Rick Wagner, Principal
Brook Bise, Principal
Rick Wagner has over 25 years of experience in employee benefits consulting, during which he has provided tax, audit and business advisory services on a variety of subjects, including employee stock ownership plans, equity-based plan design and compliance, deferred compensation structuring, multi- and single-, employer pension and welfare plans, and non-qualified executive compensation plans in both the for-profit and not-for-profit sectors.
Rick has served on the AICPA Oversight Board for employee benefits and is a frequent presenter for professional organizations on a variety of subjects, including long term incentive plan design, FAS123R/ASC718, Code Section 409A, ESOPs and other employee... (Continue reading)
Brook has 25 years of combined public accounting and consulting experience as well as experience in a large corporate HR department, with the last 16 years focused entirely on employee benefit plans, both from the corporate and auditor perspective. She began her career with Arthur Andersen performing audits primarily of large public clients. Following Arthur Andersen she went into the private sector for a large cable company as a manager of benefits finance, where she was responsible for administration and audit support of the 401(k), pension, life and health plans. When she went back into the public accounting world, she was a manager and later director of benefit plan audits. Her years spent in the private sector helped her realize what it feels like to be the client, and this has helped her to provide a... (Continue reading)