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
FCA, MAAA, MSPA, EA, CEBS
Spencer Singletary
QPA, QKA
Quinn Hoffmann
Perry Russell
JD, QKA
Raymond Williams
JD
Jennifer Blake
Kevin Strauch
EA, MSPA, MAAA
Heather Briggs
