Stronger
Together
Support, insight, and expertise from the industry’s most complete team.
100%
US-based Retirement Administrators
Years Designing, Implementing, and Administering Retirement Solutions
600+
1M+
Payroll Runs Overseen by Our Payroll Specialists
Our Presidents
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Brad Simon
HowardSimon
An expert in process optimization and people development.
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Nick Jocelyn
Jocelyn Pension Consulting
A consultant by nature specializing in optimal retirement plan design strategies.
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Toni Superneau
Retirement Strategies Group
Combines operational experience and insight with a passion for service.
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Mike Morin
Retirement Planners & Administrators
A strategic leader with access to industry leaders and their shared experiences.
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Don Flower
Pension Financial Services
A passionate leader focused on maximizing the expertise of his people to best serve his growing market.
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![Mary Grason President Pollard & Associates]()
Mary Grason
Pollard & Associates
A technical expert who believes in putting people first and always leading from the front.
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![Strongpoint Partners Carlson Quinn Presidents 2024]()
Leif Carlson & Brian Quinn
Carlson | Quinn
Problem solvers who love to make the complex simple.
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Ellen Kawashima
SI Group
A service-first leader who puts the customer at the heart of everything.
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Claire May
Retirement Planning Consulting Group
A business leader who specializes in giving her team the tools they need to best serve their clients.
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Holly Danziger
Karel-Gordon & Associates
A strategic leader focused on process optimization to enable greater client engagement.
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![Rob Ruff]()
Rob Ruff
Strongpay
A customer-first leader who scaled the organization from the front-lines of customer service.
“We always use to joke, like, how big can Retirement Strategies Group get? Now, with Strongpoint, the sky is the limit.”
— Toni Superneau, President of Retirement Strategies Group
Our Executive Leadership
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Danny Hest
CEO
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Sean Morris
CFO
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Aaron Shepler
CTO
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Brad Simon
Principal
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Marta Sullivan
Chief People Officer
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Anh Nguyen
VP of Transformation
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Doug Simon
Chief Development Officer
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Jack Toner
VP of Corporate Development
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Michael Heflin
CRO
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Isabel Fratt
Chief of Staff / Strategy & Transformation Manager
“Stronger Together isn’t just a core value, it’s an operating philosophy. It’s the fundamental belief that while local TPA’s are the backbone of the retirement industry, we can build on that collective expertise and experience by bringing founders and leaders together to form something special, without sacrificing the personal touch and service that makes them so special.”
— Brad Simon, President of HowardSimon
Our team is growing. View our open roles.
Our Board
of Directors
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Board Expertise:
Strategy, Leadership, Financial GovernanceProfessional Background:
• Partner, AIM13
• Former Chairman, Virginia Retirement System
• Founding CEO, Virginia College Savings Plan
• Former VP, Goldman Sachs
• Former RE law, Kaye Scholer -
Board Expertise:
Business Development, Strategy, Retail / Client OpsProfessional Background:
• CEO, StoneHedge
• Former President / EVP of Retirement Services, ING
• Board, FRTIB
• Board, SIPC
• Former Assistant Secretary, US Treasury for Finance -
Board Expertise:
Programmatic Ops Development, Strategy, Market AnalysisProfessional Background:
• Founder / MD, AKF Consulting
• Former Director of College Savings, Citigroup Asset Management (Legg Mason)
• Former Senior Investment Banker, Salomon (Municipal Securities) -
Board Expertise:
Tech-Enabled Benefits Admin, Infrastructure DevelopmentProfessional Background:
• CEO of Allied Benefits
• Former CEO, benefitexpress
• Former Head of Sales, NGA HR (Alight)
• Former COO & U.S. Business Leader, Mercer
• Former EVP of Client Services and Sales & Marketing, Fidelity Investments -
Board Expertise:
Investment Strategy, Client Analysis, Business DevelopmentProfessional Background:
• Co-founder, President, and former CEO, Brigade Capital
• Former Managing Director at Salomon Brothers and Citigroup -
Board Expertise:
Organizational Scaling, Client Experience, Team DevelopmentProfessional Background:
• Co-founder and former Co-CEO, Ambrose Employer Group
• 2001 EY New York Entrepreneur of the Year, Employment Services
• Former tax law, Sidley Austin
• 2nd SCP Board -
Board Expertise:
Private Equity, Serial Acquisition Strategy, Client AnalysisProfessional Background:
• Former President / CEO roles at Centennial Hospice, My Dentist, and other multi-site healthcare platforms
• Former EVP of Operations, MDVIP
• Former VP of Ops, CareCore National
• 3rd SCP Board
Our Capital Partners
Partnering with entrepreneurs and leading industry executives to drive growth in micro-cap businesses. Learn more at shorecp.com.
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For the third consecutive year, Shore has been named to Inc.’s list of founder-friendly firms.
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From 2019 – 2022, Shore is #1 in the US in deal volume. With 583 transactions, Shore completed 28% more US deals than any other private equity firm.
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Across 12 exits to date, Shore’s average cash-on-cash and annual rate of return are in the top 1% of all private equity firms. 7.1x CoC / 75%IRR
Note: Cash-on-cash (“CoC”) and internal rate of return (“IRR”) are calculated as the weighted average return across all exits.
Source: Inc. Magazine 2020, 2021, 2022 notification received but is unpublished.