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The Consulting Team

Let us help take the mystery out of retirement plan mangement.

Alpha & Omega, founded in 1975, is a highly regarded retirement plan consulting and investment advisory firm dedicated to providing you with the highest quality of service. With unmatched expertise and service we offer our clients innovative approaches to employee benefit administration that best matches their needs. At Alpha & Omega, we pride ourselves in serving your needs better than anyone else.

Peter E. Preovolos and Stella Poulos, the original founders, are still extremely active in the company and play an intrical part in the management of the firm. On staff we have designations of:

  • PhD of Accounting and Finance
  • Register Investment Advisor (RIA)
  • Accredited Pensions Administrator (APA)
  • Accredited Pensions Representative (APR)
  • Accredited Investment Fiduciary Analyst (AIFA)
  • Certified Public Accountant (CPA)

With over 130 combined years of experience in the field, Alpha & Omega has a tenured team of experts who will provide you and your company support with the skills and expertise to design and administer benefit programs that precisely meet your needs; save you tax dollars and insulate you from unnecessary investment and fiduciary risk.

We at Alpha & Omega pride ourselves on customer service. An independent Account Executive assigned to you will help you design, implement and administer a total compensation and/or differed compensation program as needed to cover such areas as:

  • 401(k) Plans
  • Pension & Profit Sharing Plans
  • Executive Compensation Programs
  • Health and Welfare Plans/ Cafeteria Plans

Self-Insured Plans

As an independent benefits and financial consulting firm, Alpha & Omega devotes all of its time to effective administration of your benefits and financial programs. Our ultimate goal is to help you shape your financial future through technological innovation and flexible approaches. We strive to set a standard of excellence for others to follow.

Alpha & Omega is dedicated to meeting the challenges of providing rewards, incentives and benefits to corporate executives, professionals and their employees, through a variety of Employee Benefit Plans. We think outside of the box to help you consider ways to reduce taxes, minimize your fiduciary liability while minimizing the costs associated with your employee benefit program.

Each individual client is unique and therefore each has different backgrounds, management styles, attitudes and dozens of other influences. Alpha & Omega approaches each client with a fresh attitude. We will work with you in evaluating your present program(s) to help define your personal or corporate objective(s) in order to achieve your specific goals.