Trisha Brambley – Founder’s Statement
Retirement Playbook, Inc. was founded by Trisha Brambley in 2011. She was on the team that created and implemented the industry’s first 401k plans; was among the first to develop a specialty fee based retirement advisory firm; and revolutionized the plan advisor selection process. Trisha achieved national recognition as a retirement plan consultant and thought leader. Retirement Playbook, Inc. continues her work as a premier plan advisor search consultancy.
About George Boyle
George Boyle is CEO of Retirement Playbook, Inc.™ Previously, George was Chief Financial Officer for Retirement Playbook, Inc.™ and has been providing financial guidance to the company since its formation in 2011. He has worked in the financial services industry for nearly 35 years with expertise in public accounting, investment management, and CFO services.
George earned a B.S. in Accounting from Rider University in 1977. He is a Certified Professional Accountant as well as a Personal Financial Specialist, with memberships in the AICPA (American Institute of Certified Professional Accountants), the PICPA (Pennsylvania Institute of Certified Public Accountants), and the Bucks County Estate Planning Council. He holds the Series 7 (General Securities Representative) and 66 (NASAA-Uniform Combined State Law Exam) securities licenses.
About Cindy DeGulis
As Vice President of Advisor Relations, Cindy DeGulis works with plan sponsors seeking to re-evaluate or replace their retirement plan advisors and recordkeeping providers, guiding them with a thorough and well-documented due diligence process. She brings 15 years of experience as the lead contact for vendor management of a national retirement plan consulting firm. Her expertise in vendor management helped plan sponsors in the mid to large size plan market benchmark or replace their recordkeeping provider. Her time management and organizational skills provide a structured method, keeping committee members and providers on track to hit major goals and meet important deadlines throughout the project. Cindy works on the clients’ behalf in an effort to make the due diligence project less time consuming for the committee members.
About Adele Barbato
As Executive Vice President, Client Services, Adele provides management and oversight in developing and delivering the clients’ project. Also, Adele works very closely with clients to ensure all needs are addressed in a timely and high quality manner.
Adele is a seasoned Senior Global HR Executive with extensive strategic and operational expertise. As a former C-suite Chief Human Resource Officer, she has had significant experience with Compensation Committees in both public companies and higher education. She has designed and executed innovative value added solutions across the entire human capital portfolio in the following industries: information services and technology, clinical information management, financial services and higher education. She has over 35 years of experience in senior leadership roles with a strong international background.