- Doris Bernabo - Office Administration
- Katrina C. Boucher - Account Executive
- Nicholas P. Bressi - Retirement Plan Consultant
- Katie Calpin - Account Executive
- Daniel R. Casella - Executive Director of Consulting
- Mindy Filer - Account Executive
- David Hinderstein - President
- Larry Klesser - Account Executive
- Kayla McCarthy - Retirement Plan Account Coordinator
- Allie Rivera, CFA - Senior Consultant & Director of Investment Consulting
Katie Calpin joined Strategic Retirement Group in 2014 and is as an Account Executive-Participant Communication Specialist in SRG’s healthcare practice group serving clients in the Central Pennsylvania area.
Prior to joining SRG, Katie gained experience in the Financial Services Industry while at Prudential Retirement, where she served as a Customer Service Representative. At Prudential she handled a variety of Defined Contribution plans and was responsible for educating participants about the rules and regulations of their plans and assisting them in addressing their retirement goals.
Katie is a Customer Service Associate with and holds her FINRA series 6 and 63 registrations through LPL Financial.