Our founder, Carla Neal Klingler, brings over 30 years of qualified plan experience to the firm. Please click here for Carla's story.
Our Chief Financial Officer, Nina Goralnik, C.P.A., oversees all financial aspects of our firm as well as creating and maintaining an up-to-date, efficient and effective third party recordkeeping system which excels in quality of work and superior customer service. Please click here for Nina's story.
We take quality control, efficiency and accuracy to the highest level and Linda Owen leads our staff in this area. In addition, she is a retirement plan administrator to PyraStar's 401(k) clients.
Please click here for Linda's story.
Kevin Klingler heads up our new business initiatives and is constantly on the search for identifying opportunities and establishing programs for promoting broad-based retirement savings and employee ownership nationwide. Please click here for more of Kevin's story.
Kim Cooper, our Office Administrator, brings her management knowledge and experience to our team. Please click here for more of Kim's story.