Our Team

Experts who lead with clarity and purpose.

Our team brings decades of credit union experience and technical expertise, guiding boards and executives toward lasting leadership success.

Executive Benefits: SERPs

Trained by the original architects of credit union split dollar design, our team continues that legacy through durable, compliant SERP solutions built to perform.

Bruce D. Smith, CFA®

Executive Benefits Consultant & Founder

Read Bio

Christopher J. Jones, ChFC®, CLU®

Executive Benefits Consultant & Founder

Read Bio

Bianca Rodas

Chief Operating & Marketing Officer, PARC Street Group

Read Bio

Tim Strandquist

Executive Benefits Consultant & Partner

Read Bio

Tammy O’Hara, CCUE, AAI, CCD, CIE, CLU®

Executive Benefits Consultant & Partner

Read Bio

Kirk Kordeleski

Executive Benefits Consultant & Partner

Read Bio

Uma Zielinski

Executive Benefits Consultant

Read Bio

Jason Berman

Executive Benefits Consultant

Read Bio

Jake Berman

Associate Benefits Consultant

Read Bio

Nicole LaCorte

Vice President of Client Experience & Administration

Read Bio

Emily Barrows

Vice President of Design & Plan Administration

Read Bio

Compensation Consulting

We combine decades of experience with deep credit union insight to design fair, data-driven pay strategies that balance mission and market.

J.P. O'Connor

Senior Compensation Consultant

Read Bio

Jen Morgan

Senior Compensation Consultant

Read Bio

Alan Dick

Consultant

Read Bio

Executive Recruiting

We bring extensive search experience and financial services expertise to connect organizations with leaders who reflect their mission, values, and vision.

Michelle Davis

Senior Executive Search Consultant

Read Bio

Tabassum Nagpurwala

Executive Recruiter

Read Bio

Priscilla Chacon

Executive Search Associate

Read Bio

Let’s build lasting leadership, together.

Connect with our team and strengthen your leadership, retain talent, and plan for long-term success.

Schedule a Meeting