National & Regional TPA Distribution Team

When you work with TRA, you gain a trusted retirement plan expert. For more than two decades, we have delivered consistently strong results for our business partners, plan sponsors, and participants so they can achieve their financial goals.

Our financial advisors and wealth management partners know we work tirelessly to deliver on the promises they have made to their clients. We are committed to a simple mission: delivering real and measurable results.

As one of the top independently owned, privately held third party administrators in the nation, we provide expert plan administration, resources to grow your business, and outstanding customer service to you and your plan sponsors nationwide.

Regional Sales Consultants

Our regional sales consultants (RSCs) are strategically placed across the country to provide assistance specific to time zone and market culture. They will:

  • Help you win more business and deliver more value to your clients
  • Improve your marketing efforts
  • Collaborate as an extension of your team
  • Deliver a consistent experience with fewer hassles and better results
  • Consult with you on personalized plan design
  • Provide meaningful, measurable difference to your business

To download TRA’s RSC/ISC territory map, click here.

  • National Sales Team

    • Jeffrey Schreiber, JD, ChFC VP of Distribution

      Cell: 617.694.6628 | Direct: 920.831.3356Jeff Schreiber - TRA Director of Sales

      As TRA’s Director of Sales, Jeffrey leads a team of 11 Regional Sales Consultants (RSC’s) and 4 Internal Sales Consultants (ISC’s) focused on growing TRA’s client base. The team is focused on providing best in class consulting services to our record keeping partners’ wholesalers, retirement plan advisors, and their plan sponsor clients and prospects.

      Jeffrey’s emphasis is on strengthening relationships with key contacts at our record keeping platform partners, broker-dealers, and centers of influence as well as developing the team of professionals that work with him.

      Since 1996 Jeffery has worked in the financial services industry in operations, operations management, sales, and sales management roles, record keeping, DCIO, and third party administration firms.

      Jeffrey attended The Ohio State University with a Bachelor of Science in Business Administration.

    • Darin Erdmann, CRPS, CBC National Sales Manager (NSM)

      Cell: 702.371.7761 | Direct: 702.415.2073

      As TRA’s National Sales Manager, Erdmann will oversee and manage the company’s sales team activities, assist in identifying new market opportunities and generate additional growth in the company’s defined retirement planning markets.  He is also responsible for the assignment of sales territories, setting of goals, assisting in the closing of new business and establishing training programs for the firm’s Regional Sales Consultants (RSCs).

      Prior to this role, Erdmann has been in the industry the past twenty-three years, eleven of them with TRA as an RSC covering Nevada, Arizona, New Mexico and S. California.  An exceptionally skilled Plan Design Consultant, Erdmann has honed his craft in both sales and support roles.  He currently holds his Chartered Retirement Plans Specialist (CRPS) and Cash Balance Consultant (CBC) designations and resides in Las Vegas, NV with his wife Deb for the past 19 years.

       

  • Regional Sales Team

    • Aurelia Detwiler, CRPS® Regional Sales Consultant - LA, MS, TX

      Cell: 832.245.5758 | Direct: 214.677.4275

      Internal Sales Consultant: Patrick McMorran | 920.831.3245

      Aurelia Detwiler has over 20 years of financial services experience with 12 years of sales and market development practice with top tier financial services companies that include Empower Retirement, MassMutual, Invesco, and Morgan Stanley. Through her respected roles she has cultivated financial advisor sales opportunities through strategic partnerships with mutual fund wholesalers, third-party administrators (TPA) and 401(k) recordkeepers.

      Currently, Aurelia focuses on business strategies and retirement plan solutions that meet the specific needs of plan sponsors and their valued employees.  She partners with advisors and many of the top recordkeepers in the country to deliver comprehensive and customized solutions for our mutual clients. Aurelia applies her own expertise, and that of The Retirement Advantage, to help navigate clients through complex ERISA regulations and prudent plan operations. This, of course, helps with building long-term relationships and proper plan design considerations for plan sponsors.

      Aurelia acquired her Bachelor of Arts in Business Administration/Finance from California State University, Fullerton. Aurelia also has her NASD Series 6, 7, 31, 63, 66; as well as her Chartered Retirement Plan Specialist, CRPS® designation.

