Our Team
U.S. Retirement & Benefits Partners features a team of thought leaders and seasoned benefits and retirement planning professionals.
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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 one of the largest national independent employee benefits and retirement planning services firm in the country.
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Partner Firm Leadership
Providing expert leadership to their respective Partner Firms, our dedicated team of industry leaders provide strategic direction, enabling Advisors and Consultants 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 has drawn from their depth of experiences across the Retirement and Benefits spectrum to deliver technology platforms that provide innovative and unparalleled services.