RETIREMENT PLAN CONSULTING TEAM
Benjamin & Company is supported through our integrated operational and professional partnership with the Commonwealth Financial Network® — the nation’s largest privately owned Independent Registered Investment Adviser and Broker/Dealer. The Retirement Plan Consulting and multilingual Education Team of professionals advises employers to mitigate liability by instituting fiduciary best practices, minimizing fees and empowering employees by optimizing benefits, performance and education. Meet our team:
Seth Hoffman, AIF®, CPFA
Managing Partner & Founder
Karen DiStasio
Vice President
Mat Powers, CFA®, AIF®, AIFA®
Director
Madeline McTigue, AIF®, CPFA
Senior Analyst
Thomas Crutchfield, CFP®, AIF®, PPC™, CPFA
Manager
Dan Toomey, QKA®, CPFA
Manager
Michael Geraci, MSF, CRPC®, CRPS®, AIF®, CIMA®
Supervisor
Mike Triana, CRPS®, CPFA
Senior Consultant
Allen Cohen, CPFA
Senior Consultant
Chris Lydon, AIF®
Investment Analyst
Patricia Garvey
Product Manager
Michael Clifford, CPFA
Retirement Consultant
Alex Lauretti, CPFA
Analyst
Amy Houser
Retirement Plan Assistant
Jeff Gillette, CPFA
Retirement Consultant
Adam Khalek
Investment Associate
Allie Tavoni, MPH
Client Service Coordinator
Sophie Barrow, CPFA
Retirement Specialist