Meet Our Team

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Fred Barstein

Founder & CEO

[email protected]

Fred Barstein is founder and CEO of The Retirement Adviser University, a collaboration with UCLA Anderson School of Management Executive Education, The Plan Sponsor University and 401kTV. He is contributing editor for WealthManagement.com’s RPA Edge Omnichannel and the RPA Roundtables & Thinktanks for senior managers at DC record keepers, aggregators, broker dealers and CIOs. He helped create the National Association of Plan Advisors as a member of the founding Leadership Board, Chair of the Membership Committee and was founding Editor-in-Chief for NAPA-Net which he led until 2016. Barstein received his Bachelor of Arts Degree from Boston College and his Law Degree from Cardozo School of Law, Yeshiva University.

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Diane Barstein

Chief Operating Officer

561-308-7133
[email protected]

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Jessona McDonald

Marketing & Communications Strategist

855-755-4015 ext. 111
[email protected]

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Yany Diaz

Associations Partnership Director / VP, HR, Payroll & Benefits Development

855-755-4015 ext. 128
[email protected]

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Ivory McDonald

TPSU Event Program Director

855-755-4015 ext. 113
[email protected]

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Lugenie Raymond

TPSU Projects & IT Coordinator

855-755-4015 ext. 107
[email protected]

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Izabella Fernandez

TPSU Logistics Support & Executive Assistant

855-755-4015 ext. 107
[email protected]

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Dr. Isabella Wagner

TPSU Registrar

[email protected]

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DJ Koehne

IT/Technology & Learning Management System

(855) 755-4015 x103
[email protected]

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Agnes Lastowska

Director of Education Recruitment

855-755-4015 ext. 115
[email protected]

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Pam Balliet

Education Recruiter

855-755-4015 ext. 119
[email protected]

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Peter Dedolchow

Education Recruiter

855-755-4015 ext. 117
[email protected]

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Jeannine Hall

Education Recruiter

855-755-4015 ext. 125
[email protected]

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