Brothers Chris and Jon Switaj grew up in the actuarial business. From an early age they could often be found exploring the family-operated office or putting golf balls while their father, Larry, mother, Liz, and grandfather, Gerard, worked. As time went by and friends their age began working typical summer jobs, Chris and Jon instead spent a few hours each day at the office helping in any way that they could, whether it was filing, shredding or entering plan data.  

Both Chris and Jon went off to college with dreams of pursuing careers outside of the retirement plan industry. Chris began at Embry-Riddle Aeronautical University with a major in Aeronautical Engineering. He then transferred to Villanova University where he achieved his Bachelors’ degree in Mathematics. Jon attended Towson University obtaining a Bachelors’ degree in Sports Management followed by a Masters’ degree in Business Administration (MBA) from Seton Hall University.  

After graduation, both Chris and Jon decided to return to the family business, eventually taking ownership of the Company from their father in 2014. Today, Chris is the CEO & Director of Sales and oversees the Plan Administration and New Business Development while Jon is the CFO & COO managing company operations and finances.