Leadership Team
Gregory Fiore
Managing Partner
“If a client has the same values and culture, and they view the world the way we view it, then we want to partner with them.”
Jennifer Pearson
Vice President
“Over time, you just naturally find a better process, tweaking it here and there.”
Consultant Team
Edward Wojton
Lead Consultant
“We treat every situation as a unique, individual situation.”
Katie Green
Lead Consultant
“We continue to reinvest and look for creative ways to help both employers and employees.”
Toby Regal
Lead Consultant
“We help our clients today, so their employees are ready for tomorrow.”
Account Management Team
Chris Thurman
Account Manager
"Our clients want their employees to be successful in their retirement programs."
Langdon Vance
Account Manager
"Planning for retirement is personal, so our approach and solutions are personal, as well."
Katelynn Adams
Account Manager
"Our goal is to help employers create a holistic approach to retirement for their employees."
Investment Team
Glenn Shaw
Investment Consultant
"Our clients can focus on running their business while we manage their employee savings plans."
Henry Young
Investment Analyst
"We focus on what's most important to our clients and their employees."
Operations Team
Kate Barton
Marketing Manager
"Communication is essential for maintaining strong relationships with our clients."
Brooke Saunders
Accounting
"Our goal is to make retirement planning simple and meaningful for our clients."
Abou Gbane
Client Service Specialist
"We're constantly looking for ways to improve because we believe customers deserve the best."
Gabrielle Marseille
Client Service Specialist Intern
"We're always trying new things and learning about the needs of our clients."