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Personal assistance
When it comes to planning for your financial future, you don’t have to go it alone.
We want you to feel comfortable and confident in saving for retirement. After all, this is your financial future we’re talking about. No one knows better than you the importance of making sure your savings is always working as hard as it can.
At any time, you can meet with a professional retirement counselor who can provide one-on-one assistance.
Meet your counselors
Your journey to financial wellbeing starts here. Your counselor can help you:
- Enroll in the plan
- Register your account online
- Designate your beneficiary (or beneficiaries)
- Complete your financial wellness assessment
Your counselor can meet with you by phone, in person at your workplace, or virtually. Select your location below to find your counselor.
NewYork-Presbyterian Allen Hospital
Meet your dedicated on-site counselor, Samantha Clyne-Roland
Samantha Clyne-Roland Retirement Counselor
Phone: 929-489-4723
Email: samantha.clyneroland@empower.com Schedule an appointment opens in new windowSamantha Clyne-Roland has over 10 years of experience in the financial services industry and has also worked for Prudential, in the Global Wealth & Investment Management and retail banking divisions of Bank of America Merrill Lynch, and at JPMorgan Chase.
Samantha takes a collaborative approach to the retirement experience for NewYork-Presbyterian retirement plan participants. In addition to group consultative services, she offers individual consultations to address your unique retirement journey. In such meetings, you'll discuss important strategies related to your retirement benefits, learn how to utilize available tools for financial preparedness, and have a holistic conversation around wealth preservation and long-term retirement.
Samantha holds a bachelor's degree in forensic psychology from John Jay College and is in the process of completing her MBA in healthcare administration at the Zicklin School of Business at Baruch College. She currently maintains the FINRA Series 6 securities registration and Series 63 and 66 state securities licenses and holds FINRA Series 7 credentials.Contact Samantha to schedule an appointment for a one-on-one consultation in person or virtually.
When I allowed myself to be the boldest version of myself, I realized I was more willing to take risks, to be more powerful—and not be afraid to confront challenges."
—Samantha Clyne-RolandNewYork-Presbyterian Brooklyn Methodist Hospital
Meet your dedicated on-site counselor, Samantha Clyne-Roland
Samantha Clyne-Roland Retirement Counselor
Phone: 929-489-4723
Email: samantha.clyneroland@empower.com Schedule an appointment opens in new windowSamantha Clyne-Roland has over 10 years of experience in the financial services industry and has also worked for Prudential, in the Global Wealth & Investment Management and retail banking divisions of Bank of America Merrill Lynch, and at JPMorgan Chase.
Samantha takes a collaborative approach to the retirement experience for NewYork-Presbyterian retirement plan participants. In addition to group consultative services, she offers individual consultations to address your unique retirement journey. In such meetings, you'll discuss important strategies related to your retirement benefits, learn how to utilize available tools for financial preparedness, and have a holistic conversation around wealth preservation and long-term retirement.
Samantha holds a bachelor's degree in forensic psychology from John Jay College and is in the process of completing her MBA in healthcare administration at the Zicklin School of Business at Baruch College. She currently maintains the FINRA Series 6 securities registration and Series 63 and 66 state securities licenses and holds FINRA Series 7 credentials.Contact Samantha to schedule an appointment for a one-on-one consultation in person or virtually.
When I allowed myself to be the boldest version of myself, I realized I was more willing to take risks, to be more powerful—and not be afraid to confront challenges."
—Samantha Clyne-RolandNewYork-Presbyterian/Columbia University Irving Medical Center
Meet your dedicated on-site counselor, Rafael Roque
Rafael Roque Retirement Counselor
Phone: 646-483-0899
Email: rafael.roque@empower.com Schedule an appointment opens in new windowRafael is focused on helping NewYork-Presbyterian retirement plan participants take positive action to reach their retirement goals and develop a distribution strategy that will meet their needs in retirement. He conducts group presentations as well as one-on-one consultations.
Throughout his career, Rafael has worked in the healthcare and government spaces, meeting participants where they are. His passion is to educate people to help them reach the retirement they deserve.
