Regional Vice President- Retirement Sales
Actuaries
Defined Contributions Relationship Management
QKA, QKC
Jessica Ladny
Manager, DC Relationship Management
QKA, QKC, QPA
Ezra Gorman
Professional Relationship Manager, DC
QKA
Thomas Price
Relationship Manager, DC
QKA, QKC
Devin Dalessandro
Relationship Manager, DC
QKA, QKC
Justin Cottrell
Relationship Manager, DC
Danieal Ramirez
Relationship Manager, DC
Brian Campbell
Relationship Manager, DC
Stephanie Watson
Relationship Manager, DC
Mia Johnson
Relationship Manager, DC
Defined Contributions Administration
QKA, QKC, QPA
Kristen Adkins
Manager, DC Operations
QKA
Tarra Joseph
Manager, DC Administration
QKA, QKC
Morgan Robertson
Professional Retirement Plan Analyst, DC
QKA
Chris Watson
Professional Retirement Plan Analyst, DC
QKA
Billy Levak
Retirement Plan Operations Associate, DC
QKA, QKC
Carter Parmenter
Retirement Plan Operations Associate, DC
QKA
Kennedy Boal
Retirement Plan Analyst, DC
Allison Frank
Consulting Associate, DC Operations
Defined Benefit Relationship Management
QKA, QKC
Ryan Cottrell
Manager, DB Retirement Plans
CPC, QPA, QKA
Gary Geiger
Senior Relationship Manager, DB
CPC, CPFA, QKA, QKC, QPA
Sandy Grant
Senior Relationship Manager, DB
QKA, QKC
Nancy Prakel
Professional Relationship Manager, DB
QKA
Holly Watson
Professional Relationship Manager, DB
Defined Benefit Operations
QKA, QKC, QPA
Jessica Selzer
Professional Retirement Plan Analyst, DB
CPC, QPA, QKA
Doug Dehne
Professional Retirement Plan Analyst, DB
Izabella Kocsis
Consulting Associate, DB Operations
QKA
Dennis Clem
Retirement Plan Analyst, DB
Plan Documents
Spencer Philips
Professional Retirement Plan Document Specialist
QKA
Emily Berkenstock
Retirement Plan Document Specialist
Plan Transitions
QKA
Jaime MacIsaac
Manager, Plan Transitions
QKA
Eric Collier
Conversion Specialist
Distributions
QKA
Alecia Mellor
Manager, Distributions
Sarah Vaughan
Distribution Specialist
Zerina Pintol
Distribution Specialist
Amanda Burch
Distribution Specialist
Anna Drzik
Distribution Specialist
Lindsey Romans
Distribution Specialist
Cathryn Gibson
Distribution Specialist
Christina Henderson
Distribution Specialist
Marketing Department
Heather Craigg
Manager, Marketing and Sales Enablement
QKA
Drew Keating
Internal Sales Associate
Finance
Bri Breckenridge
Financial Administrator
Roxanne Warren
Office Manager
Human Resources
PHR
Christen Ellet
Manager, HR Systems & Culture
Tara Billeter
Administrative Assistant
Yvonne Barna
Talent Management Coordinator
Internship and Leadership Academy
Brynna Chantry
2026 Intern
Michael Joyce
2026 Intern
Evan Kolb
2026 Intern
Lydia Pavlovich
2026 Intern
