Scott L. Bartholomaus

403(b)/457 - Executive Vice President
(425) 256-8003 or 1-800-706-0700, ext. 68003
Mobile: (206) 890-3220
scott.bartholomaus@symetra.com

Scott Bartholomaus is the 403(b)/457 - executive vice president, leading the company's Tax-Sheltered Account sales and operations. In this role he works with retirement plan advisors and brokers to implement 403(b) and 457 plans for employers across the country.

Scott has been with Symetra Financial for more than 20 years, joining as a Pension Department analyst in 1984. In 1989 he was named corporate plans manager and later became manager of the Tax Sheltered Department. Scott also served as pension product manager and in 1996 was appointed assistant vice president. In 1998, Scott assumed leadership of the Retirement Services division, which included oversight over qualified and nonqualified deferred annuities and retirement plans.

Scott is a Registered Principal with Symetra Investment Services, past Board member of First Symetra National Life Insurance Company of New York and previously served on the American Council of Life Insurers (ACLI) Pension Committee. He is active in the National Tax Sheltered Accounts Association (NTSAA) and Life Office Management Association (LOMA) organizations, as well as Junior Achievement business education program.

Scott received a bachelor's degree in Criminal Justice from Washington State University.

Ernest L. Jordan

403(b) - Managing Director, Group Distribution
(425) 256-5645 or 1-800-706-0700, ext. 65645
ernest.jordan@symetra.com

Ernest Jordan is managing director of 403(b) group distribution and oversees retirement wealth management solutions with Symetra Financial. In this role, he is responsible for managing 403(b) relationships as well as the development of new 403(b) business. Additionally, Ernest works with advisors and school districts directly to develop retirement plan solutions.

A 26-year veteran of the financial services industry, Ernest has held a variety of management positions focused on strategy and distribution of retirement-related products through both proprietary and third party distribution channels. Previously, he served as senior vice president of National Markets and Group Relationships at AIG Retirement.

Ernest received his B.B.A. degree in management from Faulkner University and holds FINRA Series 7, 63, 65, 24 and 51 securities licenses. He is also a Certified Fund Specialist (CFS) and is board certified in mutual funds from the Institute of Business and Finance.

Joanne Henderson, MCRS

403(b)/457 - Vice President
(425) 256-8786 or 1-800-706-0700, ext. 68786
Mobile: (206) 384-9293
joanne.henderson@symetra.com

Joanne Henderson is a Vice President of 403(b)/457 distribution with Symetra Financial. She began her career in the retirement plans market when she joined Symetra Financial in 1978. Over the years she has held a variety of positions, including management, marketing, sales and compliance. In her current role, she acts as the liaison to the company's key 403(b) relationships nationwide.

Joanne was instrumental in the development and continued support of the National Tax Sheltered Accounts Association (NTSAA) since its inception in 1989. She served a two-year term as the President of the association, on the Board of Directors and as Chair of the Industry Partners Council. She acts as a technical resource for the organization's members and frequently authors articles for the newsletter. She has served on a number of project committees, including the development of course material for the CRS/MCRS designation program. She is recognized in the industry for her knowledge and expertise.

David Smith

403(b)/457 - Internal Wholesaler
(425) 256-8407 or 1-800-706-0700, ext. 68407
david.smith@symetra.com

David Smith is the 403(b)/457 - Internal Wholesaler, supporting the wholesaling efforts of both Scott Bartholomaus and Joanne Henderson as well as assisting with the day to day sales of our plan advisors. He has extensive background in retirement plan sales including TSA, 457, 401(k) and defined benefit plans. He started his career with Symetra nearly 10 years ago and has filled several roles including Corporate Plans Internal Wholesaler and Manager of the Corporate Plans Internal Wholesaling team. He has a passion for providing the support our sales partners may need including furnishing product knowledge, prospecting ideas, presentation assistance and aid with the sales process.

David is a Registered Rep with Symetra Investment Services and is active in the Junior Achievement business education program. David received a bachelor's degree in Business Management from Washington State University.

FOR AGENT & ADVISOR USE ONLY