Judi’s role as Client Relationship Manager is critical to Executive Benefits Solutions' specialized markets of Executive Benefits Planning, Employee Benefits Pre - Funding and Institutional Investment Management.
Judi began her career in the financial services industry with Prudential Insurance more than 25 years ago. She held positions with Connecticut Mutual Life Insurance Company and Cigna Group Insurance before moving to Lincoln Financial Group 11 years. As New Business Director for Pittsburgh’s Regional Planning Office, her value to the field office was apparent by being awarded the office’s Most Valuable Staff Person of the Year Award multiple times. Upon Lincoln’s company-wide restructuring, Judi joined Family Wealth Management Group as Client Relationship Manager to several of the group’s planners.
While still at Lincoln, she joined Executive Benefits Solutions and moved with them in 2011 to Stratos Wealth Partners. Judi’s extensive background in providing outstanding support in the financial services industry continues to impact and benefit the firm, and most importantly, the clients of Executive Benefits Solutions.
Judi resides with her husband, Tom, in Brentwood, PA.