meet Us

Jason Bise, Director
303-888-9907
jason@customizedhrsolutions.com

​​​Rick Wagner has over 35 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)

Rick Wagner, Principal
303-489-0141
rick@customizedhrsolutions.com

Brook Bise, Principal
303-517-6801

brook@customizedhrsolutions.com

Jason Bise has over 15 years of experience in Finance and Recordkeeping and specializes in data analysis, project management, fee management and operational compliance. He has a wealth of experience in both the institutional and participant sides of the business and has led a number of high-profile projects to include building the revenue management team at TIAA.

He began his career with the United States Air Force. During the course of his military career, he has served as an intelligence specialist, maintenance analyst and logistics readiness officer specializing in plans and deployments. He was the Wing Deployment Officer for the 140th Wing at Buckley Air Force Base, Colorado.... (Continue reading)

Brook Bise has over 30 years of combined public accounting and consulting experience as well as experience in a large corporate HR department, with the last 25 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... (Continue reading)