Team-0315

Our Consultants

Our consultants have diverse backgrounds but share as a common thread the commitment to helping retirement plan sponsors create and maintain successful retirement plans. Our collaborative approach to client service ensures that clients have access to the best resources within our organization.

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Erik Daley, CFA

Managing Principal

email Erik

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Alan Dick, FSA

Regional Director

email Alan

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Bonnie Treichel, J.D.

Senior Consultant & Chief Compliance Officer

email Bonnie

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Rex Kim

Senior Consultant

email Rex

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David Williams

Senior Consultant

email David


 
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Stephanie Gowan

Senior Consultant

email Stephanie

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Tina Beltrone, CFA

Senior Investment Analyst

email Tina

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Caryn Sanchez

Investment Analyst

email Caryn


 
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Megan Hill

Benefit Analyst

email Megan 

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Candace Howell

Investment Operations Analyst

email Candace

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Jennifer Tamayo

Office Coordinator

email Jennifer

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Lindsey Knopik

Marketing Manager

email Lindsey

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Becki Koldsbaek

Compliance Support Specialist

email Becki

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David Imhoff

Client Operations Associate

email David