      When Aurelia is not working she enjoys traveling and attending foodie & cultural events.

    • Brad High, CRPS Regional Sales Consultant - IL, MN, WI

      Cell: 262.939.1524 | Direct: 312.660.0098

      Internal Sales Consultant: Brenda Brumm | 920.831.3296

      With a notable career in the retirement plan industry, Brad currently is responsible for TRA sales and marketing distributed through financial advisors and product wholesalers in Illinois and Southern Wisconsin. He is passionate about simplifying the complexities and technical aspects of 401(k) and defined benefit plans to help advisors and plan sponsors build, manage and evaluate successful solutions that meet their well-defined retirement goals.

      Brad has spent the past 11+ years in plan administration, consulting and retirement plan trust accounting. Before he joined TRA, Brad built his retirement plan background working in plan administration with:

      • One America Retirement Services (formerly BMO)
      • Wells Fargo, BMO Retirement Services
      • M&I Financial Advisors

      Brad earned his Bachelor of Science Degree in Economics from University of Wisconsin-Milwaukee. Brad has his Series 7, 63 and 66 Securities Licenses as well as Wisconsin Life, Health and Accident Insurance Licenses. He also has his Chartered Retirement Plans Specialist® (CRPS®).

    • Bryan Foard, QKA Regional Sales Consultant - So. NJ, PA

      Cell: 717.371.6726 | Direct: 215.446.4221

      Internal Sales Consultant: Katherine Dubbs | 920.750.7534

       

    • Fred Shapiro Regional Sales Consultant - DC, DE, MD, VA, WV

      Cell: 410-458-4798 | Direct: 920.750.7560

      Internal Sales Consultant: Katherine Dubbs | 920.750.7534

      Bio coming soon. 

    • Grant Livingston, GFS® Regional Sales Consultant - CT, MA, ME, NH, RI, VT

      Cell: 860.884.6756 | Direct: 617.717.1610

      Internal Sales Consultant: Jodie Mellon | 920.831.3346

      Grant is the Regional Sales Consultant for The Retirement Advantage (TRA), a national non-producing TPA firm. He is responsible for creating successful partnerships via the marketing and distribution of TRA services to Financial Advisors, Retirement Plan Wholesalers and Plan Sponsors to our New England territory of  CT, MA, ME, NH, RI & VT.

      Livingston has worked in the financial services industry for 30 years with a focus on retirement services for the past 18. His experience is deeply imbedded in recordkeeping, investment analytics and at the plan sponsor level.

      Prior to joining TRA, Livingston helped build the TPA platform during his 10 year tenure at MassMutual. He was part of the team at WisdomTree Investments that created and launched one of the first ETF based 401(k) platforms. As an industry wholesaler, he is credited with helping advisors sell close to $1 billion in retirement plan assets.

      Livingston graduated from Charter Oak College, with a bachelor’s degree in Economics and completed graduate studies in Research, Measurement and Quantitative Analysis at SCSU. He is a graduate of the 3-year CUNA Management School at SUNY. He has been a nationally recognized industry speaker and trainer throughout his career.

      Outside of the Office
      Grant and his wife Andrea enjoy time with their family and friends and have three sons.  He is involved in his local community with youth sports and is an active Umpire and Football Official in CT with the CIAC.

    • Jay Scholz, ERPA, CPC Sales Consultant - LA, MS, TX

      Jay ScholzCell: 210.364.6458 | Direct: 210.820.8420

      Internal Sales Consultant: Patrick McMorran | 920.831.3245

       

      Bio coming soon

    • Jeremy Noland Regional Sales Consultant - AR, IA, KS, MO, NE, OK

      Cell: 913.909.6166 | Direct: 913.693.1899

      Internal Sales Consultant: Brenda Brumm | 920.831.3296

      Jeremy is the Regional Sales Consultant for The Retirement Advantage (TRA), a national non-producing TPA firm. He is responsible for creating successful partnerships via the marketing and distribution of TRA services to Financial Advisors, Retirement Plan Wholesalers and Plan Sponsors to our Midwest territory of  NE, IA, KS, MO, OK, and AR.

