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A boutique

benefits experience

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About Us

Meet Corporate Synergies

A nationally trusted employee benefits specialist, we drive value for employers through high-touch engagement, expert advice and a comprehensive suite of tools & resources.

Corporate Synergies Employee Benefits Brokerage & Consultancy
Corporate Synergies is a national employee benefits brokerage and health & welfare consultancy.  

Our deeper understanding of insurance is nurtured by our connection with the industry, the success of our clients, and participant listening posts. Our clients’ employee benefits program success is guided by the consultative approach and technical competencies of our industry experts.

Inspirational Leaders

mike lisa and andrew bloom, leaders of national employee benefits specialists Corporate Synergies

As employee benefits experts, we have the privilege of focusing exclusively on helping employers navigate the complexities of healthcare and creating a better benefits experience for their employees.

Technology has certainly helped drive innovation in our industry, but at the end of the day, it’s the people who make the difference. We take pride in the passion, knowledge and dedication of our team members.  They are the driving force behind our clients’ success.

We invite you to explore our unique offerings and expertise shared throughout this website.  You will find relevant content in our resource centers as well as opportunities to participate in our many educational events.

While we focus on employee benefits here at Corporate Synergies, we also have access to all lines of insurance through many of our partner agencies who share the same passion and focus for their line of coverage.

No matter your insurance needs, we have the resources to help safeguard your organization and free your HR teams to focus on the people they support.

That’s how we provide a boutique benefits experience. That’s benefits made personal.

-Andrew Bloom & Mike Lisa, Co-President & CEOs

Read Andrew’s Professional Biography  |

Read Mike’s Professional Biography

Service Leaders

Dan Kuperstein

Senior Vice President
Compliance

Healthcare Reform & regulation counselor.

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Luciano Franco

Vice President
Underwriting

Data-driven interpreter and risk analyzer.

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Eileen Scoggins

Director
Employee Advocacy – BenefitsVIP®

Tireless client supporter and advocate.

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Luray Tobar

Luray Tobar

Director
Benefits Administration

Benefits technology problem-solver.

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Gary Cassidy

Director
Client Communications and Wellness

Employee wellness & engagement architect.

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Dina A. Beck

Director
Continuing Education Events
CARES Program

Committed educator and supporter.

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Regional Leaders

Sales mavens & team-building innovators

Pamela Smith | Corporate Synergies

Pamela Smith

Regional Vice President
Account Management – New York Metro

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STRATEGIC SOLUTIONS IN NEW YORK METRO

At Corporate Synergies, employee benefits are more than just a service; they’re a personalized experience. From regional offices in Manhattan and on Long Island serving the New York Metro area, the firm takes a boutique approach, acting as a seamless extension of HR teams to design, manage and optimize benefits programs tailored to each organization’s unique goals.  

This high-touch, consultative model is championed by leaders like Pamela Smith, Regional Vice President of Account Management, a key contributor to the firm’s success. Pam brings deep expertise in aligning client objectives with strategic solutions and ensuring exceptional service delivery.  

Alongside her is Luke Wolkers, Executive Vice President of Sales, known for his collaborative mindset and commitment to satisfying client needs through thoughtful focus and engagement.  

Together, they exemplify Corporate Synergies’ mission to make employee benefits personal and empowering.

Luke Wolkers​

Executive Vice President
Sales – New York Metro

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Charlie Geiselhart

Senior Regional Vice President
Sales – Philadelphia Metro

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PHILADELPHIA METRO’S BENEFITS INNOVATION

In the competitive Philadelphia Metro market, Corporate Synergies stands out for its consultative, client-first approach to employee benefits. The firm partners closely with HR and leadership teams to craft benefits strategies that are not only cost-effective but also aligned with organizational culture and employee needs.  

Leading this effort are Charles Geiselhart, Senior Regional Vice President of Sales, and Travis Turner, Vice President of Account Management.  

Charlie brings decades of experience in benefits consulting, with a focus on building long-term client relationships and delivering measurable results.  

Travis is known for his deep technical knowledge and hands-on management of complex health and welfare programs, including self-funded and fully insured plans.  

Together, they represent Corporate Synergies’ commitment to excellence, innovation and personalized service in helping Philadelphia-area employers navigate the evolving benefits landscape. 

