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).

Josh Gomez

Regional Vice President

Ascensus 401(k), MEP, PEP

Chris Tingley

Regional Vice President

Ascensus 401(k), MEP, PEP

Eric Jones

Regional Vice President

Ascensus 401(k), MEP, PEP

Chelsea Daigneau

Regional Vice President

Ascensus 401(k), MEP, PEP

Ben Fisher

Regional Vice President

Ascensus 401(k), MEP, PEP

Kristin Meader

Regional Vice President

Ascensus 401(k), MEP, PEP

John Frisvold

Regional Vice President

Ascensus 401(k), MEP, PEP

Mickie Morley

Regional Vice President

Ascensus 401(k), MEP, PEP

Nick Eschenheimer

Regional Vice President

Ascensus 401(k), MEP, PEP

Andy Hockman

Regional Vice President

Ascensus 401(k), MEP, PEP

Trent Schrader

Regional Vice President

Ascensus 401(k), MEP, PEP

Ted Smith

Regional Vice President

Ascensus 401(k), MEP, PEP

Bas Van Rhee

Regional Vice President

Ascensus 401(k), MEP, PEP

Janeanne Smith

Regional Vice President

Ascensus 401(k), MEP, PEP

Scott Littlewood

Regional Vice President

Ascensus 401(k), MEP, PEP

Mike Farber

Regional Vice President

Ascensus 401(k), MEP, PEP

Roger Reynolds

Regional Vice President

Ascensus 401(k), MEP, PEP

Marc Doucette

Regional Vice President

Ascensus 401(k), MEP, PEP

Kevin McDevitt

Regional Vice President

Ascensus 401(k), MEP, PEP

Tricia Nier

Internal Sales Consultant

Ascensus 401(k), MEP, PEP

Duke Carabase

Internal Sales Consultant

Ascensus 401(k), MEP, PEP

Joseph Lombardo

Internal Sales Consultant

Ascensus 401(k), MEP, PEP

Kristin Rossavik

Internal Sales Consultant

Ascensus 401(k), MEP, PEP

Josh Smith

Internal Sales Consultant

Ascensus 401(k), MEP, PEP

Greg Matrangola

Internal Sales Consultant

Ascensus 401(k), MEP, PEP

Jesse Detweiler

Internal Sales Consultant

Ascensus 401(k), MEP, PEP

Casey Jouaneau

Internal Sales Consultant

Ascensus 401(k), MEP, PEP

Glenn Zuck

Internal Sales Consultant

Ascensus 401(k), MEP, PEP

Neil Duncan

Internal Sales Consultant

Ascensus 401(k), MEP, PEP

Ascensus Essentials

General Inquiries

Ascensus Essentials 401(k), Individual(k), SEP IRA, SIMPLE IRA

Dedicated Defined Benefit

General Inquiries

Defined Benefit Plan

Newport Group

General Inquiries

COLI, BOLI, CUOLI, ICOLI

Provident Trust Group

General Inquiries

Self-directed Trust Services

Clay Kennedy

Vice President

Newport NQDC

David Tippets

Regional Vice President

Newport NQDC

Jody Passen

Regional Vice President

Newport NQDC

Wendy Tibbetts

Major Accounts Director

Document Only Employer Plan

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.

Contacts listed here

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