      Noland has worked in the financial services industry for 20+ years with a focus in the retirement area for the past 15. His experience is deeply imbedded in recordkeeping, investment analytics and at the plan sponsor level.

      Prior to joining TRA, Noland worked for Heartland Retirement Plan Services and Ascensus selling their retirement recordkeeping services.  Before that, he was at Ivy Investments for 10 years working as their DCIO wholesaler covering the South and Southwest out of Phoenix.

      Noland graduated from Baker University, with a bachelor’s degree in Finance and a Minor in Sociology.

      Outside of the Office
      Jeremy and his wife Jennifer enjoy time with their family and friends and two daughters.  He spends his free time enjoying the outdoors and spending time at his kids various sporting events.

    • Jim Rothaus Regional Sales Consultant - AK, No. CA, ID, OR, WA

      Cell: 925.557.5599 | Direct: 503.946.4330

      Internal Sales Consultant: Patrick McMorran | 920.831.3245

      Jim Rothaus has over 25 years of consultative sales experience in the qualified plan marketplace.  Early in his career as an investment advisor he worked directly with plan sponsors, later, as a Sales Manager for a large insurance company, he brought recordkeeping and investment solutions to investment professionals and TPAs across the country.

      Currently, Jim focuses on retirement plan solutions that meet the specific needs of plan sponsors and their valued employees.  He partners with investment advisors and many of the top recordkeepers in the country to deliver comprehensive and customized solutions for our mutual clients. Jim applies his own expertise and that of The Retirement Advantage to help navigate clients through complex ERISA regulations and prudent plan operations.

      Jim enjoys working with investment advisors and meeting plan sponsors to learn more about their unique needs and business strategy.  This, of course, helps with building long-term relationships and proper plan design considerations for plan sponsors.

      When Jim is not working he enjoys tennis, golf and travelling with his wife Mary.

    • Julie Costello, QKA Regional Sales Consultant - IN, KY, MI, OH

      Cell: 513.293.2099 | Direct: 706.494.8730

      Internal Sales Consultant: Patrick McMorran | 920.831.3245

      Julie Costello is an experienced Retirement Plan Consultant with a strong background in financial services. She is a motivated, results oriented professional with all-embracing experience in the retirement services industry, including business development, sales, client relationship management and departmental management. Julie combines her industry knowledge and proficiency with ERISA regulations to collaborate with advisors and recordkeeping partners to help them gain and retain retirement plan business.

      Prior to joining TRA she worked for both Empower and Voya as a TPA Relationship Manager covering the Midwest and Western Regions for a combined 11 years.  She most recently worked for a regional TPA in the Ohio Valley Region.

      Costello has her FINRA Series 6 and 63 license’s and her Qualified 401(k) Administrator (QKA) designation through ASPPA.

    • Matt Solomon Regional Sales Consultant - AL, FL, GA, NC, SC, TN

      Cell:  317.224.4094 | Direct: 706.494.8730

      Internal Sales Consultant: Jodie Mellon | 920.831.3346

      Matt is responsible for creating successful partnerships via the marketing and distribution of TRA services to Financial Advisors, Retirement Plan Wholesalers and Plan Sponsors to our Midwest territory AL, FL, GA, NC, SC and TN.

      Matt has worked in the financial services industry for 19 years with a focus on retirement services. His experience is deeply imbedded in recordkeeping, investment analytics and plan design at the plan sponsor and advisor level. Matt graduated from Bluffton College in 1996, with a bachelor’s degree in Criminal Justice and Sociology. He has spent time on both the Recordkeeping side with Nationwide, Transamerica, and MassMutual as well as the TPA side helping advisors and plan sponsors create and design the best retirement plan possible for their clients.

      Outside of the Office
      Matt enjoys time with his family and friends and has two children. Son Austin, who is a Freshmen at Ball State studying Political Science and daughter Kathryn a Junior at Hamilton Southeastern High School and is involved in competitive cheerleading. He and his wife Sarah, an RN, have been married for 20 years. In his free time Matt enjoys fishing and outdoor sports with his friends and family.

