| AXA Equitable |
| AXA Equitable has been providing millions of customers with life insurance, annuities and other needs-based products since 1859. AXA Equitable has a long history of working closely with school business officials. We appreciate the high standards of school business management promoted by ASBO and practiced by its members.
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| Visit the AXA Equitable Website |
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| Primary Contact |
Bernadette Mitchell
Vice President
AXA Equitable
79 Hall Rd
Chatham, NJ 07928
Phone: (973) 727-6466
Fax: (201) 583-2176
Email: Bernadette.Mitchell@axa-equitable.com
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| Secondary Contact |
Deborah Garcia
Marketing Associate
AXA Equitable
500 Plaza Drive
Secaucus, NJ 07094
Phone: (201) 583-2272
Fax: (201) 583-2176
Email: deborah.garcia@axa-equitable.com
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| Secondary Contact |
Ted Beal, Jr.
Director
AXA Equitable
333 Thornall Street, 8th Fl.
Edison, NJ 08837
Phone: (732) 452-7275
Fax: (732) 906-3629
Email: ted.beal2@axa-advisors.com
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Curtis May
Divisional Senior Vice President
AXA Equitable
1751 Lake Cook Road, Ste 200
Deerfield, IL 60015
Phone: (224) 554-8018
Email: curtis.may@axa-advisors.com
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| Secondary Contact |
Edie Russo
Vice President, Retirement Benefits Group
AXA Equitable
500 Plaza Drive
Secaucus, NJ 07094
Phone: (201) 583-2244
Fax: (201) 583-2176
Email: edna.russo@axa-equitable.com
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| Secondary Contact |
Mary Beth Farrell
Executive Vice President
AXA Equitable
333 Thornall St., 8th Floor
Edison, NJ 08837
Phone: (732) 452-7299
Fax: (732) 906-3691
Email: marybeth.farrell@axa-equitable.com
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David Ciotta
EVP
AXA Equitable
6200 Old Dobbin Lane
Suite 100
Columbia, MD 21045
Phone: (410) 309-3630
Email: david.ciotta@axa-advisors.com
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William Sorrentino
Divisional Senior Vice President
AXA Equitable
333 Thornall Street
8th Floor
Edison, NJ 08837
Phone: (732) 452-7241
Email: william.sorrentino@axa-advisors.com
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| ING |
At ING our goal is to educate the educators – working closely to help them fully understand their retirement options and how those options can work together to provide a secure retirement.
ING offers a broad range of tools to help educators quickly and easily understand the retirement options available to them. We provide value-added products and services to help educators save and invest wisely, and an experienced distribution force dedicated to serving their retirement needs.
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| Visit the ING Website |
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| Primary Contact |
Ketul Thaker
Vice President
ING
One Orange Way, B3N
Windsor, CT 06095-4774
Phone: (860) 580-4013
Fax: (860) 580-4902
Email: ketul.thaker@us.ing.com
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| Secondary Contact |
Linda Segal Blinn
Vice President
ING
One Orange Way, A3N
Windsor, CT 06095-4774
Phone: (860) 580-1643
Email: LindaSegal.Blinn@us.ing.com
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| Secondary Contact |
Leslie Ogden
Regional Director
ING
Pttsburgh, PA
Phone: (866) 628-3811
Email: leslie.ogden@us.ing.com
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| Secondary Contact |
Pamela Mulvey
Senior Vice President of Public Markets
ING
One Orange Way, A3N
Windsor, CT 06095-4774
Phone: (860) 580-1641
Fax: (860) 860-1665
Email: pamela.mulvey@us.ing.com
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| MetLife Resources |
MetLife Resources is focused on helping nonprofit organizations create and administer retirement plans – 403(b), 401(a), and 401(k)s – for their employees. Specializing in providing retirement plan services to the nonprofit sector, MetLife Resources offers clients an industry leading combination of strength, selection, and service.
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| Visit the MetLife Resources Website |
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| Primary Contact |
Nancy Murray
Assistant Vice President
MetLife Resources
400 Atrium Drive
Somerset, NJ 08873
Phone: (732) 652-1274
Email: nmurray@metlife.com
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| Secondary Contact |
Tom Hogan
Senior Vice President
MetLife Resources
400 Atrium Drive
Somerset, NJ 08873
Phone: (732) 652-1274
Email: thogan1@metlife.com
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| Secondary Contact |
Robin Kovacs
Manager - Marketing Communications
MetLife Resources
400 Atrium Drive
Somerset, NJ 08873
Phone: (732) 652-1274
Email: rkovacs@metlife.com
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Phillip J. Haslam
Western Division Sales Director
MetLife Resources
5973 Avenida Encinas No. 208
Carlsbad, CA 92008
Phone: (760) 930-9378
Fax: (760) 930-9379
Email: phaslam@metlife.com
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Steven Haessly
Business Development Director
MetLfie Resources
300 Davidson Avenue
Somerset, NJ 08873
Phone: (732) 652-1328
Fax: (732) 652-1419
Email: shaessly@metlife.com
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Jaime Harper
Sr. Marketing Communications Consultant
MetLife Resources
300 Davidson Ave.
Somerset, NJ 08873
Phone: (732) 652-1310
Fax: (732) 652-1418
Email: jharper2@metlife.com
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| VALIC |
Choosing the best provider for your business requires evaluating the quality and depth of services offered to you and your employees. VALIC provides some of the most comprehensive services in the industry, designed to improve plan administration for you and help your employees make educated decisions.
