Reinventing Retirement Benefit Consulting, Realizing Results

The SRG Team

The success of your retirement plan, and ultimately the outcomes for its participants, is driven by the strength and quality of the SRG team.

A partnership with SRG is different. We partner with you every step of the way. Our dedicated team of seasoned professionals, led by David S. Hinderstein, focuses exclusively on retirement benefit plans. We’ve built our reputation with best practices, cutting-edge tools, and concierge service that deliver plan results.

Independent and objective, the SRG team delivers unbiased advice and is unencumbered by internal corporate issues and priorities. We simply focus on you, the CLIENT and what is best for your organization. We are passionate and strong client advocates.

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Kayla McCarthy
Retirement Plan Account Coordinator
Larry Klesser
Account Executive
Mindy Filer
Account Executive
Daniel R. Casella
Executive Director of Consulting
Katie Calpin
Account Executive
Katrina C. Boucher
Account Executive
Doris Bernabo
Office Administration
Allie Rivera, CFA
Senior Consultant & Director of Investment Consulting