• Jonathon Matson, CRPC®
    Retirement Plan Sales Consultant

    Jonathon has worked in the financial services industry for more than 15 years, with 10 of those years focused on the sales and marketing of retirement plans. His deep understanding of a wide range of retirement plan options ...
  • Julie O'Brien, QKA, TGPC
    Manager, Compliance

    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 Coleman, QKC, QKA, ACFC
    Manager, Operations

    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 Davis,

    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.
  • Carol Cochran,

    With 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 design and…