For over 40 years, Paul has been serving as a consultant in the institutional retirement plan sector. He has served as the lead consultant for several state retirement funds including Nevada, Arkansas, Texas, Vermont, and Utah. In this capacity, Paul was responsible for custodial selection, asset liability modeling, fund manager selection, fiduciary education, performance monitoring and reporting, and handled special projects requested by clients. He has extensive experience with 529 College Savings Plans, Defined Contribution, and Deferred Compensation Programs. His extensive experience in serving the institutional marketing sector makes him an invaluable member of the AmRET team.

Paul is Executive Vice President and Senior Institutional Consultant at AmRET. He served in key leadership positions with Callan Associates for over 25 years prior to joining AmRET. Additionally, Paul was a member of the Callan Associates Manager Search Committee for over a decade. Prior to working at Callan, he was a Principal at Mercer Asset Planning for eight years. He also worked as an investment consultant with the Funds Evaluation Group at A. G. Becker. Paul earned his MS in industrial management from the University of Tennessee, his MS in chemistry from Emory University, and his BS in chemistry from Purdue University.

Neal has spent most of his career as a securities analyst, economist, and investment advisor for noted Wall Street firms such as Sanford C. Bernstein, Interstate Securities, Scott & Stringfellow, and Morgan Stanley. Neal serves as Chief Investment Officer for AmRET and leads the firm’s investment analysis and research efforts for its clients.

Over the nearly forty years he has been in the financial services industry, Neal has honed his analytical skills and is proficient in solving complex problems and running sophisticated financial software programs that facilitate trustee research requests and reporting. He has conducted numerous studies of funds and portfolios and presented the results of such studies to plan sponsor boards and committees in clearly understandable form.

He has also performed manager searches and implemented manager changes, when appropriate. In his role as an investment consultant he has worked with a broad range of local/state governmental and private sector entities. He has years of experience consulting on LGIPs, 529 College Savings Plans, Defined Contribution, Deferred Compensation and Defined Benefit Pension Plans. Neal prides himself on his ability to respond quickly and intelligently to situations that arise unexpectedly and to develop communications and ad hoc reports to address such extenuating circumstances as they may arise for clients.

Mr. Kaplan is a Chartered Financial Analyst (CFA). He earned a B.A. degree in History and Political Science from the University of Rochester and a M.S. in Management from the Sloan School of Management at the Massachusetts Institute of Technology (MIT). He has served on the Board of Directors for Criterion Biosciences and as CFO of Excision Bio Therapeutics. We are very proud to have Neal on our team.

As AmRET’s client relations ambassador, Cindy is the liaison between clients and the AmRET consulting team. Her primary responsibilities include contracts and performance reports, and supporting clients' specific requests and any day-to-day assistance. 

In her marketing role, she is responsible for the planning and execution of meetings and events, developing marketing materials, and managing website and social media platforms.
 
Cindy has over 30 years of experience in management, sales and marketing support, and project management in the public and private sectors. She has served in leadership roles across various industries, including technology, healthcare, education, and government.
 
In addition, early in her career, she acquired the prestigious CMP (Certified Meeting Professional) designation. This accolade, combined with her experience and education, gives her a unique strategy-oriented skill set for complex problem-solving and implementing best practices.
 
Her years of business management experience, client support, and diverse talents are valuable assets to the team and our clients. Her main goal is to provide the utmost customer service and care while striving to exceed client expectations.

Lauren is responsible for developing and maintaining strong client relationships, overseeing engagement strategies, delivering high-quality service, and enhancing client satisfaction. With a keen focus on fostering meaningful connections, she plays a pivotal role in aligning client needs with the company’s objectives. In addition to client relations, Lauren manages day-to-day administrative operations, event coordination, and the review and editing of marketing materials for client meetings.

Lauren is a graduate of Virginia Tech and brings over 20 years of diverse professional experience across multiple industries, including consulting with Booz Allen Hamilton, federal law enforcement with the U.S. Secret Service, administrative leadership, construction management, legal administration, and event planning. Her adaptability, problem-solving skills, and commitment to excellence have made her a trusted resource for both clients and colleagues.

Beyond her professional expertise, Lauren is a self-published author of Talk Back Barbie: The Secret Service Edition (January 2021) and a Certified Notary Public in Georgia. Her ability to self-teach, coupled with her dedication to client service, makes her a valuable asset to both the team and the clients she serves.

Josh is a native of West Palm Beach, Florida.  He lived there until moving to Milton, Georgia with his family in 2007.  Josh received a full scholarship to attend and play football at Wake Forest University.  Josh was a three-year starter on the football team and graduated in 2017 with a degree in Communications. 

Josh began his career in law enforcement working with the City of Sandy Springs Police Department. After graduating the academy, Josh was a member of the Uniform Patrol Division and spent two years as a Detective on the Narcotics and Vice Unit.    

Josh joined AmRET in 2024 and holds his FINRA Series 7 License as well as his Series 66 License.  He prides himself on his leadership and teamwork skills as well as having a passion to assist others in achieving their goals.  In his spare time, he coaches high school football and enjoys spending time with friends and family.  

Hannah is a native of Louisiana who relocated to Greensboro, GA, in 2024. She graduated from Southeastern Louisiana University with a Bachelor of Science in Finance and later earned a Master of Science in Finance from Louisiana State University. Hannah holds the Certified Financial Planner™ (CFP®) and Accredited Portfolio Management Advisor™ (APMA®) designations. With a passion for helping individuals and families achieve their financial goals, Hannah focuses on providing reliable, stable, and unique financial planning solutions. Prior to moving to Georgia, she gained extensive experience working with clients in Louisiana and virtually around the US, building a reputation for trustworthy and personalized advice. Now, Hannah continues this mission in Georgia, helping clients navigate the complexities of financial decision-making for a secure future.

Pierce graduated from Georgia Southern University with a bachelor's degree in Mathematics in 2024. He has worked in the finance department at Sherwin-Williams and joined the AmRET team in 2024. His passion for mathematics and proficiency with programs like Paris and Preqin have made him a valuable asset to the team. He is hardworking, motivated, and committed to delivering the best and most accurate reports to clients.