MEET OUR TEAM

Each MCA consultant has 20-30 years of retirement experience with well-known, reputable financial institutions. Our consultants have direct real-world experience and firsthand knowledge of the problems our clients are trying to solve.

We create sustainable strategies for long-term growth. We do this through executive-to-executive partnership and collaboration, working as allies with you to address challenges.

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Barbara March

Chief Executive Officer

  • With over 35 years of experience in the industry, Barb has extensive expertise leading global and domestic mutual fund, asset management and insurance companies, as well as global technology outsourcing firms. Barb's previous experience includes senior roles at TATA Consultancy Services, BridgePoint Group, Fidelity Investments, ING, Invesco Retirement, Putnam Investments, and T. Rowe Price. She has served as a strategic advisor to major financial institutions on growth and scale initiatives as well as acquisitions and mergers to increase profitability and market share. She is a highly sought-after subject matter expert, speaker and thought leadership contributor on topics related to retirement, financial services transformation and bringing strategic vision successfully to fruition.

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  • Linda is a CPA with a focused history in the financial services industry. She has held leadership positions in numerous projects including the implementation of a captive broker-dealer, clean-up of historical process failures, existing process and control risk evaluation, new process design, and the installation and upgrades of SunGard’s OMNIPayments and OMNICash products. She has consulted with providers to strengthen their internal control environment and transition them to open architecture. She has held senior management positions with BridgePoint Group, Merrill Lynch, Invesco, and Bank of America. Her skills include financial operational controls, risk management, business intelligence, business support, and project management.

Chief Operating Officer

Linda McDougald

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  • Kim has extensive experience in the financial services industry with Fortune 100 and 500 companies. She has held senior level positions at TIAA, Charles Schwab, and Morgan Stanley. She is a proven strategic leader with deep expertise leading large-scale, critical initiatives. Kim is recognized for establishing strategic direction, building and leading high-performing cross-functional teams and connecting with stakeholders to drive tactical execution. Her leadership experience spans the full spectrum of corporate initiatives including strategy, annual business planning, offer and product development, client experience and engagement and support models.

Kim Ryan

Chief Client Officer

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Chief Technology Officer

Ashish Tilve

  • Ashish is a challenge driven technology leader in the Retirement and Financial Services industry delivering innovative institutional, intermediary, and individual solutions. He has deep and diverse expertise leading large-scale client focused initiatives covering technology transformation, legacy modernization, and cloud enablement. Ashish is well versed with enabling new product development, creating multi-year technology strategies, designing futuristic enterprise architectures, building engaging digital experiences, implementing intelligent process automation, and deploying data, integration, security, and hybrid cloud platforms. He has created high performing agile organizations by hiring, advancing, and retaining talent while maintaining operational excellence and improving customer focus.

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Consultant

Dalton Adams

  • Dalton is an accomplished leader in the retirement industry with demonstrated success leading strategic initiatives focused on improving customer satisfaction, retention, and operational performance across plan services. He spent over 30 at Empower leading client-facing teams focused on improving the client experience. Through the use of AI and Robotics technology as well as offshore teams, Dalton has driven business process innovation to reduce risk and improve quality, while also reducing operational cycle times and cost. Dalton brings deep expertise with block conversions of retirement plans and ensuring compliance with organizational and governmental policies. He also has experience with change management, relationship management and staff modeling.  

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  • Julie Bell is a seasoned executive with over 30 years of experience in the healthcare and financial services industries, specializing in launching new ventures and expanding established businesses. She has held key leadership roles at Cigna, ING, The Hartford and Aetna, with a proven track record in strategic planning, market positioning, and execution  Julie excels at driving success through critical strategic and business development initiatives, consistently delivering measurable outcomes.

Julie Bell

Consultant

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  • Matt is an accomplished leader and proven innovator in the asset management and retirement industries, with expertise in product design and development, product management, client-facing engagement, fiduciary oversight, cross-functional project management and thought leadership. Matt has over two decades of experience developing investment solutions across public and private asset classes in the retirement and insurance industries. He is an established defined contribution industry leader who helped design and launch asset allocation products that integrate private market investments into daily valued funds for DC platforms. Matt regularly speaks at retirement industry conferences on topics including alternative investments, target date funds and stable value.

