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.

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

WE WILL:

  • Design and manage your plan.
  • Select or assist in selecting vendors 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

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