Employee Benefits

At Wilson Financial Group, we understand that a strong employee benefits package can play a vital role in attracting, retaining, and supporting valuable employees. That's why we've partnered with experienced professionals who specialize in retirement plans, group health insurance, and ancillary employee benefits solutions.

Whether you're looking to establish or enhance a 401(k) plan, explore health insurance options, or provide additional benefits that support your workforce, our team can help you evaluate solutions designed to meet the needs of both your business and your employees.

Meet our Employee Benefits specialists below and learn how they can help your organization build a comprehensive benefits strategy. You can also review the Nationwide brochure to learn more about the resources, services, and support available through Nationwide's retirement and employee benefits programs.

Learn More About Our Retirement Plan Solutions

Discover how a well-designed retirement and employee benefits program can help attract, retain, and support your employees. Learn more about the retirement plan solutions, participant education resources, administrative support, and financial wellness tools available to help your business and your employees prepare for the future.

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Eddie Patel
Eddie Patel - Registered Investment Advisor
Ron Nalven, CFP®

401(k) & Benefits

Leads the employee benefits division covering group health, dental, life, disability, 401(k), and pension plans. Ron’s comprehensive approach ensures organizations and their employees are fully protected.

Eddie Patel
Eddie Patel - Registered Investment Advisor
Bill Vassas, AIF

Regional Vice President

Bill Vassas, AIF is a Regional Vice President with Nationwide Retirement Plans. With more than 25 years of experience helping advisors and plan sponsors strengthen and grow their businesses, he works with financial professionals on retirement plan strategies, benchmarking, fiduciary audits, and growth opportunities for their clients.

Eddie Patel
Dwight Mejan
Dwight grew up in the suburbs of Chicago and graduated from Purdue University with a degree in Finance/Business Management. He moved to NC shortly after graduating and in 1994 began his career in the insurance industry. Today, he specializes in wealth management as an independent fiduciary. He implements a holistic approach to portfolio construction and management. Thorough risk evaluation and existing asset analysis are performed on each portfolio and reviewed with the prospective client before alternative recommendations are made. We specialize in utilizing a client-friendly process of growing, managing, and protecting our client’s wealth. Traditional as well as non-traditional asset classes are utilized, and broad diversification is part of each plan recommended. A transparent discussion around fees and expense ratio comparison is part of every portfolio recommendation meeting.
Eddie Patel
Gary LoDuca, CFP®, ChFC, AIF®

I started in the financial service profession in 1990 with First Union National Bank. Became fiduciary Investment Adviser (IAR) in 1996, CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner in 2011, Chartered Financial Consultant (ChFC) in 2013, Tax Planner in 2016, Accredited Investment Fiduciary® (AIF®) and Cash Balance Consultant (CBC) in 2018. I am proud to have a clean compliance record over 25+ years as a fiduciary advisor.

I was born on Long Island, NY, and grew up on Florida’s Space Coast.  I graduated from the University of Florida - College of Business in 1989.  I’m a past 2 term Treasurer of the South Tampa Chamber of Commerce, past Treasurer of Coleman Middle School PTSA, and member of the Tampa Bay Estate Planning Council and University of Florida Advisor Network.  I coached Tampa Bay Little League Baseball, and Tampa Youth Football and taught Religious Education at Christ the King Catholic Church.  I have been a South Tampa resident for 32 years.

 Walt Gynn
Walt Gynn
Advisor Development
Consultant & Annuity Specialist
Dave Ray
Dave Ray
Life Advisor
& Development Consultant
Michelle Anderson
Michelle Anderson
Annuity
Case Manager