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403(b) Deferred Compensation


Harrisonburg City Public Schools offers the following 403(b) Deferred Compensation options to all staff.  Further information about each investment organization and the investment options can be located by clicking on the name of the financial services organization below or by contacting an approved investment provider.

 
AIG –VALIC
Michael Okuley
VALIC District Office
10800 Midlothian Turnpike
Suite 200
North Chesterfield, VA  23235
rmichael.okuley@valic.com, (540) 820-3601
1-804-897-5042
 
 
AMERIPRISE FINANCIAL SERVICES
Frank Driver & Michael Bowen
2565 John Wayland Highway, Suite 112
Harrisonburg, VA 22801
(540) 434-8278
 
Patricia Koogler
165 South Main Street, Suite E
Harrisonburg, VA  22801
(540) 434-0484
 
Chris Goehner, Andrew Huggins,
James Mumaw, Garry Nichols,
Nicole Tayman
4030 Quarrels Court
Harrisonburg, VA  22801
(540) 434-4956
 
Stephen Krech
373 Neff Ave.
Harrisonburg, VA  22801
(540) 434-3622
 
ASPIRE FINANCIAL GROUPS
Everence Financial Advisors
Joseph Lapp, Glen Kauffman,
Jacqueline Painter, Chan Gingerich
841-A Mt. Clinton Pike
Harrisonburg, VA  22802
chan.gingerich@mmapartners.org
(540) 437-7422
 
Edward Jones
Gannon Irons, Matt Woodford
625 Mt. Clinton Pike, Ste D
Harrisonburg, VA  22802
540-433-4907
 
Edward Jones
Abe Halterman, Sean Philpott
5 Killdeer Lane
Dayton, VA  22821
540-879-2019
 
Edward Jones
Kathy Armentrout
560 Neff Ave., Ste 100
Harrisonburg, VA  22801
540-574-1013
 
Edward Jones
Ken Surber
245 Newman Ave.
Harrisonburg, VA  22801
540-433-9278
 
Edward Jones
Bob Wheatley
121 A North Main St.
Bridgewater, VA  22812
540-828-3790
 
Edward Jones
Tom Linski, Jr.
1947-B Medical Ave.
Harrisonburg, VA 22801
540-433-5366
 
Edward Jones
Randy Nutter
4038 Quarles Ct.
Harrisonburg, VA  22801
540-434-2457
 
LD&B Financial Services
Adam Savanick, Joe Shenk
205 South Liberty St.
Harrisonburg, VA  22801
 540-433-2796
 
 
THE HORACE MANN COMPANIES                      
Mike Noel (Temporary Contact - a new permanent agent is expected by 3/31/17)
(540) 667-7634
                                                           
 
 
LINCOLN FINANCIAL GROUP / LINCOLN NATIONAL CORP.
Mylestone Plans
Bruce Myles
Amir Eyal
1300 Piccard Dr.,  Ste. 206
Rockville, MD  20850
(301) 816-3196
 
 
 
MASS MUTUAL LIFE INSURANCE COMPANY - VA
Ken Kowalski
1106 Commerce Street, Suite 1
Lynchburg, VA  24503
(434) 847-7422
 
 
 
PLAN MEMBER SECURITIES / Old Dominion Insurance & Investments
S. Bruce Allen, Jim Patton
420 W. Jubal Early Drive, Unit 202                                        
Winchester, VA  22601                                                                      
jpatton@olddominionii.com               
(800) 621-3863 or (540) 545-8915
 
 
 
METLIFE
Debra Mowery
57 South Main Street, Suite 409
Harrisonburg, VA  22801
 (540) 421-0774
 (540) 433-5040
 
 
VIRGINIA RETIREMENT SPECIALISTS INC.
Oppenheimer Funds
ReliaStar Life Insurance Company – ING/Northern
Trust Company of America
Cecil Ratcliff
266 West Main Street
Abington, VA  24210
888-638-1833
 
 
 
GWN SECURITIES, INC.
Robert Cox
118 Woodcreek Road
Bedford, VA  24523
800-834-8959
 
 
 
 
 
 
5/17/16