ASSET STRATEGY RETIREMENT PLAN CONSULTANTS - Key Persons
Bill has more than 30 years of Employee Retirement Income Security Act (ERISA) experience, administering both defined contribution and defined benefit plans. He has worked as both a manager and senior consultant at several major firms, including Alliance Benefit Group, Invesmart, William M. Mercer, and at T. Rowe Price, where he led the Compliance and Consulting areas in the Retirement Plan Services Division. His professional involvement with a benefits consulting firm and a third-party administrator and investment manager/record-keeper gives him a unique perspective into the issues facing our clients. A native of southwestern Pennsylvania, Bill earned a degree in actuarial science from Lebanon Valley College. He and his family currently live in Carlisle, where he is actively involved in the community, including the historical societies of Cumberland and Fulton counties.
With more than 30 years of experience as a retirement plans consultant, Clark has dedicated his career to helping employers monitor and manage their fiduciary responsibilities. He has held numerous designations including Certified Pension Consultant and Accredited Investment Fiduciary Analyst. His insurance industry experience began with Mutual Benefit, which later became the Partners Group. He was a founding member and president of Alliance Benefit Group, where he served for a decade. He was also the former regional president and principal shareholder of Invesmart, Inc., a major regional retirement plan administrative and investment advisory firm. In addition, he served on the board of directors for Partners Financial during the period in which the company went public and formed NFP Securities. For 13 years he has served as a member of the Institutional Retirement Income Council, which studies guaranteed income and other retirement-related products. A native of Akron, Ohio, Clark holds a degree in Business Administration from Villanova University. He currently resides in Lewisberry.
Job Titles:
- Assistant
- Financial Advisor
Jennifer Stewart is a Financial Advisor Assistant at Asset Strategy Retirement Plan Consultants. She is a native of Central Pennsylvania and studied Organizational Leadership at Penn State University.
Jennifer believes that providing an exceptional experience for every client she speaks with creates a positive change in the finance industry. In addition, she is passionate about supporting nonprofit organizations and working within her local community to meet the needs of others.
Outside of work, Jennifer enjoys spending time with her friends and family, and her dog Zoe.
Keaton Macut is a Partner and financial advisor at Asset Strategy Retirement Plan Consultants. He is a Harrisburg native and received his bachelor's degree from the University of Pittsburgh. In addition to his investment advisor license, he is licensed in all lines of insurance, is a CERTIFIED FINANCIAL PLANNER TM, and has earned his Accredited Investment Fiduciary® designation from the Center for Fiduciary Studies. He is Program Chair of the Retirement Advisors and Designers of America and currently serves on a national 401(k) Advisory Committee that reviews sustainable investments in employer-sponsored retirement plans. He currently serves as Board Chair of the Cystic Fibrosis Foundation, Harrisburg Chapter, is the Board Treasurer of the Beacon Clinic for Health and Hope, has been Co-Chair of the Economic Development Committee for Harrisburg Young Professionals as well as the past President-Elect of the Haverford Township Rotary Club. In his free time, Keaton enjoys traveling, listening to podcasts, volunteering, and spending time with his wife, son, and two dogs.
Job Titles:
- Director of Operations
- Partner
Since 1996, Neil has worked in the retirement plan marketplace, primarily focused on providing critical technical and operational support. He began his career with Alliance Benefit Group (ABG) and managed operations and software testing after Invesmart, Inc. purchased the company. When The Standard purchased Invesmart in 2006, Neil played a key role in integrating the companies' data and recordkeeping systems. A native of central New Jersey, Neil holds a degree in Industrial Management from Indiana University of Pennsylvania. Neil and his family live in central Pennsylvania, and he volunteers with Special Olympics, Big 33 Buddies, and other organizations in the special needs community.
With more than 20 years of experience in the retirement plan marketplace, Stacy supports clients with investment advisory and retirement plan advice, from overseeing plan design to conducting employee education programs for plan participants, to advising individuals on wealth management. He launched his career at Merrill Lynch, then joined Alliance Benefit Group, where he managed client services. After building a book of retirement plan business at a local Lancaster County community bank, Stacy reunited with Clark Frese at Asset Strategy as a senior consultant. Stacy holds a degree in Finance from the Pennsylvania State University at Harrisburg. A Lancaster County native, he lives with his family in Mount Joy, where he remains active in the community.