Main Office
120 Vantis, Suite 400
Aliso Viejo, California 92656
Contact Our Office
Team
Regional & Divisional Leadership
Michelle Camacho
Senior Vice President, Sales
Solomon Stewart
Senior Vice President, West Retirement Leader
Platform Leadership
Lisa Conte
Senior Advisor, Project Management and Consulting
Julie Graham
Senior Vice President, Consulting and Employee Dev
Kameron Jones
Senior Vice President, National Growth Leader
Joel Shapiro
President, Retirement
Advisors
Cynthia Banks
Vice President
Susann Haas
Vice President, Advisory Services
Ryan Hamilton
Sr. Investment Advisor
Mindy Harris
SST Benefits Contractor
Barbara Healy
Consultant, Government Markets
David Heroux
Managing Director
Tom Heuer
Vice President
Todd Hoppock
Senior Vice President, Advisory Services
Chris Langstaff
Assistant Vice President, Advisory Services
Vince Learned
Vice President, Advisory Services
Lily Matias
Vice President, Advisory Services
Michael McGuire
Director of Business Development
Liz Mikkelson
Senior Plan Advisor
Megan Nielsen
Assistant Vice President, Advisory Services
Kyle Olson
Director, Investments
Morgan Quigley
Senior Plan Advisor
Jill Shea
Vice President and Senior Plan Advisor
Orlando Torres
Sr. Financial Advisor
Bill Tugaw
Managing Director, Government