Leadership Team
A growing leadership team. A singular vision.
Our leaders bring together decades of specialized expertise in retirement plan consulting, administration, and fiduciary services — and a shared commitment to the advisors and employers we serve.
Micah DiSalvo
Partner | Mergers & Acquisitions
Chad Carroll
Partner
Joe Burt
Partner
Bob Carroll
Partner
Mark Lewis
Sales
Rob Stanley
Operations
Melissa Vacon
Technology
Rahul Kulkarni
Finance
Tiffany Heistermann
Human Resources