Albert P. Herzog, III, MBA, CFP, ChFC
Chief Executive Officer, Founder, Investment Analyst
Mr. Herzog is the founder of 401K GPS and currently serves as Chief Executive Officer
and as an Investment Analyst on the investment policy team. Albert is also the president
and an investment policy team member for Fortunatus Investments and its pioneering
Protactical™ Investment Management process. A financial advisor for over 30 years,
he founded Executive Wealth Management, an independent registered investment advisor,
in 1981. Albert received a B.A. from Michigan State University and an M.B.A. from
the University of Michigan.
Adam Kulesza, CFP, ChFC, CLU
Chief Operating Officer, Co-Founder
Mr. Kulesza is co-founder of 401K GPS and consults with the team on investment management
and operations decisions. Adam also serves as president of the Investment Advisory
Board for Fortunatus Investments along with being a Vice President and Partner of
Executive Wealth Management, an independent registered investment advisor. Adam
received his B.B.A. from the University of Michigan, and holds the Certified Financial
Planner, Chartered Financial Consultant, and Charter Life Underwriter designations.
Timothy R. Giampetroni, CFA
Chief Research Analyst
Mr. Giampetroni oversees the investment policy team of 401K GPS. Tim also serves
as the Chief Investment Officer for Fortunatus Investments, an innovative asset
management company that features asset allocation, fixed income, and ETF rotation
models. Tim received a B.A. in Finance from the Honors College at Michigan State
University and received the Chartered Financial Analyst designation.
Michael R. Chechel
Co-Founder, Investment Analyst
Mr. Chechel is a co-founder of 401K GPS and serves on the investment policy team
as an Investment Analyst. Michael also serves on the investment policy team for
Fortunatus Investments and is a Vice President and Partner of Executive Wealth Management,
an independent investment advisor. He brings extensive experience from the financial
industry and Wall Street to the investment team. Michael received a B.A. in Business
Administration from Dowling College.
Gregory J. Barber, CPA
Mr. Barber brings an accounting background to the 401K GPS investment team. He is
also a member of the investment policy team of Fortunatus Investments in addition
to being a registered investment advisor holding a Series 7, Series 63 and Series
65 licenses. Greg graduated with a B.B.A. in Accounting from the University of Michigan
and earned his CPA Certification in 1991.
David H. Morton
Founder, AdvisorGuide, LLC
Mr. Morton is the founder of AdvisorGuide, LLC, a money management guide that bases
its tactical approach on relative strength and trend following. David graduated
with a B.A. in History from the University of Florida.
Chief Research Analyst, AdvisorGuide LLC
Mr. Larson is currently Director of Research for AdvisorGuide, LLC, overseeing the
development, testing, implementation and statistical analysis of numerous investment
portfolios. Nathan holds a B.A. in History from Taylor University.
INVESTMENT ADVISORY BOARD
Craig Rumler, MBA
Chief Compliance Officer
Mr. Rumler oversees compliance for 401K GPS with the Securities and Exchange Commission
(SEC). Craig earned a B.A. in Finance from Michigan State University and an M.B.A.
from the University of San Francisco.
Michael J. Lay, CFP
Chief Administrative Officer
Mr. Lay oversees the daily activities of employees and operations of 401K GPS and
reports directly to Mr. Herzog, the CEO of 401K GPS. Michael received his B.B.A.
with a concentration in Finance from the University of Michigan’s Stephen M. Ross
School of Business and earned his Certified Financial Planner (CFP) designation
Paul Anderson, Jr.
National Sales Director
Director of Communications and Media Relations