Hooker & Holcombe
Morgan Mackiewicz is a seasoned finance professional with extensive experience in client services and accounting roles. Currently serving as a Retirement Plan Specialist at USI Consulting Group since April 2023, Morgan previously held various positions at Hooker & Holcombe, including Client Services Representative and Accounts Payable/Receivable. Prior experience includes working as an Accounts Receivable Coordinator at Motorlease Corporation from April 2012 to April 2017, and as a Bookkeeper/Office Manager at The Learning Playground, LLC from May 2005 to April 2012. Morgan's career began at Nuzzo & Roberts LLC as a Bookkeeper from April 1999 to April 2005.
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Hooker & Holcombe
**Hooker & Holcombe has been acquired by USI Consulting Group, a national industry-leading, full-service retirement plan consulting and benefits administration firm.** Since 1956, our business philosophy has been based on understanding our clients’ vision and delivering the strategic solutions needed to help them identify, achieve and exceed their retirement plan goals. Today, this philosophy lives on through teams of experienced consultants and analysts dedicated to providing exceptional actuarial, investment advisory, administrative and compliance services for employer-sponsored pension, OPEB, 401(k), 403(b), 401(a) and 457 plans. Through collaboration, these teams bring expertise, technology and innovation that assists clients with realizing superior retirement plan outcomes. Supporting participants’ desire to better understand their retirement options is key to a well-rounded retirement benefit. Our education specialist works with plan sponsors to identify participants’ wants and needs in order to customize effective and affordable financial wellness programs. Our enduring philosophy, consultative approach and reliance on best practices has helped guide hundreds of clients on the path to successful results. Shouldn’t you be one of them?