Stronger
Together
Support, insight, and expertise from the industry’s most complete team.
Our Presidents
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![Headshot of Nick Ciaccio]()
Nick Ciaccio
HowardSimon
An expert in process optimization and people development.
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![Headshot of Nick Jocelyn.]()
Nick Jocelyn
Jocelyn Pension Consulting
A consultant by nature specializing in optimal retirement plan design strategies.
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![Headshot of Toni Superneau.]()
Toni Superneau
Retirement Strategies Group
Combines operational experience and insight with a passion for service.
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![Headshot of Mike Morin.]()
Mike Morin
Retirement Planners & Administrators
A strategic leader with access to industry leaders and their shared experiences.
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![Headshot of Don Flower.]()
Don Flower
Pension Financial Services
A passionate leader focused on maximizing the expertise of his people to best serve his growing market.
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![Mary Grason President Pollard & Associates]()
Mary Grason
Pollard & Associates
A technical expert who believes in putting people first and always leading from the front.
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![Strongpoint Partners Carlson Quinn Presidents 2024]()
Leif Carlson & Brian Quinn
Carlson | Quinn
Problem solvers who love to make the complex simple.
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![Headshot of Ellen Kawashima.]()
Ellen Kawashima
SI Group
A service-first leader who puts the customer at the heart of everything.
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![Headshot of Claire May.]()
Claire May
Retirement Planning Consulting Group
A business leader who specializes in giving her team the tools they need to best serve their clients.
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![Headshot of Holly Danziger.]()
Holly Danziger
Karel-Gordon & Associates
A strategic leader focused on process optimization to enable greater client engagement.
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![Headshot of Charlie Steingas.]()
Charlie Steingas
Cash Balance Actuaries
A business leader focused on delivering cutting edge retirement plan designs and personal service.
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![Headshot of Bill Anastasiades.]()
Bill Anastasiades
Pension Consultants, Inc.
A people-first leader who believes in prioritizing success for his team, his clients, and his partners
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![Headshot of Alexandra Walker.]()
Alexandra Walker
Actuaries Unlimited
A leader who focuses on the intersection of people, processes, and technology to maximize client value creation.
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![Headshot of Ellen Russell.]()
Erin Russell
Actuaries Unlimited
An enrolled actuary whose technical expertise is second only to her passion for empowering her team members.
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![Brian Smith Founder of CRP]()
Brian Smith
CRP - California Retirement Plans
A relationship and service-focused leader who specializes in retirement plan administration and fosters trust to drive long-term success.
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![Michael Gorelick, President of Benefit Equity Inc.]()
Michael Gorelick
Benefit Equity Inc.
A problem-solver and relationship-focused leader who, along with his team, provides reliable and trusted guidance to help BEI’s clients meet their retirement objectives.
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![Joseph Cibirka President of UBP, LLC]()
Joseph Cibirka
United Benefit Pensions, LLC
A people-first strategic leader with a unique approach to personalized service.
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![Kaezad Setna, President of CRS]()
Kaezad Setna
Creative Retirement Systems, LLC
A results-driven leader who blends technical expertise, operational insight, and a passion for service.
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![Warren Simon, President of APC]()
Warren Simon
Associated Pension Consultants, LLC
A leader who pairs technical and operational expertise with a strong focus on people, service, and support.
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![Nelson Yeung, Founder and President of ACI]()
Nelson Yeung
Allied Consultants, Inc.
A success-driven leader who brings together knowledge, vision, and dedication to personalized service.
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![]()
Amy Uddeme
ARPS
A service-driven leader who has built a reputation for her breadth of knowledge and customized retirement planning process.
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![Mark Strakowski]()
Mark Strakowski
SMS Retirement
A trusted leader with over 30 years of experience guiding clients through complex retirement and employee benefits strategies.
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![Jeremy Schira]()
Jeremy Schira
SMS Retirement
An experienced retirement planning leader of over 20 years, leading customer-centric teams and crafting customized plans to meet client retirement objectives.
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![]()
Dave Banathy
Bidwell Consulting Services
Combines deep industry knowledge with decades of experience supporting clients through evolving retirement and benefits needs.
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![Kiersten Bartlein President of IPD a Strongpoint Partner]()
Kiersten Bartlein
Integrated Pension Design
Brings more than a decade of retirement consulting experience, actuarial expertise, and leadership to help clients navigate complex, evolving retirement and benefits strategies with confidence.