    • Pam Mayer, CEBS, CBC Regional Sales Consultant - AZ, So. CA, HI, NM, NV

      Cell:  480.390.4554  | Direct: 702.613.5827

      Internal Sales Consultant: Jodie Mellon | 920.831.3346

      Pam Mayer is the Regional Sales Consultant for The Retirement Advantage (TRA).  She is responsible for creating successful partnerships through the marketing and distribution of TRA services to Financial Advisors, Retirement Plan Wholesalers and Plan Sponsors to our Southwest territory of AZ, NV, NM, S. CA & HI.

      Pam has been actively engaged in the financial services/qualified retirement plan industry for over 30 years.  Her passion and dedication to this industry has given her the opportunity to work for the top tier financial services institutions which include: The Vanguard Group, SEI Corporation, Invesco, MassMutual, Nationwide, Transamerica and Voya.  Prior to joining TRA, Pam was Vice President of The ERISA Advisory Group.  Her wealth of knowledge and expertise encompasses the various intricate pieces of the retirement plan space from employee education, advisor and CPA education, wholesaling, TPA relationship management to designing qualified retirement plans to meet the specific needs of each Employer regardless of size.  Her formula for success is to always continue to learn and stay relevant, being resourceful, listening to the customers (Plan Sponsors, Financial Advisors, Benefit Consultants, CPAs, Recordkeepers, Mutual Fund Wholesalers and just as important her Firm’s colleagues) and delivering the best solution for each situation with a positive, enthusiastic attitude.  Pam’s personal goal is to build strong relationships and to exceed the expectation of each relationship through her dedication and industry expertise.  She enjoys the public speaking aspect of her career conducting quality, meaningful educational presentations/seminars that are relevant to today’s retirement plan environment.

      At TRA, Pam will be focused on plan design consultation and retirement plan solutions that meet the specific needs of plan sponsors and their valued employees as their retirement plan becomes an important key component of the entire employee benefits package.  She partners with advisors and many of the top recordkeepers in the country to deliver these comprehensive and customized solutions for our mutual clients.   Pam’s expertise in qualified retirement plans and the strength of TRA’s highly experienced team will assist clients in navigating through complex ERISA regulations and plan operations.    She looks forward to working with you and delivering exceptional service and designing the ideal Plan for Plan Sponsors.

      Pam has her Certified Employee Benefit Specialist (CEBS) designation from the Wharton School of The University of Pennsylvania and most recently received her Cash Balance Consultant (CBC) designation.  She is a graduate of Ursinus College, Collegeville, Pennsylvania.  Pam also has been a certified Continuing Education Instructor.

    • Phil Kennedy Regional Sales Consultant - CO, MT, ND, SD, UT, WY

      Cell: 720.334.6661 | Direct: 303.362.8501

      Internal Sales Consultant: Brenda Brumm | 920.831.3296

    • Sean Czepiel Regional Sales Consultant - NY, No. NJ

      Cell: 413.896.6475 | Direct: 413.313.0037

      Internal Sales Consultant: Katherine Dubbs | 920.750.7534

    • Tiffany Hanks Regional Sales Consultant - DC, DE, MD, VA, WV

      Cell: 703.304.1550 | Direct: 703.497.5417

      Internal Sales Consultant: Katherine Dubbs | 920.750.7534

      Tiffany Hanks, is a Regional Sales Consultant (RSC); with more than 28 years of experience in the financial and insurance industry, specializing in retirement plans.

      Tiffany began her career working in a family-owned ERISA consulting firm, which she led for several years. After relocating from Salt Lake City to the Washington, D.C. area, she worked as an administrator for a local TPA firm. She was then appointed by ING (now VOYA) to the newly-created role as TPA Regional Manager. From there, Tiffany progressed to the role of National Practice Leader for the TPA channel for MassMutual.

      Tiffany loves to travel, enjoys theater, history and is an avid reader. She has a large extended family. Originally from Utah and Idaho, she has lived in the DC area for the past 20 years and loves to explore the region and take advantage of all it has to offer.

  • Internal Sales Team

    • Brenda Brumm Internal Sales Consultant

      Direct: 920.831.3296  | Fax: 800.459.5815

      With a flair for listening and interpreting clients’ needs, Brenda is known for developing custom retirement plan solutions that not only meet expectations but far exceeds them. She is a retirement plan industry veteran with more than 23 years of experience and is currently focused on internal sales and marketing strategies distributed through plan advisor and plan provider partners.

