Retirement Services

Underwritten by United of Omaha Life Insurance Company or Companion Life Insurance Company

Relationship Managers

A dedicated relationship manager offers in-person, hands-on service to plan administrators in qualified plans*. Supported by a nationwide client services team, relationship managers are dedicated to helping service all aspects of your plan.

Hawaii

Kevin Doucet
Field Relationship Manager

Phone: (866) 949-6191, ext. 3119
Email Kevin Doucet

Sean Kelly
Internal Relationship Manager

Phone: (866) 949-6191, ext. 2838
Email Sean Kelly

Alaska

Kevin Doucet
Field Relationship Manager

Phone: (866) 949-6191, ext. 3119
Email Kevin Doucet

Sean Kelly
Internal Relationship Manager

Phone: (866) 949-6191, ext. 2838
Email Sean Kelly

Alabama

John Schuele
Field Relationship Manager

Phone: (866) 949-6191, ext. 2575
Email John Schuele

Carol Petersen
Internal Relationship Manager

Phone: (866) 949-6191, ext. 4704
Email Carol Petersen

Arizona

Kevin Doucet
Field Relationship Manager

Phone: (866) 949-6191, ext. 3119
Email Kevin Doucet

Sean Kelly
Internal Relationship Manager

Phone: (866) 949-6191, ext. 2838
Email Sean Kelly

Arkansas

Cynthia Quinones
Field Relationship Manager

Phone: (866) 949-6191, ext. 3122
Email Cynthia Quinones

Susan Collett
Internal Relationship Manager

Phone: (866) 949-6191, ext 8508
Email Susan Collett

California

Kevin Doucet
Field Relationship Manager

Phone: (866) 949-6191, ext. 3119
Email Kevin Doucet

Sean Kelly
Internal Relationship Manager

Phone: (866) 949-6191, ext. 2838
Email Sean Kelly

Colorado

Kevin Doucet
Field Relationship Manager

Phone: (866) 949-6191, ext. 3119
Email Kevin Doucet

Sean Kelly
Internal Relationship Manager

Phone: (866) 949-6191, ext. 2838
Email Sean Kelly

Connecticut

Hope Dennis
Field Relationship Manager

Phone: (866) 949-6191, ext. 2263
Email Hope Dennis

Shari Beberniss
Internal Relationship Manager

Phone: (866) 949-6191, ext. 6127
Email Shari Beberniss

Washington D.C.

