Our Retirement Plan Consultant Team

The team at the PFE Group care deeply about improving the retirement programs you provide, and we do the hard work to make it happen. Our culture values talented people, disciplined processes, and sound judgment, so that we can help our clients make smarter choices.

Leadership

WAYNE G. BOGOSIAN, M.B.A., AIF®

President and Managing Director

508-683-1400 ext. 205

wayne.bogosian@pfegroup.com

DON POWERS, AIF®

Managing Director

508-683-1400 ext. 215

don.powers@pfegroup.com

Joe Duran, CFA®

Chief Executive Officer

Gary Roth

Chief Business Officer and EVP

Mike Herman

Chief Compliance Officer

Plan/Compliance Consultants

ALEXANDER BOGOSIAN

Retirement Plan Consultant

508-683-1400 ext. 213

alexander.bogosian@pfegroup.com

SARAH COOK

Senior Retirement Plan Consultant

443-798-7501

sarah.cook@pfegroup.com

BRYAN LEE

Retirement Plan Consultant

443-798-7303

bryan.lee@pfegroup.com

GEOFF SUVAL, AIF®, CHFC®

Senior Retirement Plan Consultant

443-798-7400

geoff.suval@pfegroup.com

ANDREA VASSILIADIS

Senior Retirement Plan Consultant

508-683-1400 ext. 212

andrea.vassiliadis@pfegroup.com

JAKE VOGELSANG, AIF®

Senior Investment Consultant

443-798-7490

jake.vogelsang@pfegroup.com

NATALIE K. WILBURN

Senior Retirement Plan Consultant

202-525-9288

natalie.wilburn@pfegroup.com

Investment Consultants

FRAN BEECY

Managing Consultant, Investment Operations

508-683-1400 ext. 224

fran.beecy@pfegroup.com

SPENCER MCLEOD

Senior Investment Research Consultant

508-683-1400 ext. 220

spencer.mcleod@pfegroup.com

SEAN MURRAY

Investment Analyst

508-683-1400 ext. 219

Sean.Murray@pfegroup.com

ERIC WHITE

Senior Investment Consultant

508-683-1400 ext. 206

eric.white@pfegroup.com

Communication/Education Consultants

KATHLEEN G. ANDERSON

Communications Consultant & Project Manager

508-683-1400 ext. 214

kathleen.anderson@pfegroup.com

LINDA AUSTIN

Managing Consultant, Communications & Education Services

508-683-1400 ext. 208

linda.austin@pfegroup.com

Operations

SHELBY SHARP

Administrative Assistant

508-683-1400 ext. 200

shelby.sharp@pfegroup.com

BRITTANY OATES

Reporting Analyst

443-798-7377

brittany.oates@pfegroup.com

Educators

PATRICIA P. BAILLIEUL, CFP®

Independent Presenter and Financial Counselor

ROBERT W. CANFIELD, M.S., CLU, CHFC

Independent Presenter and Financial Counselor

DANIEL J. GALLI, M.ED., CFP®

Independent Presenter and Financial Counselor

CLIFFORD J. JURDI, M.S., CFP®, CHFC

Independent Presenter and Financial Counselor

ERIC ROBERGE, CFP®

Independent Presenter and Financial Counselor

DAVID M. WELCH, MBA, CFP®

Independent Presenter and Financial Counselor

BRAD WRIGHT

Independent Presenter and Financial Counselor

Our goal is to improve the retirement programs you offer. Start a conversation with us.

Connect with the PFE Group

Investment Advisory Services offered through PFE Advisors Inc., a registered investment adviser, d/b/a "The PFE Group." United Capital Financial Partners, Inc. is the parent company of both United Capital Financial Advisers, LLC and the PFE Group.