Skip to main content

Steven Tompson

With over 25 years of experience, Steven Tompson has worked in retirement services, investment management and financial advisory. From 1984 to 2002, Mr. Tompson was a portfolio manager at Prudential Financial in the fixed income division, working in Prudential Asset Management investing more than $3 billion of assets for Prudential’s General Account. He led a […]

Read More!

Nina Rovinski

Nina Rovinski is a former President and Chief Executive Officer of OMNI, a subsidiary of U.S. Employee Benefits Services Group, where she successfully managed the development and growth of the company.  In her previous role as Chief Executive Officer, she headed the overall administration of business operations. Prior to partnering with her predecessor, Rod Williams, […]

Read More!

Rocky Rocamora

Rocky Rocamora is the President and Chief Executive Officer of Employee Benefits Services Group (EBSG), a Silicon Valleybased financial services firm focused on K12 public schools, local governmental entities, nonprofit organizations, and small businesses. In 2002, he joined EBSG as Chief Financial Officer and Technology Officer. Later, as the President and Chief Executive Officer, he […]

Read More!

Joseph Avallone

Twentyone years ago Joseph Avallone founded Retirement Planning Associates, Inc. (RPA), a small agency consisting of four Advisors based in Orlando, Florida. Today, his goal of building a statewide organization has been realized. With well over 100 Advisors located in offices throughout Florida, RPA has established itself as a leader in retirement planning for the […]

Read More!

Stop Stressing About Open Enrollment

Open enrollment can be a stressful time, but it doesn’t have to be that way. Here are five tips that can help ensure a successful, anxietyfree open enrollment experience for your Human Resource (HR) staff and employees.   Start early with employee communication and engagement.  Give employees and HR staff a period of three weeks or […]

Read More!

Ed Stringer

Ed Stringer cofounded SF&C Insurance Associates, Inc. in 1981.  After running a successful chain of music stores, Ed decided to utilize his entrepreneurial skills in another industry where he could continue to make an impact in building relationships with people, while also helping them access insurance benefits for a reasonable cost. The firm’s focus since […]

Read More!

Dan Jund

Dan Jund is a Managing Partner of National Benefit Partners (NBP), and a Consultant of parent company U.S. Employee Benefits Services Group. In 2005 Dan cofounded National Benefit Partners with his partner, Frank Doherty. With more than 55 Allied Distributors, NBP is the leading IMO in the voluntary benefits market throughout the country. Prior to […]

Read More!

Edward Margolis

Ed Margolis’ professional career spans more than 40 years in the insurance and financial services industry. He is considered a forerunner, an innovator, and a respected leader in the 403(b) marketplace. The National Tax Sheltered Account Association (NTSAA) recognized his contributions to the association and to 403(b) and 457 markets by awarding him with the […]

Read More!

Michael Borgailo

Michael Borgailo has been a Partner at Retirement Planning Associates, Inc. (RPA), an Orlandobased firm, since 1990. His career concentration has been working in the 403(b) market with public school employees and their families. His expertise has contributed to RPA’s established reputation as a vanguard in retirement plan- ning for Florida educators. RPA joined U.S. […]

Read More!