Matt Brenner

Consultant

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  • Dan Brin is a retirement operations and business systems professional with more than 28 years of experience in the financial services industry. He specializes in payroll contribution processing, operational troubleshooting, client support, and business systems support. Dan is known for building strong relationships, simplifying complex operational challenges, and delivering practical solutions that support client success.

Dan Brin

Consultant

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  • Allan brings more than 30 years of experience in retirement services with a focus on plan implementations, project leadership, process improvement, business systems and retirement operations workflows. He has led and supported large-scale client implementations, mass conversion projects, workflow redesign, quality oversight, and documentation efforts across a range of complex initiatives.
    He has partnered with cross-functional teams to gather requirements, map current and future-state processes, coordinate user acceptance testing, resolve defects, and develop training and process documentation.
    Allan is also experienced in client-facing roles bringing flexibility, strong communication skills, and a practical, client-focused approach to every engagement.

Allan Claudio

Consultant

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  • Ira is a successful mutual fund executive with many years of retail, offshore and institutional experience. He has a strong track record in building solutions, reducing risk and increasing productivity. A proven industry leader, Ira has developed excellent relationship building, tactical execution and decision making skills. He is a strategic thinker with a hands-on management style and a consistent record of success and has been recognized for developing and building winning teams. While regarded as a mutual fund expert, Ira has been a keynote speaker at many industry conferences and has been an active member on several industry-wide committees.

Ira Cohen

Consultant

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  • Peter is an accomplished creative professional with a background in commercial and editorial photography, content creation, production, branding, and editing. His creative talent has been commissioned by Amazon, Mazda, Land Rover, Subaru, The NFL, Chevrolet, Frito-Lay, and many others to launch products and elevate brand aesthetic both nationally and globally. Peter excels in conceptual thinking and translating a brand’s core values and mission into consistent messaging and visuals across all channels and applications. Along with his creative mind, Peter is also highly technically skilled as a Photoshop expert in retouching and complex compositing. His projects have been awarded “Best Of” category multiple times by Adobe.

Peter Dawson

Creative Director

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  • Ali is a thoughtful strategist and operational leader with over 20 years of experience in retirement technology with FIS. She is known for driving enterprise readiness, program delivery, and transformation across complex environments. Blending analytical depth with clear execution, Ali has led initiatives that translate data into meaningful decisions and align cross-functional teams toward measurable impact. She has held progressively senior leadership positions across consulting, business operations, and commercialization, with extensive experience spanning strategy, process engineering, project management, change management, and implementation.

Ali Haynes

Consultant

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  • With over two decades of leadership, Christina is a strategic operations leader with a proven track record of unlocking enterprise value within the insurance and retirement industries. Prior to MCA, Christina worked at Prudential Financial where she drove large-scale transformations for Institutional Retirement businesses, leading portfolios that delivered measurable gains in growth, risk reduction, and efficiency. Her expertise is rooted in a deep foundational career across several prominent financial services firms, where she held leadership roles in strategy, service operations and client management. A natural problem-solver, Christina excels at navigating matrixed environments to translate a complex business vision into operational reality. She leverages a comprehensive skill set spanning product operations, CX/EX design, business-technology integration and process improvement, consistently delivering tangible value through a blend of analytical rigor and people-focused leadership.

Christina Hinds

Consultant

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  • Ashley is an accomplished leader in the retirement industry with a demonstrated record of success leading strategic initiatives. She has over 25 years of experience in executive leadership positions at Empower. Her unique combination of industry expertise, client-facing experience, and focus on leading initiatives that leverage technology to innovate business processes have resulted in substantial enhancements in client satisfaction, process efficiencies, risk reduction and quality improvement. Ashley has a deep understanding about leading block conversions of retirement plan business and integrating talent. With a consummate focus on leadership and innovation, her key areas of expertise include technical development leadership, client experience optimization, client service transformation and relationship management.

