Our dedicated consulting team leverages in-depth, comprehensive understanding of the retirement plan landscape with the vast resources of a global financial services firm in order to provide client-centric guidance. We understand both the incentive value of a retirement plan and the commitment required to administer the plan and address fiduciary responsibilities.
Thomas B. "Tom" Kret, CRPS®, CIMA®
Tom is a Senior Retirement Plan Consultant and Institutional Consultant with more than 30 years of experience working with retirement plans. He works closely with Plan Sponsors to navigate ERISA best practices for their plan, as well as optimize plan design in order to achieve superior retirement outcomes for their participants.Tom is a Certified Investment Management Analyst (CIMA), a Chartered Retirement Plan Specialist (CRPS) as well as an Accredited Investment Fiduciary (AIF), and is part of a select group of approximately 95 Financial Advisors authorized by UBS to provide institutional consulting services. He has been a consultant since 1987, and is considered one of the foremost experts on Multiple Employer Plans and was recognized as a Financial Times Top 401 Retirement Advisor in 2015, 2016 and 2017. Prior to beginning his career, he earned his M.B.A. in International Finance from Thunderbird School of Global Management, and a B.S. in finance with a minor in Spanish at Western Illinois University.
AZ, FL, IL, IN, MA, MI, NH, NJ, NM, NY, OR, TN, TX, UT, WA, WI
John L. Bodolay, CFP®,CIMA®
For over 30 years John has helped clients manage their wealth through good times and bad. He has particular expertise in working with corporate clients, foundations and endowments. Prior to his start in the industry, John earned his B.B.A. in Finance from the University of Notre Dame.
AZ, CA, CT, FL, GA, IA, IL, MA, MN, NC, PA, RI, TX, WI
Valerie H. Erfort
Valerie has over 15 years of experience in financial services and holds her Series 7, 63 and 65 licenses.
Monica A. Jablonski
Client Service Associate
Monica is currently a Client Service Associate and working on Tom Kret's team. She has been with UBS for 4-1/2 years in a variety of capacities, ranging from the Branch Office Administrator, the Security Manager and the Branch Technology Liaison to this new position specializing in retirement plans.
Monica has provided leadership for her branch in community involvement, coordinating events to help people in need. She was recognized as one of the dedicated volunteers on UBS' Season of Service Wall of Fame. Monica has distinguished herself through her work ethic, her warmth and professionalism with clients and her performance. She also holds a FINRA Series 7 license and is working on achieving her Series 66.
Monica has 4 grown children and 2 grandchildren. Both her daughters and one son-in-law also work for UBS. She has a passion for dance, especially since she owned a dance business for 25 years. She loves spending time with family and friends and loves traveling.
Joseph Frank Dinelli Jr.
Client Service Associate
Senior Client Service Associate
FL, IL, NY, PA