MARKETING & SALES SUPPORT

At The Retirement Advantage (TRA), we support thousands of financial advisors across the United States. We know, as you do, that building long-lasting relationships takes trust, hard work, commitment and extraordinary customer service. When a financial advisor chooses to work with us, we work tirelessly to deliver high-quality, efficient and effective solutions that will not only enhance your relationships, but help you close new business.

The TRA team provides the following sales & marketing support to all of its financial advisors:

  • In-depth knowledge of investment platforms
  • Unbiased product selection and competitive analysis
  • Innovative plan design and consulting
  • Side-by-side illustrations
  • Field support and closing presentations
  • Free proposals
  • Free illustrations
  • A seamless installation and conversion process

If you or your client is in need, our knowledgeable, responsive and dedicated client relationship managers will be your first call. They have the technical knowledge and executive resources necessary to ensure that your questions are answered and your interests are protected.

We believe that, as your business grows, so will ours. Become a TRA partner today.

WORKING WITH TRA AND OUR REGIONAL SALES CONSULTANTS (RSC’S)

We’re committed to one simple mission: Delivering real and measurable results. No excuses, no exceptions. Our focus is your success … now, and into the future.

Our Regional Sales Consultants (RSCs) Will:

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

We make your job EASY, We make you look GOOD, We help you WIN more business!™

  • National Sales Team

    • Jeff Schreiber, JD, ChFC Director of Sales

      Cell: 617.694.6628 | Direct: 920.831.3356

      As TRA’s Director of Sales, Jeffrey leads a team of 10 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.

      Jeffery’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.

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

    • 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
    • Radu Dragan, QPA, QKA Relationship Manager

      Direct: 920.750.7539  | Fax: 800.459.5815

      With over 15 years in the retirement industry, Radu works directly with employers to design and implement benefit solutions to attract and retain top talent.  He brings strong technical skills and a critical understanding of Defined Contribution and Cash Balance Plans.

      Areas of Specialty

      • Serves as Relationship Manager to small and large defined contribution and defined benefit plans, including Cash Balance/401(k) retirement programs
      • Consults on special projects for current and prospect clients
      • Works with Sales Team on the design and sale of Defined Contribution and Cash Balance Plans

      Education

      • BA in International Studies from Millersville University
      • Currently pursuing CPC designation from ASPPA
      • Completed Sales, Management, and Leadership courses

      Just for Fun

      • Loves to travel – both in and outside the U.S.
      • Running, reading
  • Regional Sales Team

    • Brad High 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®).

    • Darin Erdmann Regional Sales Consultant - AZ, So. CA, HI, NM, NV, UT

      Cell: 702.371.7761 | Direct: 702.415.2073

      Internal Sales Consultant: Jodie Mellon | 920.831.3346

      Darin Erdmann is a Regional Sales Consultant for (TRA) The Retirement Advantage, Inc. covering Nevada, Arizona, New Mexico and S. California. He has a broad consulting background ranging from working with large organizations on a national scale to helping regional small businesses.

      Darin began his career as a Pension Administrator, over the past nineteen years of being active in both a sales and support role, he has become exceptionally skilled at designing and implementing retirement plans. Additionally, Darin’s responsibilities include development of new business opportunities and marketing TRA’s services.

      He and his wife Deb have lived in Las Vegas, NV for 15 years with their two sons.

    • 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.

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

      Cell: 925.557.5599 | Direct: 503.946.4330

      Internal Sales Consultant: Lynell Caron | 920.831.3202

      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.

    • John Benton Regional Sales Consultant - AL, FL, GA, NC, SC, TN

      Cell: 770.356.3018 | Direct: 706.494.8730

      Internal Sales Consultant: Jodie Mellon | 920.831.3346

      John Benton has made a career of fixing broken 401(k) plans. Graduating from the University of Georgia with a Finance degree, he has since drawn on over a decade of experience as a financial advisor, retirement plan wholesaler, and third party administrator. His experience and knowledge has given him the nickname “The 401(k) Whiz Kid” amongst his peers.

      John currently resides in Brookhaven, GA with his wife, Ashley, daughter Annabelle, and dog, Cooper. When he is not working, he enjoys cheering on his Georgia Bulldogs and attempting to play golf.

