts in regulatory compliance, plan administration, vendor oversight, and education and communication.