The Phoenix Team at Benefit Financial Services Group (BFSG) comprises dedicated professionals committed to delivering exceptional client service and operational support. Melissa Ronnie, who joined in 2023, serves as a Client Service Specialist, focusing on enhancing client relationships and providing account assistance. With a background in customer service management and a degree in Business Administration with a marketing concentration from the University of Wisconsin-La Crosse, she brings valuable experience to the team.

Fernando Leonardo, an Investment Research Analyst since March 2023, is responsible for investment and retirement plan research, plan reporting, and cost analysis. A graduate of California State University, Fullerton, with a finance concentration, Fernando has a passion for music and values the knowledge-sharing culture at BFSG.

Administrative support is provided by Olivia Waller and Elsie Khoury. Olivia, who joined in 2023, has experience in administrative and customer service roles, ensuring the Phoenix office operates smoothly. Elsie, with BFSG since 2012, holds a Bachelor of Science in Business Administration with a sales emphasis from California State Polytechnic University, Pomona, and brings over seven years of customer service and administrative support experience.

Katie DeSantis serves as an Executive Assistant, emphasizing teamwork and reliability. She finds fulfillment in outdoor activities with her family and dogs and aspires to have the superpower to grant unlimited wishes or speak any language.