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Prior to forming a private practice in 2004, Mitchell I. Barnett was vice president of sales at Four Seasons Securities, responsible for independent marketing organizations and distribution for the Atlanta–based firm. His role included directing local 403(b) sales and overall market development nationally. He also served as divisional vice president of sales for Northern Life, […]

From 2006 to 2007, Matthew G. Riordan was vice president and controller of Smith Management LLC, a privately held investment management company with assets in excess of $800 million in securities, real estate and private equity investments. Prior to that, Mr. Riordan was senior vice president and chief financial officer at CitiStreet Associates, with responsibility […]

Dr. Kristin Kahle is the CEO and Founder of NavigateHCR (NHCR), the pioneer software company launched in 2012 that offers a full–service ACA and compliance technology. She is also a Managing Partner of U.S. Employee Benefits Services Group (USEBSG), which acquired NHCR in December 2018. Her team of HR and compliance specialists is responsible for […]

Brad Hoard began his insurance career in 1994 as an individual life, health and disability producer. In 1996 he began focusing on the group insurance market. Since then Mr. Hoard, President of Employee Benefits Consultants, Inc. (EBCI), has worked diligently on developing innovative solutions for his clients. EBCI is a subsidiary of U.S. Employee Benefits […]

Bill Devine was an accountant and financial advisor from 1985 until he founded Mutual in 1989. He oversaw the growth of Mutual, a company that specializes in retirement savings plans for employees of school districts, police organizations, and municipalities, working with over 200 school districts and managing over $1 billion in assets for more than […]

Rusty Freeman is the founder and President of Riata Financial Group (RFG), a Texas–based company located in New Braunfels, Texas. Founded in 1989, his firm specializes in providing voluntary benefits and retirement planning to employees of Texas independent school districts. Riata is a subsidiary of U.S. Employee Benefits Services Group. Prior to establishing Riata Financial, […]

Chuck Linderman joined U.S. Retirement & Benefits Partners (USRBP) in September 2019 in a strategic consulting capacity. In this role he supports various USRBP initiatives including K–12 Retirement Services with Kades–Margolis, as well as other USRBP Partner Firms. He will also contribute to Group Benefits with various Partners, Third Party Administration with OMNI, and Special […]

Kenneth has been in the IT industry for nearly 20 years.  He began his career as a computer operator and worked his way through helpdesk support to system administration.  Before he joined the team at The Retirement Plan Company (TRPC), Kenneth was employed at Nu–kote International.  While there he set up and managed the helpdesk […]

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Patrick Hale joined The Retirement Plan Company (TRPC) in 2001, managing client services and was promoted to President and Chief Executive Officer of TRPC in October 2017. Currently, Patrick is the Managing Partner of USRBP’s Private Sector Retirement Solutions. With over 20 years’ experience within the retirement plan industry, prior to joining TRPC, Patrick held […]