Rollie is an Accredited Investment Fiduciary® (AIF) with more than 30 years of experience advising businesses, plan sponsors, and individuals on qualified retirement plans, fiduciary governance, and wealth management. His background includes serving as Vice President and Manager of PNC’s Trust Department, Vice President at Oswald Financial, and, for the past 20 years, owner of Beach Benefits Group, LLC.

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Rollie specializes in the design, implementation, and ongoing management of retirement plans, including cross-tested profit-sharing and cash balance plans. He also advises plan sponsors on fiduciary due diligence, prudent investment practices, retirement plan service-provider searches, investment monitoring, and participant education and guidance.

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Throughout his career, Rollie’s work has also encompassed employee benefit and personal trusts, estate planning, nonqualified deferred compensation plans, and personal wealth management. His extensive experience allows him to help employers build effective retirement programs while supporting their fiduciary responsibilities and the long-term financial well-being of plan participants.