Our Team
We pride ourselves on creating a team of professionals dedicated to serving our clients. Our consultants have diverse backgrounds, with the common thread being a 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 for whatever specific issue needs to be addressed.
Erik Daley, CFA, Managing Principal
Brian Montanez, AIF®, CPC, TGPC, Principal
Alan Dick, FSA, Regional Director
Gina Gurgiolo, JD, LL.M, Senior Consultant
