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).
Chelsea Daigneau
Regional Vice President
Ascensus 401(k), MEP, PEP
- 248-982-1915
- [email protected]
- Great Lakes
Ben Fisher
Regional Vice President
Ascensus 401(k), MEP, PEP
- 215-919-3461
- [email protected]
- Mid-Atlantic
Kristin Meader
Regional Vice President
Ascensus 401(k), MEP, PEP
- 207-206-6362
- [email protected]
- New York Metro
John Frisvold
Regional Vice President
Ascensus 401(k), MEP, PEP
Mickie Morley
Regional Vice President
Ascensus 401(k), MEP, PEP
- 857-488-7670
- [email protected]
- Northeast
Nick Eschenheimer
Regional Vice President
Ascensus 401(k), MEP, PEP
- 918-800-3604
- [email protected]
- North Texas
Andy Hockman
Regional Vice President
Ascensus 401(k), MEP, PEP
- 216-287-0042
- [email protected]
- Ohio Valley
Trent Schrader
Regional Vice President
Ascensus 401(k), MEP, PEP
- 206-209-9186
- [email protected]
- Pacific Northwest
Ted Smith
Regional Vice President
Ascensus 401(k), MEP, PEP
- 215-779-2990
- [email protected]
- Pennsylvania
Bas Van Rhee
Regional Vice President
Ascensus 401(k), MEP, PEP
- 913-602-5228
- [email protected]
- Plains
Janeanne Smith
Regional Vice President
Ascensus 401(k), MEP, PEP
- 970-396-8994
- [email protected]
- Rocky Mountain
Scott Littlewood
Regional Vice President
Ascensus 401(k), MEP, PEP
- 716-706-8176
- [email protected]
- South Central
Mike Farber
Regional Vice President
Ascensus 401(k), MEP, PEP
- 470-453-9162
- [email protected]
- Southeast
Roger Reynolds
Regional Vice President
Ascensus 401(k), MEP, PEP
- 714-853-5087
- [email protected]
- Southern California
Marc Doucette
Regional Vice President
Ascensus 401(k), MEP, PEP
- 860-207-6331
- [email protected]
- Southern New England
Kevin McDevitt
Regional Vice President
Ascensus 401(k), MEP, PEP
- 303-257-6612
- [email protected]
- Southwest
Tricia Nier
Internal Sales Consultant
Ascensus 401(k), MEP, PEP
- 877-358-1411
- [email protected]
- Bayou, Southeast
Duke Carabase
Internal Sales Consultant
Ascensus 401(k), MEP, PEP
- 215-648-1330
- [email protected]
- East, Ohio Valley, Southern New England
Joseph Lombardo
Internal Sales Consultant
Ascensus 401(k), MEP, PEP
- 215-648-5108
- [email protected]
- Erie, North
Kristin Rossavik
Internal Sales Consultant
Ascensus 401(k), MEP, PEP
- 866-477-3645
- [email protected]
- Florida, New York Metro, Northeast
Josh Smith
Internal Sales Consultant
Ascensus 401(k), MEP, PEP
- 866-878-7554
- [email protected]
- Great Lakes, Pennsylvania
Greg Matrangola
Internal Sales Consultant
Ascensus 401(k), MEP, PEP
- 866-477-3699
- [email protected]
- Illinois, Mid-Atlantic
Jesse Detweiler
Internal Sales Consultant
Ascensus 401(k), MEP, PEP
- 215-648-1311
- [email protected]
- Northern California, North Texas, Plains
Casey Jouaneau
Internal Sales Consultant
Ascensus 401(k), MEP, PEP
- 215-648-4995
- [email protected]
- Pacific Northwest, Rocky Mountain, Southern California
Glenn Zuck
Internal Sales Consultant
Ascensus 401(k), MEP, PEP
- 215-648-1309
- [email protected]
- South Central
Neil Duncan
Internal Sales Consultant
Ascensus 401(k), MEP, PEP
- 215-648-4996
- [email protected]
- Southwest
Ascensus Essentials
General Inquiries
Ascensus Essentials 401(k), Individual(k), SEP IRA, SIMPLE IRA
Clay Kennedy
Vice President
Newport NQDC
- 469-964-2212
- [email protected]
- 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
- [email protected]
- AK, AZ, CA, HI, IA, ID, IL, MN, MT, ND, NV, OR, SD, UT, WA, WY
Jody Passen
Regional Vice President
Newport NQDC
- 614-354-8106
- [email protected]
- CT, DC, DE, IN, KY, MA, MD, ME, MI, NC, NH, NJ, OH, PA, RI, SC, VA, VT, WV
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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.
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