For Individuals For Employers For Financial Professionals

Meet Your Team

Our 260+ employees strive to make benefits EASY: easy for your people; easy for your business; and easy for you

Kevin Leung

Plan Advisor

Edward Maga

Senior Benefits Advisor

Jesse Malik

Financial Planner

Anthony Mancini

Retirement Plan Advisor

Amber Martignetti

Wealth Management & Operations Manager

Justin McInnis

Employee Benefits Consultant

Matthew McPhail

Head of Investment Strategy

Nicole McWilliams

VP, Advisor Channel Consulting

Nicole Miner

Senior Employee Benefits Consultant

David Mirabito

VP, Actuarial & Consulting Services

Sam Mitchell

CEO, Partner

Jeff Nally, PCC, SHRM-SCP

the Chief Coaching Officer and Chief HR Officer at CoachSource
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