Travis Turner

Regional Vice President
Account Management – Philadelphia Metro

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John Kern

Regional Vice President
Sales – Southeast

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PERSONALIZED BENEFITS SOLUTIONS IN FLORIDA

Corporate Synergies brings a boutique, high-touch approach to employee benefits across the Southeast, helping employers navigate complex healthcare landscapes with clarity and confidence.  

At the helm of this regional effort are John Kern, Regional Vice President of Sales, and Wendy Thompson, Regional Vice President of Account Management. 

John is a seasoned strategist with expertise in benefits planning, regulatory compliance, funding alternatives, wellness programs, and executive benefits. His leadership ensures clients receive tailored solutions that balance cost control with comprehensive coverage. 

Wendy complements this with her consultative style, guiding organizations through plan design, implementation, and ongoing optimization. Her data-driven strategies, aligned with employer needs, deliver insights that elevate both client and participant experiences. 

Together, they embody Corporate Synergies’ mission to make benefits personal—delivering measurable value, fostering engagement, and freeing HR teams to focus on what matters most: their people. 

Wendy Thompson

Regional Vice President
Account Management – Southeast

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Michael Rachesky

Regional Vice President
Mid-Atlantic

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LEADING THE MID-ATLANTIC REGION WITH INSIGHT

At the forefront of the Mid-Atlantic region’s boutique, client-centric approach is Regional Vice President, Michael Rachesky, a seasoned leader known for his strategic insight and commitment to delivering measurable value.  

As a key figure in the region, Michael partners closely with HR teams and organizational leaders to design benefits programs that align with business goals while enhancing employee engagement. His expertise spans plan design, compliance consulting, and benefits administration, all supported by Corporate Synergies’ integrated service model.  

With a deep understanding of the regional market and a passion for solving complex challenges, Michael exemplifies the firm’s mission to empowering clients with tailored solutions, proactive guidance and a seamless support experience…. making benefits personal. 

DRIVING GROWTH THROUGH EDUCATION

Corporate Synergies takes a strategic, relationship-driven approach to business development, focusing on delivering tailored employee benefits solutions that align with each client’s goals.  

As Vice President of Business Development,  Anthony Falduto  plays a key role in expanding the firm’s reach and impact. Anthony’s team partners with organizations to identify opportunities for cost savings, compliance support and enhanced employee engagement.

 His strong leadership and commitment to long-term value reflect Corporate Synergies’ boutique model, where high-touch service, expert guidance and integrated support come together to create benefits programs that are both effective and personal. 

Anthony Falduto

Anthony Falduto

Vice President
Business Development

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Michael Rachesky

Regional Vice President
Mid-Atlantic

LEADING THE MID-ATLANTIC REGION WITH INSIGHT

At the forefront of the Mid-Atlantic region’s boutique, client-centric approach is Regional Vice President, Michael Rachesky, a seasoned leader known for his strategic insight and commitment to delivering measurable value.  

As a key figure in the region, Michael partners closely with HR teams and organizational leaders to design benefits programs that align with business goals while enhancing employee engagement. His expertise spans plan design, compliance consulting, and benefits administration, all supported by Corporate Synergies’ integrated service model.  

With a deep understanding of the regional market and a passion for solving complex challenges, Michael exemplifies the firm’s mission to empowering clients with tailored solutions, proactive guidance and a seamless support experience…. making benefits personal. 

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Anthony Falduto

Anthony Falduto

Vice President
Business Development

DRIVING GROWTH THROUGH EDUCATION

Corporate Synergies takes a strategic, relationship-driven approach to business development, focusing on delivering tailored employee benefits solutions that align with each client’s goals.  

As Vice President of Business Development,  Anthony Falduto  plays a key role in expanding the firm’s reach and impact. Anthony’s team partners with organizations to identify opportunities for cost savings, compliance support and enhanced employee engagement.

 His strong leadership and commitment to long-term value reflect Corporate Synergies’ boutique model, where high-touch service, expert guidance and integrated support come together to create benefits programs that are both effective and personal. 

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NEW YORK METRO MASTERY

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Anthony Falduto

Anthony Falduto

Vice President
Business Development

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PHILADELPHIA METRO EXPERTISE

Michael Rachesky

Regional Vice President
Mid-Atlantic

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Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam. Eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo.

Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia consequuntur magni dolores eos qui ratione voluptatem sequi nesciunt. Neque porro quisquam est, qui dolorem ipsum quia dolor sit amet, consectetur, adipisci velit. Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam, nisi ut aliquid ex ea commodi consequatur?

