“As a wealth management consultant, I work with multiple third party administrators but Wells Thomas is usually my first choice when referring clients. In addition to their comprehensive knowledge and direct access approach, I like the fact that they were one of the first companies to use revenue sharing funds to offset their fees instead of pocketing it as additional, hidden income.”
-Wealth Consultant, Milford, CT
“In the 10 years that I have been working with Wells Thomas as our company’s plan administrator, they have consistently demonstrated a deep knowledge of current and best practices, and have delivered customized services in a personable yet professional manner. I appreciate their responsiveness and can count on their accuracy.”
– Carol Myers, Controller
“Wells Thomas has functioned as the third party administrator for our firm’s retirement plan since its adoption in 1990. Over the 25 years of our relationship, we have found their services to be professional, complete and timely. We routinely recommend them to our clients who are in need of the services they provide.”
-Louis Criscuolo, Partner
“Sirois Tool Company has used Wells Thomas as our profit sharing plan/401k third party administrator for over 30 years. Obviously, in that time period, there have been many changes at Sirois, at Wells Thomas and with ERISA rules, but everything has always been handled professionally and efficiently. Sean, Kris and their team have been a pleasure to work with.”
-Alan Ortner, President & Owner, Sirois Tool Co., Inc.
Wells Thomas, LLC
568 East Main Street
Branford, CT 06405
West Hartford, LLC
10 North Main Street
West Hartford, CT 06107
Trusted partners in retirement plan services.
We pride ourselves on attracting and retaining a diverse pool of talented, service-focused professionals who are committed to providing the best for their clients for the long term. Here’s a brief introduction to each member of the Wells Thomas team.
Kristine L. Thomas, ERPA, QPA, QKA
As Managing Principal, Kris oversees client consulting, compliance, and office management. She holds a Bachelor of Arts degree in Sociology from the University of New Hampshire, and an Employee Benefits Paralegal certificate from The Philadelphia Institute. She worked for a producing Third Party Administrator before starting at Wells Thomas in administration and client relations in 1997. Kris’s strength in plan design and compliance earned her a supervisory role with responsibility for the training and reviewing of other administrators’ work. She was named Managing Principal in 2015.
Sean W. Thomas, ERPA, QPA, QKA
Having graduated Magna Cum Laude with a degree in Communications, Sean was destined to become a leader in client relations and a representative voice on retirement plan issues. Today, he is primarily responsible for the Wells Thomas sales initiative. He joined the firm in 1989, working in all facets of the business, from plan administration to office management and bookkeeping. He also represents the company and the industry at various speaking events. Of note was his testimony on retirement plan matters before the State of Connecticut Commerce Committee.
Brian Gordon, ERPA, QPA, CPC
There are “numbers” guys and then there are “math” guys like Brian who relish in the complexity of retirement plan administration. Having cut his teeth as a math major in the Ivy League, Brian is well suited for his focus area of Defined Benefit Plans and DB/DC combos. He consults on plan design, represents clients in IRS/DOL audits, and assists them with submissions to their corrective programs.
Margaret M. Rose, QKA, TGPC
A strong finance background and a love of math brought Margaret to the retirement plan administration field. Her previous work in the insurance industry as well as a hospital financial counselor gives her a balanced perspective when providing administrative and consulting services to the non-profit and for-profit markets. Margaret’s enthusiasm also make her a great asset in assisting with training.
Nancy Aradillos, QPA, QKA
With over 30 years in the field, Nancy brings a wealth of experience and expertise to her position and responsibility for Third Party Administration for Defined Contribution Retirement Plans. She holds a Bachelors degree in Business Administration and Economics and a Masters in Business Administration. Prior to Wells Thomas, she worked in banking in the retirement trust department.
Daniel J. Latham, QKA
Dan joined the Wells Thomas team in 2011, bringing a well-balanced skill set to his duties of calculating contributions, balancing assets, making sure plans are in compliance, and communicating with plan sponsors and trustees. Previously he worked in banking as a Customer Service and Assistant Branch Manager.
Justin D. Nana, TGPC
As a Third Party Administrator for Wells Thomas, Justin’s area of focus is 403(b), 457, 401(a), and 401(k) plans, with a specialty in tax-exempt markets. He holds a degree in Business Administration with a Finance concentration, and a certificate in Tax Exempt & Governmental Plan Administration.
Patti brings a passion for systems improvement to her duties of design and compliance oversight for a caseload of clients. She holds a MBA in Finance and previously worked in the retirement plan industry with a focus on 401(k) plans. She also managed a call center for plan participants, giving her an extra skill set when it comes to client service..
Jean joined the Wells Thomas team via the KLM Plan Services acquisition in 2017. Her 30+ years of experience are a true asset, having first worked in pension administration for an insurance company, and then in all aspects of third party administration to 401(a), 401(k) and 403(b) plans during her time at KLM.
Diane is a seasoned Third Party Administrator who joined the company during the acquisition of KLM Plan Services. Her expertise in plan administration for Defined Benefit, 401(a), 401(k) and 403(b) plans is wide and deep, having also worked for a major insurance company prior to her time at KLM.
Pam brings extensive knowledge to her current role of providing pension services to all defined contribution plans, including 403(b) plans. Previously, she was with third party administrator KLM Plan Services, where she honed her pension administrative services skills for defined contribution and defined benefit plans for over 20 years.
Plan Implementation Manager
Denise is an industry veteran and the first point of contact for new clients. She works directly with the sales team, financial advisors, plan sponsors, and investment companies to ensure smooth onboarding and transitioning of both new and existing retirement plans.
Client Service Associate
Cedric brings a balanced background of accounting and customer service experience to his duties overseeing Solo retirement plans and plan terminations and assisting administrators with balancing assets and calculating plan contributions and corrections.
Client Service Associate
Melissa loves process and is adept at system improvements. In addition to assisting clients with census information and 5500 filings, she helps administrators with data imports and mass mailings, oversees our office administrative assistants, and is the go-to person for all IT needs.
Terri A. Gambardella
Terri is the keeper of the Wells Thomas books and all other important items, including office organization, filing client statements, processing contribution pay files, assembling plan valuations, and tracking document signature pages.
Tracy C. Sokoloski
Tracy is the “finish” person when it comes to participant distributions and loans. She is responsible for preparing and processing distributions and loans as well as for filing all appropriate and associated tax reports.
Theresa supports the Wells Thomas distribution team with processing participant loans and distributions. She is responsible for preparing and reviewing distribution paperwork, along with answering participant questions.
James plays a key supporting role in the Wells Thomas Branford office where his duties include filing, assembling plan documents and valuation reports, and providing general administrative assistance whenever needed.