Meet Our Professionals

Record Keeping

Write to Heather
X
Expertise:
  • Certified Plan Fiduciary Advisor
  • Series 7 and Series 66 security exams
  • Accredited Investment Fiduciary®
  • Corporate retirement plans

Write to Neil
X
Expertise:
  • Corporate retirement plans
  • Recordkeeper selection
  • Strategic planning and consultation
  • One-to-one consulting participant meetings
  • Certified Plan Fiduciary Advisor (CPFA)
  • Accredited Investment Fiduciary (AIF®)

Write to Jeff
X
Expertise:
  • Financial Planning
  • Retirement Planning
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Plan Fiduciary Advisor (CPFA)
  • Retirement Income Certified Professional (RICP®)

Write to Casey
X
Expertise:
  • Retirement plan consulting
  • Investment research