Meet the Team
Bob Brandon, Enrolled Actuary (EA)
A co-founder of Benetech, Bob has management oversight for the firm.
Firm tenure: Since 1974
Amy Brandon, Qualified 401(k) Administrator (QKA)
Executive Vice President
Amy supports Bob in providing management oversight to the firm.
Firm tenure: 24 years
Lori Avila, QKA
Vice President, Administration
Lori is responsible for Benetech’s day-to-day operations.
Firm tenure: 19 years
Phil Dabney, CPC, ERPA
Vice President, Institutional Relations
Phil is responsible for sales, marketing and business development at Benetech.
Firm tenure: 20 years
Vice President, MIS
Robert is responsible for Benetech’s management information systems.
Firm tenure: 32 years