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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Our Southeast Sales Consultant will contact you shortly.
Great Lakes
Great Lakes
Brian M. Smith
Nadia Jordt
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Our Great Lakes Sales Consultant will contact you shortly.
West Central
West Central
Ryan Geringer
Teresa Taylor
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Central
Central
Diana Perri
Teresa Taylor
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Our Central Sales Consultant will contact you shortly.
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.