Meet the Team

Corporate Employee Benefits & Retirement Planning Experts

Michael J. Rodgers, Jr. | Managing Partner, Founder
Michael J. Rodgers, Jr. | Managing Partner, Founder

Michael J. Rodgers, Jr.

Managing Partner, Founder

Lyndsay Diggins | Senior Account Manager & Team Lead
Lyndsay Diggins | Senior Account Manager & Team Lead

Lyndsay Diggins

Senior Account Manager & Team Lead

Daniel Lahiff | Retirement Plan Associate
Daniel Lahiff | Retirement Plan Associate

Daniel Lahiff

Retirement Plan Associate

Mary Ponte | Senior Account Manager & Team Lead
Mary Ponte | Senior Account Manager & Team Lead

Mary Ponte

Senior Account Manager & Team Lead

Greg Hickox | Broker Partner Specialist
Greg Hickox | Broker Partner Specialist

Greg Hickox

Broker Partner Specialist

Jeffery Sutton | Director of Client Services - Corporate Retirement Planning
Jeffery Sutton | Director of Client Services - Corporate Retirement Planning

Jeffery Sutton

Director of Client Services
Corporate Retirement Planning

Jonathan Chow | Data Analyst
Jonathan Chow | Data Analyst

Jonathan Chow

Data Analyst

Sarah Williams | Account Manager
Sarah Williams | Account Manager

Sarah Williams

Account Manager

Amy Deer | Retirement Plan Associate
Amy Deer | Retirement Plan Associate

Amy Deer

Retirement Plan Associate

Joel Palladino | Account Manager
Joel Palladino | Account Manager

Joel Palladino

Account Manager

Jamie Lauranzano | Finance
Jamie Lauranzano | Finance

Jamie Lauranzano

Finance

Chad Chunglo | Director of Operations
Chad Chunglo | Director of Operations

Chad Chunglo

Director of Operations

Sandharaa Munasinghe | Business Development Representative
Sandharaa Munasinghe | Business Development Representative

Sandharaa Munasinghe

Business Development Representative

Richard Sotell | Senior Advisor
Richard Sotell | Senior Advisor

Richard Sotell

Senior Advisor

Rosie Garcia | Account Manager
Rosie Garcia | Account Manager

Rosie Garcia

Account Manager

Josh Stern | Benefits Consultant
Josh Stern | Benefits Consultant

Josh Stern

Benefits Consultant