Ashley Hofwolt

Consultant

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  • Britt is an accomplished leader and trusted advisor with extensive experience leading strategic programs and operational teams. She has held leadership positions at Fortune 500 companies, consulting firms, and software organizations where her unique combination of business expertise, technology experience, and a continuous improvement mindset has been invaluable. She is proficient at optimizing organizational structures and processes to deliver quality results while leveraging technology to amplify efficiencies. She is a transformational change agent/deliberate disruptor who leads with a process-first, execution-focused approach. Britt’s strengths include organizational design, process re-engineering, cost optimization, program management, and governance. She also has experience in portfolio management, outsourcing, and change management.

Britt Johnson

Consultant

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  • Paul Johnston is a seasoned financial services executive with over 25 years of expertise in Retirement Services and Enterprise Payments. A dynamic senior leader and certified Six Sigma Black Belt, he specializes in driving operational excellence by optimizing people, processes, and technology.  Most recently, Paul has held senior leadership roles within the Professional Services organization at FIS, where he had P&L responsibilities and accountability for the end-to-end client delivery of SaaS products and BPO services. With a strong track record in financial services operations, product implementation, and business transformation, he excels at guiding organizations through complex industry landscapes to achieve meaningful, lasting results.

Paul Johnston

Consultant

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Director Of Talent Aquisition

Amy Lassen

  • Amy has a highly successful history in the financial services and management consulting industries with global Fortune 500 companies. Prior to joining MCA, Amy held several positions with global specialized staffing and consulting firms, each with increasing responsibility, including her most recent role as Managing Partner where she focused on business development, building strong partnerships with key stakeholders, and recruiting active and passive candidates. Her key areas of expertise include client relationship management, building high-performing teams, and aligning exceptional talent with world-class organizations.

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  • Glen has held management and director-level positions for Fidelity Investments and worked as a Product Delivery Leader at Tata Consultancy Services. Glen has experience in Lean Six Sigma, Agile, process improvement, program management, project leadership and change management. His skills include offshoring processes, product and solution design, project management, quality controls, document reviews, regulatory compliance, vendor management, participant communications, offshore delivery, and process reengineering. Glen’s key areas of expertise include development of the framework for Quality programs while overseeing both small- and large-scale process improvement initiatives.

Glen Leavens

Consultant

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  • Anne is a proven innovator with expertise in investing, product development, thought leadership, and sales and marketing. Prior to joining MCA, Anne was Global Head of Retirement Solutions at JPMorgan Asset Management, and led the strategy, architecture and management of JPMorgan SmartRetirement Funds. She specializes in strategy, product development, and messaging. Anne has significant expertise in integrating big data, capital markets and behavioral finance concepts to drive product design. She is a frequent speaker at industry and client forums on subjects related to investing, innovation, individual behavior, big data, and retirement policy.

Anne Lester

Consultant

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  • Bill has comprehensive knowledge and experience in the financial services industry. He has held operational leadership roles with the Federal Reserve Bank – Miami Branch – Fiscal Agency, AMVESCAP Retirement, GPC Securities, Inc and Fidelity Investments Workplace Investing. Bill has a track record of leading teams to drive change and client satisfaction through value-added optimization of business processes and alignment of service capabilities with client focused activities. He is a results oriented leader with proven success in the project and program management and the implementation of strategic and regulatory solutions.

Bill Loveland

Consultant

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Administration & Marketing

Christie Merrick

  • Christie works behind the scenes to enable the success of My Corporate Ally. She has previously held administrative roles at several different corporations, including Siemens and BridgePoint. She excels in polishing presentations, white papers, proposals, and other documents into professional, customer-ready materials. She also manages WordPress websites, executes marketing campaigns, and oversees the technology needs of our consultants. Christie enjoys learning and deploying new technologies and is a PowerPoint expert. Her skills include project management, proofreading and editing, website creation and maintenance, and MS 365 applications.

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  • Jody has spent her career helping businesses refine their strategies and improve the value of their product and service portfolios, with over 30 years of experience in the institutional retirement, brokerage, trust and custody businesses. She has held executive leadership positions at major financial institutions in which she was responsible for growing revenues and profitability, advancing strategic product management capabilities, and driving significant transformation efforts. Jody has also led numerous strategic consulting engagements to help firms develop and execute their business growth strategies, refine their product offerings and associated product management capabilities, and drive extensive transformation and change management.