      Prior to joining TRA, she worked in the retirement plan services division at The Principal Financial Group, American Century, JP Morgan Chase and TIAA-CREF.

      Brenda and her family have called Kansas home for over 20 years. They’ve recently entered the joyful world of grandparenting and now have four amazing grandsons.

    • Jodie Mellon Internal Sales Consultant

      Direct: 920.831.3346 | Fax: 800.459.5815

      Jodie has the unique role of supporting several TRA’s Regional Sales Consultants, while also developing new business opportunities and marketing TRA’s services in areas that are not currently supported by TRA. Financial advisors and their wholesalers also turn to Jodie for plan design illustrations and marketing support, as she offers a wealth of technical knowledge and possesses strong communication skills.

    • Katherine Dubbs Internal Sales Consultant

      Direct: 920.750.7534  | Fax: 800.459.5815

      As an Internal Sales Consultant, Katherine assists financial professionals and plan sponsors with aligning their retirement plans to fit their specific goals and objectives. Katherine has 8 years of sales experience and 4 years of retirement plan experience. Her past positions have included working with a small TPA and Actuarial firm as a Sales and Marketing Coordinator and an Inside Sales Specialist for a local car dealership. She has a unique understanding of dealing with Defined Benefit Plan opportunities in the sales process, including Cash Balance Plans and GASB reporting. Her background gives her the ability to help financial advisors navigate the best retirement plan options for their clients and exceed the expectations of potential clients.

      Katherine received her Bachelor of Science in Marketing from Shippensburg University in 2010. She resides in Lancaster County with her daughter and husband. Her little daughter doesn’t allow for much free time, but for fun, Katherine enjoys shopping and beach vacations!

    • Patrick McMorran Internal Sales Consultant

      Direct: 920.831.3245 | Fax: 800.459.5815

      Bio Coming Soon

  • Sales Support

    • John Markley, ASA, FCA, MAAA, FSPA, CPC Director of Industry Relations

      Direct: 920.750.7533  | Fax: 800.459.5815

      John founded Markley Actuarial in 1985 and has over 30 years of experience providing services to qualified retirement plans. He has been active in the Government Affairs Committee (GAC) of ASPPA, which includes an annual meeting with governmental agencies and elected federal officials or staff. He is also President Elect of ASPPA’s College of Pension Actuaries (ACOPA).

      Areas of Specialty

      • Serves as Consultant to defined benefit pension plans, including large plans, municipal plans, and plans with employee contributions
      • Serves as consultant for FAS 106 and GASB 45 clients in the valuation of post-employment benefits other than pensions

      Education

      • BS degree in Mathematics from the University of North Carolina
      • MBA degree from Penn State University

      Community Involvement

      • Government Affairs Committee of ASPPA
      • President Elect of ASPPA’s College of Pension Actuaries (ACOPA)
      • Graduate of the Leadership Lancaster Program, Class of 2000
      • Past President of the Lancaster Northeast Rotary Club

      Just for Fun

      • Marathon runner
      • Basketball
    • Trey Galuppi Multiple Employer Plan (MEP) Specialist
      Multiple Employer Plan (MEP) Specialist

      Cell: 954.821.2007 | Direct: 954.637.1270

      Internal Sales Consultant: Jodie Mellon | 920.831.3346

      Trey joined TRA at the beginning of 2020 and brings a wealth of knowledge through 10 years of sales and marketing experience in the Multiple Employer Plan (MEP) and special markets industry.  He is currently is responsible for TRA sales and marketing as well as product development for special markets including Multiple Employer Plans (MEPs), Pooled Employer Plans (PEPs), Multiple Employer Aggregation Plans (MEAPs) and Exchange Plans. He is passionate about simplifying the complexities and technical aspects of group 401(k) and aggregation plans to help advisors, wholesalers, associations, payroll and PEO companies as well as plan sponsors to design, evaluate and market successful solutions that meet their clients, members and/or employee’s retirement needs.  Trey is enthusiastic about helping advisors and other financial professionals determine the right plan type and design to achieve their specific business goals and objectives.

