| 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 |
Ms. Bernadette Mitchell
Vice President, Retirement Benefits Group
AXA Equitable
500 Plaza Drive, 7th Floor
Secaucus, NJ 07094
Phone: (201) 583-2270
Fax: (201) 583-2176
Email: Bernadette.Mitchell@axa-equitable.com
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| Secondary Contact |
Ms. 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 |
Mr. 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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| Secondary Contact |
Ms. 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 |
Ms. 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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| 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 |
Mr. Ketul Thaker
National Director
ING
One Orange Way, 3AN
Windsor, CT 06095-4774
Phone: (860) 580-4013
Fax: (860) 860-2291
Email: ketul.thaker@us.ing.com
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| Secondary Contact |
Mr. Robert H. Barley
ING
151 Farmington Avenue, TNA1
Hartford, CT 06156
Phone: (860) 723-3237
Fax: (860) 723-3230
Email: roberth.barley@us.ing.com
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| Secondary Contact |
Mrs. Jan Schoolcraft
Regional Director
ING
1700 Lyons Road, Suite D
Dayton, OH 45458
Phone: (937) 428-0395
Fax: (937) 434-1676
Email: jan.schoolcraft@us.ing.com
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| Secondary Contact |
Terry Harrell
ING
7965 North High Street, Suite 150
Columbus, OH 43235
Phone: (614) 431-5090
Fax: (614) 431-5080
Email: terry.harrell@us.ing.com
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| Secondary Contact |
Mr. Patrick F. O'Christie
ING
1700 Lyons Road, Suite D
Dayton, OH 45458
Phone: (937) 428-0388
Fax: (937) 434-1676
Email: patrickf.ochristie@us.ing.com
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Mr. Dan Hanlon
Senior Vice President of Public Markets
ING
One Orange Way
Windsor, CT 06095
Phone: (860) 580-2549
Email: daniel.hanlon@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), and401(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 |
Ms. 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 |
Mr. 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 |
Ms. Robin Kovacs
Sr. Event Marketing Consultant
MetLife Resources
400 Atrium Drive
Somerset, NJ 08873
Phone: (732) 652-1274
Email: rkovacs@metlife.com
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| Secondary Contact |
Ms. Shelly Ledford
Director, Market Strategy
Metlife Resources
12902 East 51st Street
Tulsa, OK 74134
Phone: (918) 141-8482
Email: sledford@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. AIG Retirement 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 AIG Retirement 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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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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| Secondary Contact |
Mr. 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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| Alaska Education & Business Services, Inc. |
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| Visit the Alaska Education & Business Services, Inc. Website |
Ms. Genevieve Hollins
Account Manager/Treasurer
Alaska Education & Business Services, Inc.
750 West 2nd Avenue, Suite 215
Anchorage, AK 99501
Phone: (907) 677-9263
Fax: (907) 677-9684
Email: genevieve.hollins@akebs.com
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| Allen, Green & Williamson, LLP |
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| Visit the Allen, Green & Williamson, LLP Website |
Mr. 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 |
Ms. 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 |
Ms. Lynn M. Forsythe
Assistant Vice President/Managing Director
American Appraisal Associates
259 Woodland Road
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 |
Mr. G. Juan Iverson
Managing Principal and Assistant Vice President
American Appraisal Associates
11835 West Olympic Blvd., Suite 1050 E
Los Angeles, CA 90064
Phone: (310) 312-8050
Fax: (310) 312-8058
Email: giverson@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 |
Mr. 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 |
Mr. 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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| BMO Financial Group |
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| Visit the BMO Financial Group Website |
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| Primary Contact |
Bryan D. Barger
Vice President & Senior Relationship Manager
BMO Financial Group
111 West Monroe St., 11 Center
Chicago, IL 60603
Phone: (312) 461-6388
Fax: (312) 293-4933
Email: bryan.barger@bmo.com
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| Secondary Contact |
Mr. Ryan Kinghorn
Senior Account Executive, North American Public Sector
BMO Spend & Payment Solutions
3300 Bloor Street West
Centre Tower, 6th Floor
Toronto, ON M8X-2X3
Phone: (416) 232-8654
Fax: (416) 232-8320
Email: ryan.kinghorn@bmo.com
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| Secondary Contact |
Ms. Angela Racette
Sr. Account Manger, Sales & Relationship Management
BMO Financial Group
12445 Allison Street
Maple Ridge, BC V2X 4L4
Phone: (604) 460-2116
Fax: (604) 460-2117
Email: angela.racette@bmo.com
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| Secondary Contact |
Marian Blais
Sr Account Manager, I-Cash Mgmt
BMO Financial Group
111 West Monroe St., Floor 11C
Chicago, IL 60603
Phone: (312) 461-6430
Fax: (312) 293-4933
Email: marian.blais@bmo.com
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| Cherry, Bekaert & Holland, LLP |
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| Visit the Cherry, Bekaert & Holland, LLP Website |
William H. Cole, Jr
CPA, Partner
Cherry, Bekaert & Holland, LLP
1700 Bayberry Court, Suite 300
Richmond, VA 23226
Phone: (804) 673-5792
Fax: (804) 673-4290
Email: bcole@cbh.com
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| Conner Strong Companies, Inc. |
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| Visit the Conner Strong Companies, Inc. Website |
Mr. Joseph DiBella
Executive Vice President
Conner Strong Companies, Inc.
