About Us

Our Team

Jack Miller
Chief Executive Officer
Mr. Miller is Chief Executive Officer (CEO) of Fiduciary Counselors Inc. He has over twenty-five years experience working with employee pension and savings plans as a plan sponsor and consultant. Mr. Miller was Treasurer of Fiduciary Counselors when it was incorporated in 1999, as well as Senior Vice President and CFO of Actuarial Sciences Associates (ASA) where he had responsibility for the consulting company’s finance and planning functions and served as a senior advisor to clients on investment-related engagements. Click here for more.

Thomas O’Connor
President & Chief Financial Officer
Mr. O’Connor is President and Chief Financial Officer (CFO) of Fiduciary Counselors Inc. He has over ten years of experience working with small firms to ensure efficient financial operations. He is responsible for overseeing the company’s accounting procedures, budgeting, both internal and external financial reporting, and compliance with regulatory authorities. Mr. O’Connor is a member of the company’s Investment Committee and Litigation Committee. Mr. O’Connor has taught ERISA Law and Accounting for Lawyers as an adjunct professor at the George Mason University School of Law. Click here for more.

Will Ardinger
Financial Analyst
Mr. Ardinger joined Fiduciary Counselors Inc. as a Financial Analyst in 2015. He has six years of experience in Washington, DC evaluating the impact of government policy on business activity. Mr. Ardinger worked for two years as a capital markets reporter with CQ Roll Call, covering daily activity and broader trends in debt and equity capital markets. Click here for more.

J. Stephen Caflisch
Senior Vice President and General Counsel
Mr. Caflisch is Senior Vice President and General Counsel of Fiduciary Counselors Inc. He has more than twenty-five years of experience in employee benefits. Mr. Caflisch advises Fiduciary Counselors on all aspects of its work. He is a member of the company’s Litigation Committee and Plan Administration Committee, and has taken a leading role in engagements involving stable value funds, review of settlements for compliance with Department of Labor Prohibited Transaction Exemption 2003-39, filing claims on behalf of plans in securities settlements, and allocating the proceeds of securities claims. Click here for more.

Kathy Griswold
Senior Vice President
Ms. Griswold has over twenty-five years experience in institutional investments. She has served the institutional community both as a corporate pension officer and an independent consultant. In the role of independent consultant, she was actively involved in due diligence and fiduciary review of mutual fund mergers; design, implementation and monitoring of timber portfolios; fixed income and equity manager searches, private equity investments and analysis of charitable gift annuity programs on behalf of non-profit organizations. Click here for more.

Kate O’Bryant
Assistant Controller
Ms. O’Bryant has twenty years experience as a self-employed financial and human resources manager of small businesses in the Washington, DC area. She has worked with both start-up businesses and well-established firms to increase their financial stability, structure their internal management policies, improve their records management, and ensure their adherence to federal and state employee benefits laws. Click here for more.

Kathryn Ricard
Senior Vice President
Ms. Ricard has over twenty-five years experience working with employee benefit plans as a lawyer, CPA and public policy expert. Ms. Ricard joined Fiduciary Counselors as Senior Vice President in 2016. She is also a member of the company’s Litigation Committee and Plan Administration Committee. Prior to joining Fiduciary Counselors, Ms. Ricard was Senior Vice President, Retirement Policy at The ERISA Industry Committee (ERIC) and had overall responsibility for developing retirement policy on behalf of ERIC’s members – America’s major employers. Click here for more.

Laura Rosenberg
Senior Vice President
Ms. Rosenberg is Senior Vice President of Fiduciary Counselors Inc. She has more than twenty-five years of experience in corporate finance and pensions, with a concentration in corporate restructurings, workout, and bankruptcies. Ms. Rosenberg has served as a senior executive of Fiduciary Counselors Inc. since 2004. She is a member of the company’s Investment Committee and has served as the lead consultant on numerous client engagements including those related to company stock funds, prohibited transaction exemptions, performing and nonperforming real estate investments, and mergers & acquisitions of closely held companies. She also leads the firm’s valuation practice. Click here for more.

Wendy Williamson
Director of Administration
Ms. Williamson serves as Director of Administration for Fiduciary Counselors Inc. Prior to joining Fiduciary Counselors in 2005, she worked in both the Government and Private Sector. Ms. Williamson started her career while in college at the International Trade Administration in the US Commerce Department; and after graduation at the Economic and Business Affairs Bureau at the US State Department. Click here for more.

CONSULTANTS & ADVISORS

Ivan Strasfeld
Senior Advisor
Currently, Mr. Strasfeld serves as an ERISA Regulatory Consultant and a Senior Advisor to Fiduciary Counselors Inc. He was the Former Director, Office of Exemption Determinations, Employee Benefits Security Administration. Click here for more.

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