ACTUARIES UNLIMITED - Key Persons
Job Titles:
- Document Department Manager
Alena is a dedicated professional who has been with AUI for nearly 30 years. She is an inspiration to everyone she works with and a true team player, believing in the power of a can-do attitude and a sense of humor.
Job Titles:
- Partner, VP of Operations
Alexandra joined Actuaries Unlimited, Inc. in 2001 and currently serves as the Vice President of Operations. She previously held the positions of Director of Operations and Operations Manager. Alex's extensive knowledge and experience in operations have been vital to the success of Actuaries Unlimited, Inc. She holds a Bachelor of Arts in Business Family and Consumer/Human Sciences from California State University, Northridge. Alex is passionate about finding the right solutions for each problem that comes her way and improving processes to help the team operate smoothly and efficiently. This solution-based mindset has proven to be a valuable asset to the team, solidifying the reliable services that Actuaries Unlimited, Inc. provides. When she's not watching her kid's various sporting events, you can find her listening to country music and hiking with the new family pup.
Bianca joined AUI in 2005 as a Plan Administrator and has worked in the retirement industry since 2001. In August 2023 she was promoted to Plan Administration Manager. In her free time Bianca enjoys hiking, camping, and bird watching.
Job Titles:
- Director of Business Development
A graduate from Oregon State University in Business Administration, Brian has been in the retirement plan industry since 1993 before joining AUI in July of 2021. His focus has been on building business relationships with others in the industry who share the common objective of providing clients with retirement plans that achieve their goals, as well providing plan participants with successful retirement outcomes.
Job Titles:
- QKA / Partner, Enrolled Actuary
Brian is a graduate of the University of Wisconsin-Madison, holding a Bachelor of Business Administration in Accounting. He began his career at an accounting firm, where he obtained his CPA license before joining the family business in 2011 at Actuaries Unlimited, Inc. He is proud to be a third-generation partner. As both an Enrolled Actuary and CPA, Brian is able to utilize his expertise to assist clients with the design and implementation of Defined Benefit, Cash Balance, Profit Sharing and 401(k) Plans, as well as the ongoing annual administration of these retirement plans. When he is away from the office, Brian enjoys working out and learning the ropes of being first-time parents with his wife to their new son, born in late 2022.
Job Titles:
- Principal Contributor to Actuaries Unlimited Inc
Mark is a principal contributor to Actuaries Unlimited Inc.'s professional relationships and has fostered the expansion of our client base through unmatched service to our clients and industry partners. With his Bachelor's from UCLA and Master's from Loyola Marymount University, both in Mathematics, Mark started with Actuaries Unlimited Inc. in 1982 and has been a Partner for more than 20 years. Mark prides himself on being a creative actuary and producing the most competitive results in the business. When he is not fostering an industry-wide reputation as a go-to expert in retirement plans, Mark enjoys attending sporting events, drinking wine and listening to the Beatles. Mark has two grown sons and lives in Encino with his partner, Carrie.
Job Titles:
- Partner, Enrolled Actuary
Kory joined AUI in 2010 with a clear plan to become an Actuary, which he accomplished in four short years. He is passionate about keeping AUI on the cutting edge of technology by staying up to date with the pension laws and leading in-house training. Kory also brings a fresh perspective to plan design to ensure AUI's Administrators produce the most adaptive and creative proposals for our new clients. A native Californian who was born and raised in Orange County, Kory met his wife in high school and they now have three children - two girls and a boy.
After earning a Business Management degree from Clemson University, Laura joined the retirement industry as a fresh college graduate in 2010. Laura joined AUI in 2018 as a plan administrator from South Carolina. She was brought on during an acquisition and worked diligently to build the trust and confidence of her client base during the transition. In 2023, she now leads as a Plan Administration Manager. She has led compliance trainings for her peers and has become a helpful and approachable resource to others. She is proud of building strong connections with clients and co-workers and prides herself on being responsive and organized.