Rafael holds a bachelor's degree in finance from Westfield State University. He currently maintains the FINRA Series 6 securities registration and the Series 63 state securities license.
Contact Rafael to schedule an appointment for a one-on-one consultation in person or virtually.
Let me lend a hand in helping you translate your retirement goals. Allow me to make financial literacy sound a lot easier, so you’ll feel comfortable accomplishing milestones to achieve overall financial wellness."
—Rafael RoqueCorporate Office
Meet your dedicated on-site counselor, Barry Solon
Barry Solon Retirement Counselor
Phone: 917-938-3306
Email: barry.solon@empower.com Schedule an appointment opens in new windowBarry uses a consultative and educational approach to help NewYork-Presbyterian retirement plan participants achieve a successful retirement. His expertise and consultative approach allow him to explain the intricacies of investing, asset allocation and income distribution in easy-to-understand language. Whether one on one or in groups, Barry enjoys partnering with people to help improve their financial well-being.
Barry has spent his career in the financial services industry with a focus on retirement planning strategies. He holds a bachelor's degree in economics from New York University, currently maintains the Series 63 state securities license, and holds FINRA Series 7 credentials as well as life and health insurance licenses in New Jersey.
Contact Barry to schedule an appointment for a one-on-one consultation in person or virtually. He can help you understand:
- Your retirement plan benefits.
- Tools and resources available to you.
- Your individual retirement situation.
My goal is to help participants attain a more secure retirement using a consultative and educational approach. I want to help make sure your essential expenses in retirement are being met using reliable sources of income and that you don’t outlive your money."
—Barry SolonNewYork-Presbyterian Helen Hayes Hospital
Meet your dedicated on-site counselor, Samantha Clyne-Roland
Samantha Clyne-Roland Retirement Counselor
Phone: 929-489-4723
Email: samantha.clyneroland@empower.com Schedule an appointment opens in new windowSamantha Clyne-Roland has over 10 years of experience in the financial services industry and has also worked for Prudential, in the Global Wealth & Investment Management and retail banking divisions of Bank of America Merrill Lynch, and at JPMorgan Chase.
Samantha takes a collaborative approach to the retirement experience for NewYork-Presbyterian retirement plan participants. In addition to group consultative services, she offers individual consultations to address your unique retirement journey. In such meetings, you'll discuss important strategies related to your retirement benefits, learn how to utilize available tools for financial preparedness, and have a holistic conversation around wealth preservation and long-term retirement.
Samantha holds a bachelor's degree in forensic psychology from John Jay College and is in the process of completing her MBA in healthcare administration at the Zicklin School of Business at Baruch College. She currently maintains the FINRA Series 6 securities registration and Series 63 and 66 state securities licenses and holds FINRA Series 7 credentials.Contact Samantha to schedule an appointment for a one-on-one consultation in person or virtually.
When I allowed myself to be the boldest version of myself, I realized I was more willing to take risks, to be more powerful—and not be afraid to confront challenges."
—Samantha Clyne-RolandNewYork-Presbyterian Hudson Valley Hospital
Meet your dedicated on-site counselor, Don Santos
Don Santos Retirement Counselor
Phone: 917-938-3284
Email: don.santos@empower.com Schedule an appointment opens in new windowAn accomplished professional in financial services specializing in the healthcare industry, Don focuses on helping NewYork-Presbyterian retirement plan participants prepare for their financial well-being and retirement readiness. He uses his excellent communication skills to educate individuals about available retirement plan and distribution options that can help them meet their desired retirement goals.
Don currently maintains the Series 63 state securities license and holds FINRA Series 7 credentials as well as state life, health and variable annuity licenses.
Contact Don to schedule an appointment for a one-on-one consultation in person or virtually.
I recognize the deep responsibility of counseling participants. Their retirement goals involve some of the most basic financial decisions— affecting the security of themselves and their families. My pledge is to serve these needs with the same honesty and integrity I would apply to myself."
