# NEA MEMBER BENEFITS

NEA MEMBER BENEFITS of GAITHERSBURG, MD is an SEC-registered investment adviser.

## Registration

- CRD: 138196
- Type: SEC-registered investment adviser
- SEC file number: 801-64989
- Location: 900 CLOPPER ROAD, SUITE 300, GAITHERSBURG, MD, 20878-1360
- Phone: 301-251-9600
- Latest filing: 2026-07-29
- Clients: 86

## Business model

- Compensation: Fixed, Other
- Clients served: Corporations, Other

## Officers, owners & control persons (56)

_Showing 25 of 56 people._

| Name | Role | Location |
| --- | --- | --- |
| Lisa Sotir Ozkan | CHIEF COMPLIANCE OFFICER, CHIEF LEGAL OFFICER | — |
| Princess Moss | CHAIR OF THE BOARD OF DIRECTORS | — |
| Noel Candelaria | DIRECTOR | — |
| James Greer Vaughan | DIRECTOR | — |
| Leona Suzanne Lindner | CHIEF EXECUTIVE OFFICER | — |
| Aimee Strand Iverson | DIRECTOR | — |
| Christine Lee Mulroney | DIRECTOR | — |
| Christine Barbara Tarrago | CHIEF FINANCIAL OFFICER | — |
| Shannon Leigh Rasmussen | DIRECTOR | — |
| Jasman Joye Jones | DIRECTOR | — |
| Albert Juan Llorens | DIRECTOR | — |
| YATES GENE ALLEN | DIRECTOR | — |
| VAN ROEKEL DENNIS BERNIE | DIRECTOR | — |
| BJORK WILLIAM | DIRECTOR | — |
| MANCE AL | DIRECTOR | — |
| BORGMAN SARAH | DIRECTOR | — |
| PHOEBUS EDWARD GARLAND | CHIEF EXECUTIVE OFFICER | — |
| MENTZER RONALD C | CHIEF FINANCIAL OFFICER | — |
| DOOHER THOMAS A | DIRECTOR | — |
| SOTIR LISA | CHIEF COMPLIANCE OFFICER, CHIEF LEGAL OFFICER; CHIEF LEGAL OFFICER | — |
| WENDLAND JOHN CHARLES | CHIEF COMPLIANCE OFFICER | — |
| ESKELSEN LILY | CHAIRMAN OF THE BOARD OF DIRECTORS; DIRECTOR | — |
| HONAN MAUREEN A | DIRECTOR | — |
| PEARCE SHERIDAN | DIRECTOR | — |
| SANDERS TERRI | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/138196/brochure
- Similar advisers: https://search.stillhousedata.com/firm/138196/similar
- Related entities: https://search.stillhousedata.com/firm/138196/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/138196

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.