USI Consulting Group Executive and Leadership Team

William Tremko, the Chairman of USI Consulting Group - Chief Executive Officer of USI Advisors and USI Securities at USI Consulting Group, directs the overarching strategic vision for the organization. Tremko oversees the integration of retirement plan consulting with investment advisory services to ensure comprehensive financial solutions for clients. By aligning the broker-dealer operations with the broader consulting mission, the Chairman of USI Consulting Group - Chief Executive Officer of USI Advisors and USI Securities maintains rigorous compliance standards and market competitiveness. William Tremko drives the expansion of investment advisory capabilities across the United States, ensuring that the firm remains a leader in defined contribution and defined benefit plan administration. This leadership role involves constant coordination with the board to optimize long-term growth trajectories. Through precise oversight of the investment advisory and brokerage arms, Tremko secures the firm's reputation for technical expertise and fiduciary responsibility in the complex financial services landscape.

Dave Kappus, the Group Chief Financial Officer, Usi Consulting at USI Consulting Group, governs the financial health and fiscal planning of the organization. Kappus monitors revenue streams from retirement plan consulting and administration services to ensure sustainable growth. By analyzing market trends and internal performance data, the Group Chief Financial Officer, Usi Consulting provides the necessary insights for capital allocation and resource management. Dave Kappus oversees the budgeting process and financial reporting, ensuring transparency and accuracy for stakeholders. This leadership role involves managing the financial risks associated with the firm's diverse service offerings. Through the development of robust financial models, Kappus supports the firm's strategic objectives and long-term stability. The Group Chief Financial Officer, Usi Consulting maintains a focus on optimizing profitability while ensuring that the firm continues to invest in the technology and talent required to lead the defined contribution and defined benefit plan market.

Betsy Hammond, the Chief Operating Officer at USI Consulting Group, manages the daily execution of retirement plan administration and consulting workflows. Hammond optimizes internal processes to increase service delivery efficiency for defined contribution and defined benefit plans. By streamlining operational infrastructure, the Chief Operating Officer ensures that client-facing teams possess the necessary resources to maintain high service standards. Betsy Hammond coordinates cross-departmental initiatives to improve scalability across the firm's national footprint. This role requires constant monitoring of administrative performance metrics to identify opportunities for process improvement and cost reduction. Through the implementation of standardized operational protocols, Hammond supports the firm's ability to handle complex plan requirements with precision. The Chief Operating Officer remains focused on enhancing the client experience by reducing administrative friction and ensuring that all consulting services align with the firm's established quality benchmarks and regulatory obligations.

Michael Welz, the President & Chief Information Officer at USI Consulting Group, architects the technological framework supporting the firm's retirement plan administration services. Welz directs the development of secure, scalable digital platforms that facilitate complex plan calculations and reporting. By integrating advanced data analytics into the consulting workflow, the President & Chief Information Officer enhances the firm's ability to deliver precise financial insights to clients. Michael Welz oversees the cybersecurity posture and infrastructure resilience, ensuring that sensitive plan data remains protected across all operations. This role involves leading the digital transformation initiatives that keep the firm at the forefront of the industry. Through the alignment of information technology with business objectives, Welz drives operational efficiency and innovation. The President & Chief Information Officer ensures that the firm's technological capabilities evolve to meet the changing demands of the defined contribution and defined benefit plan landscape.

Bob Cross, the President, Central and Southern Regions at USI Consulting Group, leads the business development and client service initiatives across these critical geographic territories. Cross drives the expansion of defined contribution and defined benefit plan consulting services by building strong relationships with regional partners and clients. By overseeing the delivery of tailored financial solutions, the President, Central and Southern Regions ensures that the firm's expertise reaches a broad base of employers and plan sponsors. Bob Cross coordinates with local teams to address specific market needs and regulatory requirements within the Central and Southern regions. This leadership role involves identifying growth opportunities and maintaining high client retention rates through consistent service excellence. Through the effective management of regional operations, Cross contributes significantly to the firm's national market presence. The President, Central and Southern Regions remains dedicated to expanding the firm's footprint while upholding the high standards of consulting and administration that define the organization.