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Senior Executives

At USI Consulting Group, you have access to a breadth and depth of experience you simply will not find anywhere else in a company serving the mid-size employer. Our staff of more than 175 is comprised of retirement and benefit professionals including:

  • Actuaries
  • Consultants
  • Attorneys
  • AIFs, CAIAs, CEBS, CFAs, CIMAs, EAs, FSAs, QPAs, RPAs*
  • Investment Advisor Representatives**
  • Benefit Plan Administrators

When you partner with us, you are working with experts who understand the business from every angle. On average, our senior consultants have over 15 years of hands-on experience working with an array of retirement and benefit programs.


*Accredited Investment Fiduciary (“AIF”), Chartered Alternative Investment Analyst (“CAIA”), Certified Employee Benefit Specialist (“CEBS”), Chartered Financial Analyst (“CFA”), Certified Investment Management Analyst (“CIMA”), Enrolled Actuary (“EA”), Fellow of the Society of Actuaries (“FSA”), Qualified Pension Administrator (“QPA”), Retirement Plans Associate (“RPA”)

**Investment advice provided by USI Advisors, Inc., a federally registered investment advisor and an affiliate company of USI Consulting Group

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