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Team

The FRS team includes pension consultants, financial planners, and investment analysts working alongside participant and compliance services personnel. We are driven by an uncompromising commitment to the mission of each client, and we roll up our sleeves each day to ensure we are driving every client and participant towards retirement success.

Our greatest strength resides in the knowledge and experience of our leadership and team members. Our specialized expertise enables us to offer valuable counsel as we look to develop the retirement and financial plans that will fit your personal needs.

We invite you to learn more about us.

Meet the Team

Philip J. Fogli, Sr
Founder
Philip J. Fogli, Jr.
Partner
David L. Marcinowski
Partner
Ambler Selway
Partner
Gerad Thorell
Partner
Robert Clements, ChFC®, AIF®
Partner
Peter W. Grassi
Partner
Marcos R. Lopez
Managing Partner – Exude FRS
Colleen Mahoney
CLIENT SERVICE MANAGER, WEALTH MANAGEMENT
Keenan Kish
Investment Advisor
Dawn Wilson
Client Relationship Manager
Jennifer Radano
Client Relationship Manager
Michelle Tepper
Business Development
Morgan Festa
Marketing Coordinator
Darren Alcantar
Investment Analyst
Chrissy Digiacoma-Deston
Accounting & Operations Manager
Karla Chin
President of Workplace & Executive Wellness