The Team & More

Quality Advisors Across the USA

Lee Dillon

FOUNDER

In 2001, Lee Dillon made a commitment to his father to dedicate his career to serving the hardworking men and women of the Union Skilled Trades. Building on the values he learned through military service and from his father, Lee has spent more than 39 years helping Americans make informed decisions about their financial future. A proud father of two daughters, Lee founded Union Benefit Advisors (UBA) to help union members and their families maximize the value of their pensions, retirement benefits, healthcare options, and legacy plans. Through education, retirement planning, and personalized guidance, Lee and his team help members prepare for retirement with greater confidence and peace of mind. Today, Lee remains committed to the same mission that began over two decades ago: bringing value, education, and service to the hardworking Americans who built this country.

Mike Nolan

CONSULTANT

Missouri and Illinois

Larry Dykes

CONSULTANT

Retirement & Wealth Planning Specialist

Jeff Riesberg

CONSULTANT

Helping individuals and families prepare

Carlos Nassar

CONSULTANT

Helping individuals and families navigate Medicare and retirement planning

Ken Walbridge

CONSULTANT

Husband, father, spiritual leader and financial professional committed

Eric B. Giffin

CONSULTANT

Helping individuals and families make informed

Brett Benson

CONSULTANT

Financial and retirement planning experience to Union Benefit Advisors

Bre Brown

CONSULTANT

Helping union members and their families make informed

Mike Dressander

CONSULTANT

Financial services experience to Union Benefit Advisors

Eric Shilts

CONSULTANT

Helping union skilled trades members and their families prepare

Blake Zinn

CONSULTANT

Retirement Plan Consultant | UBA 401(k) & Retirement Plan Division

Hector Ortiz

CONSULTANT

Helping individuals and families build greater confidence in their financial future

Scott Harper, EA

CONSULTANT

Enrolled Agent (EA) and the Owner of Preservation Wealth Consultants

Jon Bellman

CONSULTANT

Retirement Planning Advisor with Union Benefit Advisors (UBA)

Don Cameron

CONSULTANT

Helping individuals and families prepare for a confident retirement

Jane Byrne

Program Coordinator

Administrative Assistant, Office Manager, Executive Assistant and Personal Assistant

John Barone

CONSULTANT

Financial markets and investing

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    Address

    260-570-5463
    lee@unionbenefitadvisors.com