- 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
Larry Klesser joined Strategic Retirement Group in 2009 and is an Account Executive in SRG’s healthcare practice group serving several clients in the Central Pennsylvania area.
Larry entered the financial services industry with Prudential Securities specializing in fee-based retirement planning.
Following his experience with Prudential Securities, Larry worked for GBS Retirement Services, Inc. (the retirement division of Arthur J. Gallagher & Co.), for almost 11 years as a Benefits Consultant. At Gallagher, his responsibilities included client relationship management, new client transition and development of participant communication and education for various not-for-profit hospitals.
Larry holds FINRA series 7, 63 and 65 registrations through LPL Financial, and is licensed with the Pennsylvania Insurance department. Larry is a Customer Service Associate with LPL Financial. He is also an Investment Advisor Representative of Independent Financial Partners, an SEC Registered Investment Advisor.
Larry obtained his B.A. and M.A. degrees in Economics from the University of Connecticut.