Senior Management | U.S. Retirement & Benefit Partners

Financial Wellness Center ×

Megan SchneiderChief Executive Officer
Patrick SimondsExecutive Vice President & Chief Revenue Officer
Matthew G. RiordanSenior Vice President & Chief Financial Officer
Kevin S. DunnSenior Vice President, Chief Information Officer & Chief Information Security Officer

Courtney E. MunozSenior Vice President, Strategic Initiatives
Jorge RomeroSenior Vice President, Corporate Development
Mitchell I. BarnettVice President, National Practice Leader-K-12 Wealth
Jacques S. PierreGeneral Counsel

Executive Operating Group

Megan SchneiderChief Executive Officer U.S. Retirement & Benefits Partners
Patrick SimondsExecutive Vice President & Chief Revenue Officer U.S. Retirement & Benefits Partners
Matthew G. RiordanSenior Vice President & Chief Financial Officer U.S. Retirement & Benefits Partners
Kevin S. DunnSenior Vice President, Chief Information Officer & Chief Information Security Officer U.S. Retirement & Benefits Partners
Courtney E. MunozSenior Vice President, Strategic Initiatives U.S. Retirement & Benefits Partners
Joseph AvallonePresident Retirement Planning Associates, Inc.
Sarah BreinerManaging Director & General Counsel OMNI&TSACG Compliance Services
James FranzoniManaging Partner SF&C Insurance Agency, Inc.
Dr. Kristin L. KahleChief Executive Officer NavigateHCR
Doug Kreszl, CFPPresident National Benefit Partners (East)
Edward MargolisPresident and
Chief Executive Officer Kades-Margolis Corp.

Consultants

Jay HimesConsultant
Chuck LindermanConsultant