401 Rt. 73 North
40 Lake Center Executive Park
Marlton, NJ 08053
Phone: (856) 552-4696
Fax: (856) 552-4697
Email: jdibella@connerstrong.com
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| Croskey, Lanni & Company, PC |
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| Visit the Croskey, Lanni & Company, PC Website |
Mr. Patrick Sweeney
CPA
Croskey, Lanni & Company, PC
345 Diversion Street, No.400
Rochester, MI 48307-6639
Phone: (248) 844-8000
Fax: (248) 853-6782
Email: psweeney@croskeylanni.com
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| Deloitte & Touche LLP |
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| Visit the Deloitte & Touche LLP Website |
Mr. Robert G. Rooney
Firm Director
Deloitte & Touche LLP
100 Kimball Drive
Parsippany, NJ 07054
Phone: (973) 602-6649
Fax: (973) 451-5239
Email: rrooney@deloitte.com
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| Elliott Davis, LLC |
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| Visit the Elliott Davis, LLC Website |
Mr. John M. Young, CPA
CPA
Elliott Davis, LLC
340 Main Street
P.O. Box 429
Greenwood, SC 29648-0429
Phone: (864) 229-4951
Fax: (864) 229-7822
Email: jyoung@elliottdavis.com
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| Fifth Third Securities, Inc. |
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| Visit the Fifth Third Securities, Inc. Website |
Mr. Craig S. Kahler
Vice President
Fifth Third Securities, Inc.
2501 Coolidge Road
East Lansing, MI 48823
Phone: (517) 324-4040
Fax: (517) 324-4029
Email: craig.kahler@53.com
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| Grant Capital Management, Inc. |
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Mr. J.P. Grant
President
Grant Capital Management, Inc.
10420 Little Patuxent Parkway, Suite 490
Columbia, MD 21044
Phone: (410) 715-9135
Fax: (410) 715-9139
Email: jpgrant@grantcapitalmgmt.com
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| HAN&C, PC |
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| Visit the HAN&C, PC Website |
Phillip W. Saurman, CPA
Shareholder-Government Services
HAN&C, PC
Hungerford, Aldrin, Nicholas & Carter PC
2910 Lucerne Drive SE
Grand Rapids, MI 49546
Phone: (616) 340-9387
Fax: (616) 949-7720
Email: psaurman@hanc.com
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| Harris N.A. |
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| Visit the Harris N.A. Website |
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| Primary Contact |
Gregory M. Bins
Senior Vice President, Institutional Market
Harris N.A.
Institutional Market
111 West Monroe Street
Chicago, IL 60603
Phone: (312) 461-2203
Fax: (312) 293-5811
Email: greg.bins@harrisbank.com
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| Secondary Contact |
Mr. Patrick O. Sandercock
Vice President, Institutional Markets
Harris N.A.
111 West Monroe Street
Chicago, IL 60603
Phone: (312) 461-7895
Fax: (312) 293-5811
Email: patrick.sandercock@harrisbank.com
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| Secondary Contact |
Mr. John M. Mattern
Vice President
Harris N.A.
111 West Monroe Street, 2W
Chicago, IL 60603
Phone: (312) 461-3295
Fax: (312) 293-5811
Email: john.mattern@harrisbank.com
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| Secondary Contact |
Mr. Hank Gay
Commercial Relations
Harris N.A.
111 W. Monroe Street
111 - 12 Central
Chicago, IL 60603
Phone: (312) 461-2439
Email: hank.gay@harrisbank.com
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| Secondary Contact |
Mrs. Jody Spilberg
Vice President, Cash Management
Harris N.A.
111 West Monroe - 5 East
Chicago, IL 60603
Phone: (312) 461-7553
Email: jody.spilberg@harrisbank.com
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| Secondary Contact |
Mr. Bruce Brinkmeier
Commercial Relations Manager
Harris N.A.
111 W. Monroe, 5C
Chicago, IL 60603
Phone: (312) 636-3745
Fax: (312) 293-5811
Email: bruce.brinkmeier@harrisbank.com
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| Heinfeld, Meech & Co., P.C. |
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| Visit the Heinfeld, Meech & Co., P.C. Website |
Gary Heinfeld, CPA
Founding Partner
Heinfeld, Meech & Co., P.C.
10120 North Oracle Road
Tucson, AZ 85704
Phone: (520) 742-2611 x104
Fax: (520) 742-2718
Email: gary@heinfeldmeech.com
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