Three AssuredPartners (AP) teams have joined the Pensionmark Advisor Support Program and affiliated with Pensionmark’s B/D and RIA, bringing the total number of AP firms within the Pensionmark network to five.
According to the announcement, Lisa Vilardi (White Plains, NY), Paul Phelan (Rockville, MD) and Lisa Gallegos (Sacramento, CA) are long-time AP affiliates, with each having decades of experience in the financial services industry.
In addition, long-term Pensionmark Advisors Tuyen Pham (Irvine, CA) and Bryan Wright (Denver, CO) leverage both the business structure of AP, as well as the tools, resources, and office support of Pensionmark, so they can focus on growing their retirement practice.
AssuredPartners is also expanding its retirement plan reach, the announcement further notes. “Our clients are best served when paired with relationships as strong as ours with Pensionmark. We are looking forward to continuing to deepen our network and stay focused on the best services for our clients,” says Justin Callaham of AssuredPartners Financial Services.
“We couldn’t be happier with these three new teams joining our network,” notes Mike Woods, President of Pensionmark, who adds that “two of our most successful firms are already affiliated with AP so we had a great understanding of the synergy between our companies.”