—Don SantosNewYork-Presbyterian Medical Group Hudson Valley
Meet your dedicated on-site counselor, Don Santos
Don Santos Retirement Counselor
Phone: 917-938-3284
Email: don.santos@empower.com Schedule an appointment opens in new windowAn accomplished professional in financial services specializing in the healthcare industry, Don focuses on helping NewYork-Presbyterian retirement plan participants prepare for their financial well-being and retirement readiness. He uses his excellent communication skills to educate individuals about available retirement plan and distribution options that can help them meet their desired retirement goals.
Don currently maintains the Series 63 state securities license and holds FINRA Series 7 credentials as well as state life, health and variable annuity licenses.
Contact Don to schedule an appointment for a one-on-one consultation in person or virtually.
I recognize the deep responsibility of counseling participants. Their retirement goals involve some of the most basic financial decisions— affecting the security of themselves and their families. My pledge is to serve these needs with the same honesty and integrity I would apply to myself."
—Don SantosNewYork-Presbyterian Westchester (formerly NYP Lawrence Hospital)
Meet your dedicated on-site counselor, Samantha Clyne-Roland
Samantha Clyne-Roland Retirement Counselor
Phone: 929-489-4723
Email: samantha.clyneroland@empower.com Schedule an appointment opens in new windowSamantha Clyne-Roland has over 10 years of experience in the financial services industry and has also worked for Prudential, in the Global Wealth & Investment Management and retail banking divisions of Bank of America Merrill Lynch, and at JPMorgan Chase.
Samantha takes a collaborative approach to the retirement experience for NewYork-Presbyterian retirement plan participants. In addition to group consultative services, she offers individual consultations to address your unique retirement journey. In such meetings, you'll discuss important strategies related to your retirement benefits, learn how to utilize available tools for financial preparedness, and have a holistic conversation around wealth preservation and long-term retirement.
Samantha holds a bachelor's degree in forensic psychology from John Jay College and is in the process of completing her MBA in healthcare administration at the Zicklin School of Business at Baruch College. She currently maintains the FINRA Series 6 securities registration and Series 63 and 66 state securities licenses and holds FINRA Series 7 credentials.Contact Samantha to schedule an appointment for a one-on-one consultation in person or virtually.
When I allowed myself to be the boldest version of myself, I realized I was more willing to take risks, to be more powerful—and not be afraid to confront challenges."
—Samantha Clyne-RolandNewYork-Presbyterian Lower Manhattan Hospital
Meet your dedicated on-site counselor, Don Santos
Don Santos Retirement Counselor
Phone: 917-938-3284
Email: don.santos@empower.com Schedule an appointment opens in new windowAn accomplished professional in financial services specializing in the healthcare industry, Don focuses on helping NewYork-Presbyterian retirement plan participants prepare for their financial well-being and retirement readiness. He uses his excellent communication skills to educate individuals about available retirement plan and distribution options that can help them meet their desired retirement goals.
Don currently maintains the Series 63 state securities license and holds FINRA Series 7 credentials as well as state life, health and variable annuity licenses.
Contact Don to schedule an appointment for a one-on-one consultation in person or virtually.
I recognize the deep responsibility of counseling participants. Their retirement goals involve some of the most basic financial decisions— affecting the security of themselves and their families. My pledge is to serve these needs with the same honesty and integrity I would apply to myself."
—Don SantosNewYork-Presbyterian Medical Group Kings County
Meet your dedicated on-site counselor, Samantha Clyne-Roland
Samantha Clyne-Roland Retirement Counselor
Phone: 929-489-4723
Email: samantha.clyneroland@empower.com Schedule an appointment opens in new windowSamantha Clyne-Roland has over 10 years of experience in the financial services industry and has also worked for Prudential, in the Global Wealth & Investment Management and retail banking divisions of Bank of America Merrill Lynch, and at JPMorgan Chase.
Samantha takes a collaborative approach to the retirement experience for NewYork-Presbyterian retirement plan participants. In addition to group consultative services, she offers individual consultations to address your unique retirement journey. In such meetings, you'll discuss important strategies related to your retirement benefits, learn how to utilize available tools for financial preparedness, and have a holistic conversation around wealth preservation and long-term retirement.