NEW YORK METRO MASTERY

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusantium doloremque laudantium, totam rem aperiam. Eaque ipsa quae ab illo inventore veritatis et quasi architecto beatae vitae dicta sunt explicabo.

Nemo enim ipsam voluptatem quia voluptas sit aspernatur aut odit aut fugit, sed quia consequuntur magni dolores eos qui ratione voluptatem sequi nesciunt. Neque porro quisquam est, qui dolorem ipsum quia dolor sit amet, consectetur, adipisci velit. Ut enim ad minima veniam, quis nostrum exercitationem ullam corporis suscipit laboriosam, nisi ut aliquid ex ea commodi consequatur?

Pamela Smith | Corporate Synergies

Pamela Smith

Regional Vice President
Account Management – New York Metro

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Luke Wolkers​

Executive Vice President
Sales – New York Metro

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John Kern

Regional Vice President
Sales – Southeast

Role Short Description

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Wendy Thompson

Regional Vice President
Account Management – Southeast

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Anthony Falduto

Anthony Falduto

Vice President
Business Development

Motivational, driven and tactical Sensei.
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Eileen Fogarty​

Senior Vice President,
Human Resources
Trusted advisor and employee advocate.
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Senior Leadership

Motivational, driven advisors

Brian Feeley

Chief Marketing Officer
Marketing & Public Relations

Unconventional marketing enthusiast.
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Angela Smith

Senior Vice President
Employer Relations & Compliance

Certified across the HR spectrum.

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Raymond Kim

Regional Vice President
Operations

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Steven Schwartz

Regional Sales Director
Northeast

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Amit Shah

Assistant Controller

Fiscal guardian.

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Anthony Falduto

Anthony Falduto

Vice President
Business Development

Motivational, driven and tactical Sensei.
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Brian Feeley

Chief Marketing Officer,
Marketing & Public Relations

Unconventional marketing enthusiast.
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Eileen Fogarty​

Senior Vice President,
Human Resources
Trusted advisor and employee advocate.
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Anthony Falduto

Anthony Falduto

Vice President,
Business Development

Motivational, driven and tactical Sensei.
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Subject Matter Experts
Contribution to the Dialogue
Meet our Benefits Experts

Andrew Bloom

Co-President & CEO; Chief Operating Officer
Andrew Bloom is a results-driven insurance industry executive. He has expertise in healthcare, sales and service operations, organizational leadership, client satisfaction, product development, vendor management and service delivery optimization. As one of the original officers of Corporate Synergies, he has served at the epicenter of the firm’s rapid evolution into one of the largest and most respected employee benefits specialists in the nation.
Mike Lisa, President and Chief Growth Officer | Corporate Synergies

Mike Lisa

Co-President & CEO; Chief Growth Officer

Mike Lisa leads the Sales and Account Management teams at Corporate Synergies, focusing on growth and retention. With over 30 years of experience in employee benefits and the insurance industry, Mike brings deep expertise in building best-in-class teams, driving operational excellence and enhancing the overall client experience. He also serves on several national carrier advisory boards, where he helps shape solutions to address employee benefits challenges on behalf of our clients.

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Katee Gran headshot | Warner Companies

Katee Gran

Vice President, Voluntary Benefits – The Warner Companies

As Vice President of Voluntary Benefits, Mrs. Gran oversees the Voluntary Benefits division that manages the implementation and administration of voluntary benefit plans. She is responsible for coordinating the proposal process and managing the enrollment strategy and logistics for voluntary benefit enrollments. She also assists with the recruitment and training of the enrollment team.

Mrs. Gran has over 20 years of experience in marketing and insurance. Prior to joining The Warner Companies, she was Director of Marketing and Administration for a local insurance firm and spent seven years as an Account Manager for wellPORTAL, LLC in Las Vegas, NV, supervising the patient-centered medical home health care program for clients, including corporations and unions within Las Vegas, Nevada with 500 to 2,500 employees.

Ms. Gran is a graduate of Towson University with a bachelor’s degree in mass communications with a specialization in marketing.

