Our Team

Michael E. Devlin

Principal

(855) 432-7658 x403

[email protected]

Mike is a Principal at BCG. He is responsible for all of BCG's marketing efforts, and is based in the Boston, MA office. In June, 2011, BCG announced it had completed the first Buy-In transaction in the US, for which Mike was the lead...

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W. Patrick McLean

CPA and Principal

(512) 480-8309

[email protected]

Pat is a Principal with BCG. Along with overseeing BCG's Austin, TX operations office, he is responsible for all firm activities pertaining to negotiating, implementing and finalizing liability settlements arranged for the firm's...

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Steve Keating

Managing Director

203.955.1566

[email protected]

Steve is Managing Director of BCG Penbridge, a division of BCG Pension Risk Consultants, Inc. Steve has 20 years of experience in defined benefit pension and insurance consulting. At BCG Penbridge, Steve focuses on helping corporate DB...

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David E. Rumas, FCA, EA, MAAA

Enrolled Actuary

(855) 432-7658 x406

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Dave has been with BCG since 2012 as the firm's actuary. He is a Fellow of the Conference of Consulting Actuaries, a Member of the American Academy of Actuaries, and an Enrolled Actuary authorized to provide actuarial attestations and...

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Karl Oman, ASA, EA, Ph.D.

Enrolled Actuary

(312) 550-3844

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Karl Oman is a Senior Pension Consultant responsible for the calculation and review of actuarial liabilities for defined benefit pension plan clients of BCG Pension Risk Consultants. With 25-plus years of experience performing...

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Rose Thomas

Client Services Director

(512) 480-8309

[email protected]

Rose has over 35 years experience in the financial services and insurance industries, and is in charge of the firm's client services area located in the Austin, TX operations office. She assists Patrick McLean with certain aspects of...

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Karen Ambrose

Senior Consultant

(855) 432-7658 x410

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Karen is a Senior Consultant at BCG. She is responsible for the operational aspects of terminating qualified defined benefit plans, with a focus on identifying and solving administrative issues relating to the settlement of liabilities...

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David Geloran, CEBS, MBA

Senior Consultant

855-432-7658 x401

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David joined BCG in 2017 as a senior consultant based out of the corporate office in Boston, and is responsible for marketing, new business development, and client relationship management. David works with advisors, plan sponsors...

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Debbie M. Sharp, CEBS

Regional Managing Sales Director, Certified Employee Benefit Specialist

(855) 432-7658 x405

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Debbie has over 30 years of experience in Terminal Funding Annuities and Single Premium Group Annuities. She has collaborated with individuals as well as large corporate sponsors to help purchase Terminal Funding Group and Individual...

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Sean F. O'Flaherty, AIF®, CRPS®

Managing Director Western Region

855.432.7658 x402

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Mr. O’Flaherty is the Western Region Director for BCG Pension Risk Consultants, which specializes in assisting Plan Sponsors with managing their pension risk. BCG has consulted on over 2000 liability settlements for defined...

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Terry M. McCauley

Client Services Support Specialist

(855) 432-7658 x413

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Terry has 10 years experience in the financial services and insurance industries and supports the firm's client services department in the Austin, TX office. She assists Rose Thomas with individual/maturity funding placements. Terry...

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Samantha Okamoto

Junior Actuary

(219) 789-5902

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Samantha has over five years of actuarial consulting experience. She has assisted with actuarial valuation of benefits, plan terminations, benefit calculation, preparation of government filings, GAAP Accounting and minimum...

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Mary L. Kupsc

Executive Assistant to Michael E. Devlin

781.817.5472

[email protected]

Ms. Kupsc joined the firm in mid-2017 bringing with her extensive experience in administration and customer service with over 20 years of experience.  She is responsible for all aspects of administrative operations...

 

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Anna Lesak

Senior Coordinator

800-566-0046 x414

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Anna joined BCG in 2015, bringing with her extensive experience in customer service, communications, facilitation and administration. She assists the team with the complex administrative duties associated with Annuity Placements and...

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Crystal M. Simpson

Marketing Specialist

(855) 432-7658 x404

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Crystal has 15 years of experience in customer service and building relationships through interpersonal communication. ExperienceIn 2010, Crystal began her career at BCG as a marketing specialist and has strong analytical skills as...

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Cristina Hansen

Client Relationship Manager

(855) 432-7658 x407

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Cristina supports the sales and servicing efforts of BCG's Western Region. ExperienceCristina moved from Romania to the United States to pursue her college education. While attending Boise State University, she worked as a sales and...

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