About Us

Noah is responsible for the overall servicing and consulting of our clients. He has over 20 years of experience in the employee benefits industry, and brings an important focus on fiduciary governance and comprehensive benefits solutions.

Before joining TruePlan, Noah was a principal in Milliman’s employee benefits practice. He is FINRA Series 6, 26, 63 and 65 licensed. He earned a BS in management science and information systems from Penn State University and an MBA from SUNY Albany.

Jordan André’s primary focus at TruePlan is on capital markets commentary and investment selection for clients. His previous experience includes roles within Goldman Sachs’ Ayco division and Bank of America’s private banking division, U.S. Trust, covering the administration of trusts for high net-worth clients.

Jordan received a bachelor’s degree in economics from Hartwick College and a Master of Business Administration degree in finance from SUNY Oswego. He also holds the Chartered Alternative Investment Analyst and the Certified Financial Planner™ designations. He is a member of the CAIA Association New York Chapter.

Dan delivers retirement savings and investment education to retirement plan participants and assists with plan enrollment. He has more than 10 years of experience in the retirement industry.

Before joining TruePlan, Dan held positions with a retirement record keeper and an advisory firm. Dan is a FINRA Registered Representative, holding his Series 6 and 63 licenses and maintaining his New York State Life, Accident and Health License.

Tony joined TruePlan in 2014 and has over 25 years of experience in the employee benefits industry. Previously, he worked for a large health insurance carrier for twelve years before transitioning to the broker side of the business. His experience includes benefit plan design, premium funding arrangements, claims analysis, consulting and administration of FSA and HRA plans. Tony is committed to bringing value to his clients through TruePlan products and services and outstanding customer service.

Rebecca’s primary objective is to support the overall administrative duties for retirement and benefit services. With more than four years of administrative experience, Rebecca is committed to streamlining processes and improving day-to-day operations for TruePlan.

Rebecca earned a bachelor’s degree in healthcare administration from Maria College.

Chip delivers retirement savings and investment education to retirement plan participants and assists with plan enrollment. He has more than 16 years of experience in the financial services industry. Before joining TruePlan, he worked for a national insurance company helping employers provide supplemental insurance benefits to their employees. Chip holds Life, Accident and Health Licenses in New York state as well as his FINRA Series 6 and 63 licenses.

In his role, Bernard oversees the employee benefits division to meet overall strategic and financial client service goals. He brings more than 25 years of experience in the employee benefits consulting space.

Before joining the TruePlan team, Bernard held roles with Gallagher, Aon and a regional employee benefits firm. Throughout his career, Bernard has served on various health insurance carrier advisory boards and on his local school board for 13 years. He currently serves as the immediate past president of the upstate NY chapter of the National Association of Health Underwriters.

Bernard earned his Bachelor of Science degree at the Rochester Institute of Technology.

Andrew’s primary focus is new business development and marketing. He has more than 10 years of experience in the retirement industry, previously working for Transamerica Retirement Solutions in education services and as a financial representative for Nationwide Retirement Solutions.

He is a Chartered Retirement Planning Counselor and Certified Plan Fiduciary Advisor, and he holds FINRA series 6, 63 and 65 licenses and a New York State Life and Health license. Andrew is a graduate of Syracuse University, where he dual majored in mathematics and economics.

Kylee’s primary role is to ensure a standard of excellence in the delivery of services across all retirement plan clients. She has been in the retirement planning industry since 2005. In addition to her focus on client consulting, Kylee is also responsible for managing all aspects of client relationships and the client relationship management team.

Before joining TruePlan, Kylee was the director of client services at HUB International’s Retirement and Private Wealth division. She has her FINRA Series 7 and 66 licenses and is a Certified Plan Fiduciary Advisor. She received her bachelor’s degree in communications and business from SUNY Albany.

Kentrel delivers retirement savings and investment education to retirement plan participants and assists with plan enrollment. He has more than 10 years of experience in the financial services industry. Before joining TruePlan, Kentrel worked with a Long Island-based financial firm providing local clients with financial and insurance planning services.

Kentrel holds his Life, Health and Variable Annuities Licenses in New York state as well as his FINRA Series 6 and 63 licenses.

Alana’s focus at TruePlan is to help plan sponsors ensure their retirement plans run efficiently and follow fiduciary guidelines and principles. With over 20 years of experience in client management and relationships, Alana enjoys solving retirement plan puzzles and helping clients do the same. She holds an Accredited Investment Fiduciary^® designation from the Center for Fiduciary Studies and a Certified Plan Fiduciary Advisor^® designation from the National Association of Plan Advisors. She also holds her FINRA Series 6 and 63 licenses.

Alana is a graduate of Boston College.

Renee delivers retirement savings and investment education to retirement plan participants and assists with plan enrollment. She has more than eight years of experience in the retirement industry. Prior to joining TruePlan she managed a retail company.

Renee holds her Life, Health and Variable Annuities Licenses in New York state as well as her FINRA Series 6 and 63 licenses.

Ryan’s focus is on investment research, performance monitoring and presentations to our retirement plan clients. In his more than 10 years of experience in the financial services industry, he has worked in a variety of product specialist and research roles covering traditional and alternative investments. Most recently he worked in Wells Fargo’s alternative investment group covering the hedge fund platform available to the bank’s high net-worth clients.

Ryan holds his FINRA Series 7 license in New York and 66 license in New Jersey. He is a graduate of Hobart College.

John delivers retirement savings and investment education to retirement plan participants and assists with plan enrollment. Most of John’s more than 20-year career in the retirement industry has been dedicated to delivering retirement plan participant education services. Through direct interaction, John has earned his clients' trust and respect by sharing his perspectives and unbiased assistance.

John is a FINRA Registered Representative, holding his Series 6 and Series 63 licenses. He also maintains his Life, Accident and Health Insurance license. John is a graduate of Iona College.

Margaret is responsible for working with plan sponsors to ensure that retirement plans run efficiently and that fiduciary guidelines and standards are upheld. With over 10 years of client and project management experience, Margaret provides TruePlan clients retirement planning solutions with a high standard of excellence.

Before joining TruePlan, Margaret worked as a relationship officer at FNZ Trust Company, a subsidiary of State Street Corporation. She also served as a relationship manager at John Hancock Retirement Services. Margaret holds a Bachelor of Business Administration degree in management from the University of Massachusetts’ Isenberg School of Management.