Our Team

Saumen is the Chief Investment Officer of OneDigital’s retirement & wealth division as well as its registered investment adviser, OneDigital Investment Advisors. He is responsible for the overall investment platform, including selection of investment offering, due diligence of funds and managers, and overseeing investment strategies and models managed by the investment team.

Saumen has over 26 years of experience in asset management industry holding C-suite leadership positions with institutions, investment firms and wealth management platforms. He came from Carson Group he was the Chief Investment Officer (CIO) leading their $18 billion investment platform. Prior to Carson, Saumen was the CIO of Convex Capital management and Head of Investment Management at Jackson National Asset Management, Director of Quantitative Management at Harbor Capital Advisors, and the Lead Portfolio Manager of Harbor Target Date Funds.

Saumen is a veteran in asset allocation, portfolio and risk management. Among his many accomplishments, Saumen introduced robust investment offering and alternative investments to Carson Group, and at Convex Capital, he developed unique wealth management solutions for financial advisors with Risk Number Algorithm and Goals-based Asset Allocation.

Saumen received his MBA (Finance) from the University of Toledo and Masters of Commerce (M.Com) from the University of Calcutta in Accounting and Finance. Saumen holds his CPA licensure. He is also a CFA® Charterholder.

Education & Training

• MBA (Finance) from the University of Toledo

• Masters of Commerce (M.Com) from the University of Calcutta in Accounting and Finance

• Holds his CPA licensure

• CFA® Charterholder
   

Jack Moderson joined OneDigital Investment Advisors in June 2016 as a Client Relationship Manager. He comes to OneDigital Investment Advisors with several years of financial services experience and market knowledge. In addition to serving as the day-to-day contact for our plan sponsors and as an intermediary between the plan sponsor and recordkeeper, he manages vendor searches, investment monitoring, and helps clients stay compliance with various fiduciary best practices. He also works with participants with plan and account related questions.

Prior to joining OneDigital Investment Advisors, he assisted high net worth and brokerage clients at American Century Investments with respect to their retirement investment portfolios. Mr. Moderson has successfully passed the FINRA Series 6, 7, 63, and 65 examinations. He earned his Bachelors of Science in Finance from Auburn University.

Education & Training

• Bachelor of Science in Finance from Auburn University

Specialty

• 401(k)
• Wealth Management
• Investments
• Project Management

John Kapek is the owner of Pension Investment Services, LLC. (PINS) He is a Registered Representative with Triad Advisors.

John provides fee-based Financial & Investment Fiduciary Advisory services to Qualified Plans & Trustees.  This includes, but is not limited to, individual financial plans, business plans, and ongoing business consulting billed on a negotiated fee or hourly rate basis.  Mr. Kapek currently manages over $ 35 million in fee-based, asset management contracts for his clients, who are primarily Qualified Retirement Plans, business owners, closely held businesses, and retirees.    

PINS was organized in the fall of 2000 to become the marketing arm of a regional Third Party Administration (TPA) firm. The company was reorganized as an LLC in 2009.  Mr. Kapek ended his relationship with the TPA firm in 2010 and is currently working exclusively as an independent retirement plan consultant under his firm, PINS LLC & Resources Investment Advisors, Inc.  During this time, John changed his broker dealer to National Retirement Partners, a specialty Broker Dealer for Retirement plan specialists who was then acquired and merged into the Retirement Partners Group of LPL Financial.   John expanded his expertise in retirement plans attending numerous Center for Due Diligence (CFDD) and ASPPA annual conferences and attaining the Professional Plan Consultant (PPC) designation. This concentration of effort enhanced the services available to clients by providing full service pension and profit sharing design, analysis and the DOL 404(a)5 & 408(b)2 Fee disclosures and Benchmarking analysis.  John is also listed on the approved ERISA Advisor Evaluator network originated by CFDD, now managed by FRA PlanTools. Currently, his broker dealer is Triad Advisors.

Mr. Kapek is a graduate of the University Of Washington School Of Business. During his career he earned the Chartered Life Underwriter (CLU) designation and the degree of Chartered Financial Consultant, (ChFC). He also holds the Professional Plan Consultant (PPC) designation from the Center for Fiduciary Studies.  He is licensed as a Series 6 & 63.  He is a past president of his local NAIFA Chapter, Spokane Association of Insurance & Financial Advisers, and the Society of Financial Service Professional and is a member of the Spokane Estate Planning Council.  

John also works with Carol Weems, a 17 year experienced Advisor currently providing securities through Triad Advisors and Investment Advice through Resources Investment Advisors. Carol is also a CERTIFIED FINANCIAL PLANNER™ professional.  Carol & Vince Morris, President of Bukaty Retirement Plan Services are Disaster Plan backups to John in emergencies.   

John has been married to his wife, Shannon for 39 years and has 3 grown boys.  John was extremely active in his children’s activities as soccer coach, officer on various Soccer Associations and President of their high school PTSG.

• Sole owner of  PINS LLC
• 35+ Years, 1975 to current
• Life/Health Insurance, Employee Benefits, Securities
   
• Past President Spokane ALU
• Past President Spokane CLU & ChFC
• Current Member Spokane Estate Planning Council
• Listed on Center for Due Diligence/Plan Tools -  ERISA Advisor Evaluator
• BA Business Admin University of Washington
   
• Recently completed PPC, Professional Plan Consultant designation through  Financial Service Standards, an organization committed to training advisors in Fiduciary standards and best practices

Vince Morris is a founder of Bukaty Companies Financial Services, bringing more than 22 years of industry experience and a lifetime passion for investments and helping people with financial literacy to the firm. In his role, Vince is tasked with the overall growth strategy and vision of the company. Vince oversees multiple divisions under the financial services umbrella including the firm’s Resources Investment Advisors, Inc., its third party administration firm, Retirement Plan Administration, Inc. and its affiliate services program. As a nationally recognized leader in the field of retirement plans for companies and their executives, Vince has been a valuable resource for other successful entrepreneurs. He has extensive experience in asset management and fiduciary duties pertaining to offering retirement plans. Additionally, he serves on the NAPA Government Affairs Committee and supports the industry PAC.

Education & Training

• B.A., Economics, University of Kansas
• Currently holds his PRP and AIF® designations

Areas of Expertise

• Retirement Plan Consulting
• Wealth Management
• Business Development
• Management
• Investments

Phil Troyer serves as Resources’ Chief Compliance Officer and is responsible for the firm’s overall compliance with federal and state investment laws. Phil has been a licensed attorney for over 20 years​​. H​is prior experience includes serving as General Counsel for NRP Financial and NRP Advisors, a broker-dealer and investment adviser owned by National Retirement Partners​, as well as managing his own national ERISA practice​, which have made him a ​recognized thought leader in the retirement plan industry.​

​In addition, Phil is able to draw upon his past experience in insurance, litigation, contract interpretation, and corporate law to assist the firm and its practice leaders with managing the risks associated with their businesses.

Education & Training

• J.D., Indiana University Maurer School of Law
• BS, Political Science, DePauw University
• Series 7, 24, 63 licenses through Triad Advisors.

Areas of Expertise

• Compliance
• ERISA
• Investment Advisors Act