Your Sales Consulting Team

Sales Team Map

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
Northeast Eastern Central Southeast Great Lakes West Central Central West

Northeast

Northeast

Brian Kearney

Brian Kearney

Regional Sales Director – Northeast

Boston, MA

bkearney@julyservices.com
617.981.9242

Kelli Pledger

Kelli Pledger

Internal Sales Consultant

Waco, TX

kpledger@julyservices.com
254.296.4015 x3150

Contact Sales

Our Northeast Sales Consultant will contact you shortly.


Eastern Central

Eastern Central

Jennifer Mcconnell

Jennifer McConnell

Regional Sales Director – Eastern Central

Nashville, TN

jmcconnell@julyservices.com
615.764.9971

Jennifer Mcconnell

Jake Reuschel

Internal Sales Specialist – Eastern Central

Philadelphia, PA

jreuschel@julyservices.com
254.296.4015 x 3260

Contact Sales

Our Eastern Central Sales Consultant will contact you shortly.


Southeast

Southeast

Cassie Aragon

Cassie Aragon

Regional Sales Director – Southeast

Tampa, FL

caragon@julyservices.com
770.776.7444

Teresa Taylor

Jake Reuschel

Internal Sales Consultant - Southeast

Philadelphia, PA

jreuschel@julyservices.com
254.296.4015 x3260

Contact Sales

Our Southeast Sales Consultant will contact you shortly.


Great Lakes

Great Lakes

Brian Smith

Brian M. Smith

Senior Institutional Sales Director

Columbus, OH

brian.smith@julyservices.com
614.306.9192

Nadia Jordt

Nadia Jordt

Internal Sales Consultant

Tyler, TX

njordt@julyservices.com
888.333.5859, ext. 3133

Contact Sales

Our Great Lakes Sales Consultant will contact you shortly.


West Central

West Central

Ryan Geringer

Ryan Geringer

Regional Sales Director – West Central

Denver, CO

rgeringer@julyservices.com
720.448.6202

Teresa Taylor

Teresa Taylor

Internal Sales Consultant

Waco, TX

ttaylor@julyservices.com
254.296.4015, ext. 3128

Contact Sales

Our West Central Sales Consultant will contact you shortly.


Central

Central

Diana Perri

Diana Perri

Regional Sales Director – Central

Austin, TX

dperri@julyservices.com
888.333.5859 x3174

Teresa Taylor

Teresa Taylor

Internal Sales Consultant

Waco, TX

ttaylor@julyservices.com
254.296.4015 x3128

Contact Sales

Our Central Sales Consultant will contact you shortly.


West

West

Adam Barker

Adam Barker

Interim Regional Sales Director – Southwest

Los Angeles, CA

abarker@julyservices.com
310.844.3128

Kelli Pledger

Kelli Pledger

Internal Sales Consultant

Waco, TX

kpledger@julyservices.com
254.296.4015 x3150

Contact Sales

Our West Sales Consultant will contact you shortly.


Sales Leaders

Adam Barker

Adam N. Barker, CPFA

Senior National Sales Director

310.844.3128
abarker@julyservices.com

Brian Smith

Brian M. Smith

Senior Institutional Sales Director

614.306.9192
brian.smith@julyservices.com