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 inquiries contact 800-346-3860

Find your sales contact Get service support

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

Bas Van Rhee

Regional Vice President

Ascensus 401(k), MEP, PEP

Ben Fisher

Regional Vice President

Ascensus 401(k), MEP, PEP

Brad Traynor

Internal Sales Consultant

Ascensus Essentials 401(k), Individual(k)

Casey Jouaneau

Internal Sales Consultant

Ascensus 401(k), MEP, PEP

Chris Tingley

Regional Vice President

Ascensus 401(k), MEP, PEP

Clay Kennedy

Vice President

Newport NQDC

David Tippets

Regional Vice President

Newport NQDC

Dedicated Defined Benefit

General Inquiries

Defined Benefit Plan

Duke Carabase

Internal Sales Consultant

Ascensus 401(k), MEP, PEP

Elly Wiebusch

Internal Sales Consultant

Ascensus Essentials 401(k), Individual(k)

Eric Jones

Regional Vice President

Ascensus 401(k), MEP, PEP

Glenn Zuck

Internal Sales Consultant

Ascensus 401(k), MEP, PEP

Greg Matrangola

Internal Sales Consultant

Ascensus 401(k), MEP, PEP

Institutional Insurance

General Inquiries

COLI, BOLI, CUOLI, ICOLI

Janeanne Smith

Regional Vice President

Ascensus 401(k), MEP, PEP

Jesse Detweiler

Internal Sales Consultant

Ascensus 401(k), MEP, PEP

Jody Passen

Regional Vice President

Newport NQDC

Joseph Lombardo

Internal Sales Consultant

Ascensus 401(k), MEP, PEP

Josh Smith

Internal Sales Consultant

Ascensus 401(k), MEP, PEP

Justin Sabol

Regional Vice President

Ascensus 401(k), MEP, PEP

Kristin Meader

Regional Vice President

Ascensus 401(k), MEP, PEP

Kristin Rossavik

Internal Sales Consultant

Ascensus 401(k), MEP, PEP

Marc Doucette

Regional Vice President

Ascensus 401(k), MEP, PEP

Mark Demyanovich

Regional Vice President

Ascensus 401(k), MEP, PEP

Michael Leonard

Regional Vice President

Ascensus 401(k), MEP, PEP

Mickie Morley

Regional Vice President

Ascensus 401(k), MEP, PEP

Mike Farber

Regional Vice President

Ascensus 401(k), MEP, PEP

Mirlene Barbosa

Internal Sales Consultant

Individual(k), SEP IRA, SIMPLE IRA

Molly Fisher

Internal Sales Consultant

Ascensus Essentials 401(k), Individual(k)

Nathan Schmersahl

Internal Sales Consultant

Ascensus Essentials 401(k), Individual(k)

Nick Eschenheimer

Regional Vice President

Ascensus 401(k), MEP, PEP

Provident Trust Group

General Inquiries

Self-directed Trust Services

Roger Reynolds

Regional Vice President

Ascensus 401(k), MEP, PEP

Sarah Bailey

Internal Sales Consultant

Individual(k), SEP IRA, SIMPLE IRA

Scott Klapperich

Internal Sales Consultant

Ascensus Essentials 401(k), Individual(k)

Scott Littlewood

Regional Vice President

Ascensus 401(k), MEP, PEP

Ted Smith

Regional Vice President

Ascensus 401(k), MEP, PEP

Trent Schrader

Regional Vice President

Ascensus 401(k), MEP, PEP

Tricia Nier

Internal Sales Consultant

Ascensus 401(k), MEP, PEP

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