Samantha holds a bachelor's degree in forensic psychology from John Jay College and is in the process of completing her MBA in healthcare administration at the Zicklin School of Business at Baruch College. She currently maintains the FINRA Series 6 securities registration and Series 63 and 66 state securities licenses and holds FINRA Series 7 credentials.Contact Samantha to schedule an appointment for a one-on-one consultation in person or virtually.
When I allowed myself to be the boldest version of myself, I realized I was more willing to take risks, to be more powerful—and not be afraid to confront challenges."
—Samantha Clyne-RolandNewYork-Presbyterian Morgan Stanley Children’s Hospital
Meet your dedicated on-site counselor, Rafael Roque
Rafael Roque Retirement Counselor
Phone: 646-483-0899
Email: rafael.roque@empower.com Schedule an appointment opens in new windowRafael is focused on helping NewYork-Presbyterian retirement plan participants take positive action to reach their retirement goals and develop a distribution strategy that will meet their needs in retirement. He conducts group presentations as well as one-on-one consultations.
Throughout his career, Rafael has worked in the healthcare and government spaces, meeting participants where they are. His passion is to educate people to help them reach the retirement they deserve.
Rafael holds a bachelor's degree in finance from Westfield State University. He currently maintains the FINRA Series 6 securities registration and the Series 63 state securities license.
Contact Rafael to schedule an appointment for a one-on-one consultation in person or virtually.
Let me lend a hand in helping you translate your retirement goals. Allow me to make financial literacy sound a lot easier, so you’ll feel comfortable accomplishing milestones to achieve overall financial wellness."
—Rafael RoqueNetwork Recovery Services
Meet your dedicated on-site counselor, Samantha Clyne-Roland
Samantha Clyne-Roland Retirement Counselor
Phone: 929-489-4723
Email: samantha.clyneroland@empower.com Schedule an appointment opens in new windowSamantha Clyne-Roland has over 10 years of experience in the financial services industry and has also worked for Prudential, in the Global Wealth & Investment Management and retail banking divisions of Bank of America Merrill Lynch, and at JPMorgan Chase.
Samantha takes a collaborative approach to the retirement experience for NewYork-Presbyterian retirement plan participants. In addition to group consultative services, she offers individual consultations to address your unique retirement journey. In such meetings, you'll discuss important strategies related to your retirement benefits, learn how to utilize available tools for financial preparedness, and have a holistic conversation around wealth preservation and long-term retirement.
Samantha holds a bachelor's degree in forensic psychology from John Jay College and is in the process of completing her MBA in healthcare administration at the Zicklin School of Business at Baruch College. She currently maintains the FINRA Series 6 securities registration and Series 63 and 66 state securities licenses and holds FINRA Series 7 credentials.Contact Samantha to schedule an appointment for a one-on-one consultation in person or virtually.
When I allowed myself to be the boldest version of myself, I realized I was more willing to take risks, to be more powerful—and not be afraid to confront challenges."
—Samantha Clyne-RolandNewYork-Presbyterian Queens
Meet your dedicated on-site counselor, Don Santos
Don Santos Retirement Counselor
Phone: 917-938-3284
Email: don.santos@empower.com Schedule an appointment opens in new windowAn accomplished professional in financial services specializing in the healthcare industry, Don focuses on helping NewYork-Presbyterian retirement plan participants prepare for their financial well-being and retirement readiness. He uses his excellent communication skills to educate individuals about available retirement plan and distribution options that can help them meet their desired retirement goals.
Don currently maintains the Series 63 state securities license and holds FINRA Series 7 credentials as well as state life, health and variable annuity licenses.
Contact Don to schedule an appointment for a one-on-one consultation in person or virtually.
I recognize the deep responsibility of counseling participants. Their retirement goals involve some of the most basic financial decisions— affecting the security of themselves and their families. My pledge is to serve these needs with the same honesty and integrity I would apply to myself."
