PlanPILOT – Retirement Plan Consultants
  • About
    • Meet the Team
    • Mission & Values
    • Our Difference
    • Client Satisfaction Survey Results
    • Conflicts of Interest Policy
  • Services
    • Retirement Plan Consulting
    • Foundations & Endowments
  • Resources
    • Blog
    • Case Studies
    • Webinars
    • Whitepapers
    • Videos
  • Revver
  • Get Started Now
  • Contact
    • Contact Us
    • Submit Your RFP
  • Careers
    • About
      • Meet the Team
      • Mission & Values
      • Our Difference
      • Client Satisfaction Survey Results
      • Conflicts of Interest Policy
    • Services
      • Retirement Plan Consulting
      • Foundations & Endowments
    • Resources
      • Blog
      • Case Studies
      • Webinars
      • Whitepapers
      • Videos
    • Revver
    • Get Started Now
    • Contact
      • Contact Us
      • Submit Your RFP
    • Careers
PlanPILOT – Retirement Plan Consultants
  • About
    • Meet the Team
    • Mission & Values
    • Our Difference
    • Client Satisfaction Survey Results
    • Conflicts of Interest Policy
  • Services
    • Retirement Plan Consulting
    • Foundations & Endowments
  • Resources
    • Blog
    • Case Studies
    • Webinars
    • Whitepapers
    • Videos
  • Revver
  • Get Started Now
  • Contact
    • Contact Us
    • Submit Your RFP
  • Careers
    • About
      • Meet the Team
      • Mission & Values
      • Our Difference
      • Client Satisfaction Survey Results
      • Conflicts of Interest Policy
    • Services
      • Retirement Plan Consulting
      • Foundations & Endowments
    • Resources
      • Blog
      • Case Studies
      • Webinars
      • Whitepapers
      • Videos
    • Revver
    • Get Started Now
    • Contact
      • Contact Us
      • Submit Your RFP
    • Careers

Meet the Team

Home About Meet the Team

Providing Superior Service to Support Your Plan

PlanPILOT fosters a dynamic, energetic environment where employees develop innovative and strategic solutions for clients. We are proud of our talented team of retirement plan consultants and support professionals, and we recognize that the key to our success has been and will continue to be building the firm with qualified people who thrive in a collaborative service-oriented environment.

Get to Know Our Team

Mark Olsen

Managing Director

Nate Cassel

Senior Consultant

Bill Karsten

Senior Consultant

Brian Cressey

Senior Consultant

Rick Donley

Director of MEPs

Mary Kickham

Senior Client Services Associate

Scott Hemerda

Senior Consultant

Greg Papantonio

Senior Consultant

Brad Sieniawski

Senior Consultant

Ling Tang

Investment Analyst

Tom Loftus

Consultant and Investment Team Lead

Andy Mu

Investment Analyst

Isabela Fioravanti

Performance Analyst

Jessica Hewlett

Senior Client Services Associate

Brittany Buccini

Office Manager

Adam Polacek, CFA

Senior Consultant
  • Meet the Team
    • Mark Olsen
    • Nate Cassel
    • Bill Karsten
    • Brian Cressey
    • Rick Donley
    • Scott Hemerda
    • Tom Loftus
    • Andy Mu
    • Isabela Fioravanti
    • Brittany Buccini
    • Greg Papantonio
    • Ling Tang
    • Jessica Hewlett
    • Brad Sieniawski
    • Mary Kickham
    • Adam Polacek, CFA
  • Mission & Values
  • Our Difference
  • Conflicts of Interest Policy
  • 2023 Client Satisfaction Survey Results

Recent Posts

  • Strategies to Help Employees Maximize Retirement Benefits
  • Designing a Retirement Plan That Supports Financial Wellness
  • Adoption of SECURE 2.0 Optional Provisions
  • Top Retirement Plan Trends to Watch in 2025
  • The Truth About Retirement Readiness Scores

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Contact

PlanPILOT
223 W. Jackson Blvd., Suite 800
Chicago, IL 60606
(312) 973-4911
info@planpilot.com

Copyright © 2025. PlanPILOT, LLC.
All Rights Reserved.

 
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