Invested

Team

Together we can achieve more

Michael Kozemchak AIF®

Managing Director

Mr. Mr. Kozemchak and IIC were recognized in 2011-2012 by PLANSPONSOR Magazine in articles identifying the nation’s most successful Retirement Plan Consulting teams, as one of the largest and most accomplished qualified/nonqualified retirement Plan Consulting teams in the country.

He has over 16 years experience.

Gregory Cimmino CFP® AIF®

Managing Director

  Mr. Cimmino has over 30 years of experience in the retirement plan and financial services industry and is focused on and dedicated to serving client's needs as an objective provider of institutional investment consulting services in the small and medium sized plan space. Mr. Cimmino has spoken on retirement plan related topics at national conferences for ASPPA, PlanSponsor, and PlanAdvisor. 

 

Tony Ciocca AIF®

Managing Director

Mr. Ciocca came to IIC from a Leadership Role at PlanSponsor Pathfinder. Mr. Ciocca and IIC were recognized in 2006-2016 by PLANSPONSOR Magazine in articles identifying the nation’s most successful Retirement Plan Consulting teams, as one of the largest and most accomplished qualified/nonqualified retirement Plan Consulting teams in the country. He has over 20 years of Experience

 

Paul R. Stephens, AIF®

Managing Director

Mr. Stephens has more than twenty years of experience assisting plan sponsors and committees with all facets of plan management including:  investment policy statements, investment selection and monitoring, plan benchmarking, formal vendor RFPs, fee and revenue allocation analysis, vendor management, and legal/regulatory updates.

He has over 20 years experience.

 

Eric Kelly AIF®

Associate Director

Mr. Kelly joined IIC in September 2014, as an Associate Director in the Bloomfield Hills office. He came to IIC after working within the wealth advising industry for three years as an analyst and trader.

He has over 4 years experience.

Scroll to top