ALLIANCE PARTNERS

Craig W. Hartigan, AIF

American Funds

Senior Vice President – Retirement Plan Counselor

Cell: (617) 710-0664

Proposals & Sales Desk:

(800) 421-9900 x 30927
craig_hartigan@capgroup.com

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Mickie Morley

Ascensus

Internal Sales Consultant | Sales

Office:  (855) 360-2653

Cell:  (857) 488-7670

michelle.morley@ascensus.com  

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Rob Hamilton

Empower Retirement

Regional Sales Director

8515 E. Orchard Road, 10T2, Greenwood Village, CO 80111
Cell: 617-835-3072 Email: robert.a.hamilton@empower-retirement.com

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Lisa L. Baca

Empower Retirement

Regional Sales Director – Core Markets

8515 East Orchard Road, 10T2 Greenwood Village, CO 80111
Direct: 303-737-0911

Fax: 303-801-5247 Email: lisa.baca@empower-retirement.com

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Dan Zibaitis

John Hancock Retirement

Regional Vice President

Phone: 877-346-8378

dan_zibaitis@jhancock.com

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Bill Kelly

Mass Mutual Financial

Managing Director of Sales | Workplace Solutions

Cell: (617) 312-1582

Office: (508) 655-1238

wkelly13@massmutual.com

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Antonio (Tony) Bastos

Mass Mutual Financial

Internal Partner | Regional Sales Consultant | Workplace Solutions

Office: (860) 835-9020

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Chip Stier

Voya

Regional Vice President of Sales – MA, NH, ME

Office:  781-562-1718

Cell:  617-721-9466 

Email:  charles.stier@voya.com

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John P. Briere

Voya

Regional Vice President of Sales | MA, NH, RI, ME

230 Park Avenue, 13th Floor 

New York, NY 10169

Cell: (617) 448-0097

Fax: (612) 492-0975

Email:  john.briere@VOYA.com

Kathryn Jordan, CIMA®

American Funds

Regional Vice President – Northern New England & Rhode Island

Cell: (617) 874-6565

Proposals: (800) 421-6641

Kathryn.Jordan@capgroup.com

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Jeff Simes

Ascensus

Regional Vice President | Sales

Office: (617) 913-9542

Cell: (617) 943-9675

jeffrey.simes@ascensus.com

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Kyle Milotte

Empower Retirement

Regional Sales Director – Core Markets

8515 E. Orchard Road, 10T2 

Greenwood Village, CO 80111
Direct: (617) 710-9599 Email: kyle.milotte@empower-retirement.com

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Scott Ward

John Hancock Retirement

Regional Vice President

Cell: 617-777-2411
Fax: 866-728-7062 scott_ward@jhancock.com

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Duke Carabase

Mass Mutual Financial

Internal Sales Consultant | Workplace Solutions

Office: (860) 835-9009

Fax: (860) 562-6691

DCarabase@massmutual.com

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Jeffrey Beauregard, CRPS®

Mass Mutual Financial

Managing Director | Retirement, Workplace Solutions

Office: (617) 352-9006

Fax: (860) 380-3414

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Allen Ehling

T Rowe Price

Vice President | 401(k) Retirement Sales Executive

4435 Painters Mill Road, Bldg 6

Mail Code OM-6355

Owings Mills, MD 21117

Cell: 978-604-5842 

Allen_Ehling@troweprice.com

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Carl S. Gustafson

Voya

Internal Wholesaler

Work: (860) 580-3346

Email:  carl.gustafson@VOYA.com

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