With more than 30 years of experience as a retirement plans consultant, Clark has dedicated his career to helping employers monitor and manage their fiduciary responsibilities. He has held numerous designations including Certified Pension Consultant and Accredited Investment Fiduciary Analyst. His insurance industry experience began with Mutual Benefit, which later became the Partners Group. He was a founding member and president of Alliance Benefit Group, where he served for a decade. He was also the former regional president and principal shareholder of Invesmart, Inc., a major regional retirement plan administrative and investment advisory firm. In addition, he served on the board of directors for Partners Financial during the period in which the company went public and formed NFP Securities. For 13 years he has served as a member of the Institutional Retirement Income Council, which studies guaranteed income and other retirement-related products. A native of Akron, Ohio, Clark holds a degree in Business Administration from Villanova University. He currently resides in Lewisberry.
You can reach Clark at frese@asrpc.com or 717-602-1010.
With more than 20 years of experience in the retirement plan marketplace, Stacy supports clients with investment advisory and retirement plan advice, from overseeing plan design to conducting employee education programs for plan participants, to advising individuals on wealth management. He launched his career at Merrill Lynch, then joined Alliance Benefit Group, where he managed client services. After building a book of retirement plan business at a local Lancaster County community bank, Stacy reunited with Clark Frese at Asset Strategy as a senior consultant. Stacy holds a degree in Finance from the Pennsylvania State University at Harrisburg. A Lancaster County native, he lives with his family in Mount Joy, where he remains active in the community.
You can reach Stacy at heistand@asrpc.com or 717-602-1111.
Stacy’s professional designations:
- CERTIFIED FINANCIAL PLANNER™ professional
- Accredited Investment Fiduciary® (AIF®)
- Qualified Pension Administrator (QPA)
- Qualified 401(k) Administrator (QKA)
- Qualified Plan Financial Consultant (QPFC)
Since 1996, Neil has worked in the retirement plan marketplace, primarily focused on providing critical technical and operational support. He began his career with Alliance Benefit Group (ABG) and managed operations and software testing after Invesmart, Inc. purchased the company. When The Standard purchased Invesmart in 2006, Neil played a key role in integrating the companies’ data and recordkeeping systems. A native of central New Jersey, Neil holds a degree in Industrial Management from Indiana University of Pennsylvania. Neil and his family live in central Pennsylvania, and he volunteers with Special Olympics, Big 33 Buddies, and other organizations in the special needs community.
You can reach Neil at moody@asrpc.com or 717-610-1206.
Bill has more than 30 years of Employee Retirement Income Security Act (ERISA) experience, administering both defined contribution and defined benefit plans. He has worked as both a manager and senior consultant at several major firms, including Alliance Benefit Group, Invesmart, William M. Mercer, and at T. Rowe Price, where he led the Compliance and Consulting areas in the Retirement Plan Services Division. His professional involvement with a benefits consulting firm and a third-party administrator and investment manager/record-keeper gives him a unique perspective into the issues facing our clients. A native of southwestern Pennsylvania, Bill earned a degree in actuarial science from Lebanon Valley College. He and his family currently live in Carlisle, where he is actively involved in the community, including the historical societies of Cumberland and Fulton counties.
You can reach Bill at wright@asrpc.com or 717-610-1055.
Bill’s professional designations:
- Certified Pension Consultant (CPC)
- Qualified Pension Administrator (QPA)
- Qualified 401(k) Administrator (QKA)
- Certified Retirement Education Specialist (CRES)
Keaton has spent his entire professional career in insurance and finance, including tenure as vice president at a major U.S. brokerage firm. Today he draws on his expertise to assist clients with retirement planning, monitoring and selecting investments within retirement plans, one-on-one employee education, ESG/Impact investing, as well as long-term care, disability, and life insurance planning. A native of Harrisburg, he studied Geopolitical Risk at the University of Pittsburgh, and spent time studying abroad at the University of Guadalajara in Mexico. After working outside of Philadelphia for five years, he was recruited back to Harrisburg to help Asset Strategy’s sales, marketing, and new business development. He currently lives on the West Shore and is the current Chair of the Harrisburg Young Professionals’ Economic Development Committee.
You can reach Keaton at macut@asrpc.com or 717-610-1205.
Keaton’s professional designations:
- Accredited Investment Fiduciary® (AIF®)