Jesse Davis headshot | ClearPoint Health

Jesse Davis

Partner, Captive & Stop-Loss Strategy, ClearPoint Health

Over 27 years of experience in the employer focused insurance industry. Former national executive for Fortune 100 & 500 insurance companies. Public service background includes having served as an elected Public School Board Member in Baker County, FL, Board Member for the Central Florida Society of Human Resources Management, Board Member for the Jacksonville Society of Human Resource Management, Board Member for the Heart of Florida United Way and was the founder of the Central Florida Economic Cooperative which was designed to bring business development, external and internal business education and community involvement to top level executives and their companies in the Central Florida business community.
Chrissy Ogle headshot | ClearPoint Captive Solutions

Chrissy Ogle

Chief Administrative Officer – ClearPoint Health

Healthcare executive with over 25 years of experience across public accounting, provider operations, and alternative health funding. Her background includes leadership roles within hospital systems, where she was directly involved in operational management and network development, as well as extensive experience working with providers to align financial and clinical strategies. Her combined experience across provider systems and captive operations provides a unique perspective on managing healthcare cost, risk, and performance in today’s evolving funding landscape.

Luke Wolkers

Regional Vice President, Sales Employee Benefits – Corporate Synergies

uke Wolkers provides executive leadership and strategic direction for the Employee Benefits division of Foundation Risk Partners (FRP). As the National Employee Benefits Practice Leader, he oversees carrier partner relationships, drives collaboration across FRP agencies, and ensures consistent delivery of a best‑in‑class benefits service platform. Luke also serves as Regional Vice President of Sales for FRP’s New York Metro region, which represents the organization’s largest Employee Benefits operation. With over 17 years of experience in insurance and consulting, Luke is recognized as an industry leader.

Luke specializes in human capital and employee benefits strategy, workforce demographic analysis, cost‑driver identification, and program design. He is licensed in both Life & Health and Property & Casualty insurance, enabling a holistic advisory approach. He holds the Certified PPACA Professional designation through NAHU and served as former President of the Pensacola, FL Chapter for NAIFA. Luke also participates in several health insurance advisory boards.

Pamela Smith | Corporate Synergies

Pamela Smith

Vice President, Account Management – Corporate Synergies

In her role as Vice President, Account Management for Corporate Synergies, Pamela Smith identifies client goals and objectives, understands service requirements, and engages the appropriate people and resources to create an exceptional standard of client satisfaction. She works closely with internal functional teams to maximize communications of client needs and ensures all deliverables are attained as promised.

Her background includes key account management and employee benefits consulting. She has particular expertise in strategy development, negotiations, communications, claims analysis, alternative funding arrangements, marketing, compliance and Healthcare Reform. Pamela maintains a continued presence on accounts as a primary contact.

Previously, she worked in customer service and business account management, and managed key accounts for US Healthcare. She has prior key account management through her association with Aetna. She joined Corporate Synergies in 2013 as an Account Manager and was promoted to Senior Account Manager in 2015.

Pamela earned a Bachelor’s degree in English from Lafayette College. She is licensed in Life, Accident and Health insurance in the states of New York, New Jersey, Connecticut.

Melissa Ostrower

Principal – Jackson Lewis

Melissa Ostrower is a principal in the New York City office of Jackson Lewis P.C. and co-leader of the firm’s Employee Benefits practice group. Her practice focuses on advising employers on complex employee benefits, executive compensation, and employment tax matters, including the design, compliance, and administration of qualified and nonqualified retirement plans and issues arising under Sections 409A and 280G of the Internal Revenue Code. 

She also counsels clients on welfare benefit plan matters, including cafeteria plans, health plans, flexible spending accounts, COBRA, and compliance with the Affordable Care Act. In addition, Melissa represents clients in connection with Internal Revenue Service and Department of Labor audits and information requests, and regularly assists employers in correcting operational and document failures in employee benefit plans. 

Melissa also works closely with benefits providers, volume submitter and prototype vendors, third-party administrators, insurers, and auditors. She is a frequent speaker on employee benefits topics, including health care reform, fiduciary compliance, executive compensation, and tax issues affecting employers and employee benefit plans. 

Melissa earned her J.D. from The George Washington University Law School, where she was a member of the Law Review, and her LL.M. in Taxation from NYU School of Law. 

Daniel Kuperstein

SVP, Compliance – Corporate Synergies

Daniel Kuperstein is an attorney with experience in a broad array of sophisticated employee benefits and labor and employment matters, including matters involving ERISA, the Affordable Care Act, COBRA, HIPAA and GINA compliance.