Jody Meth

Consultant

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  • Andrea is a seasoned retirement industry professional with 30 years of experience spanning individual and institutional markets. She has established a proven record of strategic leadership by delivering business value through technology advancement and driving complex program initiatives. Prior to MCA, Andrea worked at Prudential Financial, holding various leadership roles that supported comprehensive retirement offerings. She is known for her expertise in business technology delivery, product management, operations, customer service including implementations, business analysis, operational risk management, program and portfolio management, and process design. She is also recognized as a strong people manager who builds and mentors high-performing teams.

Andrea Morra

Consultant

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  • Andi is an accomplished senior leader with a strong background in mutual funds with a detail oriented approach. Early in her career, she served as the CFO of the family of mutual funds at Raymond James Financial with considerable experience in operations and accounting. Later she was the CCO at an investment advisor, establishing and implementing an effective compliance program. Andi currently resides on a variety of mutual fund boards as an independent trustee and as the financial expert. Her analytical and strategic skills allow her to approach challenges in a methodical manner. She maintains an active CPA license in Florida.

Andi Mullins

Consultant

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  • Jennifer is an accomplished leader in the retirement and financial services industry with over 28 years of experience at Empower. She has led critical workstreams within large-scale plan migration initiatives and brings deep expertise in strategy execution, operational risk management, and client experience. Jennifer is known for aligning business, technology, and operations to deliver complex programs and drive organizational success. Throughout her career, she has enhanced client retention, improved operational efficiency, and strengthened governance frameworks. Her areas of focus include enterprise program delivery, risk management, and cross-functional leadership.

Jennifer Murray

Consultant

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  • James has held numerous leadership roles in the Financial Services industry, including CEO of a Digital Bank, President of an Advisory business, President of multiple BDs, and Head of Customer Experience for a top 5 Retirement Plan provider. James has driven enterprise transformations around customer focus, advisory services, and financial wellness at firms like TIAA, Voya Vanguard, Wells Fargo and more. At each of these firms, James has consistently identified and unlocked new sources of enterprise value amidst complex corporate environments characterized by highly matrixed organizations, cultural resistance to change, and product-oriented systems and businesses.

James Nichols

Consultant

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  • Ryan has 30 years of experience as an analyst focused on software design, project management, and process improvement, with 20 years in the financial services industry. He has worked as a Global Business Analyst with INVESCO Retirement Plan Services and a process consultant with Northern Trust Retirement Consulting. He has also worked on government contracts with the U.S. Department of Defense and the U.S. State Department.

Ryan Presley

Consultant

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  • With over 25 years experience in the financial services industry, Laura has established a track record of delivering impressive contributions to growth and profit in complex environments. Her extensive experience includes successfully operating companies as well as providing valuable guidance to Fortune 500 and Global 50 companies in shaping their human capital, global outsourcing, and retirement plan strategies. Her prior experience includes executive leadership positions at Ascensus, Newport Group, and Mercer. She helps organizations navigate through transformational change and execute on their vision. Her expertise includes directing strategy, while at times delving deep into details, to achieve results.

Laura Ramanis

Consultant

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  • Susie is an experienced consultant with cross-functional experience in Lean Six Sigma, process improvement, program management, project leadership and change management. She has held management, Director level and VP positions at General Electric, JPMorgan and Raymond James Financial. At MCA, Susie has consulted with clients to streamline processes and deliver cost reduction strategies across Operations and Technology teams. She has developed the framework for multiple Quality programs for several teams and organizations. Her key areas of expertise include team building and relationship development while overseeing both small- and large-scale process improvement initiatives.

Susie Reyes

Consultant

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  • Scott is an experienced retirement services professional who has served in various management and leadership positions with Smart USA Co., SunTrust Bank, Hewitt Associates and Northern Trust Retirement Consulting. His diverse skills and experience include fiduciary oversight, third-party management, relationship management, product strategy, operations, plan implementation, business/system requirements and financial management. This combination of skills and experience have proven to make him adept at identifying, developing and delivering unique business and retirement solutions in the most challenging of environments.

