Our Team

Our experienced staff is dedicated to serving you and your plan through a singular focus: creating the best retirement plan for your organization and employees.

Our team-oriented approach to your plan is designed to benefit your organization, its plan fiduciaries, and your employees by applying our varied skills and experience to your particular challenges.

We act as leaders and advocates for a strong private retirement system that helps American workers. We focus on honest and ethical advisory services and trusted strategies to help achieve successful retirement outcomes.

Alexander G. Assaley, III
Alexander G. Assaley, III
Managing Principal
Alp A. Atabek
Alp A. Atabek
Founder and Principal
Jim Keenehan
Jim Keenehan
Senior Consultant, Retirement Plans
Jason W. Dahl
Jason W. Dahl
Director of Financial Planning
Elizabeth Rehbehn
Elizabeth Rehbehn
Client Service Associate
Kevin Major
Kevin Major
Client Service Associate
Teresa Raad
Teresa Raad
Administrative Receptionist
Dennis Elias
Dennis Elias
Financial Planning Associate
Olivia M. Nakkash
Olivia M. Nakkash
Director of Research and Operations
Revé Van Croft
Revé Van Croft
Marketing and Media Coordinator
Kacy Reece
Kacy Reece
Marketing and Media Coordinator