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 Texas

Northeast

Northeast

Brian Kearney

Brian Kearney

Regional Sales Director – Northeast

Boston, MA

[email protected]
617.981.9242

Michael DeMita Photo

Michael DeMita

Internal Sales Consultant

Atlanta, Georgia

[email protected]
254.299.6000

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

Philadelphia, PA

[email protected]
254.981.7987

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

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

Diana Perri

Diana Perri

Regional Sales Director – South Central

Austin, TX

[email protected]
512.203.6158

Teresa Taylor

Teresa Taylor

Internal Sales Consultant

Waco, TX

[email protected]
254.299.6028

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]
254.299.6033

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

Kelli Pledger

Kelli Pledger

Internal Sales Consultant

Waco, TX

[email protected]
254.299.6050

Contact Sales

Our West Central Sales Consultant will contact you shortly.


West

West

Amy McDaniel

Amy McDaniel, QKS

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.


Northeast Texas

Northeast Texas

Teresa Taylor

Teresa Taylor

Regional Sales Director

Waco, TX

[email protected]
254.299.6028

Contact Sales

Our Northeast Texas Sales Consultant will contact you shortly.



Sales Leaders

Bill Riccio

Bill Riccio

VP, National Sales Director

[email protected]
480.202.9478

Nadia Jordt

Nadia Jordt

Internal Sales Manager

[email protected]
254.299.6033

National Sales Coverage

Adam Barker

Adam Barker

VP, TPA Partner Services

[email protected]
310.844.3128

Brian Smith

Brian Smith

Senior Institutional Sales Director

[email protected]
614.306.9192

Michelle LeCates

Michelle LeCates

SVP, Business Development & Marketing

[email protected]
254.730.7382