Meet The Team
Our staff members are like family (quite a few actually are).
Almost half of them have worked here for 20 years or more!

Partner
Richard S. Allen

Partner
Robert S. Allen
Joined Our Team: 1987
Department: Finance & Operations
Office: Vineland, NJ
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VP of Business Development
Rick Alessandrini
Joined Our Team: 2003
Email: [email protected]
Department: Business Development
Office: Plymouth Meeting, PA

VP of Sales & Operations
Susan Dortu
Joined Our Team: 2017
Email: [email protected]
Department: Large Group Sales & Operations
Office: Vineland, NJ

Account Executive & Director of Marketing
Corey S. Allen

Account Executive
Courtney Adamonis
Joined Our Team: 2014
Email: [email protected]
Department: Large Group Operations
Office: Vineland, NJ

Employee Benefits Administrator
Joanna Brown

Senior Benefit Specialist
Annie Martinez-Jimenez

Benefit Specialist
MaryBeth Anglani

Group Health Administrative Manager
Debbie Biondi
Joined Our Team: 2000
Email: [email protected]
Department: Small Group & Mid-Market
Office: Vineland, NJ

Group Health Benefits Sales Consultant
Lindsey Thompson-Warfle
Joined Our Team: 2003
Email: [email protected]
Department: Small Group & Compliance
Office: Vineland, NJ

Financial Advisor
Daniel J. Peretti Jr., MBA, AIF®, CRES®

Financial Advisor
Amy Godfrey

Business Consultant
John Calandriello
Joined Our Team: 2016
Email: [email protected]
Department: Sales & Consulting
Office: Saddle Brook, NJ

Insurance Consultant
Alexa Jadevaia
Joined Our Team: 2022
Email: [email protected]
Department: Sales & Operations
Office: Saddle Brook, NJ

Chief Financial Officer
Tracey Fabrico-Basile, CPA, MSIT

Senior Employee Benefits Consultant
Dina Murray
Joined Our Team: 1992
Email: [email protected]
Department: Public Entity Consulting
Office: Vineland, NJ

Benefits Consultant
Tony Trongone
Joined Our Team: 2024
Email: [email protected]
Department: Public Entity Consulting
Office: Vineland, NJ

Senior Account Executive Consultant
Lewis Thompson

Senior Health Benefits Consultant
Gerald Cowan

Government Relations Consultant
Richard Todd Edwards, Sr.

Director of Marketing & Business Development
Glenn Lillie

Administrative Assistant
Rachel Moore

Administrative Assistant
Christine Miller