Our Team

Meet The Team

We understand that for businesses, time and resources are limited—and retirement plan administration shouldn’t be a burden. Our dedicated team of experts brings deep 401(k) expertise with a practical, approachable style that makes complex rules easier to understand. You’ll work with real people who know your plan, answer your questions quickly and help you stay compliant as your business evolves.

GARY ROUSE, CPA

Principal

KYLE LIGGANS, QKA

Principal

JESSE BORDA

Retirement Plan Specialist

JASON GOBEN

Retirement Plan Specialist

BRIDGETTE MOORE

Client Services Coordinator