About Us

We exist to serve our clients and their members through purposeful, straightforward and accessible experiences.
Our Company Directory
Seasoned experts who drive our mission with a commitment to operational excellence, integrity, and a client-first approach.
Pat Khoe
Partner, Customer Success
all
Category 2
Phil Rivard
Partner, Consulting
all
Category 2
Reya Lu
Partner, Investments
all
Category 4
Rory O'Connor
Consultant
all
Category 4
Ross Dunlop
Partner, Investments
all
Category 1
Category 3
Scott Ellement
Partner, IFS (Individual Financial Services)
all
Category 1
Category 3
Scott Lunney
Principal
all
Category 4
Category 1
Sharon Hanna
Consultant
all
Category 4
Category 1
Tim McGorman
Senior Vice President, Consulting Actuarial
all
Category 4
Category 1
Tim Adams
Partner, Consulting
all
Category 4
Category 1
Tina Swanson
Manager, Investment Reporting
all
Category 4
Category 1
Tom Kowalczyk
Principal
all
Category 2
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