Managing Directors |
Jim Iacometti, CPA Jim is a former Partner in a CPA firm and has sixteen years of experience in public accounting, ten of which involved developing and managing one of the largest ERISA audit departments in Currently, as an HRA, Employee Benefit, and Retirement Plan consultant, Jim continues to advise owners and executives in strategic planning and risk management. Jim has experience and expertise in designing custom HRA plans that maximize employer savings, minimize employer risk, and still provide affordable healthcare to employees. Jim has been a keynote speaker to a variety of audiences across the country about Consumer Directed Healthcare (HSA’s and HRA’s). Jim has a Bachelor of Science degree in Accounting from
Noel J. Trias, Noel J. Trias has over nineteen years experience in the financial services and benefits industry with a primary focus in the corporate benefit trust and retirement plan markets. Since he has previously served as a controller, Noel brings a strong accounting and financial background when consulting with corporate clients. Noel oversees the Retirement Plan practice of Benefits Noel has a degree in accounting from the University of San Diego and earned a M.S. in Financial Services from Golden Gate University in 1990. He has been a featured guest speaker with chambers of commerce across Arizona and California. He is active in church serving as a deacon and treasurer of the Escondido Church of Christ. |