Alan J. Marciano, President
Alan Marciano has been with the company since 1996. He previously worked at Lebenson Actuarial Services, Inc. and learned under former ASPPA president Robert Lebenson. He attended both SUNY Potsdam and Clarkson University earning a bachelor’s degree in Mathematics in 1989. In his “spare” time, Alan enjoys running marathons/triathlons. In 2011 he completed the Ironman Arizona triathlon. Ext 213 amarciano@rimkusmarciano.com
Eric Rimkus, QKA, Vice President
Eric Rimkus has been in the pension administration field since 2010. He received his Bachelor's degree from Canisius College in Buffalo, New York. Previously, he spent 15 years in web development and e-commerce. In his spare time he enjoys being with his wife, two daughters and two dogs. Ext 225 erimkus@rimkusmarciano.com
Phyllis P. Rimkus, MBA, President Emeritus
Phyllis has been in the pension administration field since 1979 and with Rimkus, Marciano & Associates since 1984. She graduated from Syracuse University with a Bachelor's Degree in psychology in 1973 and received her MBA in 1979. Ext 203 primkus@rimkusmarciano.com

 

Laura Bacon, MBA, EA, QKA, Pension Administrator
Laura has been with Rimkus, Marciano & Associates, Inc. since 2018. She graduated from Cornell University with a Bachelor of Science degree in Statistics and received a Master of Business Administration degree with a concentration in finance from RPI. She is an Enrolled Agent with the IRS and has 20 years of experience in the field of tax preparation and planning. In her spare time, she enjoys traveling and is working her way through visiting all 50 states. Ext 208 lbacon@rimkusmarciano.com
Thomas Bates, Senior Pension Consultant
Born and raised in New England, Tom attended the University of Massachusetts at Amherst where he earned his Bachelor's degree in Biology. He has 16+ years experience in the retirement field and has worked with several major retirement providers. He joined the RMA team in 2016. Tom is a die-hard Boston sports fan and enjoys playing ice hockey and spending time with his wife Janna, and two children, Zander and Lyla. Ext 211 tbates@rimkusmarciano.com
Lee Baxter, QKA, Daily Transaction Processor
Ext 210 lbaxter@rimkusmarciano.com Lee joined Rimkus, Marciano & Associates Inc. in 2017 with 10 years of previous experience in the retirement field on the recordkeeping side and banking. In her spare time she enjoys curling, summer road trips, working around her husband's family farm and finishing her degree in Interdisciplinary studies/business at SUNY Empire State College.
Mary Bucher, Pension Administrator
Mary came to RMA in 2014 with 25 years of experience in the retirement plan field. With an accounting background, Mary has worked in the finance, banking, and tax industries prior to focusing on retirement plan administration. In addition to spending time with her family and friends, her spare time is spent on needle crafts, paper crafts, ceramics, and reading. Ext 233 mbucher@rimkusmarciano.com
Anne M Cherney, Senior Pension Consultant
Anne Cherney has been with RMA since 1991. She graduated from the Rochester Institute of Technology with a degree in Computational Mathematics. In her spare time she enjoys volunteering at her daughter’s school, reading, camping, hiking and sewing. Ext 207 acherney@rimkusmarciano.com
Sarah Clements, ERPA, QPA, QKA, Senior Pension Consultant / Operations Manager

 

Sarah has been in the pension administration field with RMA since 2008. She is an Enrolled Retirement Plan Agent with the IRS, and has earned the title of Qualified 401(k) and Pension Administrator with the American Society of Pension Professionals and Actuaries (ASPPA). Sarah studied Psychology at the University of Rochester and earned a Bachelor of Arts degree there. She has also studied Business Administration at the University of Phoenix online working toward a Master’s degree. In her spare time she enjoys cooking, baking, playing tennis, cards and other games, and Zumba. Ext 215 sclements@rimkusmarciano.com
Frank Gutta, QKA, Trust Accounting & Data Import Coordinator
Frank has been in the pension administration field and with RMA since 2002. He graduated from Rochester Institute of Technology with a degree in Accounting. In his spare time he enjoys attending music concerts and live theater. Ext 229 fgutta@rimkusmarciano.com
Erin S. Kagoro, Senior Pension Consultant
Erin Kagoro has been with Rimkus, Marciano & Associates, Inc. since 1998. She graduated from Houghton College with a Bachelor’s degree in math. Ext 212 ekagoro@rimkusmarciano.com
Rose McCarty, Senior Pension Consultant
Rose McCarty has been with RMA since 1999. She graduated from Jones School of Business at SUNY Geneseo with a Bachelor of Science Degree in Business Management. Ext 216 rmccarty@rimkusmarciano.com
Nicole Morrill, Bookkeeper
Nicole Morrill has been with RMA since December 2009. Prior to working at RMA she had close to 10 years experience in the financial realm in Banking/Compliance and working for a financial planning firm. She graduated from St. John Fisher College with a Bachelor’s degree in Interdisciplinary Studies/Communications and is in the process of earning a QKA distinction from ASPPA. In her spare time she enjoys spending time with her two children, camping, home remodeling, and Country Line Dancing. Ext 205 nmorrill@rimkusmarciano.com
Scott Richards, QKA, Senior Pension Consultant
Scott Richards has been with RMA since 2006. Scott graduated from RIT with a degree in accounting. Outside of work he spends time managing his son’s baseball team and hanging out with his family. He is married to Shannon and has two kids Aidan and Emma. Ext 223 srichards@rimkusmarciano.com
Jason Rizzo, Daily Transaction Processing Coordinator
Jason has been with Rimkus, Marciano & Associates Inc. since January 2017. He graduated from the University of Rochester with a Bachelor's Degree in Economics. Ext 206 jrizzo@rimkusmarciano.com
Orlando Vargas, Pension Administrator
Orlando has spent 30+ years in the Financial industry. 23 years at major bank which included retirements, trust and private wealth management. Followed by 7 years with a financial investment company. Joined RMA in 2018. He enjoys cooking, classic cars and sharing comic books and sci-fi with his three boys. Ext 204 ovargas@rimkusmarciano.com
Jenessa Wheeler, QKA, Senior Pension Consultant
Jenessa Wheeler has been with Rimkus Marciano and Associates since 2013. She graduated with a Bachelor in Science from Brockport State College in 2005. She received a Masters in Science from St. John Fisher College in 2012. In her spare time she enjoys reading and swimming. Ext 209 jwheeler@rimkusmarciano.com
David Wheeler, Senior Pension Consultant
Dave has 25+ years experience in the insurance and qualified plan administration field. Eleven years were at a major insurance company using a team approach to benefit management, specializing in pension coordination and acting as office legal liaison. He began his career with RMA in 2001. Dave enjoys playing hockey and refereeing for the Special Olympics. Ext 221 dwheeler@rimkusmarciano.com