BENJAMIN & COMPANY
OUR TEAM
Benjamin & Company is supported by strategic relationships with J.W. Cole Advisors, Inc. (JWCA) and SEI, providing the regulatory, operational, and investment infrastructure that enhances our ability to serve clients with excellence and accountability.
J.W. Cole Advisors, Inc., a Registered Investment Adviser, provides compliance oversight and advisory platform support, while SEI delivers institutional custody, investment research, portfolio management resources, and trading services.
Benjamin & Company partners with employers and plan fiduciaries to strengthen retirement plan governance, reduce fiduciary risk, and implement prudent oversight processes. Our approach emphasizes fiduciary best practices, fee transparency, investment due diligence, and participant engagement — helping organizations fulfill their fiduciary responsibilities while improving retirement outcomes for employees.
Seth Hoffman, AIF®, CPFA, AIFA
Managing Partner & Founder
Partner, Benco Union Advisors
Madeline McTigue, AIF®, CPFA
Financial Advisor
Partner, Benco Union Advisors
Ben White, AIF®
Financial Advisor
Partner, Benco Union Advisors
Gabriel Sedeño II, ALHC, CRPC®
Director of Member Education
Allie Fonda, MPH
Senior Client Service Coordinator
Aidan O’Connor
Financial Advisor
Alejandra Arteaga
Participant Education Associate
Amy Houser
Retirement Plan Assistant
J.W. COLE ADVISORS, INC. TEAM
Todd J. Pack, MBA, ChFC®, LACP
Chief Operating Officer
Chief Information Security Officer
Rich Dunsford
Chief Growth Officer
Rebecca Zinser
SVP of Financial Operations
Taylor Savka
VP of Operations & Supervision
Kayti Hazlett
VP of Business Analytics
Director of Commissions
Brian Waelti
VP of Operations & Clearing
Jonathan Sheehan, MBA, CFP®, CEPA
VP of Business Consulting
Chad Azara, MBA, CPFA, AIF
Retirement Services Sales & Strategy
VP - AssetMark
JJ Viñas
Director of Information Technology
Gene West
Director of Trading & Fixed Income
Chantal Jones
Director of Transitions & Sales Support
Tim Schultz
Strategic Retirement Solutions & Supervision
CAIA Charter
Zac Daulton
Director of Financial Technology
Zachary Garner
Creative Director
Karli Griffin
Custody & Clearing Principal
Dylan Johnson
Custody & Clearing Principal
Bogi Enchev
Information Technology Specialist
Jake Embry
Information Technology Specialist
Amanda Steers
Communications Specialist
Abby Humberd
Product Solutions Consultant
Erik Schneider
Life and Annuity Liaison
Jeffrey Anderson
Accounting & Financial Analyst
Gail Leonard
Senior Relationship Manager
Charlie Olson
Relationship Manager
David Maus
Relationship Manager
Alex Pedraita
Relationship Manager
Meghan McCarron
Custody & Clearing Supervisor
Katherine Buckanaga
Custody & Clearing Supervisor
Amber Keens-Dumas
Business Consultant
Cole Aljian
Financial Technology Analyst
Emoly Jenkins
Financial Technology Liaison
Linda Higgs
Associate Relationship Manager
Claire Daxon
Senior Accounts Specialist
Katrina Kelley
Senior Cashiering Specialist
Bryan Shover
Sales Support Specialist
Cameron Young
Sales Support Specialist
Cierra Martinez
Sales Support Specialist
Erica Bolognia
Sales Support Specialist
Jessica Gordon
Sales Support Specialist
Amanda Brumm
Annuity Sales Support Specialist
Christine McCarron
Annuity Sales Support Specialist
Ashley Rivera
Advisory Fee-Billing Specialist
Erin Harrison
Advisory Fee-Billing Specialist
Jennifer Robinson
Annuity Sales Support Specialist
SEI INVESTMENT MANAGEMENT AND PLANNING TEAM
Timothy Gregory
Head of Portfolio Advisory Services
Bryan Hoffman, CFA
Senior Managing Director, Investment Management
Sheila Krow, CTFA, ATFA, AAMS®
Senior Director & Chief Fiduciary Officer
Personal Trust Services
Hank Kulik, CFP®
Advanced Planning Director
Steven Wittenberg, JD, L.L.M., MBA
Advanced Planning Director