Our Team

James Podleski
CEO

James Podleski is the founder and CEO of Griffin & Associates, Inc. (Pension services corporation). From 1995-2004 James served as a fiduciary for institutional qualified retirement assets for some of America's largest financial institutions including Smith Barney, Morgan Stanley, Bank of America and Citibank.

James was raised in Traverse City, Michigan, educated at the University of California (Santa Barbara) and currently resides in Redondo Beach, California.

Phone: (310) 356-7309
email: james@griffinpensions.com

Mike Dossi
President

James Podleski and Mike Dossi have over 25 years of combined experience serving as fiduciaries for qualified retirement assets totaling over a billion dollars (based on an annual average basis). Smith Barney, Morgan Stanley, Citibank, Bank of America, Fleet Boston, Morgan Stanley Private Client, First Interstate Capital Markets and Union Bank Capital Markets are among the most noticeable financial institutions that have placed trust in their ability to provide pension plan services for small to medium size business owners and their employees. Armed with experience, a clean track record for providing advice with integrity and an intimate understanding of what clients were being offered at the firms they represented, they set out to create a superior platform for the benefit of business owners and their accountants seeking quality and a seamless effort to what can be a complicated process.

Mike currently holds a Series 7, 63, 65 securities license, California Insurance License and a B.A. degree from the California State University Fullerton. He currently resides in Cypress, California with his wife and two children.

Phone:(310) 356-7309
email: mike@griffinpensions.com

Charles Gramp
Chief Actuary

Charles B. Gramp is the Chief Actuary in the Bellingham, Washington Design and Administrative Center. He joined ARIS after serving as Chief Actuary and Chief Operations Officer for Compensation and Benefits Development Co. He also served as Vice President and actuary for the American Fiduciary Corporation and Vice President and actuary for First Variable Life Insurance Company.

Charles has more than 35 years experience in employee benefit consulting and administration. His expertise includes actuarial and defined benefit and defined contribution consulting, executive benefit issues, postretirement medical plan design and funding, plan administrative systems, actuarial software system design and development and preretirement planning.

Phone:(310) 356-7309
email: charles@prob-tech.net