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Professional

We are professionals, dedicated to serving our clients and expanding opportunities in the defined benefit and cash balance arena.

Experienced

Our backgrounds are diverse – we started out in banking, law, business, administration and actuarial science.

We have blended our experiences and expertise to fashion a strong team with a true understanding the client’s situation and goals

Lorraine Dorsa

Lorraine Dorsa

FCA, MAAA, MSPA, EA, CEBS

Spencer Singletary

Spencer Singletary

QPA, QKA

Quinn Hoffmann

Quinn Hoffmann

Perry Russell

Perry Russell

JD

Raymond Williams

Raymond Williams

JD

Jennifer Blake

Jennifer Blake

Kevin Strauch

Kevin Strauch

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