Mary Jo Collabolletta works directly with small to mid sized businesses in the areas of group retirement plan consulting. She provides expertise on all types of group retirement benefits including 401k Plans and 403b plans.
Her goal in working with plan sponsors is to significantly reduce overall plan expenses while providing participants a better selection of low cost mutual funds to choose from across all asset classes. She aims to provide the highest level of service in an effort to maximize participant retirement savings.
Mary Jo has been in the financial services industry since 1996 and was appointed the Chief Financial Officer of The David J. Yvars Group in 2004.