Senior Leadership

Photo of Mindy Zatto

Mindy Zatto
FSA, EA, FCA, MAAAA, MSPA

Founder & Principal

  • Experience: 29 years
  • Specialties: Plan design, implementation, administration and termination; benchmarking; M&A due diligence; protected benefit analysis; cost studies; union negotiations; compliance
  • Education: B.A. in Applied Mathematics, Harvard University
Image

Andy Adams
 

Founder & Principal

  • Experience: 32 years
  • Specialties: Plan administration; complex implementations; recordkeeping and call center operations; vendor search, management and recovery; contract negotiations; plan audits
  • Education: B.S. in Industrial Management, Georgia Tech
Image

Lynn Bullard
ASA, EA, FCA

Principal

  • Experience: 34 years
  • Specialties: Plan design, implementation and communication; benchmarking; actuarial valuations; DB and DC compliance; recordkeeping operations; ongoing administration
  • Education: B.B.A. in Actuarial Science, Georgia State University
Image

Jay Schmitt
ASA

Principal

  • Experience: 26 years
  • Specialties: Benefits administration; HR technology; benefit statements; actuarial valuations; complex implementations
  • Education: Masters in Actuarial Science, Georgia State University; B.S. in Mathematics, Davidson College
Image

Mary Shah
FSA, EA, FCA

Principal

  • Experience: 29 years
  • Specialties: Actuarial valuations; financial forecasting; risk assessment and mitigation; M&A due diligence; implementation support
  • Education: B.S. in Mathematics, Davidson College