OUR STORY
We’ve been on both sides of the fence. We know what it’s like to run a business because we have. And, we know what it’s like to deal with operational services because we’ve worked in the industry for years. That unique perspective made clear just how broken the traditional model is. We saw an opportunity to make operational services an integrated and more strategic part of the business, instead of siloed, stand alone services.
TEAM ZUNA
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Greg Koleno
CEO
Greg is known for his innovative, forward-thinking, and fun-loving good nature. His willingness to consider perspectives different from his own contributes to a culture of authentic collaboration among our team.
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Carrie Hepburn, AIF®
DIRECTOR OF RETIREMENT PLAN OPERATIONS
Carrie’s 17 years of experience skillfully navigating and advising on retirement plans allows her to quickly assess a client’s most urgent needs and pursue solutions. She has dedicated her career to being an advocate for her clients and helping them achieve their goals.
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Aalok Shah, CFP®
CFO & DIRECTOR OF RESEARCH
Aalok is a real rebel. Early on, everyone expected he would become a doctor, just like his parents. But a funny thing happened in college. He fell completely, deliriously, hopelessly in love… with economics.
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Tom Cooper
DIRECTOR OF BIZ DEV & RETIREMENT PLANS
Tom brings 25+ years of experience in the retirement plan services arena to Zuna clients. He began his career with institutional providers of retirement plan record-keeping and investment services. In 2007, he transitioned to owner of a Third Party Administration (TPA) firm based in Eugene, OR; sold in 2021.
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Tom Greider
DIRECTOR OF EMPLOYEE ENGAGEMENT
Tom’s core passions are to teach and coach. For over 40 years, Tom has been a professional coach, first in the sport of tennis, and the during the last 15 years, full time in the financial advisory business. During his time working on 401(k) plans, Tom worked with the owners, trustees, HR, Record Keepers, TPA’s and finally, a company’s greatest asset - their employees.
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Katrina Bell, CIMA®
ADVISOR
Kat’s been helping manage retirement plans and educating employees for over 20 years. She has a B.S. in Business Management from Marylhurst University and obtained the Certified Investment Management Analyst designation in conjunction with Yale School of Management.
Success Stories
Payroll and 401(k)
A promise of “integrated” Payroll to 401(k) resulted in compliance errors and inaccurate funding.
Employee Education
Retirement Plans are only as good as the Employees who participate in them.
Investment Menu
An investment menu is most optimal when focused on easy-to-understand products, low cost and limited risk.