Get Your Retirement Plan Analysis Now!
Ready to develop a retirement plan for your small business? Do you have questions or are you interested in a complimentary retirement plan analysis?
Get in touch with us now by filling out the form below!
Ready to develop a retirement plan for your small business? Do you have questions or are you interested in a complimentary retirement plan analysis?
Get in touch with us now by filling out the form below!
Relationship Manager
Amber Loring joined Stones River Consulting in Fall of 2021 as a Relationship Manager. She has worked in the retirement industry for over 20 years. She obtained her MBA from Saint Leo University in St. Leo, Florida.
In her spare time, she travels, spends time with friends and family and volunteers within her community.
Compliance
Daisy Mejia joined Stones River Consulting in January 2022. Her responsibilities include in-depth compliance testing, calculations, trust accounting, and preparation of various IRS Forms. She has 15 years of experience in the retirement plan industry and is pursuing her Qualified 401(k) Administrator (QKA) credential. She enjoys reading, listening to music, and spending time with her family.
Compliance Manager
Julie Gorman joined Stones River Consulting in November 2021 as a Compliance Manager. She holds her QPA designation from ASPPA (American Society of Pension Professionals and Actuaries) and has been creating and administering retirement plans since 2005.
With experience in consulting, plan design, administration, and transitions for defined contribution plans, she has developed a passion for helping clients feel at ease with maintaining compliance through great plan design and guidance.
Julie enjoys spending time outdoors exploring with her husband and spending time with family. She spends most of her time with the care and company of her cats, dogs, and chickens.
Administrative Consultant
Kei Lani joined Stones River Consulting in the Spring of 2021 as an Administrative Consultant. She has been working in the retirement industry since 2017 and graduated from Missouri State University in Springfield, Missouri, with a Bachelor of Science in Accounting. She is continuing her education by pursuing her Qualified 401(k) Administrator (QKA) credential.
In her spare time, Kei Lani enjoys going on hikes with her family and spending time with her children. She also enjoys practicing yoga and sharing the benefits of an active lifestyle.
MaryAnna Erlandsson joined Stones River Consulting in January of 2016 as a project-based consultant, bringing over 30 years of experience in organizational communications, training, human resources and benefits administration.
MaryAnna is an active participant in numerous organizations supporting women in business, locally and nationally.
She makes her home in Murfreesboro and enjoys spending time with family, traveling, the arts, and pursuing genealogical research.
Sean Oneal joined Stones River Consulting as a Relationship Manager following his graduation from the University of Tennessee, Chattanooga. He had interned with SRC over 3 previous summer breaks and has experience building relationships through his student job at UTC working with the Center for Global Education.
As a Relationship Manager, he is responsible for providing high touch client service by providing Plan Sponsors and Advisors ongoing plan operational support. His expertise lies in participant support, problem resolution, and overall management of client relationships.
When Sean is not working, he enjoys hiking, playing music, and traveling around the world.
Kasey Brooker joined Stones River Consulting as a Relationship Manager in July, 2016. She has over ten years of experience in customer service with the past six years being dedicated to client servicing in the retirement plan industry.
As Relationship Manager, she is responsible for providing high touch client service by providing Plan Sponsors and Advisors ongoing plan operational support. Her expertise lies in technical plan knowledge, participant support, problem resolution, provider/platform support and overall management of client relationships. Kasey is an active member of the Women in Pensions Network.
When Kasey is not enjoying traveling, live music or art, she is spending time with her beloved cat, Ralfee.
Administrative Consultant
Ricardo joined Stones River Consulting in May 2021. He has over 20 years of experience in the retirement plan industry as a Plan Administrator and Plan Compliance Specialist. He enjoys spending time with my family and friends. Ricardo loves playing golf in his spare time. He also a big fan of the Chicago Cubs.
Stu has been working in the retirement industry since 2009 and joined Stones River Consulting in the fall of 2019. He is an active member of ASPPA and has obtained the Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA) credentials.
Stu graduated from the University of Memphis in 2008 with a bachelor’s degree in Finance and then obtained his MBA from Lipscomb University in 2010.
In his spare time, Stu enjoys attending local events in the Atlanta area with his wife, Ashley, and his two boys, Finley and Landon. He also enjoys playing tennis in the Atlanta Lawn & Tennis Association (ALTA).
Katherine Wood joined Stones River Consulting as a Senior Relationship Manager in December of 2020. She has several years of experience in account management and financial services ROI.
As Senior Relationship Manager, she is responsible for providing high-touch client service to Plan Sponsors and Advisors.
Katherine attended Middle Tennessee State University, has a Master of Business Administration, and is a member of the Pinnacle Honors Society. Katherine enjoys traveling and soccer. Katherine is a new bride and together, she and husband James, have visited over eight different countries.
Barbara Bailey joined Stones River Consulting in December of 2020.
