The FRS team includes pension consultants, financial planners, and investment analysts working alongside participant and compliance services personnel. We are driven by an uncompromising commitment to the mission of each client, and we roll up our sleeves each day to ensure we are driving every client and participant towards retirement success.

Our greatest strength resides in the knowledge and experience of our leadership and team members. Our specialized expertise enables us to offer valuable counsel as we look to develop the retirement and financial plans that will fit your personal needs.

We invite you to learn more about us.

Meet the Team

Philip J. Fogli, Sr
Philip J. Fogli, Jr.
Managing Partner
David L. Marcinowski
Managing Partner
Marcos R. Lopez
Managing Partner – Exude FRS
Joshua Walker
David Distefano
Business Development Manager
Michelle Tepper
Business Development
Morgan Festa
Marketing Coordinator
Keenan Kish
Client Relations Associate
Darren Alcantar
Investment Analyst
Chrissy Digiacoma-Deston
Accounting & Operations Manager
Karla Chin
President of Workplace & Executive Wellness
Dawn Wilson
Client Services
Sabrina Lombardi
Client Services