BENEFITWORKS, INC. of LEBANON, PA is an SEC-registered investment adviser (CRD 109267). Regulatory assets under management: $9.5M.
| Name | Role | Location |
|---|---|---|
| HEERDT ROBERT JOHN | VICE-PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| BAUM SUSAN LOUISE | SHAREHOLDER | — |
| TREFSGAR BROOKS NELSON | PRESIDENT | — |
| TREFSGAR BROOKS RICHARD | VICE PRESIDENT; VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| PEACHEY BRIAN RAY | PRESIDENT | — |