A Plan for Employers
A financial wellness program improves retention and productivity by reducing stress and distraction at work. Learn more about what financial wellness is and how it helps employees and employers alike.
Director of Business Development, Beneplace
Casey serves as the director of business development at Beneplace. After graduating from the University of Virginia and then receiving his J.D. from St. Mary’s University, he started his career in corporate finance. He worked for or partnered with companies in a variety of industries, including multi-family real estate, construction, and technology. In 2017, he joined Beneplace, where he crafts voluntary benefit plans for a wide range of distinguished employers. Thanks to his diverse professional experience, Casey understands the needs of all his clients, no matter their size or industry.
VP Client Sales,
Adam serves as the vice president of client sales at Beneplace. He joined the Beneplace team after nine years with Sandler Training, where he consulted with and trained scores of CEOs and sales leaders, becoming one of the top-performing associates in the worldwide network. Prior to Sandler, he worked in the education and non-profit sectors, first teaching high school English and then coaching high school football for Regents School of Austin. He earned his MBA from the Acton School of Business in Austin, Texas. Adam put his MBA to good use when he joined Beneplace in 2017 by increasing lead flow and trimming sales cycles to grow the account base.