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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

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Karen DiStasio

Vice President

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Mat Powers, CFA®, AIF®, AIFA®
Director

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Madeline McTigue, AIF®, CPFA

Senior Analyst

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Thomas Crutchfield, CFP®, AIF®,  PPC™, CPFA
Manager

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Dan Toomey, QKA®, CPFA
Manager

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Michael Geraci, MSF, CRPC®, CRPS®,  AIF®, CIMA®
Supervisor

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Mike Triana, CRPS®, CPFA
Senior Consultant

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Allen Cohen, CPFA
Senior Consultant

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Chris Lydon, AIF®
Investment Analyst

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Patricia Garvey
Product Manager

Michael Clifford, CPFA
Retirement Consultant

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Alex Lauretti, CPFA
Analyst

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Amy Houser
Retirement Plan Assistant

Jeff Gillette, CPFA
Retirement Consultant

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Adam Khalek
Investment Associate

Allie Tavoni, MPH
Client Service Coordinator

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Sophie Barrow, CPFA
Retirement Specialist

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