MEET THE TEAM
The Fiduciary Studio was formed in 2004 and currently provides administrative services to over 1,500 retirement plans. Emphasis is placed on service and technology with the goal of making sure all participants are assured the ability to provide for themselves in retirement. We have a staff of over 40 professionals including enrolled actuaries, plan consultants, and specialists in VCP filings, ESOP and various other aspects of pension management and administration.
Meet our business development staff:
Dana Tracy: email@example.com
Dana specializes in helping clients and retirement focused advisors with plan design strategies. Since 2009, Dana has overseen the smooth implementation of hundreds of retirement plans and focuses on sales and business development for TPS. She graduated from the University of Illinois at Urbana-Champaign Summa Cum Laude in 2007 with a Bachelor of Science in Kinesiology. Dana loves that each day with The Pension Studio brings a new challenge and opportunity to assist clients with their retirement needs. Dana lives in West Palm Beach with her husband Marc, and dogs Elliot and Sammy. She enjoys staying active by running and indoor cycling, cooking and traveling as often as possible.
Julie Casey: firstname.lastname@example.org
Julie Casey specializes in the design, implementation and oversight of retirement plans crafted to meet the specific needs of clients, advisors, and CPAs throughout the New England and New York areas.
Before joining The Fiduciary Studio, Julie was Associate Vice President of Client Services at a national TPA firm, where she managed a team of experienced Client Service Specialists. Her forte then, as now, was to offer her clients the most effective and cost efficient retirement plans for small to medium sized businesses. Prior to that position, Julie was the Operations Manager for a Rhode Island-based TPA firm, where she managed a team of defined contribution and defined benefit administrators.
Julie’s twenty plus years’ experience in complex plan design and administration affords her the background to ask clients the right questions for an efficient, fully compliant design and a streamlined on-boarding experience. She truly enjoys sharing the tax savings benefits of retirement plans with her clients.
Julie earned her MBA from the University of Rhode Island and her BA from the University of Connecticut. She lives in Narragansett, RI with her husband and son. In her downtime, she enjoys boating, paddle boarding, and skiing. She is currently a Committee Member of Boy Scout Troop 44 Matunuck, and was a Cub Scout leader for many years.