DEDICATED 

EXPERTS TO RELIEVE ADMINISTRATIVE STRESS

MEET THE TEAM

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KEVIN BUCKLEY

Prinicpal

CEBS

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ROBIN HANDLOVIC

Retirement Plan Consultant

ERPA, QPA, QKA

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CORI ZEITLER

Retirement Plan Consultant

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CARRIE CLERICI

Retirement Plan Trading Analyst

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NICK CAPO

Business Development Manager

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SUSAN KRAUS

Retirement Plan Consultant

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TRACY GAERTNER

Plan Transition Manager

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SANDY LASH

Office Manager

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MATT MCCARTY

Plan Consulting Team Leader

QPA, QKA

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ROB COOK

Retirement Plan Consultant

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MARIA SIPP

Retirement Plan Analyst