Bringing more than 55 years of combined industry experience, Tom McNeela and Jeff Cusack join RetireOne as Director of Client Experience and Sr. Managing Director, Strategic Accounts, respectively.
San Francisco, CA – March 28, 2022 – RetireOne®, the leading independent platform for fee-based insurance solutions, today announced the appointment of Tom McNeela and Jeff Cusack to two key leadership positions.
Tom McNeela’s 25-year career has included experience as a life insurance and annuity wholesaler, operations back-office leader, and leader at a national sales education team for a Fortune 100 company. In his role as Director of Client Experience, McNeela will bring a persistent focus on the RetireOne mission: providing RIA firms and their clients valuable retirement solutions that are easy to understand, simple to use, and delivered with a focus on exceptional client service.
“Contemporary advisors working as fee-only fiduciaries and their clients demand solutions that are flexible, whether they’re focusing on accumulation, protection, or retirement income,” said McNeela. “Every financial life is different and a client’s needs can change in a moment’s notice. Given RetireOne’s growth trajectory, I am excited to bring a new discipline to our approach to client engagement.”
Jeff Cusack has more than 30 years of experience in financial services, and has held leadership positions at JPMorgan, Charles Schwab, Smith Barney’s Consulting Group (now Morgan Stanley) and, most recently, Nuveen Investments. Cusack brings his expertise in product development, marketing, and distribution to RetireOne as their new Sr. Managing Director, Strategic Accounts.
“It is an honor to join this game-changing team,” said Cusack. “RetireOne is pushing the retirement industry in new and exciting directions and I could not pass up the opportunity to join them on this mission.”
“At RetireOne, we are changing the perception of annuities and insurance, one fiduciary advisor at a time,” said David Stone, Co-Founder and CEO, RetireOne. “RetireOne is growing as a company and, as we grow, we need to ensure that we have a leadership team that’s also best-in-class. Adding Tom and Jeff to the team will further RetireOne’s objective of helping financial advisors to tackle America’s retirement crisis head-on, in new and innovative ways.”
McNeela and Cusack join RetireOne on the heels of the launch of Constance, a new, zero-commission contingent deferred annuity created in partnership with Midland National Life Insurance Company. They will build upon and refine RetireOne’s product offerings and continue the firm’s track record of annuity innovation. For more information about RetireOne’s retirement solutions, visit retireone.com.
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About RetireOne
Serving over 1,000 RIAs and fee-based advisors since 2011, Aria Retirement Solutions’ RetireOne® is the leading, independent platform for fee-based insurance solutions. With offerings from multiple “A” rated companies, RIAs may access this fiduciary marketplace at no additional cost to them or their clients. Currently servicing over $1.5 billion of retirement savings and income investments, RetireOne continues to grow in its mission to provide advisors and their clients valuable retirement solutions that are simple to use, easy to understand, and delivered with outstanding service. Learn more at RetireOne.com and follow us on Twitter @RetireOne and LinkedIN.
Media Contacts:
Will Ruben
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847-208-8289
Jason Lahita
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(973) 460-7837
Form: 20220311-EFLS-A028