Helping Americans plan, build and protect their financial resources is something VALIC has been doing for more than 50 years.
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| Visit the VALIC Website |
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| Primary Contact |
Jackie Fabitore-Matheny
Vice President, Relationship Managment
VALIC
1304 Concourse Drive, Ste. 150
Linthicum Heights, MD 21090
Phone: (703) 241-5804
Fax: (202) 962-4601
Email: Jackie.Fabitore-Matheny@valic.com
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| Secondary Contact |
Robert Architect
VP Compliance & Market Strategy
VALIC
214 Rosalie Cove Court
Silver Spring, MD 20905
Phone: (301) 774-1711
Fax: (202) 283-9598
Email: bob.architect@valic.com
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Richard A. Turner
Vice President and Deputy General Counsel
VALIC
2929 Allen Pkwy., L4-01
Houston, TX 77019
Phone: (713) 831-5064
Fax: (713) 831-5931
Email: Richard.Turner@valic.com
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| Secondary Contact |
Don Harris
Senior Vice President National Markets, Education
VALIC
2929 Allen Parkway, L14-90
Houston, TX 77019
Phone: (713) 831-1259
Email: Don.Harris@valic.com
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John Kevin
Vice President, K-12 Markets
VALIC
1304 Concourse Dr
Ste 150
Linthicum, MD 21090
Phone: (410) 916-1709
Fax: (410) 859-8017
Email: john.kevin@valic.com
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| Allen, Green & Williamson, LLP |
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| Visit the Allen, Green & Williamson, LLP Website |
Timothy Green, CPA
Partner
Allen, Green & Williamson, LLP
2441 Tower Drive
Monroe, LA 71201
Phone: (318) 388-4422
Fax: (318) 388-4664
Email: tim@allengreencpa.com
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| Allen, Green & Williamson, LLP |
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| Visit the Allen, Green & Williamson, LLP Website |
Margie E. Williamson
Partner
Allen, Green & Williamson, LLP
PO Box 6075
Monroe, LA 71211-6075
Phone: (318) 388-4422
Fax: (318) 388-4664
Email: margie@allengreencpa.com
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| American Appraisal Associates |
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| Visit the American Appraisal Associates Website |
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| Primary Contact |
Lynn M. Forsythe
Asst VP/Managing Director
American Appraisal Associates
259 Woodland Rd
Wrightstown, PA 18940
Phone: (215) 598-9304
Fax: (215) 598-9305
Email: Lforsythe@american-appraisal.com
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| Secondary Contact |
Mr. Paul Gruenwald
Vice President
American Appraisal Associates
411 East Wisconsin Avenue, No. 1900
Milwaukee, WI 53202
Phone: (414) 271-7240
Fax: (414) 225-1908
Email: pgruenwald@american-appraisal.com
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| Secondary Contact |
Mr. Floyd Linton
District Manager
American Appraisal Associates
1775 York Avenue, Apt. 3B
New York, NY 10128-6906
Phone: (631) 476-3604
Fax: (631) 476-3607
Email: flinton@american-appraisal.com
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| Secondary Contact |
Ms. Lori Flemming
Director
American Appraisal Associates
8833 Westmoreland Lake Drive
Cornelius, NC 28031
Phone: (704) 439-2515
Fax: (704) 439-0384
Email: lflemming@american-appraisal.com
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| AssetWorks, Inc. |
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| Visit the AssetWorks, Inc. Website |
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| Primary Contact |
Mr. Christopher Krier
Regional Account Executive
AssetWorks, Inc.
101 Lakeside Drive
Southampton, PA 18966
Phone: (215) 354-1078
Fax: (215) 354-1086
Email: christopher.krier@assetworks.com
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| Secondary Contact |
Michael Borello
Vice President
AssetWorks, Inc.
4955 Steubenville Pike, Suite 303
Pittsburgh, PA 15205
Phone: (877) 809-0600
Fax: (412) 809-0777
Email: michael.borello@assetworks.com
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| Secondary Contact |
David Middendorf
Vice President
AssetWorks, Inc.
