Amy joined The Kraematon Group in 2018 as a Client Service Administrator after a career change from the performing arts. Her responsibilities include administering the client on-boarding process, invoice preparation, vendor correspondence, client and prospect meeting preparation and assigning special project work. She is currently studying for her Series 65 license and is working to become an Investment Advisor Representative.
Amy lives in Milford, MA and likes dancing, going to the theater, and spending time with her family and friends.
Rich began his career in the financial industry in 1975 after graduating with a Bachelor of Arts degree from Colgate University. President and founder of the Kraematon Group, Rich heads the 401(k) division of the company and is involved in client acquisition, marketing , plan implementation and participant education. As one of the first retirement benefits firms to specialize in 401(k) plans, the Kraematon Group has been meeting the retirement plan needs of clients since 1982.
Considered an expert in the field, Rich has lectured on these subjects to insurance company executives, radio listeners, and at several professional education programs. He is an expert concerning distributions from qualified retirement plans and IRA’s, and has developed marketing plans for banks and mutual fund companies in both areas. Most recently, he was named by the Financial Times as a 2015 and 2016 “Top 401 Retirement Advisor”, a list of 401 of the elite professionals specializing in US defined contribution plans .*
Rich is a contributing member to several high level 401(k) advisory boards in the mutual fund and payroll industries. In March 2011, he was one of twenty business delegates from the Commonwealth to travel with Governor Deval Patrick on a trade mission to the UK.
He serves on the Finance Committee of St. Patrick’s Parish in Natick, the Board of Directors of the Mu Delta Kappa Epsilon Foundation, and is Chairman of the British American Business Council of New England.
A former Wellesley Youth Hockey coach, Rich is an avid sports fan. He lives in Wellesley with his wife Kathleen and has two sons, Erik and Spencer.
Jeff Sutton joined the Kraematon Group in 1998. During his tenure, he has worked in various capacities, as a Client Relationship Manager, Investment Counselor and Retirement Education Consultant. He has worked with clients on creative plan design, non-discrimination testing failure repair, qualified and non-qualified executive plans, and many complex ERISA related projects. He currently serves as Director of Client Services and is involved in every aspect of the client management process. In 2002, Jeff achieved his CERTIFIED FINANCIAL PLANNER™ certification through Boston University.
Prior to joining Kraematon, Jeff worked outside of Philadelphia for BISYS Plan Services as well as The New England Life Insurance Company after graduating from Millersville University of Pennsylvania with a BS in Social Studies and Education.
Jeff resides in Burlington, MA with his wife Danielle and can often be found playing golf, soccer, or baseball in his spare time.