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Founder & CEO

STEPHEN LYNCH

Stephen Lynch received his Bachelor's Degree in Finance from Old Dominion University in 1981 and has over 35 years of experience in the retirement plan and investment industry. As President and CEO of Wellington Retirement Solutions, Inc., Stephen is responsible for the general oversight and overall progress of the firm.

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Founder & CEO

STEPHEN DIX

Stephen Dix, QKA, ERPA, QPA: Mr. Dix graduated from The University Of Maryland, Robert H. Smith School of Business with a BS degree in Finance. Mr. Dix has spent his entire career in the financial services area. He initially started his career in the municipal bond and fixed income area. Mr. Dix worked for a hedge fund for two years before joining Wellington. Mr. Dix is a partner at Wellington Retirement Solutions, Inc. and has been working with retirement plans in the design and compliance of retirement plans for the last 19 years. Mr. Dix has been employed as an Investment Advisor Representative with Wellington since 1998. He is a current resident of Annapolis, MD. He is active in the community and enjoys working with the SPCA and Chesapeake Bay Foundation.

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Finance & Commerce

ROBERT ALEXANDER

Upon graduating from George Mason University (Fairfax, VA) in 2008 with a B.S. degree in Accounting, Mr. Alexander joined the Wellington Group as a Pension Administrator. Since 2009, Mr. Alexander has also served as a Registered Investment Advisor Representative with Wellington Consulting Services, Inc. Rob services companies with over 200 employees, and currently has approximately $50MM under advisement. He has developed optimal cost-effective strategies for maximizing contributions with many of his clients through the use of actuarial calculations combined with cross-testing. Rob assists many of his clients throughout their retirement with strategic withdrawal planning, investment allocations, etc.

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Company Director

GHULAM MUSTAFA

Ghulam Mustafa: Mr. Mustafa (“Moose”) graduated from George Mason University (Fairfax, VA) with a B.S. degree in Finance. He entered the financial services industry in 2002 as a Pension Administrator, and became a Registered Investment Advisor Representative with Wellington in 2005. Mr. Mustafa has completed the courses required to be a Qualified 401(k) Administrator (QKA), skills which he uses when designing and administering retirement plans. He is also an active member of the American Society of Pension Professionals & Actuaries (ASPPA). His expertise has greatly contributed to creating advanced plan-designs to suit specific client needs.

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