Contact Us
Whether you’re looking to optimize an existing plan, evaluate new options, or grow your advisory relationships, we can help. Let us help you move your clients and your practice forward.
For general inquires contact 800-346-3860
Connect with the right sales team
Filter by Solutions and Product Type to find the right sales contact(s).
Andy Hockman
Regional Vice President
Ascensus 401(k), MEP, PEP
- 216-287-0042
- andy.hockman@ascensus.com
- Ohio Valley
Bas Van Rhee
Regional Vice President
Ascensus 401(k), MEP, PEP
Ben Fisher
Regional Vice President
Ascensus 401(k), MEP, PEP
- 215-919-3461
- benjamin.fisher@ascensus.com
- Mid-Atlantic
Brad Traynor
Internal Sales Consultant
CoPilot 401(k), Individual(k)
Casey Jouaneau
Internal Sales Consultant
Ascensus 401(k), MEP, PEP
- 215-648-4995
- casey.jouaneau@ascensus.com
- Pacific Northwest, Rocky Mountain, Southern California
Chris Tingley
Regional Vice President
Ascensus 401(k), MEP, PEP
Clay Kennedy
Vice President
Newport NQDC
- 469-964-2212
- clay.kennedy@newportgroup.com
- AL, AR, CO, FL, GA, KS, LA, MO, MS, NE, NM, OK, TN, TX, WI
David Tippets
Regional Vice President
Newport NQDC
- 281-768-1988
- dave.tippets@newportgroup.com
- AK, AZ, CA, HI, IA, ID, IL, MN, MT, ND, NV, OR, SD, UT, WA, WY
Dedicated Defined Benefit
General Inquiries
Defined Benefit Plan
Duke Carabase
Internal Sales Consultant
Ascensus 401(k), MEP, PEP
- 215-648-1330
- duke.carabase@ascensus.com
- East, Southern New England
Elly Wiebusch
Internal Sales Consultant
CoPilot 401(k), Individual(k)
Eric Jones
Regional Vice President
Ascensus 401(k), MEP, PEP
- 561-531-3805
- eric.jones@ascensus.com
- Florida
Glenn Zuck
Internal Sales Consultant
Ascensus 401(k), MEP, PEP
- 215-648-1309
- glenn.zuck@ascensus.com
- South Central
Greg Matrangola
Internal Sales Consultant
Ascensus 401(k), MEP, PEP
- 215-648-5543
- greg.matrangola@ascensus.com
- Illinois, Mid-Atlantic
Janeanne Smith
Regional Vice President
Ascensus 401(k), MEP, PEP
- 215-648-4956
- janeanne.smith@ascensus.com
- Southern Texas
Jesse Detweiler
Internal Sales Consultant
Ascensus 401(k), MEP, PEP
- 215-648-1311
- jesse.detweiler@ascensus.com
- Bayou, Northern California, Plains
Jody Passen
Regional Vice President
Newport NQDC
- 614-354-8106
- jody.passen@newportgroup.com
- CT, DC, DE, IN, KY, MA, MD, ME, MI, NC, NH, NJ, OH, PA, RI, SC, VA, VT, WV
Joseph Lombardo
Internal Sales Consultant
Ascensus 401(k), MEP, PEP
- 215-648-5108
- joseph.lombardo@ascensus.com
- Erie, North
Josh Smith
Internal Sales Consultant
Ascensus 401(k), MEP, PEP
- 866-878-7554
- josh.smith@ascensus.com
- Great Lakes, Pennsylvania
Justin Sabol
Regional Vice President
Ascensus 401(k), MEP, PEP
Kristin Meader
Regional Vice President
Ascensus 401(k), MEP, PEP
- 207-206-6362
- kristin.meader@ascensus.com
- New York Metro
Kristin Rossavik
Internal Sales Consultant
Ascensus 401(k), MEP, PEP
- 866-477-3645
- kristin.rossavik@ascensus.com
- Florida, New York Metro
Marc Doucette
Regional Vice President
Ascensus 401(k), MEP, PEP
- 860-207-6331
- marc.doucette@ascensus.com
- Southern New England
Mark Demyanovich
Regional Vice President
Ascensus 401(k), MEP, PEP
- 303-249-5926
- mark.demyanovich@ascensus.com
- Rocky Mountain
Michael Leonard
Regional Vice President
Ascensus 401(k), MEP, PEP
- 408-499-3849
- michael.leonard@ascensus.com
- Northern California
Mickie Morley
Regional Vice President
Ascensus 401(k), MEP, PEP
- 857-488-7670
- mickie.morley@ascensus.com
- Northeast
Mike Farber
Regional Vice President
Ascensus 401(k), MEP, PEP
- 470-453-9162
- mike.farber@ascensus.com
- Southeast
Mirlene Barbosa
Internal Sales Consultant
Individual(k), SEP IRA, SIMPLE IRA
Molly Fisher
Internal Sales Consultant
CoPilot 401(k), Individual(k)
Nathan Schmersahl
Internal Sales Consultant
CoPilot 401(k), Individual(k)
Nick Eschenheimer
Regional Vice President
Ascensus 401(k), MEP, PEP
Paul Novitski
Internal Sales Consultant
CoPilot 401(k), Individual(k)
Provident Trust Group
General Inquiries
Self-directed Trust Services
Roger Reynolds
Regional Vice President
Ascensus 401(k), MEP, PEP
- 714-853-5087
- roger.reynolds@ascensus.com
- Southern California
Sarah Bailey
Internal Sales Consultant
Individual(k), SEP IRA, SIMPLE IRA
Scott Klapperich
Internal Sales Consultant
CoPilot 401(k), Individual(k)
Scott Littlewood
Regional Vice President
Ascensus 401(k), MEP, PEP
- 716-706-8176
- scott.littlewood@ascensus.com
- South Central
Steven Flowers
Internal Sales Consultant
Ascensus 401(k), MEP, PEP
- 844-213-6871
- steve.flowers@ascensus.com
- Northeast, Ohio Valley
Ted Smith
Regional Vice President
Ascensus 401(k), MEP, PEP
- 215-779-2990
- theodore.smith@ascensus.com
- Pennsylvania
Trent Schrader
Regional Vice President
Ascensus 401(k), MEP, PEP
- 206-209-9186
- trent.schrader@ascensus.com
- Pacific Northwest
Tricia Nier
Internal Sales Consultant
Ascensus 401(k), MEP, PEP
- 877-358-1411
- tricia.nier@ascensus.com
- Southeast, Southern Texas
Wendy Tibbetts
Major Accounts Director
Document Only Employer Plan
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Client Service Support
Connect with the right service support team for help with your existing plan or account. For investment changes or advisor updates, contact Client Services Trade.
General Inquiries:
800-346-3860
Client Support:
Client Services 888-652-8087 Client Services Trade 877-258-8496
Nonqualified Plan Service:
Contact your dedicated Newport RVP.