Insurance and Retirement Appointments

UNC Charlotte's Benefits Office facilitates visits from retirement and insurance companies that offer services to faculty and staff. Below is a list of upcoming opportunities for employees to schedule on-campus appointments with these companies. 

CAPTRUST Financial Advisors is the independent advisory firm that works on the UNC Retirement Programs. Individual sessions can include, but are not limited to the following: retirement planning, general financial planning, debt management, investment education and advice.  These one-on-one sessions are offered to you solely as a benefit;  CAPTRUST's role is not to sell you anything, but purely to help you make sound investment decisions.


  • Jan 15-16 Colvard 5092

  • Feb 4-5 Colvard 5092

  • March 26-27 Colvard 5092

Reservations: Click here to schedule an appointment with CAPTRUST's online system. 

Judy Williamson
Associate and Retirement Counselor, Consulting Research Group
(919) 870.6822 (ext. 10291) |

Optional Retirement Plan, UNC System 403b and 457 Supplemental Retirement Pans


  • To be scheduled

Reservations:  Make an appointment online at

Jared McVey, CRPC®
Director, Retirement Planner
(704) 614-4167 |

Liberty Mutual
Automobile Insurance, Homeowners, Renters and Personal Property Insurance 


  • To be scheduled

Reservations:  Email the representative below to reserve a time.

Larry F. Chester, LUTCF    
Executive Sales Representative 
(704) 549-8944 (ext. 57368) | 

NC Total Retirement - Prudential
401k and 457 Supplemental Retirement Pans 

Reservations: Contact the representative below to schedule an appointment.


Rob Sipprell, CRC® 
Retirement Counselor – Education Specialist| North Carolina Total Retirement Plans
919.583.2677 | ​

Optional Retirement Plan, UNC System 403b and 457 Supplemental Retirement Plans


  • Jan. 21 Cone Center Room 110
  • Jan.  22, Cone Center Room 207
  • Feb. 18 & 19, Cone Center Room 207
  • March 11 & 12, Cone Center Room 207

Reservations required: Visit to make an appointment.


Gary Craddock
Financial Consultant, Field Consulting Group
(704) 988-2597 |

Joshua Scott
Financial Consultant  | Institutional Solutions & Relationships 
919-687-5240 |