John Schuele
Field Relationship Manager

Phone: (866) 949-6191, ext. 2575
Email John Schuele

Carol Petersen
Internal Relationship Manager

Phone: (866) 949-6191, ext. 4704
Email Carol Petersen

Delaware

Hope Dennis
Field Relationship Manager

Phone: (866) 949-6191, ext. 2263
Email Hope Dennis

Shari Beberniss
Internal Relationship Manager

Phone: (866) 949-6191, ext. 6127
Email Shari Beberniss

Florida

John Schuele
Field Relationship Manager

Phone: (866) 949-6191, ext. 2575
Email John Schuele

Carol Petersen
Internal Relationship Manager

Phone: (866) 949-6191, ext. 4704
Email Carol Petersen

Georgia

John Schuele
Field Relationship Manager

Phone: (866) 949-6191, ext. 2575
Email John Schuele

Carol Petersen
Internal Relationship Manager

Phone: (866) 949-6191, ext. 4704
Email Carol Petersen

Idaho

Kevin Doucet
Field Relationship Manager

Phone: (866) 949-6191, ext. 3119
Email Kevin Doucet

Sean Kelly
Internal Relationship Manager

Phone: (866) 949-6191, ext. 2838
Email Sean Kelly

Illinois

Jennie Schaef
Field Relationship Manager

Phone: (866) 949-6191, ext. 2575
Email Jennifer Schaef

Sherri Stone
Internal Relationship Manager

Phone: (866) 949-6191, ext 5811
Email Sherri Stone

Indiana

Jennie Schaef
Field Relationship Manager

Phone: (866) 949-6191, ext. 2575
Email Jennifer Schaef

Sherri Stone
Internal Relationship Manager

Phone: (866) 949-6191, ext 5811
Email Sherri Stone

Iowa

Terry Vaughn
Field Relationship Manager

Phone: (866) 949-6191, ext. 3678
Email Terry Vaughan

Josh Wiegert
Internal Relationship Manager

Phone: (866) 949-6191, ext. 5860
Email Josh Wiegert

Kansas

Cynthia Quinones
Field Relationship Manager

Phone: (866) 949-6191, ext. 3122
Email Cynthia Quinones

Susan Collett
Internal Relationship Manager

Phone: (866) 949-6191, ext 8508
Email Susan Collett

Kentucky

John Schuele
Field Relationship Manager

Phone: (866) 949-6191, ext. 2575
Email John Schuele

Carol Petersen
Internal Relationship Manager

Phone: (866) 949-6191, ext. 4704
Email Carol Petersen

Louisiana

Cynthia Quinones
Field Relationship Manager

Phone: (866) 949-6191, ext. 3122
Email Cynthia Quinones

Karen Wilt
Internal Relationship Manager

Phone: (866) 949-6191, ext. 5844
Email Karen Wilt

Maine

Hope Dennis
Field Relationship Manager

Phone: (866) 949-6191, ext. 2263
Email Hope Dennis

Shari Beberniss
Internal Relationship Manager

Phone: (866) 949-6191, ext. 6127
Email Shari Beberniss

Maryland

Hope Dennis
Field Relationship Manager

Phone: (866) 949-6191, ext. 2263
Email Hope Dennis

Shari Beberniss
Internal Relationship Manager

Phone: (866) 949-6191, ext. 6127
Email Shari Beberniss

Massachusetts

Hope Dennis
Field Relationship Manager

Phone: (866) 949-6191, ext. 2263
Email Hope Dennis

Shari Beberniss
Internal Relationship Manager

Phone: (866) 949-6191, ext. 6127
Email Shari Beberniss

Michigan

Jennie Schaef
Field Relationship Manager

Phone: (866) 949-6191, ext. 2575
Email Jennifer Schaef

Sherri Stone
Internal Relationship Manager

Phone: (866) 949-6191, ext 5811
Email Sherri Stone

Minnesota

Terry Vaughn
Field Relationship Manager

Phone: (866) 949-6191, ext. 3678
Email Terry Vaughan

Josh Wiegert
Internal Relationship Manager

Phone: (866) 949-6191, ext. 5860
Email Josh Wiegert

Mississippi

John Schuele
Field Relationship Manager

Phone: (866) 949-6191, ext. 2575
Email John Schuele

Carol Petersen
Internal Relationship Manager

Phone: (866) 949-6191, ext. 4704
Email Carol Petersen

Missouri

Cynthia Quinones
Field Relationship Manager

Phone: (866) 949-6191, ext. 3122
Email Cynthia Quinones

Carol Petersen
Internal Relationship Manager

Phone: (866) 949-6191, ext. 4704
Email Carol Petersen

Montana

Kevin Doucet
Field Relationship Manager

Phone: (866) 949-6191, ext. 3119
Email Kevin Doucet

Sean Kelly
Internal Relationship Manager

Phone: (866) 949-6191, ext. 2838
Email Sean Kelly

Nebraska

Terry Vaughn
Field Relationship Manager

Phone: (866) 949-6191, ext. 3678
Email Terry Vaughan

Sherri Stone
Internal Relationship Manager

Phone: (866) 949-6191, ext 5811
Email Sherri Stone

Josh Wiegert
Internal Relationship Manager

Phone: (866) 949-6191, ext. 5860
Email Josh Wiegert

Susan Collett
Internal Relationship Manager

Phone: (866) 949-6191, ext 8508
Email Susan Collett

Nevada

Kevin Doucet
Field Relationship Manager

Phone: (866) 949-6191, ext. 3119
Email Kevin Doucet

Sean Kelly
Internal Relationship Manager

Phone: (866) 949-6191, ext. 2838
Email Sean Kelly

New Hampshire

Hope Dennis
Field Relationship Manager

Phone: (866) 949-6191, ext. 2263
Email Hope Dennis

Shari Beberniss
Internal Relationship Manager

Phone: (866) 949-6191, ext. 6127
Email Shari Beberniss

