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 E. Keenehan,
Jim E. Keenehan,
Senior Consultant, Retirement Plans
Allison L. Rosenberg,
Allison L. Rosenberg,
Senior Consultant, Retirement Plans
Jason W. Dahl,
Jason W. Dahl,
Director of Financial Planning Services
Elizabeth K. Rehbehn,
Elizabeth K. Rehbehn,
Director of Financial Wellness
Dennis E. Elias,
Dennis E. Elias,
Senior Financial Planning Associate
Olivia M. Nakkash
Olivia M. Nakkash
Director of Operations
Natalie C. Atabek
Natalie C. Atabek
Director of Communications
Kacy A. Reece
Kacy A. Reece
Multimedia Specialist
Kevin A. Phillips
Kevin A. Phillips
Investment Associate
Cade W. Phillips
Cade W. Phillips
Client Service Associate
Alex S. Hsu
Alex S. Hsu
Client Service Associate
Teresa A. Raad
Teresa A. Raad
Administrative Receptionist