Scott Rice

Consultant

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  • With more than thirty years in the financial services industry, Deb Rubin is a leader and innovator in the development, marketing, and sales of 401(k), MEP, PEP, and GPS products who has helped companies achieve operational efficiencies, execute successful product launches, expand distribution and realize substantial sales and revenue growth. As Vice President and Managing Director at Transamerica, she held a diverse portfolio in which she was responsible for the entire sales cycle, from new product development through marketing and sales to customer service/satisfaction. Deb previously worked in corporate and frontline sales roles for Voya/ING, Manulife/John Hancock, All First Bank/M&T, Maryland National Bank/Bank of America, and Union Trust Bank/Wachovia.

Deb Rubin

Consultant

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  • Maria is an experienced financial services professional, with focused expertise in retirement operations, organizational effectiveness, product development and regulatory compliance. 
    At Prudential Financial, she was a leader of the Pension Consulting Team and of the Retirement Project Management Office, as well as Chief of Staff to the Law Department. She managed and executed a complex portfolio of initiatives including implementation of mergers & acquisitions, organizational transformations, large scale process automation and operational integration of regulatory changes.
    She also worked for Preferred Pension Planning as Sales Support, AXA Equitable as a Retirement Program Manager, Rogers & Wells as a Pension Administrator, and at Economic Group Pension Services as a Pension Administrator.

Maria Saputo

Consultant

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Holly Schadewald

Consultant

  • Holly is an experienced consultant and business analyst with deep expertise in retirement services and technology, known for strengthening operations through clear requirements, rigorous testing, leadership, and data‑driven problem solving. She has a proven record of improving system reliability by resolving data‑flow issues, mapping processes to eliminate inefficiencies, and guiding cross‑functional teams through complex implementations. Holly has been recognized for strong communication and client partnership skills. She consistently delivers scalable, resilient solutions that enhance both functionality and user experience.

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  • Kimberly is a proven leader with extensive expertise in the financial services industry. She has helped companies achieve operational efficiencies, execute successful product launches, expand market share and realize substantial sales and revenue growth. As Vice President at Ascensus, she turned around an under-performing division, achieving a 30% margin. As Vice President at AMVESCAP, she managed multiple strategic partnerships with more than $6 billion in assets under management.  Early in her career, she worked in the TPA space where she had a senior role at Cohen & Associates and Mullis Consulting. There she developed and launched new product lines to increase profitability and market share.

Kimberly Sexton

Consultant

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Lainey Sidebottom

  • Lainey is a performance driven leader with over 20 years of diverse expertise leading large-scale, client focused initiatives. She is known for achieving results through operational efficiencies, program management, and facilitating cross-functional teams. Most recently, Lainey has held leadership roles within the Retirement organization at FIS, where she established a high-impact Business Management Office from the ground up by creating scalable processes and exacting standards of client service as a foundation for long-term operational success. Throughout her career, Lainey has driven strong collaboration with internal partners and alignment with clients and leadership by managing cross-functional projects and procedures through effective governance and reporting structures.

Consultant

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  • Matt Stephens is an experienced consultant with more than twenty years in retirement services, financial operations, and technology enabled process improvement. He has held roles at Empower, Computershare, and Merrill Lynch supporting plan administration and leading initiatives to streamline operations, strengthen controls, and enhance service delivery. At MCA, Matt partners with clients to redesign workflows, reduce operational risk, and implement data‑driven and AI supported improvements across business and technology teams. His expertise includes business systems analysis, Lean process design, operational transformation, and requirements development. He is known for bringing clarity, structure, and disciplined analysis to complex environments.

Matt Stephens

Consultant

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  • Snezana Zlatar advises companies on development and implementation of revenue growth strategies and operating model scalability and transformation. She works with executives on developing institutional and retail channel strategies, innovative client experience, product and advice solutions, and leading risk management practices.

    As a former Fortune 100 financial services executive with decades of experience in senior leadership roles with Fidelity Investments, Bank of America Merrill Lynch, Prudential and TIAA, Snezana has demonstrated expertise in leading and transforming global organizations, and significant experience in working with institutional clients, advisors, regulators and government agencies. She has served as an executive and non-executive director on corporate and not-for-profit boards and is a member of the National Association of Corporate Directors. As a recognized industry expert, Snezana has authored thought leadership papers and has been quoted in numerous industry publications and consumer news outlets.

Snezana Zlatar

Consultant