Our Team

Meet the dedicated people who work with local employers and employees to help grow their retirement plans.

CRA Staff

Tim Mullen

Tim Mullen, CPA

Executive Director
303.713.9400 x6507
Ann Cassidy

Ann Cassidy

Operations Analyst
Stacie DeBell

Stacie DeBell

Operations Analyst
Lois Kruse

Lois Kruse

Office Administrator
Lisa Lewallen - CRA

Lisa Lewallen

Dawn Small

Dawn Small

Director of Marketing and Communications
Matt Benitez

Matt Benitez, CRC

Regional Client Services Manager
Francisco Chacon

Francisco Chacon, CRC

Regional Client Services Manager

Rick Chase, CRC

Regional Client Services Manager
Randy Kaune

Randy Kaune, CRC

Regional Client Services Manager
Kristen MacKenzie

Kristen MacKenzie, CFP

Regional Client Services Manager
Mike Whalen

Mike Whalen, CRC

Retirement Plan Services Director

Katie Dirksen

Retirement Services Coordinator

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CRA Coronavirus Update

Following are updates on our operations for the foreseeable future until concerns about the spread of COVID-19 have subsided.

  • Calls/Emails – Our call center will follow standard business hours, and calls into CRA offices will continue to be answered.
  • In-person Meetings – To protect you and our staff, in-person meetings with our client services team will be suspended for the foreseeable future. This also includes in-person visits to our offices in Littleton. However, our staff is available to meet with you via web conference.
  • Group meetings – Our client services team has been contacting member employers to reschedule or postpone group meetings that were scheduled for the coming weeks.

Additionally, we wanted to assure you that CRA, along with our investment advisor and recordkeeper, remain steadfast in closely monitoring the markets and executing our fiduciary responsibilities for your retirement savings.

We recognize that recent market volatility may raise concerns. Drawdowns are part and parcel with financial markets, and the markets have weathered similar storms before. As always, it is important to take a long-term view of retirement savings and have diversified portfolios. CRA target date portfolios are designed to be appropriately diversified for a participant’s anticipated retirement year. Employee participants are always welcome to make changes to their investments by logging into their accounts via cra-online.org or by calling 800.352.0313.

*CRA is not an investment advisor and does not make any representations nor guarantees as to the future performance, risk or return of the funds. This plan and its self-direction provisions are intended to constitute a plan similar to that described in section 404(c) of the Employee Retirement Income Security Act and Title 29 of the Code of Federal Regulations Section 2550.404c-1. The fiduciaries of this plan may be relieved of liability for any losses which are the direct and necessary result of investment information given to the employee.

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