Our Team
U.S. Retirement & Benefits Partners features a team of thought leaders and seasoned benefits and retirement planning professionals.
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.
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.
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.
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.