Concierge Retirement Services
Our Team
Concierge Retirement Services helps companies implement and run successful retirement plans.
We are the premier benefits consulting firm in the Tri-State area servicing small and mid-sized companies.
Come meet our exemplary team.
David I. Gensler, EA, MAAA, MSPA, ACOPA
President
914.251.0099, ext. 202
Robert P. Marks, EA, MAAA, MSPA, ACOPA
Executive Vice President and Chief Actuary
914.251.0099, ext. 204
Rebecca Alfano
3(16) Plan Administrator & Office Manager
914.251.0099, ext. 205
Frank Grande
Executive Consultant & Relationship Manager
914.251.0099, ext. 212
Suzzette Grey
Retirement Plan Consultant
914.251.0099, ext. 233
George Luna
Executive Consultant & Project Manager
914.251.0099, ext. 234
Carolynn Trotta
Administrative Assistant
914.251.0099, ext. 217
Rene Boelter
Retirement Plan Consultant
914.251.0099, ext. 206
Let’s Build Something Together
Would you like to have a conversation?
Would you like to discover more?
Here’s a few ways to get in touch with us.
Info@ConciergeRetirementServices.com
7 Rye Ridge Plaza #404
Rye Brook, NY 10573
+1 (914) 251-0099
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