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OUR TEAM

Meet The Team

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Paul Carmichael

ERPA, QKA, President

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Matthew J. Phillips

EA, MSPA, CEO

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Joseph Cibirka

ERPA, COO

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Jason Evert

ERPA, QPA

New Business Manager

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Jeffrey Ruyle

QPA, QKC, QKA, QKS

Compliance Manager

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Joel Howell

ERPA, QPA, QKC, QKA, QKS, Administrative Services Manager

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Taylor Glagau

Office Supervisor

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Linda Kwan

APA 

Senior Account Executive

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Larry Loeb

Senior Account Executive

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Chris Farrington

ERPA, QPA 

Senior Account Executive

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Steve Shea

ERPA, QPA, QKS

Senior Account Executive

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Steven Scherer

ERPA

Senior Account Executive

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Kimberly Moraitis

ERPA, MBA

Senior Account Executive

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Claudia Burnett

MS, QKA

Account Executive

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William Hofmann

QKC, QKA, QKS

Account Executive

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Andrew Zabatta

Account Executive

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Anthony Salemi

Account Executive

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Cristen Queenan

MS, QKA

Account Executive

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Maria Almonte

Distribution Coordinator

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Rose Arbucci

Distribution Coordinator

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Sue Meehan

Distribution Coordinator

CONTACT US

175 Broadhollow Road, Suite 160 

Melville, NY 11747

Tel: 631-622-3170

Thanks for submitting!

© 2019 United Benefit Pensions Inc.

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