She has broad experience in several industries including, the state university system, heating and cooling, residential construction, and trucking. She found her passion in pension administration and is pursuing her QKA designation.
Barb attended Pacific Lutheran University and earned a Bachelor of Business Administration. When not working, Barb enjoys exploring San Antonio, Texas, reading, puzzles, knitting, crocheting, cross stitch, and volunteers as a foster mom to cats and kittens.
Brooke Sanfilippo joined the staff of Stones River Consulting in October of 2017 as an Administrative Consultant. She is a graduate of Mercyhurst University in Erie, Pennsylvania, with degrees in Finance and Accounting. She has attained the QKA and QKC designations from the American Society of Pension Professionals and Actuaries (ASPPA).
Prior to joining Stones River Consulting, Brooke spent six years in the legal field handling estate accounting. She has spent the past four years as a dedicated retirement plan administrator.
Brooke enjoys tennis, boating, and art. She is an active volunteer in several recent local political campaigns. She also enjoys hiking and spending time at the lake with family and friends.
“Most small business are under-served and over-billed for their retirement plans”, Chris concluded after 23 years of working in all aspects of the retirement plan industry. Chris grew tired of the call center mentality and cookie cutter plan designs. With a new motivation, he started Stones River Consulting to leverage high tech with high touch and provide local business owners with effective and reasonably priced plans.
After graduating from the University of Tennessee in Knoxville, Chris spent several years at MetLife and at Bankers Trust in Nashville where his responsibilities included administering retiree benefit and pension plans for Fortune 100 clients with investment portfolios valued up to $3 billion. While pursuing his MBA at Sullivan University in Lexington, KY, he worked as a benefits consultant at Unified Trust. As a Trust Officer at Community Trust & Investment Company, he managed retirement plan administration for smaller businesses. After receiving his MBA, he gained experience in the retirement plan service field as Vice President for Retirement Benefit Solutions, LLC in Woodbridge, VA and as Director of Operations for Midsouth Consulting Group, LLC of Brentwood, TN.
In addition, Chris has a QKA designation from the American Society of Pension Professionals & Actuaries. Chris also enjoys painting and coaching soccer in his spare time.
When you choose Stones River Consulting, you’ll notice just how devoted Chris is to his clients and their individual retirement plans.
Mary has over 20 years of experience in the retirement plan industry working in compliance and plan administration.
She has attained the QKA and QPA designations from the American Society of Pension Professionals and Actuaries.
Mary enjoys traveling, scuba diving and spending time with her family.
Dena Oneal joined Stones River Consulting in October of 2020. She has over twenty-five years of experience in project management, staff operations, and fostering strong interpersonal relationships.
In her position as Director of Operations, she is responsible for the oversight of day-to-day operations and communications, project management, and works to develop and implement organizational strategies, policies, and best practices.
Dena attended the University of Tennessee and has a Master of Education (M.Ed.) from Middle Tennessee State University. Dena enjoys reading, crafts, and volunteering in the community with the Alzheimer’s Association and Mindful Care. She is happily married and has two sons, Sean and Connor.
Local to middle Tennessee her whole life, she takes pride being a trust-worthy people person, with a passion for solving problems. Mindy has over 10 years in client/customer and employee relationship management, account management and general leadership.
She is reliable and easy to work with; have an eye for detail and excel in organization. Mindy is happy to represent Stones River Consulting where we focus on connecting with our partners to provide an outstanding experience when planning for your retirement!
Alexis Rhinehart joined the staff of Stones River Consulting in December 2014. She has over thirteen years of experience in the benefits and retirement planning industry, including plan implementation, document management and customer service for national corporate clients.
In her position of Director of Operations, she is primarily responsible for the oversight of day-to day operations and communications, project management, and works to develop and implement organizational strategies, policies and practices.
Alexis attended Middle Tennessee State University, is a music enthusiast, enjoys attending concerts, kayaking and travel. She is married with one daughter and is committed to excellence in all that she does both professionally and personally.
Steve has worked successfully in the asset management business for New York Life/Mainstay Investments and AXA/Enterprise Funds as a mutual fund wholesaler for 16 years prior to transitioning the TPA world.
Steve’s focus is to market our services and grow sales by working directly with financial advisors, record keepers and plan sponsors throughout the Southeast. He is a graduate of the University of Richmond and The Baylor School. He currently resides in Chattanooga, TN.
Amy Martin joined the staff of Stones River Consulting in June 2017. She has over 16 years experience in the retirement plan industry working in new plan implementation and plan administration.
Amy has attained the QKA, QPA, TGPC and CPC designations through the American Society of Pension Professionals & Actuaries and the ERPA designation from the Internal Revenue Service.
In her spare time she enjoys traveling and spending time with her family.
We keep watch over your retirement administration…
… but who’s watching over us?
Meet Maggie.
Sniffer.
Fetcher.
Ever vigilant.
Since we hired Maggie, coordinated squirrel and mountain lion attacks have gone down significantly.
