Building a sustainable employee benefits program is more than just a job. It’s a commitment, a love, a trust. It’s your work family. We understand this relationship and share this common bond with our customers. Our company was based on wanting to do the right thing for our customers—not the greedy thing for ourselves. This experience formed the fabric of who we are today.
We are passionate about our work and about all working people. We believe that if you build the right employee benefits program, your company and your people will prosper. Our benefit plan experts will help you get there.
Our organization builds and maintains employee benefit programs that touch millions of working people every day. Our leadership represents a diverse array of life experiences with one important common thread: a dedication to creating a brighter future for plan participants.
Jeff brings over 25 years of experience in the financial services industry to Vantage, with a laser focus on corporate retirement plans and health & welfare benefit plans. Under his leadership, Vantage has developed an automated platform for participant education, enrollment, and administration. He is currently building strategic alliances with national distribution channels to facilitate continued expansion.
Dan has over four decades of experience in the financial services industry. His breadth of experience in banking, trust, broker/dealer, investment advisory, third party administration, recordkeeping, securities clearing and trust operations, as well as product design, systems development and client services, enables him to provide valuable insight when working with clients, partners, vendors, and staff as Vantage continues to grow.
Wendy coordinates the records and information management at Vantage, including planning, maintenance, operations, and other support services. Under her guidance, Vantage has built a detailed implementation process focusing on all facets of employee benefits administration, helping to produce a smooth, seamless process from account setup through ongoing administration. Wendy holds both a B.A. and Master’s in Education.
Todd’s extensive skill set in software architecture and upper-level management includes an impressive track record for optimizing development teams and driving results. His capabilities propel Vantage’s technology to the next level. Todd’s 35-plus years of experience include international positions and recent service as VP of application development for an enterprise software provider. He holds a B.S. in Computer Information Systems.
Alex is responsible for marketing strategy and Vantage’s overall marketing plan, working with product development from the early stages of product conception to create value-added solutions for clients and partners. He oversees all partnership programs, conducts retirement industry research and provides direction for the creative design team. A collaborative problem-solver, Alex brings to the position proven successes in national brand recognition and creative program execution.
Winnie leads a team of certified call center experts, providing exceptional customer service by assisting our clients with information, education, and navigation. Winnie brings over 20 years of comprehensive experience in managing Call Center Operations for global organizations to Vantage, including 10 years of employee benefits industry experience. She holds a B.S. in Computer Science from Old Dominion University.
Jeff began his information technology career in 2003, supporting several businesses in the dot-com era while residing in the Silicon Valley. Over the years, he has gained extensive knowledge of Microsoft Systems and has achieved industry-leading certifications. Jeff leads a team that keeps the technology functioning effectively and efficiently, allowing Vantage employees to focus on their workload and goals.
Gayle uses her extensive marketing experience to deliver integrated solutions to reach Vantage’s strategic business goals. Agile and highly responsive to new opportunities, she implements the marketing plan and orchestrates creative design, content development, video production and lead generation efforts to help drive sales results. Among Gayle’s specialties are advertising, brand and message development, data analytics, research and sales with a strong background in digital, broadcast and social media marketing.
As Director of Fiduciary Compliance, Laura is responsible for managing Vantage’s 3(16) Legal Plan Administrator and Named Fiduciary program for ERISA retirement plans and for ensuring that this program adheres to all applicable federal laws and regulations. She was admitted to the State Bar of Texas in 2010, after graduating with honors from The University of Texas Law School. She is a member of the employee benefits/executive compensation section of the Dallas Bar Association.
Charles is a practicing consulting actuary, an expert witness, and an active participant in governmental affairs, most recently serving on the U.S. Department of Labor, Regional Advisory Board. He gives 10 to 15 speeches each year, most recently addressing strategies and tactics necessary to make the U.S. pension system more responsive to the needs of business owners and their staff. Charles holds a BBA from Georgia Southern University and an MBA from Southern Methodist University.
David drives the achievement of Vantage’s strategic goals. He pursues new business opportunities and optimizes the operational infrastructure of systems, people and processes to meet rapid growth objectives. With decades of industry experience that include compliance, consulting, administration, and managerial and CFO-level roles, David produces in-depth business intelligence as the basis for strategic action.
At Vantage, we believe all working people deserve proper care. We start by providing extraordinary care to our own employees and are ready to help provide it to yours.
Our Administration Services team delivers the comprehensive benefit plan support you need. From onboarding to daily plan operations to compliance, we’ve got you covered. Our #1 priority is to provide low-cost, highly efficient administration for your benefits plan, now and in the future.
Our Client Services team is always here for you and your employees. Our Benefits Resource Center is staffed with certified experts waiting to provide personalized care to your employees for all their benefit needs. We’re pleased to offer your plan participants and administrative team access to our live call center, making your everyday HR load a little lighter.
Our team of technology gurus, strategic thinkers, quality control analysts, and regulatory experts are always a step ahead of competitive forces. We predict challenges before they arise, protect you from potential pitfalls, and deliver innovative employee benefits solutions that fit your current and future business needs.
Tara Jacobs | Onboarding Administrator | Vantage Benefits Administrators
Chris Griffith | Software Product Owner | Vantage Benefits Administrators