Retirement Plan Advisors for Business Owners
A Team Dedicated to Staying Involved with your Organization
The Altus team is built around one core idea. Our clients should never feel like they are managing important decisions on their own.
We work alongside business owners, CFOs and HR leaders to bring structure and consistency to retirement plans and the decisions that surround them. Our advisors are known for staying involved, asking the right questions and helping ensure nothing falls through the cracks.
This is not a one-time engagement. It’s an ongoing partnership built on accountability, coordination and follow-through.
Experience That Supports Your Business
Our team brings experience across retirement plan consulting, plan oversight and business strategy. Each member plays an active role in guiding decisions, coordinating with providers and supporting clients through change.
We understand that retirement plans are not static. As businesses grow, leadership evolves and new opportunities arise, plans need to adjust. Our role is to help ensure those adjustments are made thoughtfully and implemented correctly.
We also work closely with your broader advisory team, including CPAs, attorneys, TPAs and benefits providers, so every decision is aligned and handled the right way.
A Hands-On Approach that Sets Us Apart
What sets Altus apart is not just what we know, but how we work. We stay engaged beyond meetings and recommendations. That means…
- Following through on plan decisions,
- Coordinating with vendors and providers,
- Monitoring changes that may impact your plan and
- Keeping everything documented and on track.
Our clients trust that we will stay involved and ensure their plans continue to support both their business and their employees over time.
Meet Our Team
Click on each team member below to learn more about their background and experience.
Teresa O'Connor
Founder, Retirement Plan Advisor
When you work with Altus, you get the opportunity to work directly with a team who understands your business and stays involved over time.
Choosing the right team matters, and we are here to guide the process, coordinate the details and help ensure everything is handled the right way. When you’re ready to connect, select the team member you would like to speak with and use the Online Scheduler button to book a time that works for you.
Schedule a Consultation