Northgate Benefits has over 15 years of experience in designing, implementing and servicing employee benefit plans. We are an independent agent/broker not affiliated with any specific vendor products so we can work with employers and employees to help them find the best solution in the marketplace to fit their needs.
John is the Employee Benefits Practice Leader for Northgate Benefits. He has over 20 years of in-depth experience with major insurance carriers and consulting in employee benefits. He has worked for Prudential Insurance in both their Boston and San Francisco offices. Most recently before joining Northgate, John was President of United Insurance Technologies.
Having been on both the wholesale and customer side of the business, John understands the inside of insurance companies and can make things happen for your organization. Insurance companies are extremely complex. John’s experience is an asset that our customers are able to leverage when dealing with these intricate organizations.
John and his team are customer driven. First and foremost is about saving our customers money. Secondly is ensuring that those savings do not come at the cost of a quality product and the excellent customer service that Northgate’s customers have come to expect.
John graduated from Dartmouth College in 1987.
Rick has been in the financial industry for more than 20 years, including several years with one of the 401k industry leading providers, Principal Financial. Most recently, Rick was that vendor’s Vice President for the Northern California region, responsible for sales, marketing and administrative service for their 1,200+ retirement plan clients. The clients, both "for profit" and "not for profit" ranged in sizes from $1 million in plan assets to hundreds of millions of dollars.
Rick is a Registered Investment Advisor and holds Series 6, 7, 63 and 65 designations. He has also earned the PLANSPONSOR Retirement Professional (PRP) designation. His expertise ranges from employee education and investment due diligence/asset allocation to vendor reviews /cost management and fiduciary liability management.
Rick has been nominated three times (2007,2008,2009) and in 2010 was named Plan Sponsor’s Retirement Advisor of the Year.
Northgate Benefits is a leading employee benefits firm with a specialty in Qualified and Non Qualified retirement planning and a member firm of National Retirement Partners (NRP). NRP has been recognized by Plan Sponsor Magazine as a Best in Class 401k Advisor. Northgate’s affiliation with NRP brings a national presence to local clients.
Rick graduated from Rollins College with a degree in Economics and an MBA from Babson College.