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

Director of Client Services
Employee Benefits

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

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

Mary Ponte

Director of Client Services
Employee Benefits

Amy Deer | Senior Retirement Plan Advisor
Amy Deer | Senior Retirement Plan Advisor

Amy Deer

Senior Retirement Plan Advisor

Sandharaa Munasinghe | Benefits Consultant
Sandharaa Munasinghe | Benefits Consultant

Sandharaa Munasinghe

Relationship Manager

Jamie Lauranzano | Finance
Jamie Lauranzano | Finance

Jamie Lauranzano

Finance

Casey Auriemma | Account Manager
Casey Auriemma | Account Manager

Casey Auriemma

Account Manager

Ed Leparskas | Retirement Plan Advisor
Ed Leparskas | Retirement Plan Advisor

Ed Leparskas

Retirement Plan Advisor

Rosie Garcia | Account Manager
Rosie Garcia | Account Manager

Rosie Garcia

Account Manager

Joel Palladino | Account Manager
Joel Palladino | Account Manager

Joel Palladino

Senior Account Manager