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 Director
Alp A. Atabek,
Alp A. Atabek,
Founder and Principal
Jim E. Keenehan,
Jim E. Keenehan,
Senior Consultant, Retirement Plans
Bill Snoke
Bill Snoke
Senior Consultant, Retirement Plans
Allison L. Rosenberg,
Allison L. Rosenberg,
Senior Consultant, Retirement Plans
Samantha H. Kaufman
Samantha H. Kaufman
Financial Wellness Associate
Jason W. Dahl,
Jason W. Dahl,
Director of Financial Planning Services
Elizabeth K. Rehbehn,
Elizabeth K. Rehbehn,
Director of Financial Wellness
Olivia Nakkash Demissie
Olivia Nakkash Demissie
Director of Operations
Natalie C. Atabek
Natalie C. Atabek
Director of Communications
Kacy A. Reece-Balboni
Kacy A. Reece-Balboni
Marketing Manager
Kevin A. Phillips
Kevin A. Phillips
Investment Consultant
Cade W. Phillips
Cade W. Phillips
Senior Client Service Associate
Alex S. Hsu
Alex S. Hsu
Client Service Associate
Erik D. Bowen-Collinson
Erik D. Bowen-Collinson
Office & Operations Manager