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

Jim O'Brien

Retirement Plan Advisor

Nicholas Ockenga

Financial Planner

Brogan O'Connor

VP, Financial Planner, Private Client Group

Christopher O'Shea

Employee Benefits Consultant

Kate O'Sullivan

Benefit Analyst

Daria Oterin

Senior Consultant, Advisor Channel Consultant

Jennifer Overturf

Director, COBRA Services

Karen Pandolph

Director, Health & Welfare Operation

Tim Payne

Senior Financial Planner

Fabiana Pereira

Senior Financial Wellness Educator

Matt Perkins

VP, Senior Plan Advisor

Ryan Petti

ParaPlanner
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