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Board of Directors

Consisting of Senior Management Directors, Independent Directors, and the Partners Advisory Group, this team comes together as the decision-making force of U.S. Retirement & Benefits Partners.

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Senior Management

This masterful team of experienced retirement and benefits planning professionals are the key brain trust of U.S. Retirement & Benefits Partners, helping to make it the largest national independent employee benefits and retirement planning services firm in the country.

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Partner Firm Leadership

Providing key leadership to their respective Partner Firms, our dedicated team of industry leaders provide strategic direction, enabling Advisors in the U.S. Retirement & Benefits Partners network to remain a trusted and valuable resource for their clients.

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Fin-Tech Leadership

The Fin-Tech Leadership team of U.S. Retirement & Benefits Partners have drawn from their depth of experiences across the Retirement and Benefits spectrum to deliver technology platforms that provide unparalleled services.

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