Your Sales Consulting Team

Sales Team Map [2025-02]

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 [2025-02]
Northeast Southeast Northeast Central South Central Mid-America West Central West

Northeast

Northeast

Brian Kearney

Brian Kearney

Regional Sales Director – Northeast

Boston, MA

[email protected]
617.981.9242

Justin Shoemaker

Justin Shoemaker

Internal Sales Consultant

Philadelphia, PA

[email protected]
254.308.6931

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

Wilson Wolfe

Wilson Wolfe

Internal Sales Consultant – Southeast

Dallas, TX

[email protected]
254.308.7756

Contact Sales

Our Southeast Sales Consultant will contact you shortly.


Northeast Central

Northeast Central

Brian Smith

Brian M. Smith

Area Vice President, Sales

Columbus, OH

[email protected]
614.306.9192

Drew Norris photo

Drew Norris

Internal Sales Consultant

Chattanooga, Tennessee

[email protected]
254.296.4075

Contact Sales

Our Northeast Central Sales Consultant will contact you shortly.


South Central

South Central

Ryan Martinez

Ryan Martinez

Regional Sales Director - South Central

Austin, Texas

[email protected]
512.820.1405

Luke Anderson

Luke Anderson

Internal Sales – South Central

Kieler, WI

[email protected]
254-340-6294

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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

Florence Huang

Flo Huang

Internal Sales Consultant

New York, NY

[email protected]
254.299.6049

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]
720.607.0965

Chase Meitler

Chase Meitler

Internal Sales Consultant

Lees Summit, MO

[email protected]
254.308.7762

Contact Sales

Our West Central Sales Consultant will contact you shortly.


West

West

Amy McDaniel

Amy McDaniel

Regional Sales Director – West

Orange County, CA

[email protected]
562.727.1186

Kelli Pledger

Kelli Pledger

Internal Sales Consultant

Waco, TX

[email protected]
254.299.6050

Contact Sales

Our West Sales Consultant will contact you shortly.


Sales Leaders

Adam Barker

Adam Barker

Senior Vice President, Sales

[email protected]
310.844.3128

Nadia Jordt

Nadia Jordt

Director, Internal Sales

[email protected]
254.299.6033

National Sales Coverage

Brian Smith

Brian Smith

Area Vice President, Sales

[email protected]
614.306.9192

Michelle LeCates

Michelle LeCates

Senior Vice President, Business Development & Marketing

[email protected]
254.730.7382