His experience includes representation of both public and private companies, as well as health and pension plans. He is a respected thought leader on Healthcare Reform and has published articles on the Affordable Care Act and other laws and regulations. Prior to joining Corporate Synergies he was an Employee Benefits and Labor and Employment Associate with Fox Rothschild LLP, in Roseland, New Jersey.

Dan earned a Juris Doctor degree from Hofstra University School of Law in New York and graduated with a Bachelor’s degree (with distinction) from Indiana University in English and Jewish Studies with a Minor in Religious Studies. While at Hofstra, he was the Managing Editor of Articles for the Hofstra Labor & Employment Law Journal.

Amanda Freudenthal for workforce strategy for employers

Amanda Freudenthal

 Founder and Chief People Advisor
Trusted HR Synergies, LLC  

Amanda holds dual-Bachelor’s degrees in Human Resources  (HR)  Management and Computer Systems and has more than  20 years of HR practitioner experience in-house and as a consultant for the last ten years. Her consulting experience includes supporting start-ups to 500 employees, nationwide and internationally, across all industries and supporting everything from the day-to-day people functions to strategic advising for executives and Boards.

Amanda brings a strong passion for helping organizations streamline processes, remain compliant, and she takes pride in viewing all matters through the lens of all involved.  Amanda aims to place the “human” in Human Resources through her white glove approach. Understanding the why (a.k.a. “know”) versus providing “no” without a solution, is what sets her aside from other HR professionals.  

Jeff Litwin

Vice President, Finance – American Contracting and Environmental Services

Jeff Litwin has been with American Contracting & Environmental Services Inc. for over 17 years. During his tenure, he has held positions in estimating, preconstruction and has held his current role as VP of Finance for the last 3+ Years. In his current role, Jeff oversees all accounting and finance functions of the company, while still staying heavily involved in operations through his guidance in the preconstruction department. Jeff was a key contributor during ACE’s transition from a fully funded insurance model to self-funded in 2023 and maintains a strong interest in the company’s healthcare setup.

Alexis Holdcroft - workforce strategies for employers

Alexis Holdcroft

Senior Account Manager
Corporate Synergies

Alexis Holdcroft provides account management support and supervises day-to-day program deliverables for clients serviced by the Corporate Synergies Bethesda, Maryland, regional office.

She assists in the development of health and welfare benefits programs based on needs analysis, budget forecasting and detailed contract comparisons. She draws upon her human resources and account management background to deliver exceptional client service.

Prior to joining Corporate Synergies, she was an Account Executive for SET SEG, where she specialized in employee benefits for Michigan public schools. Previously she was an HR Coordinator for SET SEG Insurance Services Agency, where she handled benefits and ADP administration, recruitment, policy administration and new-hire orientation.

Alexis earned a Bachelor of Science degree in Human Resources from Michigan State University. She holds a Life and Health Insurance license.

John Crable

RHU Senior Vice President 
Corporate Synergies

After initially launching his career with MetLife in 1993, John Crable soon joined the brokerage and consulting firm Corporate Dynamics, the predecessor to Corporate Synergies formally established in 2003. 

John is a lead consultant to a broad array of organizations across all industries from private and public sector companies to non-profit organizations and associations; expertly aiding in the negotiation, design, implementation and servicing of their employee benefits programs. He has a particular talent for reducing employer costs through diligent carrier negotiations and identifying creative funding strategies, while helping an organization maintain high- value, comprehensive healthcare solutions. Web MD, RWJ Barnabas Health, H&M, The Barnes Foundation, Celgene, Sharp Electronics, Einstein Health System, Rhodia, IKEA, Wellpath, NVR homes and Carrington Mortgage represent several of the employers John has partnered with over the years. 
John currently sits on the broker advisory board for Cigna. He is also proud to serve as Chair of the Corporate Executive Board of The Philadelphia Museum of Art and regularly volunteers as a mentor to at-risk youth at Urban Promise in Camden, New Jersey.

Raymond Kim

Regional Vice President of Account Management
Corporate Synergies

Ray has been with Corporate Synergies for over 15 years, serving in all roles within Account Management. Ray is responsible for leading a team of Account Managers with a primary objective of guiding employers in the design of benefit programs that emphasize cost control and higher value for the organization and the plan participant. He serves as an executive sponsor for clients and ensures the teams have the support and resources to successfully provide benefits and insurance consultation. Prior to joining Corporate Synergies in 2005, he was a Benefits Specialist with then Towers Perrin. Ray is a graduate of The Pennsylvania State University with Bachelor of Arts degrees in English and Communications.

