Leadership Team

Julie has more than 20 years of experience in the defined contribution plan administration and recordkeeping field. Her knowledge and expertise span the spectrum of retirement plans, from basic 401(k) plans to customized tribal government plans. As a key leader…

Wendy brings over 20 years of experience in employee benefit plan administration to ABG Southwest. Her expertise in administering profit sharing plans, 401(k) plans, per capita plans, and cafeteria plans enables her to provide managerial oversight to team members who…

Dennis is a seasoned benefits specialist with more than 20 years of industry experience working with a diverse range of workplace benefit plans and clients. He oversees all aspects of ABG Southwest, from operations and client experience, to business development.

With more than 30 years of accounting experience (28 in the employee benefits field), Carol has significant expertise in employee benefits, retirement plans, flexible spending accounts and compensation planning. She has been with ABG Southwest since 1992 and oversees the…