Leadership

Teresa Hassara

President of FuturePlan by Ascensus

Teresa is responsible for the strategic direction of FuturePlan by Ascensus. Prior to joining Ascensus in 2021, she served as head of Workplace Solutions for MassMutual and led the retirement, worksite insurance, and third-party distribution businesses. She has also held number of leadership roles across several disciplines for TIAA and Fidelity. Teresa earned her Bachelor of Arts in Political Science from Vanderbilt University and her Master of Business Administration from The Wharton School of the University of Pennsylvania.

Kasey Price

Head of FuturePlan Sales

Kasey heads up FuturePlan’s sales. Prior to joining FuturePlan in 2017, Kasey was founding partner and CEO of Georgia-based RSI, where she built a TPA firm known for strong strategic partnerships with advisors and recordkeepers. Kasey holds a Bachelor’s Degree in Economics and Corporate Finance from Augusta State University.

Carlo Guerrera

Head of Institutional Sales

Carlo brings to FuturePlan a 25-year record of success building highly effective business relationships in the financial services industry. Most recently, Carlo served as Membership Relationship Director for LIMRA’s retirement business. Prior to that, he was Head of Workplace Strategic Relationships for MassMutual where he led a team responsible for strategic account and relationship management with key partners. Carlo holds an MBA from the University of Hartford.

Jim Houpt

Divisional Vice President, Sales

Jim joined Ascensus in 2016 and is responsible for managing and growing the FuturePlan sales team in the Mid-Atlantic and Northeast. Prior to joining FuturePlan, he was the co-founder and owner of National Retirement Services (NRS), where he served as Senior Vice President. Jim helped grow NRS into one of the nation’s largest independent TPAs, earning a reputation for actuarial and ERISA excellence along with stellar client service. Jim holds a Bachelor’s in Business Administration from Illinois Wesleyan University.

Aaron McIsaac, CPFA

Divisional Vice President, Sales

Aaron’s two decades of business development and leadership experience include helping develop Goldleaf Partners into the nation’s leading 3(16) fiduciary services provider. His strategic vision for building strong relationships with advisors and recordkeepers will help drive growth for FuturePlan.

Mark Wiggins

Divisional Vice President, Sales

Dan Kravitz

National Practice Leader for Cash Balance Plans

Dan joined Ascensus in 2017 and is responsible for leading the FuturePlan practice on Cash Balance. Previous to FuturePlan, Dan was the President of Kravitz, the leader in Cash Balance plans for the retirement industry for more than 20 years. He is the author of Beyond the 401k: How Financial Advisors Can Grow Their Businesses with Cash Balance Plans. Dan holds a Bachelor’s degree from the University of California, has completed the American Society of Pension Actuaries exams, and is a certified pension consultant.

Carter Angell

National Practice Leader, Actuarial Consulting

Carter played a key role in establishing Nyhart as a national leader in the actuarial and benefit consulting arena prior to becoming part of FuturePlan in 2019. He brings a broad range of industry expertise and consulting experience to help advance the company’s growth and drive operational efficiencies. Carter received his Bachelor's degree in mathematics from the University of Notre Dame and his MBA from the Kellogg School of Management at Northwestern University.

Charles Rosenberg

Vice President, INTAC-FuturePlan

Charles is one of New Jersey’s foremost retirement planning experts, drawing on 25 years of industry experience to provide trusted counsel to clients. He brought his highly regarded firm INTAC Actuarial Services, Inc. to become part of FuturePlan in 2018. Today, as INTAC’s Vice President, he spearheads the firm’s pension sales and marketing programs with an emphasis on delivering a high-touch, personalized customer experience. He holds a Bachelor’s degree in Accounting from Touro College in New York City.

Chris Mastrianni

National Practice Leader, Benefit Trust Services

Chris joined the FuturePlan leadership team as part of Polycomp Administrative Services in 2017, bringing more than 30 years of experience in financial services industry. He has held a wide variety of leadership roles in the areas of defined contribution plans, trusts, and investments. Chris now leads Futureplan’s Benefit Trust Services Practice, serving our growing number of multiple employer benefit trust clients. Chris holds a Bachelor’s degree in Finance from Northeastern University.

Kristy Bryson

National Practice Leader, Prevailing Wage

As CEO, Kristy led Beneco to become a national leader for Prevailing Wage Plans, helping public works contractors build their businesses while taking care of their own future and that of their valued employees. After joining FuturePlan in 2019, she now brings her solutions-focused approach, strategic thinking, and client service expertise to lead FuturePlan’s Prevailing Wage practice. Kristy holds a Bachelor’s degree in Marketing and Management from Webster University.

Richard Collins

National Practice Leader, Solo DB

Richard is a recognized leader in the pension industry and has a long track record of success in managing third-party administration companies. Prior to joining FuturePlan in 2018, he co-founded Dedicated DB, which grew to become a national leader for defined benefit plans. He now leads FuturePlan’s Solo DB practice. Richard holds a Bachelor’s degree in Economics and Political Science from California State University, Chico. He completed graduate studies in political economy at Leeds University, England.

John Townsend

VP, Client Services - West

John brings over 25 years of industry practice building and leading world class service teams for global financial services firms. He applies his considerable energy and passion for client service with a practitioner/scholar background, to develop, drive, and sustain exceptional client service.

Veronica Franks

VP, Client Services - East

As a partner and COO of Nashville-based Avintus, Veronica led the TPA to achieve excellent client satisfaction and retention metrics. Using her unique blend of experience in HR, payroll, and retirement plan administration, she enabled Avintus to be first to market in Tennessee with 3(16) services.

Marcia Dennis

VP, Integration Management

Marcia leads integration efforts across the FuturePlan family of companies. She brings 30 years of project and integration management in financial services to the team, 20 of those years with Ascensus.

Bob Zamary

VP, Operations

Bob joined FuturePlan via United Retirement Plan Consultants where he led operations and service. Bob brings over 20 years experience in leadership roles in the insurance industry and third party administration where he’s forged has a successful track record of achieving operational excellence and process improvement to create customer-focused organizations.

Julie Niccum

SVP, Mergers & Acquisitions

Julie drives FuturePlan’s continued growth as a member of the M&A team. She’s a results-driven, customer oriented, analytical leader focused on achieving goals through the delivery of global operational excellence and development of lasting business relationships.

Brandy Blum

Head of Digital Product

Brandy drives agile digital programs/product development and implementation. She is a strong professional leader with a 20 year track record of success in the financial services industry.

Nicole Harper

Head of HR

Lisa Busenburg

VP, Marketing

Matt Brown

Head of Finance

Ben Hokanson

Head of IT

Colleen Rodriguez

Head of Product

Steve Durocher

Vice President, Business Strategy

Steve is responsible for developing FuturePlan’s strategic operating plans related to sales, growth, product design, pricing, and bottom line value. He joined FuturePlan in 2018 and previously he was Managing Director of Crown Rock Consulting and Vice President, Strategy, Planning & Project Management at Prudential Financial. He holds a Bachelor’s Degree in Accounting and Finance from Assumption College.