Our Management Team

Greg Poole is one of the founding principals of the firm. He is responsible for client development and consulting to our large group mid-market clients. Mr. Poole has qualified for many industry and professional designations and holds a Series 7, 24 and 65 Securities license. With over 27 years of consulting experience, he works closely with business owners and human resource professionals to develop detailed multi-faceted programs to properly manage client risk and resources. This includes all aspects of ERISA qualified health and welfare benefits including the development, design, and management of employer sponsored retirement plans. Mr. Poole is a registered investment advisor through our affiliate company, Standfast Asset Management, LLC.