—Don SantosNewYork-Presbyterian Medical Group Queens
Meet your dedicated on-site counselor, Don Santos
Don Santos Retirement Counselor
Phone: 917-938-3284
Email: don.santos@empower.com Schedule an appointment opens in new windowAn accomplished professional in financial services specializing in the healthcare industry, Don focuses on helping NewYork-Presbyterian retirement plan participants prepare for their financial well-being and retirement readiness. He uses his excellent communication skills to educate individuals about available retirement plan and distribution options that can help them meet their desired retirement goals.
Don currently maintains the Series 63 state securities license and holds FINRA Series 7 credentials as well as state life, health and variable annuity licenses.
Contact Don to schedule an appointment for a one-on-one consultation in person or virtually.
I recognize the deep responsibility of counseling participants. Their retirement goals involve some of the most basic financial decisions— affecting the security of themselves and their families. My pledge is to serve these needs with the same honesty and integrity I would apply to myself."
—Don SantosNewYork-Presbyterian/Weill Cornell Medical Center
Meet your dedicated on-site counselor, Barry Solon
Barry Solon Retirement Counselor
Phone: 917-938-3306
Email: barry.solon@empower.com Schedule an appointment opens in new windowBarry uses a consultative and educational approach to help NewYork-Presbyterian retirement plan participants achieve a successful retirement. His expertise and consultative approach allow him to explain the intricacies of investing, asset allocation and income distribution in easy-to-understand language. Whether one on one or in groups, Barry enjoys partnering with people to help improve their financial well-being.
Barry has spent his career in the financial services industry with a focus on retirement planning strategies. He holds a bachelor's degree in economics from New York University, currently maintains the Series 63 state securities license, and holds FINRA Series 7 credentials as well as life and health insurance licenses in New Jersey.
Contact Barry to schedule an appointment for a one-on-one consultation in person or virtually. He can help you understand:
- Your retirement plan benefits.
- Tools and resources available to you.
- Your individual retirement situation.
My goal is to help participants attain a more secure retirement using a consultative and educational approach. I want to help make sure your essential expenses in retirement are being met using reliable sources of income and that you don’t outlive your money."
—Barry SolonNewYork-Presbyterian Westchester Behavioral Health Center
Meet your dedicated on-site counselor, Don Santos
Don Santos Retirement Counselor
Phone: 917-938-3284
Email: don.santos@empower.com Schedule an appointment opens in new windowAn accomplished professional in financial services specializing in the healthcare industry, Don focuses on helping NewYork-Presbyterian retirement plan participants prepare for their financial well-being and retirement readiness. He uses his excellent communication skills to educate individuals about available retirement plan and distribution options that can help them meet their desired retirement goals.
Don currently maintains the Series 63 state securities license and holds FINRA Series 7 credentials as well as state life, health and variable annuity licenses.
Contact Don to schedule an appointment for a one-on-one consultation in person or virtually.
I recognize the deep responsibility of counseling participants. Their retirement goals involve some of the most basic financial decisions— affecting the security of themselves and their families. My pledge is to serve these needs with the same honesty and integrity I would apply to myself."
—Don SantosNewYork-Presbyterian Westchester Medical Group
Meet your dedicated on-site counselor, Don Santos
Don Santos Retirement Counselor
Phone: 917-938-3284
Email: don.santos@empower.com Schedule an appointment opens in new windowAn accomplished professional in financial services specializing in the healthcare industry, Don focuses on helping NewYork-Presbyterian retirement plan participants prepare for their financial well-being and retirement readiness. He uses his excellent communication skills to educate individuals about available retirement plan and distribution options that can help them meet their desired retirement goals.
Don currently maintains the Series 63 state securities license and holds FINRA Series 7 credentials as well as state life, health and variable annuity licenses.
Contact Don to schedule an appointment for a one-on-one consultation in person or virtually.
I recognize the deep responsibility of counseling participants. Their retirement goals involve some of the most basic financial decisions— affecting the security of themselves and their families. My pledge is to serve these needs with the same honesty and integrity I would apply to myself."
—Don Santos
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