Executive Team

Albert P. Herzog, III, MBA, CFP, ChFC

Chief Executive Officer, Founder, Investment Analyst

Mr. Herzog is the founder of 401K GPS and currently serves as Chief Executive Officer and as an Investment Analyst on the investment policy team. Albert is also the president and an investment policy team member for Fortunatus Investments and its pioneering Protactical™ Investment Management process. A financial advisor for over 30 years, he founded Executive Wealth Management, an independent registered investment advisor, in 1981. Albert received a B.A. from Michigan State University and an M.B.A. from the University of Michigan.

Adam Kulesza, CFP, ChFC, CLU

Chief Operating Officer, Co-Founder

Mr. Kulesza is co-founder of 401K GPS and consults with the team on investment management and operations decisions. Adam also serves as president of the Investment Advisory Board for Fortunatus Investments along with being a Vice President and Partner of Executive Wealth Management, an independent registered investment advisor. Adam received his B.B.A. from the University of Michigan, and holds the Certified Financial Planner, Chartered Financial Consultant, and Charter Life Underwriter designations.

 

Research Team

Timothy R. Giampetroni, CFA

Chief Research Analyst

Mr. Giampetroni oversees the investment policy team of 401K GPS. Tim also serves as the Chief Investment Officer for Fortunatus Investments, an innovative asset management company that features asset allocation, fixed income, and ETF rotation models. Tim received a B.A. in Finance from the Honors College at Michigan State University and received the Chartered Financial Analyst designation.

Michael R. Chechel

Co-Founder, Investment Analyst

Mr. Chechel is a co-founder of 401K GPS and serves on the investment policy team as an Investment Analyst. Michael also serves on the investment policy team for Fortunatus Investments and is a Vice President and Partner of Executive Wealth Management, an independent investment advisor. He brings extensive experience from the financial industry and Wall Street to the investment team. Michael received a B.A. in Business Administration from Dowling College.

Gregory J. Barber, CPA

Investment Analyst

Mr. Barber brings an accounting background to the 401K GPS investment team. He is also a member of the investment policy team of Fortunatus Investments in addition to being a registered investment advisor holding a Series 7, Series 63 and Series 65 licenses. Greg graduated with a B.B.A. in Accounting from the University of Michigan and earned his CPA Certification in 1991.

 

Investment Consultants

 

David H. Morton

Founder, AdvisorGuide, LLC

Mr. Morton is the founder of AdvisorGuide, LLC, a money management guide that bases its tactical approach on relative strength and trend following. David graduated with a B.A. in History from the University of Florida.

 

Nathan Larson

Chief Research Analyst, AdvisorGuide LLC

Mr. Larson is currently Director of Research for AdvisorGuide, LLC, overseeing the development, testing, implementation and statistical analysis of numerous investment portfolios. Nathan holds a B.A. in History from Taylor University.

 

INVESTMENT ADVISORY BOARD

 

Dan Weaver

Bill Barker

Pete Mitroff

William Waggoner

John Barbrick

Kathleen Aksten

 

Operations Team

Craig Rumler, MBA

Chief Compliance Officer

Mr. Rumler oversees compliance for 401K GPS with the Securities and Exchange Commission (SEC). Craig earned a B.A. in Finance from Michigan State University and an M.B.A. from the University of San Francisco.

Michael J. Lay, CFP

Chief Administrative Officer

Mr. Lay oversees the daily activities of employees and operations of 401K GPS and reports directly to Mr. Herzog, the CEO of 401K GPS. Michael received his B.B.A. with a concentration in Finance from the University of Michigan’s Stephen M. Ross School of Business and earned his Certified Financial Planner (CFP) designation in 2011.

 

Sales Team

 

Paul Anderson, Jr.

National Sales Director
 

Maryhelyn Kirwan

Director of Communications and Media Relations
 

Lisa McCormick

Marketing Specialist
 

Cody Wickham

Junior Analyst