CORBCO Retirement Group Founder and President/COO, Dave has over 34 years’ experience in Investment Fiduciary for Defined Contribution and Defined Benefit Pension plan, Consultant for CPA’s on best Retirement Tax Planning Solutions. Client Plan resolution with DOL and IRS. Active ongoing Seminar host for participant and Trustee seminars on Retirement and Financial Planning. Constantly striving to offer quality service and solutions for CORBCO clients, Dave responds thoroughly to client retirement plan needs. Dave is active in CORBCO Operations, Marketing and Client Management.

Geraldine has over 28 years’ experience in HR, Employee Benefit Consulting and Retirement Plan Consulting. In her current role as Senior Retirement Plan Consultant, Geraldine provides detailed guidance during the retirement plan implementation process, day to day client activities,  ongoing consulting expertise on retirement plan design, operations, testing and overall quality control.  Geraldine is also a client go to for participant questions related to retirement and financial consulting.  She is a knowledgeable resource for CORBCO clients, trustees, auditors and plan participants.

Anthony joined the CORBCO team this year with over 16 years of combined client and business experience. Most recently he worked in Food wholesaling where he was able to further his growth within the industry and leverage his passion for helping others. As a Client Service Representative, Anthony performs a range of tasks from helping prepare paperwork and forms, to assisting with distributions and helping compile data for portfolio reviews.

Joan has joined CORBCO Retirement Group this year in the role of Senior Retirement Plan Consultant. Her career in Retirement and Financial Services began in 1988; working for 26 years with 2 Retirement Plan TPA and Consulting firms where she managed all aspects of Plan administration; including plan design, compliance testing, 5500 reporting, and Participant communications. Joan’s most recently roles were with a large 401k record keeping provider; beginning as a Plan Implementation Manager in 2015 and then serving as a Manager on the Implementation team from 2018 – 2022. Joan has earned the QPA certification and is an active member of ASPAA. Welcome Joan.