Full Team
Meet the Fiduciary Wise Team
Donald K. Jones, BCF™
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Don has been in the retirement and financial industry for over 40 years. He is the founder of Fiduciary Wise and serves as our Director of Fiduciary Governance. Don is currently a new member of the Steering Group for the Committee for the Fiduciary Standard and he was previously a National Sales Manager for a Fortune 500 401(k) provider.
Trevor L. Merrill, AIFA, BCF™
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Trevor is the Chief Operating Officer of Fiduciary Wise. He has been involved in qualified retirement plans since 2013. Trevor is an Accredited Investment Fiduciary Analyst through fi360, and Certified Plan Fiduciary Advisor through National Association of Plan Advisors.
Thomas R. Bick, QPA, ERPA, RF, APA, APR, BCF™
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Tom is our Director of Fiduciary Compliance. With over 35 years of experience, he is a Registered Fiduciary with DALBAR® and enrolled to practice before the IRS. Tom was previously employed as a qualified plan consultant for several national financial and accounting firms; then worked as the Chief Operations Officer for a regional CEFEX-certified TPA firm for 18 years.
Marta Hurst, BCF™, QKA
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With over 17 years of industry expertise, Marta Hurst has become the newest partner at Fiduciary Wise. She has worked with Financial Advisors and business owners to consult on a variety of qualified plan matters. Hurst uses her knowledge of retirement plans as well as plan sponsor goals to provide meaningful design recommendations, plan feature alternatives and fiduciary outsourcing options. Marta Hurst is a dedicated member of the Fiduciary Wise team and is passionate about our mission to help Plan Sponsors ensure their 401(k) or ERISA-403(b) Plan is managed correctly, allowing Plan Sponsors to concentrate on what they do best—running their business.
Kathleen McBride, AIFA®, CEFEX Analyst
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Kate McBride is an Accredited Investment Fiduciary Analyst®, and CEFEX Analyst, with more than 40 years of experience in the investment industry. She has audited the fiduciary best practices of retirement plans, public pensions, nonprofits and Registered Investment Advisors to improve their fiduciary investment processes. She serves as Chair of The Committee for the Fiduciary Standard. In 2024 the Secretary of Labor appointed Kate to a three-year term on the ERISA Advisory Council.
Isaac Wood, AIF, AIFA®
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Isaac Wood brings over a decade of expertise in corporate retirement plans, having spent 13 years at Nationwide Financial, with his last 7 years focused on enhancing corporate retirement plans. Recently relocating with his family to Charleston, SC, Isaac is thrilled to join Fiduciary Wise as an ERISA 402(a) Specialist. With his AIF and AIFA designations, Isaac is committed to bringing purpose-driven solutions to individuals and organizations alike. He is passionate about leveraging his skills to execute meaningful outcomes for ERISA retirement plans, reflecting his deep-seated dedication to making a positive impact. Isaac enjoys spending time with his wife Amanda, their two boys Samuel and Sullivan, and their two Great Danes, Natasha and Sebastian, exploring Charleston’s rich history and beautiful beaches.
Karen Miller, QKA
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Karen Miller is a seasoned Retirement Plan Administration Consultant at Fiduciary Wise, bringing over two decades of expertise in the field. With a QKA designation from ASPPA, she specializes in nurturing client relationships and ensuring optimal retirement solutions. Based in Seattle, Washington for the past seven years, Karen finds joy in exploring the diverse landscapes and cultural offerings of the Pacific Northwest during her leisure time.
Michael P. Jones, AIF, BCF™
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Michael is our Chief Financial Officer. He received his BS in Business Management from the WP Carey School at Arizona State University. He is an Accredited Investment Fiduciary (AIF) through fi360, and a Certified Plan Financial Advisor through the National Association of Plan Advisors.
Kristi Dalley
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Kristi Dalley joined the team at Fiduciary Wise in 2018. She has worked in the retirement plan industry for the past five years on the TPA side. During that time she was part of the transactions team and helped process all distributions and loans for plan participants.
Hailey Blank
Hailey Blank is a creative professional specializing in marketing, graphic design, podcast production, video production, and social media management. As the Marketing Director at Fiduciary Wise since 2021, she leads strategic initiatives that elevate brand presence and engagement. Her passion for innovation and consumer engagement drives her to stay at the forefront of emerging trends, ensuring Fiduciary Wise remains ahead of the curve in a dynamic digital landscape. Please connect with Hailey on LinkedIn or at hailey.blank@fiduciarywise.com.
Fiduciary Wise, LLC and Ferenczy Benefits Law Center LLP
Fiduciary Wise, LLC and Ferenczy Benefits Law Center LLP are both proud to be joining to help employers fulfill their fiduciary obligations in providing benefits to employees. Fiduciary Wise, LLC strives to fulfill the highest standards of oversight and guidance for retirement plans. As part of our efforts on behalf of plan sponsors, fiduciaries, and participants, Fiduciary Wise, LLC has retained the services of Ferenczy Benefits Law Center LLP to associate with us to:
- Ensure that our oversight is sufficient to instill confidence on the part of plan officials, participants, and government reviewers that the fiduciary responsibilities under the Plan have been fulfilled.
- Review our policies and procedures for completeness and effectiveness.
- Review and respond to unique issues as they arise and to make recommendations as to how to comply with the ERISA fiduciary requirements in relation to such issues.
- Fiduciary Wise, LLC and Ferenczy Benefits Law Center LLP are both proud to be joining to help employers fulfill their fiduciary obligations in providing benefits to employees.
Ilene H. Ferenczy
A nationally known thought leader in the qualified retirement plan arena, Ilene H. Ferenczy, J.D., CPC, APA, is the managing partner of Ferenczy Benefits Law Center LLP, an employee benefits law firm in Atlanta, GA. An author of books and articles, as well as a nationally known speaker and teacher, Ilene uses her background as a third party administrator to provide practical assistance to employers and retirement plan service providers. Ilene is a past adjunct professor in the College of Law at Georgia State University in Atlanta, GA, and is on the Employee Benefits Advisory Board of the John Marshall Law School Center for Tax Law and Employee Benefits in Chicago, IL, as well as a member of ASPPA’s Leadership Council.
Alison J. Cohen
Alison J. Cohen, J.D., CPC is a Senior Associate with Ferenczy Benefits Law Center LLP. Alison has been advising clients on many issues related to qualified plans, including design, mergers and acquisitions, audits, and operational issues for 20 years. Alison is a member of both the Georgia and California State Bars and holds her designation as a Certified Pension Consultant from the American Society of Pension Professionals and Actuaries (ASPPA). Alison sat on the Employee Plans Subcommittee of the IRS Advisory Committee on Tax-Exempt and Governmental Entities (ACT) from 2013 – 2016, serving as Chair 2015 – 2016.