Our culture of placing client service first has helped us attract an extraordinary group of professionals and staff committed to a single goal: to serve our clients extremely well. Please feel free to contact us directly with your questions at 206.736.0500 or if you’re not sure who to ask, send an email to firstname.lastname@example.org.
Rod Bench has been in the wealth and risk management business since 1972. He was the founder and principal of RA Bench, a highly successful financial services organization in Seattle, and managed the firm prior to its sale to USI Kibble & Prentice in 2010. He previously served as an executive officer of New England Financial and was responsible for the company’s marketing efforts; its product development; and the legal, design and administration teams supporting all employee benefit plans for both retirement and health and welfare plans. In 2016, he joined the group which acquired the individual life and disability insurance business of USI Kibble & Prentice as an equity principal and serves on the management committee of Pillar International Insurance Advisors.
Rod acts as a senior advisor to many family owned enterprises regarding their succession planning and wealth management issues both in the U.S. and abroad. He is also a recognized expert on the design, financing, reporting, and integration of all forms of executive fringe benefit plans; and the structuring of investment and insurance arrangements to meet the financial and reporting requirements of these programs for both private and public concerns.
Rod is currently a trustee and executive committee member for Seattle University, a past trustee for Lakeside School, and a director for a number of industry and charitable organizations. He is a Chartered Life Underwriter and holds advanced designations in Business Tax Planning; Pension Planning and Estate Planning from the American College. Rod and his wife, Mary Jo, reside in Seattle and Napa, CA.
Jacqueline has spent the last 10 years designing life, disability and long term care solutions for individuals and corporations. Prior to Pillar she was a Vice President in the Private Client Services division of USI Kibble & Prentice.
She graduated from the University of Wyoming with a BS in Sociology and Journalism with an emphasis in Public Relations. She is a former board member of the Children’s Trust Foundation and has served on the membership committee for the Downtown Seattle YMCA. In her spare time, Jacqueline enjoys travelling and spending time outdoors with her husband and son.
Connie has over 20 years of experience in insurance planning and advanced underwriting for individuals and corporations. Connie acts as an advisor to businesses on succession planning, key employee and executive benefit plans. She advises families and individuals on estate planning, personal protection strategies, and managing the risk of long-term care. Before joining Pillar International, she was a partner at The Lyman Group where she was responsible for client marketing, business development, and relationship management. In addition, she spent ten years with M Financial Group in Product Development and Sales Support, where she led the company’s sales and marketing team. Connie returned to her roots with Pillar International, as she began her career at RA Bench years ago.
Connie is a member of the Association of Advanced Life Underwriting, where she is co-chair of an AALU Diversity Committee formerly Women’s Engagement Forum. She is also a member of M Financial’s Diversity and inclusion Committee. In addition to supporting a number of local nonprofit organizations, she is the Vice President of the Board of Directors for the Elizabeth Gregory Home, a nonprofit organization that provides resources and a welcoming refuge for women at risk or in need. Connie has spent most of her life in the Pacific Northwest, attended the University of Washington, and enjoys spending time outdoors and on the water with family and friends.
Karen has degrees in Politics and Spanish from Miami University (Ohio) as well as a Masters in International Management from the AGSIM (Thunderbird). Karen began her career in life and disability insurance when she joined Paul Revere brokerage in 1991. After three years of serving as an individual disability sales consultant at Paul Revere, she left for an opportunity to lead a new corporate/executive benefits sales division for UNUM Life Insurance. At UNUM from 1995-2000, Karen was consistently within the top 10% nationally of individual sales consultants, and earned the designation of Representative of the Year in 1998. It was at UNUM that Karen honed her knowledge of combining traditional group and individual product lines to help maximize benefits for key executives.
Karen joined RA Bench in 2000 to support the firm’s efforts in disability/LTC sales as well as establish a general agency for long term care products. When RA Bench was sold to Kibble and Prentice/USI, Karen elected to accept a position near her home on Bainbridge Island as a project manager with Clark Construction, LLC. In 2017, Karen joined forces again with her insurance “family” at Pillar International. She focuses her practice on life, disability and long term care protections as stand-alone products as well as within the multi-life, corporate market. Karen lives on Bainbridge Island with her three children and menagerie of animals.
Kari joined Pillar in 2017 to manage the firm’s qualified plan business and client relationships. She
began her career at Russell Investments (then, Frank Russell Company) in 1989 where she held
client service and operations positions at Frank Russell Securities and Frank Russell Trust Company
for eight years.
In 1997, Kari joined RA Bench and managed the firm’s qualified plan business until 2010. She was
responsible for developing and managing the investment due diligence process including,
provider selection and reviews, investment selection and monitoring, investment policy statement
design, trustee/investment committee reviews, and participant education.
After RA Bench was sold to Kibble and Prentice/USI, Kari formed KM Asset Solutions, a registered
investment advisory firm, in 2011. KM Asset Solutions was formed to provide investment advisory
services to plan sponsors of qualified retirement plans. That business was merged into Cadence
Wealth Management, LLC in 2012, where Kari continues to serve as an Investment Advisor
Representative and manage the firm’s qualified plan business.
In addition, Kari is an independent contractor with Russell Investments as a Senior Oversight
Analyst on the Global Manager Oversight and Due Diligence team.
Kari graduated from Pepperdine University with a Bachelor of Science in Business Administration
followed by a Master of Business Administration degree in Finance from the University of Notre
Dame. Kari and her family live in Gig Harbor, WA.
Technical Review & Operations
Thomas Morton, JD, LLM (Tax)
Client Service & Reporting
Technical Review & Operations
Thomas Morton, CPA, JD, LLM
Client Service & Reporting