New Jersey

Hope Dennis
Field Relationship Manager

Phone: (866) 949-6191, ext. 2263
Email Hope Dennis

Shari Beberniss
Internal Relationship Manager

Phone: (866) 949-6191, ext. 6127
Email Shari Beberniss

New Mexico

Kevin Doucet
Field Relationship Manager

Phone: (866) 949-6191, ext. 3119
Email Kevin Doucet

Sean Kelly
Internal Relationship Manager

Phone: (866) 949-6191, ext. 2838
Email Sean Kelly

New York

Hope Dennis
Field Relationship Manager

Phone: (866) 949-6191, ext. 2263
Email Hope Dennis

Shari Beberniss
Internal Relationship Manager

Phone: (866) 949-6191, ext. 6127
Email Shari Beberniss

North Carolina

John Schuele
Field Relationship Manager

Phone: (866) 949-6191, ext. 2575
Email John Schuele

Carol Petersen
Internal Relationship Manager

Phone: (866) 949-6191, ext. 4704
Email Carol Petersen

North Dakota

Terry Vaughn
Field Relationship Manager

Phone: (866) 949-6191, ext. 3678
Email Terry Vaughan

Josh Wiegert
Internal Relationship Manager

Phone: (866) 949-6191, ext. 5860
Email Josh Wiegert

Ohio

Jennie Schaef
Field Relationship Manager

Phone: (866) 949-6191, ext. 2575
Email Jennifer Schaef

John Schuele
Field Relationship Manager

Phone: (866) 949-6191, ext. 2575
Email John Schuele

Sherri Stone
Internal Relationship Manager

Phone: (866) 949-6191, ext 5811
Email Sherri Stone

Carol Petersen
Internal Relationship Manager

Phone: (866) 949-6191, ext. 4704
Email Carol Petersen

Oklahoma

Cynthia Quinones
Field Relationship Manager

Phone: (866) 949-6191, ext. 3122
Email Cynthia Quinones

Susan Collett
Internal Relationship Manager

Phone: (866) 949-6191, ext 8508
Email Susan Collett

Oregon

Kevin Doucet
Field Relationship Manager

Phone: (866) 949-6191, ext. 3119
Email Kevin Doucet

Sean Kelly
Internal Relationship Manager

Phone: (866) 949-6191, ext. 2838
Email Sean Kelly

Pennsylvania

Hope Dennis
Field Relationship Manager

Phone: (866) 949-6191, ext. 2263
Email Hope Dennis

Shari Beberniss
Internal Relationship Manager

Phone: (866) 949-6191, ext. 6127
Email Shari Beberniss

Rhode Island

Hope Dennis
Field Relationship Manager

Phone: (866) 949-6191, ext. 2263
Email Hope Dennis

Shari Beberniss
Internal Relationship Manager

Phone: (866) 949-6191, ext. 6127
Email Shari Beberniss

South Carolina

John Schuele
Field Relationship Manager

Phone: (866) 949-6191, ext. 2575
Email John Schuele

Carol Petersen
Internal Relationship Manager

Phone: (866) 949-6191, ext. 4704
Email Carol Petersen

South Dakota

Terry Vaughn
Field Relationship Manager

Phone: (866) 949-6191, ext. 3678
Email Terry Vaughan

Josh Wiegert
Internal Relationship Manager

Phone: (866) 949-6191, ext. 5860
Email Josh Wiegert

Tennessee

John Schuele
Field Relationship Manager

Phone: (866) 949-6191, ext. 2575
Email John Schuele

Carol Petersen
Internal Relationship Manager

Phone: (866) 949-6191, ext. 4704
Email Carol Petersen

Texas

Cynthia Quinones
Field Relationship Manager

Phone: (866) 949-6191, ext. 3122
Email Cynthia Quinones

Karen Wilt
Internal Relationship Manager

Phone: (866) 949-6191, ext. 5844
Email Karen Wilt

Utah

Kevin Doucet
Field Relationship Manager

Phone: (866) 949-6191, ext. 3119
Email Kevin Doucet

Sean Kelly
Internal Relationship Manager

Phone: (866) 949-6191, ext. 2838
Email Sean Kelly

Vermont

Hope Dennis
Field Relationship Manager

Phone: (866) 949-6191, ext. 2263
Email Hope Dennis

Shari Beberniss
Internal Relationship Manager

Phone: (866) 949-6191, ext. 6127
Email Shari Beberniss

Virginia

John Schuele
Field Relationship Manager

Phone: (866) 949-6191, ext. 2575
Email John Schuele

Carol Petersen
Internal Relationship Manager

Phone: (866) 949-6191, ext. 4704
Email Carol Petersen

Washington

Kevin Doucet
Field Relationship Manager

Phone: (866) 949-6191, ext. 3119
Email Kevin Doucet

Sean Kelly
Internal Relationship Manager

Phone: (866) 949-6191, ext. 2838
Email Sean Kelly

West Virginia

Hope Dennis
Field Relationship Manager

Phone: (866) 949-6191, ext. 2263
Email Hope Dennis

Shari Beberniss
Internal Relationship Manager

Phone: (866) 949-6191, ext. 6127
Email Shari Beberniss

Wisconsin

Terry Vaughn
Field Relationship Manager

Phone: (866) 949-6191, ext. 3678
Email Terry Vaughan

Josh Wiegert
Internal Relationship Manager

Phone: (866) 949-6191, ext. 5860
Email Josh Wiegert

Jennie Schaef
Field Relationship Manager

Phone: (866) 949-6191, ext. 2575
Email Jennifer Schaef

Sherri Stone
Internal Relationship Manager

Phone: (866) 949-6191, ext 5811
Email Sherri Stone

Wyoming

Kevin Doucet
Field Relationship Manager

Phone: (866) 949-6191, ext. 3119
Email Kevin Doucet

Sean Kelly
Internal Relationship Manager

Phone: (866) 949-6191, ext. 2838
Email Sean Kelly