Daily Record-keeping Partners

Bryon A. Eggan, Senior Retirement Sales Representative
(804) 897-1520 ext: 3013
eggan.bryon@principal.com
 
Kathleen Persak, Internal Wholesaler
(301) 897-0180 ext: 223
persak.kathleen@principal.com

American_Funds

Genie Sanford Sr., Regional Sales Support Coordinator 
(800) 421-9900 ext: 44271
danjessteam@capgroup.com

Dan Jess, External 401k Wholesaler
(919) 518-4625
dnjj@capgroup.com 

Stephen Ross, Scheduling/Events
(800) 421-9900 ext: 44038
spjr@capgroup.com 

Zachary J. Kloeb, Regional Internal Consultant
(614) 435-0428
kloebz1@nationwide.com

Chad Azara, Director of National Sales
(704) 430-6152
azarac@pcscapital.com

Joseph B. Burger, Relationship Manager – North East Region
(877) 742.5772
Fax (703) 463-9392
joseph.burger@schwab.com

Edward Thurmond, RVP, External Sales and Marketing
(804) 399-2025
Fax (866) 551-6032
edward_thurmond@jhancock.com

Andrew Porter, Internal Sales Consultant, Core Market
(770) 677-7856
Fax (866) 429-3051
aporter@jhancock.com

Matthew Hedley, Vice President, Strategic Relationship Management, Core Market
(757) 672-0239
matthew_hedley@jhancock.com

Yulia Cu, Plan Implementation Manager, Core Market
(800) 333-0963, opt. 2, x139155
Fax (866) 377-8846
yulia_cu@jhancock.com

Mark Brady, Strategic Relationship Manager, Core Market

Katie Falcione, Virtual Relationship Manager

Patty Campbell, Vice President, Strategic Relationship Management, Mid/Large Market

Less than $20M
Brooke Rice, QKA, Regional Director, Defined Contribution Retirement Solutions
(610) 669-0248
brooke_rice@vanguard.com

Andrew Weber, Regional Consultant, Defined Contribution Retirement Solutions
(610) 669-7851
andrew_d_weber@vanguard.com

$20M and over
Martha Chase-Reisinger, Regional Director- MD, DC and VA
(610) 669-7566
martha_chase-reisinger@vanguard.com

Bennett Thompson, Internal Regional Consultant – MD, DC and VA
(610)503-2394
bennett_thompson@vanguard.com

Josh Cesare, Regional Vice President
(804) 937-2312
josh.cesare@voya.com

Steve Caruso, Internal Wholesaler
(860) 580-4211
steven.caruso@voya.com

Brian Griswold, Regional Vice President, Client Relations
(717) 919-3211
brian.griswold@voya.com

Brian Hill, Client Relations Manager
(410) 925-9439
brian.hill@voya.com

Paulette Henry, Client Relations Manager
(804) 935-0704
paulette.henry@voya.com

Christine Rapp, Retirement Education Specialist
(740) 972-0933
christine.rapp@voya.com

Brittany Murphy, Client Transition Manager
(860) 580-3794
brittany.murphy@voya.com