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Plan Supporters

break·wa·ter

/’brākˌwôdər/

noun
a barrier built out into a body of water to protect a coast or harbor from the force of waves.

Plan Supporters

Our behind the scenes major players that come through with big picture thoughts, unforeseen circumstance solving and everyday satisfactions needs.

Meet the Rest
of the Team

Chris Biancone

Financial Analyst

Jessica Boykin

Sales + Marketing Manager

Amanda Chalifoux

Account Associate – Onboarding

Whitney Coon

Partnership Manager, Sales

Meryl Gatti

Partnership Manager, Sales

Lindsey Helmick

Chief Operating Officer

Leah Holsclaw

Manager, Onboarding

Michelle Huss

Quality Assurance

Ally Levinson

Accounting Advisor

Jenifer Magson

Sales Coordinator

Lisa McFadden

Client Advisor

Cindy Mulligan

Executive Associate

Daisy Smith

Partnership Manager, Sales

Jill Sohn

Associate, Onboarding

Lyndsay Spaziani

Operations Coordinator