Your Sales Consulting Team

Sales Team Map [2024-07]

JULY Sales Team

Please click a zone on the map to the right.

The JULY Sales Team is dedicated to the success of advisors, and we provide hands-on expertise in helping you grow your business. Our team has many years of experience helping with all aspects of the retirement plan sales process, and we work with advisors of all experience levels.

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A JULY Sales Consultant will contact you shortly.

Sales Team Map [2024-07]

Northeast

Northeast

Brian Kearney

Brian Kearney

Regional Sales Director – Northeast

Boston, MA

[email protected]
617.981.9242

Kelli Pledger

Kelli Pledger

Internal Sales Consultant

Waco, TX

[email protected]
254.296.4015 x3150

Contact Sales

Our Northeast Sales Consultant will contact you shortly.

Southeast

Southeast

Cassie Aragon

Cassie Aragon

Regional Sales Director – Southeast

Tampa, FL

[email protected]
770.776.7444

Teresa Taylor

Jake Reuschel

Internal Sales Consultant - Southeast

Philadelphia, PA

[email protected]
254.296.4015 x3260

Contact Sales

Our Southeast Sales Consultant will contact you shortly.

Northeast Central

Northeast Central

Jennifer Mcconnell

Jennifer McConnell

Regional Sales Director – Northeast Central

Nashville, TN

[email protected]
615.764.9971

Nadia Jordt

Nadia Jordt

Internal Sales Consultant

Tyler, TX

[email protected]
888.333.5859, ext. 3133

Contact Sales

Our Northeast Central Sales Consultant will contact you shortly.

South Central

South Central

Diana Perri

Diana Perri

Regional Sales Director – South Central

Austin, TX

[email protected]
888.333.5859 x3174

Teresa Taylor

Teresa Taylor

Internal Sales Consultant

Waco, TX

[email protected]
254.296.4015 x3128

Contact Sales

Our South Central Sales Consultant will contact you shortly.

Mid-America

Mid-America

Michael Baron

Michael Baron

Regional Sales Director – Mid-America

Nashville, TN

[email protected]
615.414.8549

Nadia Jordt

Nadia Jordt

Internal Sales Consultant

Tyler, TX

[email protected]
888.333.5859, ext. 3133

Contact Sales

Our Mid-America Sales Consultant will contact you shortly.

West Central

West Central

Ryan Geringer

Ryan Geringer

Regional Sales Director – West Central

Denver, CO

[email protected]
720.448.6202

Teresa Taylor

Teresa Taylor

Internal Sales Consultant

Waco, TX

[email protected]
254.296.4015, ext. 3128

Contact Sales

Our West Central Sales Consultant will contact you shortly.

West

West

Adam Barker

Adam Barker

Interim Regional Sales Director – West

Los Angeles, CA

[email protected]
310.844.3128

Kelli Pledger

Kelli Pledger

Internal Sales Consultant

Waco, TX

[email protected]
254.296.4015 x3150

Contact Sales

Our West Sales Consultant will contact you shortly.

Sales Leaders

Bill Riccio

Bill Riccio

Vice President, National Sales

Brian Smith

Brian M. Smith

Senior Institutional Sales Director

614.306.9192
[email protected]

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