      Trey has spent the past 10 years in plan administration, product development and retirement plan sales. Before he joined TRA, Trey built his MEP plan background working with several retirement plan industry leaders including, but not limited to:

      • Lincoln Financial Group
      • Transamerica Retirement
      • Mass Mutual

      Trey received his Bachelor of Arts Degree from Florida State University in Tallahassee, FL. Trey also carries a FINRA Series 6, Securities License as well as a 2-15 Life, Health and Variable Annuities License.

    • Lisa Showalter, CPC, QPA, QKA Director of Business Development

      Lisa ShowalterDirect: 920.750.7537 | Fax: 800.459.5815

      Lisa started her career in qualified retirement plan consulting and administration with Markley Actuarial in 1989.  Lisa served as a principal owner of the firm from 2004 to 2018.  She is active in industry organizations such as ASPPA and Women in Pensions Network.

      Areas of Specialty

      Lisa career has provided her with the opportunities to serve in many areas of Leadership and on Management Teams, as well as working directly with Plan Sponsors and industry partners in a plan consulting and sales capacity.

      • Works directly with the Director of Sales in maintaining the strategic focus of the Sales Team in keeping pace with the industry trends and plan sponsor needs
      • Focuses on continuous growth and development of the Sales Team’s ability to create and maintain relationships with the financial advisor community and other strategic partners
      • Serves as a technical and consulting resource to the Sales Team

      Education and Training

      • Certified Pension Consultant, through ASPPA
      • Member of Women in Pensions Network
      • 2011 Alumni of Leadership Lancaster
      • B. A. degree in Mathematics from Shippensburg University

      Other Interests

      • Current member of CHI St. Joseph Children’s Health Audit and Compliance Committee
      • Current member of Finance and Bequest Teams, St. John’s Center, East Earl, PA
      • Past member of the PA Regional Board of Hope International

      Just for Fun

      Always looking for a sunny beach to sit on or to hear some live music!

    • Craig Harm Key Account Manager

      Craig Harm - Key Account MangerCell: 469.964.5037 | Direct: 920.831.3386

      Internal Sales Consultant: Brenda Brumm | 920.831.3296

      Hired by TRA in January 2018 to continue to focus is strengthening relationships with key contacts centers of influence at our record keeping platform partners and broker dealers.

      Craig has 33 Years of Financial Services Experience including 32 years with Fidelity Investments, where he was a Senior Vice President and Relationship Manager for Fidelity’s Institutional Division. Craig  resides in the Dallas area.

      Licenses/Designations

      • Securities License : Series 7, 63 and 24
      • Also has a Texas General Lines Agent License
        • Life , Accident , Health and HMO

      Education

      • B.S. degree from Oklahoma State University
      • MBA from the University of Dallas.
    • Bill Sunagel Communications and Marketing Director

      Direct: 920.831.3251 | Fax: 800.459.5815

      As Communication and Marketing Director, Bill Sunagel is responsible for developing and executing all of TRA’s communication and marketing initiatives. Bill plays a vital role in the development of TRA’s short and long term marketing strategies, aligned across all departments and phases of the business. Bill is also accountable for positioning TRA’s growth strategy, cultivating opportunities in new and existing customer markets, and growing demand for TRA’s products/services. In addition, Bill oversees TRA’s multi-channel marketing plan for sales support, customer acquisition, customer retention, customer loyalty, PR, web management and lead generation. Furthermore, he will ensure the TRA brand is communicated clearly and consistently by TRA associates to our clients and partners.

      Bill has 19 plus years of B-2-B and B-2-C marketing experience; with various positions including Marketing Director, Internet Marketing, Graphic Design and Public Relations. Bill has unique combination of creativity and analytical skills with the ability to assess both vantage points to create desirable solutions. Bill holds a Bachelor’s degree in Communication with emphasis in Public Relations from Marian University in Fond du Lac, WI.

      Outside of the Office:

      Bill enjoys spending time with family and friends, coaching/playing hockey, skiing, fishing, snorkeling, mountain biking and pretty much anything outdoors.

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