• Julie O'Brien

    Julie has 20 years of experience in the defined contribution plan administration and recordkeeping field. Her knowledge and expertise span the spectrum of retirement plans, from basic 401(k) plans to customized tribal government plans. As a key leader with Alliance…
  • Wendy Coleman

    Wendy brings over 20 years of experience in employee benefit plan administration to ABG Southwest. Her expertise in administering profit sharing plans, 401(k) plans, per capita plans, and cafeteria plans enables her to provide supervisory oversight to team members who…
  • Dennis Davis

    Dennis is a seasoned benefits specialist with more than 20 years of industry experience working with a diverse range of workplace benefit plans and clients. He oversees all aspects of ABG Southwest, from operations and client experience, to business development.
  • Lisa Wilcox

    Lisa Wilcox has been with the firm for more than 32 years and she specializes in retirement plan administration, compensation planning and human resources consulting. Lisa works with clients in the following areas: Retirement plan design, administration and recordkeeping Compensation…
  • Carol Cochran

    With 30 years of accounting experience (28 in the employee benefits field), Carol has significant expertise in employee benefits, retirement plans, flexible spending accounts and compensation planning. She has been with ABG Southwest since 1992. As principal-in-charge of ABG Southwest…