20055 SW Pacific Highway, Suite 107
Sherwood, OR 97140
Phone: (503) 574-3382
Fax: (503) 925-8776
Email: david.middendorf@assetworks.com
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| AXA Equitable |
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Curtis May
Divisional Senior Vice President
AXA Equitable
1751 Lake Cook Road, Ste 200
Deerfield, IL 60015
Phone: (224) 554-8018
Email: curtis.may@axa-advisors.com
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| BMO Financial Group |
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| Secondary Contact |
Marian Blais
Sr Account Manager, I-Cash Mgmt
BMO Financial Group
115 South LaSalle, Floor 10
Chicago, IL 60603
Phone: (312) 461-6430
Fax: (312) 293-4933
Email: marian.blais@bmo.com
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| BMO Harris Bank |
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| Secondary Contact |
Hank Gay
Commercial Relations
BMO Harris Bank
111 W. Monroe Street
111 - 12 Central
Chicago, IL 60603
Phone: (312) 461-2439
Email: hank.gay@harrisbank.com
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| BMO Harris Bank |
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| Secondary Contact |
Bruce Brinkmeier
Commercial Relations Mgr
BMO Harris Bank
111 W Monroe 5C
Chicago, IL 60603
Phone: (312) 636-3745
Fax: (312) 293-5811
Email: bruce.brinkmeier@harrisbank.com
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| Croskey, Lanni & Company, PC |
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| Visit the Croskey, Lanni & Company, PC Website |
Patrick Sweeney
CPA
Croskey, Lanni & Company, PC
345 Diversion St
#400
Rochester, MI 48307-6639
Phone: (248) 844-8000
Fax: (248) 853-6782
Email: psweeney@croskeylanni.com
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| Fifth Third Securities Inc |
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| Visit the Fifth Third Securities Inc Website |
Craig S. Kahler
Vice President
Fifth Third Securities Inc
2501 Coolidge Rd
East Lansing, MI 48823
Phone: (517) 324-4040
Fax: (517) 324-4029
Email: craig.kahler@53.com
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| Forecast 5 Analytics Inc |
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| Visit the Forecast 5 Analytics Inc Website |
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| Primary Contact |
Michael R. English
President
Forecast 5 Analytics Inc
2135 City Gate Lane
7th Fl
Naperville, IL 60563
Phone: (630) 657-6400
Fax: (630) 718-8701
Email: menglish@pmanetwork.com
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| Secondary Contact |
Jeff Carew
President
PMA Financial Network, Inc.
788 N Jefferson Suite 550
Milwaukee, WI 53202
Phone: (414) 224-0099
Fax: (414) 224-0057
Email: jcarew@pmanetwork.com
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Scott Smith
National Sales Director
Forecast 5 Analytics Inc
2135 City Gate Lane
7th Fl
Naperville, IL 60563
Phone: (630) 657-6412
Fax: (630) 718-8701
Email: SSMITH@forecast5analytics.com
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| Grant Capital Management, Inc. |
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J.P. Grant
President
Grant Capital Management, Inc.
8894 Stanford Blvd.
Ste. 203
Columbia, MD 21045
Phone: (410) 715-9135
Fax: (410) 715-9139
Email: jpgrant@grantcapitalmgmt.com
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| Heinfeld, Meech & Co, PC |
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| Visit the Heinfeld, Meech & Co, PC Website |
Gary Heinfeld, CPA
Founding Partner
Heinfeld, Meech & Co, PC
10120 North Oracle Rd
Tucson, AZ 85704
Phone: (520) 742-2611x104
Fax: (520) 742-2718
Email: gary@heinfeldmeech.com
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| Heinfeld, Meech & Co., P.C. |
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| Visit the Heinfeld, Meech & Co., P.C. Website |
Scott Kies, CPA
Partner
Heinfeld, Meech & Co., P.C.
3033 North Central Avenue
Suite 300
Phoenix, AZ 85012
Phone: (602) 277-9449 x308
Fax: (602) 277-9297
Email: scottk@heinfeldmeech.com
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| Heinfeld, Meech & Co., P.C. |
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| Visit the Heinfeld, Meech & Co., P.C. Website |
Jennifer Shields, CPA
Partner
Heinfeld, Meech & Co., P.C.
3033 N Central
Ste 1175
Phoenix, AZ 85012-2809
Phone: (602) 277-9449
Fax: (602) 277-9297
Email: jennifer@heinfeldmeech.com
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| Hereford, Lynch, Sellars & Kirkham, PC |
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| Visit the Hereford, Lynch, Sellars & Kirkham, PC Website |
Debbie A. Kirkham
Partner
Hereford, Lynch, Sellars & Kirkham, PC
111 E Boothe St
Cleveland, TX 77327
Phone: (281) 592-6443
Fax: (281) 592-7706
Email: debbie@hlsk.com
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