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
Co-Founder
Jeff Ricchiuti
Chief Investment Officer
Grace LaPlante
Administrative Assistant
Jeff Bennett
Co-Founder
Stacy Gregory
Plan Advisor
Tanya Mandigo
Trust Analyst
Catherine “Kitty” Kilmer
VP of Compliance
Travis Santa Barbara
Chief Administrative Officer
Latest From Our Blog
Tom Santa Barbara Speaks at Dannible & McKee’s Construction Conference
Tom’s presentation — entitled “Prevailing Wage Supplements: The Dos and Don’ts” — discusses the steps you can take to strike the balance between employer competitiveness and employee satisfaction, while remaining compliant. Tom will also discuss the new fringe supplement transparency rules and how to utilize annualization to your benefit.
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.
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.
