Team

Sheree Tallerman, President

Sheree Tallerman, President, has over 20 years of experience in the retirement plan business and has consulted with certified public accountants, attorneys, business managers, registered investment advisors, and brokers.

Ms. Tallerman began her career as an account executive with Benefit Planning, Inc., in Los Angeles, then moved to Director of Business Development for the Geller Group, New York. Executive positions followed with New York-based National Investment Managers, and CMC Interactive, LLC. She was featured in the July 2002 issue of Charles Schwab & Co., Inc. Plan Administrator News, “Sales: Increasing Leads and Closing New Business,” as well as The CPA Journal’s Employee Benefit column.

She is a member of the American Society of Pension Professionals & Actuaries (ASPPA), and received her bachelor’s degree in Sociology from the University of California at Los Angeles. She currently lives in New York with her husband and two sons.

Anthony Delfino, Consultant

Mr. Delfino has worked continuously in the field of pensions since 1959. He worked with a large national firm through 1969 and operated his own company, Deferred Compensations Administrators through 1987. After the sale of Deferred Compensations Administrators, Mr. Delfino continued to manage the company as its Chief Executive Officer for three years. In 1990, he co-founded Benefit Planning, Inc. (BPI). He is a member of numerous pension organizations and has spoken over the years to a large number of professional and business groups on retirement matters ranging from plan design to post-retirement individual tax strategies. He is a graduate of Loyola Marymount University with a bachelor’s degree in English.

Richard Firestone, Marketing Communications

Mr. Firestone is a marketing and business communications specialist who has produced marketing, public relations, and internal communications materials for blue-chip companies in a variety of industries, including financial services. He has a background in journalism and creative writing, and has worked as an independent consultant in business communications for over 15 years.