Kasey is responsible for the strategic direction of FuturePlan by Ascensus and was previously head of sales from 2017-2022. Prior to joining FuturePlan in 2017, Kasey was founding partner and CEO of Georgia-based Retirement Strategies Incorporated, 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.
Rick leads FuturePlan’s national service and operations teams, developing and delivering exceptional service and solutions for more than 45,000 plan sponsors across the country. Drawing on his 30-year record of success in financial services leadership, Rick is executing on strategic imperatives to strengthen client loyalty and associate satisfaction. Most recently, Rick served as COO of Ascensus, leading the organization to stellar NPS scores and record-setting client retention. Rick holds a Bachelor of Science degree from Monmouth University.
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 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’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 joined FuturePlan in 2018 and is responsible for leading sales and strategy for the southern region. Prior to joining FuturePlan, he was a partner and VP of Sales at Avintus in Nashville, TN. Mark holds a Bachelor’s degree from the University of Georgia and MBA from Lipscomb University.
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 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 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 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.
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 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.
Jessica is the VP, 3(16) and Institutional Service at FuturePlan. Her industry experience includes multiple years in the banking industry in lending, compliance, and business growth. She also boasts several years of experience at a national retirement recordkeeper, engaging extensively with plan sponsors on the administrative requirements of their plan. Jessica leads a team of experts who take the complex topic of 3(16) fiduciary responsibilities and deliver a robust, yet simple solution. She holds a Bachelor’s Degree in Entrepreneurial and Small Business Operations from Iowa State University.
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 transform business capabilities.
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 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 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 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.
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.
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.
Lisa is responsible for leading marketing strategy for FuturePlan. She brings over 20 years of financial services experience, along with extensive expertise in developing marketing strategies across advisor, third party administrator (TPA), and sponsor audiences. Most recently, Lisa was the Director of Product Marketing at Empower. Prior to that, she was Director of Marketing for B2B for MassMutual Retirement Services. At MassMutual she led a team responsible for strategic marketing to advisors, sponsors, and TPAs. Lisa holds a Bachelor’s Degree in Economics from Rollins College and an MA in Economics from the University of Georgia.
Tami, Senior Vice President, is responsible for IT service and software development for Ascensus. Her role includes ensuring FuturePlan's overall IT strategy and execution are aligned with the goals of the division and organization, as well providing operational support of these businesses. Tami has been with Ascensus since 2003, with experience in leadership across IT infrastructure, DevOps, and software development. Prior to Ascensus, Tami was an IT consultant specializing in messaging and design, and technical writer and editor. Tami studied at University of Minnesota with a focus in Women’s Studies.
