Your Sales Consulting Team
Sales Team Map
JULY Sales Team
Please click a zone on the map above.
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.

Northeast
Northeast

Brian Kearney

Kelli Pledger
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Our Northeast Sales Consultant will contact you shortly.
Eastern Central
Eastern Central

Jennifer McConnell

Jake Reuschel
Internal Sales Specialist – Eastern Central
Philadelphia, PA
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Southeast
Southeast

Cassie Aragon

Jake Reuschel
Internal Sales Consultant - Southeast
Philadelphia, PA
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Great Lakes
Great Lakes

Brian M. Smith

Nadia Jordt
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West Central
West Central

Ryan Geringer

Teresa Taylor
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Central
Central

Diana Perri

Teresa Taylor
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Southwest
Southwest

Suzan Hall

Nadia Jordt
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Northern California
Northern California

Adam Barker
Senior National Sales Director – Northern California
Los Angeles, CA

Kelli Pledger
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Our Northern California Sales Consultant will contact you shortly.