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![Rob Ruff]()
Rob Ruff
Strongpay
A customer-first leader who scaled the organization from the front-lines of customer service.
“We always use to joke, like, how big can Retirement Strategies Group get? Now, with Strongpoint, the sky is the limit.”
— Toni Superneau, President of Retirement Strategies Group
Our Executive Leadership
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![Headshot of Danny Hest.]()
Danny Hest
Chief Executive Officer
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![Headshot of Sean Morris.]()
Sean Morris
Chief Financial Officer
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![Headshot of Michael Heflin.]()
Michael Heflin
Chief Operating Officer
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![Headshot of Brad Simon.]()
Brad Simon
Principal & Founder
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![Headshot of Marta Sullivan.]()
Marta Sullivan
Chief People Officer
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![Headshot of Anh Nguyen.]()
Anh Nguyen
Chief Transformation Officer
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![Headshot of Doug Simon.]()
Doug Simon
Principal & Founder
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![Headshot of Jack Toner.]()
Jack Toner
Chief Development Officer
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![Headshot of Isabel Fratt.]()
Isabel Fratt
Director of Partner Operations & Chief of Staff
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![Craig VP of Information Tech at Strongpoint Partners]()
Craig Schoeberle
VP of Information Technology
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![Matt Miller, VP of Product and AI Engagement]()
Matt Miller
VP of Product and AI Engagement
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![Mike Shamburger, VP of National Sales]()
Mike Shamburger
VP of National Sales
“Stronger Together isn’t just a core value, it’s an operating philosophy. It’s the fundamental belief that while local TPA’s are the backbone of the retirement industry, we can build on that collective expertise and experience by bringing founders and leaders together to form something special, without sacrificing the personal touch and service that makes them so special.”
— Brad Simon, President of HowardSimon
Our team is growing. View our open roles.
Our Board
of Directors
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Board Expertise:
Strategy, Leadership, Financial GovernanceProfessional Background:
• Partner, AIM13
• Former Chairman, Virginia Retirement System
• Founding CEO, Virginia College Savings Plan
• Former VP, Goldman Sachs
• Former RE law, Kaye Scholer -
Board Expertise:
Business Development, Strategy, Retail / Client OpsProfessional Background:
• CEO, StoneHedge
• Former President / EVP of Retirement Services, ING
• Board, FRTIB
• Board, SIPC
• Former Assistant Secretary, US Treasury for Finance -
Board Expertise:
Programmatic Ops Development, Strategy, Market AnalysisProfessional Background:
• Founder / MD, AKF Consulting
• Former Director of College Savings, Citigroup Asset Management (Legg Mason)
• Former Senior Investment Banker, Salomon (Municipal Securities) -
Board Expertise:
Tech-Enabled Benefits Admin, Infrastructure DevelopmentProfessional Background:
• CEO of Allied Benefits
• Former CEO, benefitexpress
• Former Head of Sales, NGA HR (Alight)
• Former COO & U.S. Business Leader, Mercer
• Former EVP of Client Services and Sales & Marketing, Fidelity Investments -
Board Expertise:
Investment Strategy, Client Analysis, Business DevelopmentProfessional Background:
• Co-founder, President, and former CEO, Brigade Capital
• Former Managing Director at Salomon Brothers and Citigroup -
Board Expertise:
Organizational Scaling, Client Experience, Team DevelopmentProfessional Background:
• Co-founder and former Co-CEO, Ambrose Employer Group
• 2001 EY New York Entrepreneur of the Year, Employment Services
• Former tax law, Sidley Austin
• 2nd SCP Board -
Board Expertise:
Private Equity, Serial Acquisition Strategy, Client AnalysisProfessional Background:
• Former President / CEO roles at Centennial Hospice, My Dentist, and other multi-site healthcare platforms
• Former EVP of Operations, MDVIP
• Former VP of Ops, CareCore National
• 3rd SCP Board
Our Capital Partners
Partnering with entrepreneurs and leading industry executives to drive growth in micro-cap businesses. Learn more at shorecp.com.
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For the fifth consecutive year, Shore has been named to Inc.’s list of founder-friendly firms.
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From 2015 – 2024, Shore is #1 in the US in deal volume.
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Across 20+ exits to date, Shore’s average cash-on-cash and annual rate of return are in the top 1% of all private equity firms.