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Meet Our Team

Get to know the defined benefit plan consultants behind our success

Daphne Agillard

Administration Consultant (Jacksonville)

Daphne is a DB Administration Consultant. She has 9+ years of experience in the retirement industry working for American National Insurance Company and, before that, Voya Financial. Daphne is very detail-oriented and has experience balancing and reconciling defined benefit and defined contribution accounts. She reviewed and audited her colleagues’ work, calculations, and transactions daily, ensuring all deliverables were accurate before being sent to clients and sponsors. Daphne has experience creating pension, budgeting, and bookkeeping spreadsheets in Excel and using If/Then statements, VLOOKUPs, and other necessary functions. 

She obtained a Bachelor of Science degree in Accounting from Southeastern Louisiana University and a Master of Science degree in Public Health Administration, with a strong concentration in Health Services Administration from the University of North Texas.

Daphne is passionate about helping people understand benefits administration and desires to utilize all her skills to serve retirees and their families. 

Her favorite pastime involves spending quality time with her family, and she loves to go on long drives simply enjoying the view.

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