Dr. Tim Sullivan

Managing Director, Pharmacy Advisory Services
Optum Advisory

Dr. Sullivan is a pharmacist by training and a seasoned managed healthcare executive with more than 15 years of leadership experience across health insurance and pharmacy benefit management. His expertise spans employer group strategy, drug pricing, PBM design, and pharmacy network operations.

Throughout his career, Dr. Sullivan has led the development and execution of high‑impact pharmacy programs that balance affordability, access, and clinical value for health plans, employers, and patients.

Currently, Dr. Sullivan serves as Managing Director and leads Pharmacy Advisory Services within Optum Advisory, where he partners with health plans, PBM’s, employers, and life science companies to navigate complex pharmacy and benefit strategy decisions.

Nicole Crowley

Coming Soon

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Matt McCuen

National Executive at Imagine360

Matt McCuen is an industry veteran, with over 30 years of experience in the self-funded space.  

As the National Marketing Executive for Imagine360, Matt works with self-funded employers across the nation to improve the benefits they offer to their employees and families. 

Imagine360 is the leading provider of employer-sponsored health plan solutions that deliver deep cost savings and concierge member support. Leveraging 50+ years of expertise, Imagine360’s solutions combine the financial benefits of reference-based pricing, best-in-class member support, and health plan administration.  

Greg Santulli

CEO of Rx Valet

Greg Santulli is the CEO and Co-Founder of Rx Valet, an industry leading Pharmacy Cost Savings company. Greg has over 30 years of experience in healthcare and pharmacy. His leadership has positioned Rx Valet as the one of the leading providers of Pharmacy Cost Containment, low-cost access to medications and a successful pharmacy benefit manager. His company’s approach is to engage all parties involved to provide unprecedented results. 

Mitch Lamoriello

VP Wealth Advisor at Advus Partners

Mitchell has innovation in his bones. He understands the unique challenges and circumstances clients face in their financial lives, and is passionate about discovering new ways his family firm can help serve a changing investor and investment marketplace.

As an investment specialist, Mitchell sits on the Advus’ investment committee. He also is responsible for assisting in the firm’s qualitative and quantitative due diligence process and contributing to the research on capital markets and global economic conditions. His knowledge base in investments provides him with a strong foundation to help answer client questions and navigate issues with their portfolio. As he spends more time with clients, Mitchell understands the importance of achieving goals and has expanded his knowledge, skills and approach beyond investments to encompass holistic financial planning.

andy rhea

Andy Rhea

President of Align Risk Solutions

Andy is the President of Align Risk Solutions. Prior to the formation of Align, Andy served as General Counsel to the Captive Insurance Division for the Tennessee Department of Commerce and Insurance. He began his legal career with the Mississippi Insurance Department and in private practice. He is a licensed attorney (in both Tennessee and Mississippi) and holds the Associate in Captive Insurance designation. Andy is very active in various captive insurance associations, currently serving as the President of the Tennessee Captive Insurance Association. Andy is a graduate of Mississippi State University where he received a BBA and MBA, and he earned his law degree from the University of Mississippi. During the feasibility and formation phases of Align’s process, Andy is involved in all regulatory, business plan and application functions. Ongoing, Andy is responsible for corporate governance, regulatory matters, and client relationships. 

Andrew Zito

President/CEO – Advus Fincancial Partners

Andrew has always been fascinated by complex things. The more complicated something is, the more he wants to understand it and fix it. From applying technology to solve business problems to working with plan sponsors to untangle complicated situations, he thrives on finding efficient and effective solutions.

Andrew oversees the operations of Advus, translating the firm’s vision and objectives into actionable processes. His responsibilities encompass technology solutions, business processes, service standards and human resources. He also is directly responsible for the retirement plan division and settingits strategic direction.

Andrew specializes in the qualified retirement plan aspect of the Advus business. Throughout his career, he has worked with retirement plans in a variety of different capacities. He began his career as an intern at Advus (formerly LAMCO Advisory Services, Inc.) assisting with compliance testing. He then spent several years working on platform conversions for retirement plans before moving into his present consulting role. Within the retirement plan space, he specializes in complex plan situations including plan mergers, spinoffs, complex regulatory audits, M&A activity and error corrections.