Our goal is to innovate, inspire and navigate the fiduciary responsibilities for Non Profit organizations who want to deliver solutions driven retirement plan benefits for their most valued commodity, their employees.
Our not-for-profit practice group consists of 13 individuals with over 215 years of combined experience in the retirement consulting industry. Our highly credentialed group consists of 2 CFA’s, 1 CPA, 1 CFP, 1 JD and 5 AIF’s.
We have four practice leaders located throughout the country who manage our team of not-for-profit specialists.
- Jon Upham, AIF, MA, Principal
- Sean King, CPA, JD, Principal
- Robert Trethewey, Principal
- Stephen Popper, AIF, Managing Director