Rick Canipe

EA, CFP^©, QKA, M.B.A., Inventor

Mr. Canipe previously administered large plans such as Papa Johns, Wendy's International and Krispy Kreme.

He worked with Congressman Rob Andrews (D-NJ) on one of the original fee disclosure bills (HR 2869) – much of which was incorporated into the ERISA 408(b)(2) regulation.

Rick has spoken to numerous sponsors and professional organizations (PlanSponsor; Society of Human Resource Management) on managing fiduciary risk.

James Holland, M.B.A., Inventor

Director of Business Development, M.B.A., Inventor

James Holland is the Director of Business Development & Assistant Compliance officer for Millennium Investment & Retirement Advisors LLC, a Pension & Fiduciary Consulting firm based in Charlotte, NC. He also oversees the joint work programs MIRA runs with ERISA Audit firms, Investment Advisors and Employee Benefit Brokers & Consultants. James brings with him over 20 years of experience in the Employee Benefits arena.

He graduated from Ohio Wesleyan University in 1990 with a BS in Economics Management.

James has spoken to SHRM Chapters in NY & NC, the American Society of Pension Professionals & Actuaries, the South Eastern Benefits Conference, CFDD & Vistage.

Michael A. Edberg

CFA®, AIF®

michael.edberg@miracenter.com
301-951-0787

Mr. Edberg is a Portfolio Manager at Millennium Investment and retirement Advisors. Michael joined Millennium in August 2017 after two years at Plotkin Financial Advisors (PFA) where he developed their defined contribution plan advisory business. Prior to joining PFA, Mr. Edberg managed a multi-million-dollar family office for over ten years.

From December 2008-November 2013 Michael worked as the Managing Director, Investments at MicroVest Capital Management where he managed four funds and one investment vehicle; collectively over US$150 million in assets under management.

Prior to MicroVest Michael worked 13 years at the International Finance Corporation (IFC). At IFC Michael was responsible for developing new business leads, identifying and researching investment opportunities in the banking sector worldwide, leading investment due diligence teams, performing credit risk and equity valuations, and leading investment negotiations.

Michael holds a Bachelor’s degree in Government and International Relations from Clark University in Worcester, Massachusetts and a Master’s of Business Administration degree in International Business - Finance and Marketing from The George Washington University in Washington, D.C. He is also Chartered Financial Analyst^® (CFA^®) and an Accredited Investment Advisor (AIF^®).

Michael and his wife Laurie have two children.The oldest is a student at Tulane University in New Orleans, Louisiana, and the youngest attends The Field School in Washington, DC. Michael and his family live near downtown Bethesda, Maryland. They are huge Washington Nationals fans and attend up to 20 games a year.

Gregory D. Blalock

CPA

Greg is a Certified Public Accountant, licensed in North Carolina and joined MillenniuM in 2009 as a representative. Greg has over 40 years of experience, having worked in both public accounting and industry. In addition to accounting and tax experience, Greg brings direct experience in plan administration and plan correction programs, and has assisted with MillenniuM client engagements to resolve issues with the IRS and DOL.

Greg holds a B.S. in Business Administration (Accounting concentration) from UNC-Chapel Hill and resides in North Carolina.

Debbie Falko

Client Services Representative

Debbie majored in English at Ohio University in Athens, Ohio and joined the Millennium team in 2016. She previously worked for a Recordkeeper in Business Development and prior to that worked in Sales and Marketing at a software development company.