David
Principal

Graduate from Northeastern with a Bachelor's degree in Accounting

Certified Public Accountant

Earned the Qualified Pension Administrator designation

ASPPA member in 2005

Illinois CPA Society member

More than 20 years of experience.    David has made it his personal passion to provide clients exceptional service by being sensitive to their needs, understanding the Internal Revenue Code, Regulations and ERISA to best service them.


Megan
Administrator

Graduated from Northeastern with a Bachelor's degree in Accounting

Plan Administration since 2004

Megan has worked on many plans with complicated allocation formulas.  She has a prompt attention to details.  Before her move to Benefit Advisers Group, Megan worked for CNA Insurance and received their Quality Commitment Award for her work on the Go Green Campaign and her outstanding service.

Fluently speaks, reads and writes Mandarin, Cantonese and Taiwanese

Megan is currently working on her Qualified 401(k) Administrator designation.