    • Matthew Solomon Regional Sales Consultant - IN, KY, MI, OH

      Cell:  317.224.4094 | Direct: 513.898.4140

      Internal Sales Consultant: Lynell Caron | 920.831.3202

      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 IN, OH, MI, and KY.

      Matt has worked in the financial services industry for 18 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 a RN at Saxony Health have been married for 20 years and resided in Fishers, IN. In his free time Matt enjoys fishing and outdoor sports with his friends and family.

    • Coming Soon – Contact Brenda Brumm LA, MS, East TX

      Contact Brenda Brumm

      Direct: 920.831.3296  | Fax: 800.459.5815

    • Rich Zytko Regional Sales Consultant - NJ, NY, PA

      Cell: 908.600.9139 | Direct: 215.446.4221

      Internal Sales Consultant: Katherine Dubbs | 920.750.7534

      With more than 20 years catering to client needs in the micro to small-size retirement plan market, Rich has developed hundreds of satisfied plan sponsors, advisor relationships and wholesaler partnerships. With a focus on the small business owner and their tax situation, not surprisingly, Rich has the ability to simplify complex plan designs providing custom solutions for each client.

      An NYU and Seton Hall University alum, Rich believes he must keep pace with ever changing retirement regulations and legislation through education and constant personal growth.

      Rich and his wife Shirley live at the Jersey Shore and enjoy the beach, surf and boardwalk.

    • Sara Stiles Regional Sales Consultant - AR, IA, KS, MO, NE, OK

      Cell: 816.969.9234  | Direct: 920.831.3327

      Internal Sales Consultant: Katherine Dubbs | 920.750.7534

      As an Regional Sales Consultant, Sara assists financial professionals and plan administrative firms with building their business by delivering results-oriented retirement plan solutions for their clients. Sara brings over 15 years of broad experience in retirement and financial services, 9 of which was spent as a Financial Advisor. Most recently she was a field sales rep for Principal Financial Group, specializing in consulting on 401(k), Tax-exempt, Defined Benefit, Non-qualified, and ESOP plans. Her background gives her great perspective on how financial professionals can effectively market their practice and best-serve their valued clients. She is passionate about contributing to your success and strives to become a trusted member of your team of subject-matter experts.

      Sara received her undergraduate degree in Financial Management from Park University and her graduate degree in Personal Financial Planning from Kansas State University. She is a qualified candidate for the Certified Financial Planner (CFP)® designation and holds her Life, Health, and 7 and 66 NASD securities licenses. She resides in Kansas City with her 3 sons and her husband. In her spare time, she enjoys cooking, entertaining friends and family, and cheering on her favorite pro sports teams or little league athletes.

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

      Cell: 703.304.1550 | Direct: 703.497.5417

      Internal Sales Consultant: Lynell Caron | 920.831.3202

      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 flare 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 20 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.

      Outside of the Office
      For the past 19 years, Brenda and her husband, Kurt, have called Shawnee, KS home. They are now empty nesters with both of their children graduates of the University of Kansas and married. Son & daughter-in-law, Clinton and Ashley and daughter & son-in-law, Justine and Zac.

    • 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!

    • 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.

    • Lynell Caron Internal Sales Consultant

      Direct: 920.831.3202 | Fax: 800.459.5815

      Lynell is the epitome of a multi-tasker. Every day she provides essential guidance, support and training to the four TRA regional sales consultants responsible for new business in Alaska, Northern California, Delaware, District of Columbia, Idaho, Indiana, Kentucky, Maryland, Michigan, Montana, New Jersey, New York, Ohio, Oregon, Pennsylvania, Virginia, Washington and West Virginia.

      Throughout Lynell’s career in the retirement plan industry, which spans 23 years, she has specialized in:

      • Plan enrollment/set-up procedures
      • Plan design and analysis
      • Providing valuable insight into regulatory/legal issues
      • Direct assistance with overall consultation and sales proposals

      Prior to working in the retirement plan field, Lynell was a district manager for Baskin-Robbins, assisting entrepreneurs in establishing and developing successful franchise units.

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