Meet Your IOA Employee Benefits Team Members

Corporate Headquarters - Longwood, FL

Mark Carelli
Vice President / Benefits Producer
Direct Line – 407-998-4175
mark.carelli@ioausa.com

Lee Shane
Vice President / Benefits Producer / 401(k) Specialist
Direct Line – 407-998-4220
lee.shane@ioausa.com

Tim Ballesteros
Benefits Producer
Direct Line – 407-998-5214
tim.ballesteros@ioausa.com

Tom Brinkley
Benefits Producer
Direct line – 407 998-5226
tom.brinkley@ioausa.com

Jennifer Harris
Benefits Producer
Direct Line – 407-998-5489
jennifer.harris@ioausa.com

Scott Hilinski
Benefits Producer
Direct Line - 407-998-4251
scott.hilinski@ioausa.com

Lauren Wallace
Benefits Producer
Direct line – 407 998-5440
lauren.wallace@ioausa.com

Matthew Williamson
Benefits Producer
Direct Line – 407-998-5585
matthew.williamson@ioausa.com

Registered Financial Advisor

Christopher Becks
President, Strategic Financial Consultants, Inc.
Direct Line – 407-998-4174
christopher.becks@ioausa.com

Benefits Service Team Leaders

Jeanene Dvorsky
Benefits Service Team Leader
Direct Line 407 998-4208
jeanene.dvorsky@ioausa.com

George Ponzoa
Benefits Service Team Leader
Direct line – 407 998-5436
george.ponzoa@ioausa.com

Jill Slater
Benefit Service Team Leader
Direct line – 407 998-5038
jill.slater@ioausa.com

Benefits Service Specialists

Tiffeney Boggs
Benefit Service Specialist
Direct line – 407 998-4211
tiffeney.boggs@ioausa.com

Brenda Dooley
Benefit Service Specialist
Direct line – 407 998-4176
brenda.dooley@ioausa.com

Betty Gibbs
Benefit Service Specialist
Direct line – 407 998-4233
betty.gibbs@ioausa.com

Jean Johnson
Benefit Service Specialist
Direct line – 407 998-4154
jean.johnson@ioausa.com

Annya Maldonado
Benefit Service Specialist Assistant
Direct line – 407 998-4144
annya.maldonado@ioausa.com

Select Business Unit (Smaller Groups and Individuals)

Linda Jones
SBU Team Leader
Direct line – 407 998-4157
linda.jones@ioausa.com

April Tucker
Select Business Coordinator
Direct line – 407 998-5406
april.tucker@ioausa.com

Branch Locations

Destin, FL

Natalie Zimmer
Benefits Producer
Direct Line – 850-269-6717
natalie.zimmer@ioausa.com

Jacksonville, FL

Cyndi Nunn
Benefits Producer
904-488-9777 ext. 2163
cyndi.nunn@ioausa.com

Jupiter, FL

Anne Zimmer
Benefits Producer
888-643-0833 ext. 6019
anne.zimmer@ioausa.com

Sue Chu
Benefits Service Specialist
888-643-0833 ext. 6028
sue.chu@ioausa.com

Stephanie Joy
Benefits Service Specialist
888-643-0833 ext. 6042
stephanie.joy@ioausa.com

Tampa, FL

Dan Ricker
Vice President / Benefits Producer / PEO Specialist
888-269-6019 ext. 2520
dan.ricker@ioausa.com

John McAllister
Benefits Producer / PEO Specialist
888-269-6019 ext. 2548
john.mcallister@ioausa.com

Sean Orick
Benefits Producer / 401K Specialist
866-657-4015 ext. 2517
sean.orick@ioausa.com

David Ward
Retirement Plan Specialist
866-657-4015 ext 2539
david.ward@ioausa.com

Tricia Mentro
Benefits Service Specialist
888-269-6019 ext. 2531
tricia.mentro@ioausa.com

Tania Phillips
Benefits Service Specialist
888-269-6019 ext. 2532
tania.phillips@ioausa.com

Atlanta, GA

Tim Mills
Benefits Producer
800-535-4305 ext. 2024
timothy.mills@ioausa.com

Gainesville, GA

Patty Halenkamp
Benefits Producer
800-535-4305 ext.2305
patty.halenkamp@ioausa.com

Diane Searing
Benefits Producer
800-535-4305 ext. 2061
diane.searing@ioausa.com

Donna Davis
Benefit Service Specialist Assistant
678-919-1150 ext. 2078
donna.davis@ioausa.com

Mount Laurel, NJ

Chris Ward
Benefits Producer
888-533-7475 ext. 3120
chris.ward@ioausa.com

Maria DeVece
Benefits Service Specialist / SBU Sales Representative
888-533-7475 ext. 3114
maria.devece@ioausa.com

Irvine, CA

John Bourland
Employee Benefits Consultant
949-833-7128
john.bourland@ioausa.com