Asset Strategy Retirement Plan Consultants is an independent and objective investment advisory firm focused on retirement consulting services. We offer no proprietary products and become a fiduciary to the plans we consult on with our clients. With our experience and emphasis on retirement, we help companies create more effective retirement solutions for their employees. By combining knowledge of industry trends, technological innovations, marketing strategies, and leading investment managers, Asset Strategy aids large and mid-size employers in meeting their fiduciary responsibilities and guiding participants to a comfortable retirement.

With offices and clients throughout the United States, we deliver comprehensive fiduciary advisory services through leading industry experts. We are not a bank, third party administrator, mutual fund company, insurance company, trust company, software company or money manager. We are a Federally Registered Investment Advisory Firm, which stands by and represents our clients, not product manufacturers or service providers. Let us show you how to create an “Inspiring Retirement Solution.”

Asset Strategy Retirement Plan Consultants (717.602.1100)

Clark G. Frese, AIFA, CPC, is an Accredited Investment Fiduciary Auditor™ from the Center for Fiduciary Studies at the University of Pittsburgh and a Certified Pension Consultant from American Society of Pension Professionals & Actuaries (ASPPA).   Clark is also the former regional president and principal shareholder of Invesmart, a major regional retirement plan administrative and investment advisory firm. Clark has over 30 years of experience with monitoring and managing fiduciary responsibilities. He is an enrolled agent before the IRS. He is a graduate of Villanova University with a BA in Economics. You can reach Clark at  This e-mail address is being protected from spambots. You need JavaScript enabled to view it   or 717-602-1010.

 

Stacy Heistand, QKA, has over 11 years of experience working in the retirement plan marketplace.  He began his career as an adminstrator for Merril Lynch.  Stacy then joined Allinace Benefit Group, Harrisburg (ABG) in 1998 as an adminstrator.  Shortly thereafter, Stacy became a Account Representative in ABG's client service department.  In 2002, Stacy became manager of the client services department.  In 2004 Stacy joined joined Union National Bank, a small community based bank in Lancaster Pennsylvania where he served as the primary consultant for all of the bank's retirement plan customers.  Stacy earned a Bachelor of Science in Finance from The Pennsylvania State University at Harrisburg.  You can reach Stacy at This e-mail address is being protected from spambots. You need JavaScript enabled to view it   or 717-602-1111.

 

Keith Nilsen, is  a senior consultant who helps employees develeop a strategy to find the most effective retirement plan approach.  Keith has over twenty years of experience in the retirement plan business where his work in the industry has given him exposure to for profit and not for profit plans with organizations ranging in size from start to several thousand employees.  Before joining ASRPC, Keith earned his BBA from Southern Methodist University with a concentartion in Marketing and Finance.   His work experience includes sales and marketing for Invesmart, one of the world's largest plan adminstratio firms and LPL Financial where he held th position of Vice President of Product Marketing.  Keith's focus is strategy and solution implementation.  Keith is a Registered Investment Advisor with the Securities and Exchange Commission.

 

Neil Moody, QKA, has worked in the retirement plan market place since 1996.  He began his career as a plan administrator with ABG.  After ABG was purchased by Invesmart, Inc., Neil became Operations Manager and later Software Testing Manager.  When Invesmart was purchased by The Standard in 2006, Neil joined  the team that was responsible for the overall integration of the two companies.  Neil's responsibilities were focused on the integration of the recordkeeping systems and the underlying data.  He is a graduate of Indiana University of Pennsylvania with a BA in Industrial Management.  You can reach Neil at This e-mail address is being protected from spambots. You need JavaScript enabled to view it   or 717-602-1100.