Reduce Risk, Increase Reward

Our Core Values

At DirectAdvisors, we have one singular focus: The financial health of your business and employees.

INTEGRITY

We treat everyone with respect. And we stay independent—no conflicts of interest here.

SERVICE

We see a client request as a welcome opportunity to show how much we care. We answer the phone. You’ll know the team well.

GROWTH

We are here to help you grow. We will teach you how to make better financial decisions both personally and professionally.

COMPLIANCE

We strive for compliance with both the letter and the intent of the law. We stand behind our work and will defend it at our own expense.

Are you a merit shop construction company subject to the Davis-Bacon Act, Service Contract Act or state prevailing wage regulations?

WE WILL:

  • Determine and design the appropriate bona fide benefit structure.
  • Administer health and welfare insurance benefits.
  • Administer supplemental unemployment, paid time-off, training and savings benefits.
  • Integrate your bona fide benefit plan with your retirement plan.

Do you need an ERISA fiduciary to consult with you as you navigate retirement plan options for your employees?

WE WILL:

  • Design and manage your plan.
  • Assist with the oversight of your plan’s service providers and platforms.
  • Provide fiduciary investment management, governance and stewardship.
  • Lead participant education efforts and offer one-on-one advice.

Our Expertise

Caring for your employees and for your bottom line can be complex. We help you balance the two and gain peace of mind.

DirectAdvisors is an independent, fee-based firm specializing in two areas: Prevailing Wage Solutions & Fiduciary Services.

Meet Our Team

Where you see obligation, we see opportunity.

In fact, our team brings together more than a century of combined professional experience in developing fringe benefit plans and providing retirement plan guidance to benefit your organization and your employees.

Tom Santa Barbara

Tom Santa Barbara

Co-Founder

Jeff Ricchiuti

Jeff Ricchiuti

Chief Investment Officer

Grace LaPlante

Grace LaPlante

Administrative Assistant

Jeff Bennett

Jeff Bennett

Co-Founder

Stacy Gregory

Stacy Gregory

Plan Advisor

Tanya Mandigo

Tanya Mandigo

Trust Analyst

Catherine “Kitty” Kilmer

Catherine “Kitty” Kilmer

VP of Compliance

Travis Santa Barbara

Travis Santa Barbara

Chief Administrative Officer

Latest From Our Blog

The DirectAdvisors Trust

The DirectAdvisors Trust

The experts at DirectAdvisors can help you design and coordinate a custom bona fide benefit plan solution that is right for your company, and that integrates with your existing benefit plans, insurance carriers, and brokers. Your plan can be designed in a way that relieves much of the burden and expense of government mandates.

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DirectAdvisors ‘Gives Thanks’ by Giving Back

DirectAdvisors ‘Gives Thanks’ by Giving Back

DirectAdvisors has teamed up with CAPTAIN Community Human Services to give back to our local community. Each year, CAPTAIN distributes Thanksgiving Baskets to families in need, with everything needed for a traditional Thanksgiving dinner. The DirectAdvisors Team is honored to be able to donate a basket, including a $200 gift card to help make a local family’s Thanksgiving truly special.

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DirectAdvisors – Nyhart Video Podcast: Cash Balance Plans

DirectAdvisors – Nyhart Video Podcast: Cash Balance Plans

DirectAdvisors was pleased to welcome two guests to our latest installment of our video podcast series. Mike Kiley (Consultant and Relationship Manager) and Karl Willman (Principal/Director of Midwest Small Defined Benefit Operations) of Nyhart joined Stacy Gregory, plan advisor from DirectAdvisors, in a discussion on Cash Balance Plans. Utilizing prevailing wage dollars in a Cash Balance Pension Plan offers various benefits for both employers and their employees. From tax benefits to employee retention, our panelists discussed how this type of plan works, and the advantages of implementing it alongside a defined contribution plan.

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