USI Consulting Group Executive and Leadership Team

William Tremko, the President & Chief Executive Officer at USI Consulting Group, directs the overarching strategic vision for retirement plan consulting and administration services. This leadership role involves aligning the firm with the broader objectives of USI Insurance Services LLC to ensure seamless integration of defined contribution and defined benefit plan offerings. By overseeing the executive team, Tremko drives growth initiatives and maintains high standards of service delivery across the national market. The President & Chief Executive Officer monitors market trends to adapt service models, ensuring the firm remains a leader in the financial services sector. William Tremko fosters collaboration with USI Securities, Inc. and USI Advisors, Inc. to provide holistic investment and brokerage solutions. Through rigorous oversight of corporate governance and operational performance, the President & Chief Executive Officer secures the firm's competitive position and supports the long-term financial health of all client retirement plans.

Dave Kappus, the Group Chief Financial Officer, Usi Consulting at USI Consulting Group, oversees all fiscal planning, financial reporting, and capital allocation strategies. This role involves managing the financial health of the organization while supporting the growth of defined contribution and defined benefit plan consulting services. By analyzing revenue streams and operational costs, the Group Chief Financial Officer, Usi Consulting ensures the firm maintains a strong balance sheet and achieves profitability targets. Kappus collaborates with the executive leadership team to evaluate investment opportunities and manage risks associated with the firm's affiliate relationships. The Group Chief Financial Officer, Usi Consulting drives financial transparency and accountability across all departments. Dave Kappus monitors economic indicators to guide strategic decision-making, ensuring the firm remains resilient in a competitive financial market. Through precise financial management, the Group Chief Financial Officer, Usi Consulting supports the firm's ability to provide high-value retirement plan administration and consulting services to a broad client base.

Betsy Hammond, the Chief Operating Officer at USI Consulting Group, manages the daily execution of retirement plan administration and internal business processes. This role focuses on optimizing service delivery workflows to enhance efficiency for defined contribution and defined benefit plan clients. By streamlining operational infrastructure, Hammond ensures that the firm meets complex regulatory requirements while maintaining high client satisfaction levels. The Chief Operating Officer coordinates with department heads to implement scalable technology solutions that support the firm's consulting activities. Betsy Hammond drives operational excellence by refining internal protocols and resource allocation across the organization. This leadership position requires constant monitoring of service quality metrics to ensure alignment with the firm's broader mission. Through the management of administrative functions, the Chief Operating Officer enables the firm to deliver consistent, high-quality retirement plan consulting services that address the evolving needs of diverse client portfolios throughout the national landscape.

Michael Welz, the President at USI Consulting Group, leads specific business units focused on expanding the firm's footprint in the retirement plan consulting market. This role involves driving regional growth strategies and ensuring that defined contribution and defined benefit plan services meet the unique needs of diverse client segments. By fostering strong relationships with key stakeholders, Welz enhances the firm's market presence and service capabilities. The President coordinates with other senior leaders to execute business development initiatives that align with the firm's core mission. Michael Welz oversees the implementation of specialized consulting programs designed to improve retirement outcomes for plan participants. This leadership position requires a deep understanding of industry regulations and client expectations to maintain a competitive edge. Through the management of regional operations, the President ensures that the firm delivers consistent, high-quality consulting services that support the long-term financial objectives of clients across the national market.