Our Team
Who We Are
Our team of retirement plan professionals stands ready to partner with you so you can be the hero delivering meaningful solutions and creating success stories for those you serve. Our team is divided into two groups – those that serve plans directly and those that support advisors as they serve their retirement plan clients.
Meet our Team
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Supporting Plan Sponsors
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Ty Berry
Senior Retirement Plan Advisor
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Nathan Boxx
CFP®, AIF, C(k)P®
Senior Retirement Plan Advisor
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Andrew Cohn
C(k)P®, AIF, NQPC™
Senior Retirement Plan Advisor
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Grant Heutel
CRPS®, CPFA, CFP®
Retirement Plan Advisor
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Jason Kennedy
CPFA, AIF
Retirement Plan Advisor
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Mario Lopez
Retirement Plan Consultant
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Charles Moran
CFP®, CRPS®
Senior Retirement Plan Advisor
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Giancarlo Plati
CIMA®, CRSP
Retirement Plan Advisor
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Austin Schettler
CFP®, CRPS®, CPFA, QKA®
Retirement Plan Advisor
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Derek Taddei
CPFA
Retirement Plan Advisor
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Bryce Sowitch
CIMA®, CBFA
Senior Director, Retirement Solutions
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Kristen Donovan
CPFA, QKA®, AIF
Senior Director, Retirement Solutions
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Christine Anderson
Retirement Services Specialist
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Courtney Duncan
Client Service Specialist, Retirement Plans
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Tondalaya Hampton
Client Service Specialist, Retirement Plans
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Stefanie Kealoha
Operations Specialist, Retirement Plans
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Kim Jardine
IACCP®
Director, Client Service & Retirement Plans
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Supporting Advisors
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Matt Pranschke
CFP®, QPA, ERPA, CPC, CPFA
Senior Retirement Plan Consultant
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Kathryn Risch
QPA, QKA®, QPFC, CRC
Senior Retirement Plan Consultant
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Tim Helsel
QPFC
Retirement Plan Consultant
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Kristen Donovan
CPFA, QKA®, AIF
Senior Director, Retirement Solutions
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Anna Huniak
Manager, Retirement Services
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Emily Francis
Retirement Services Lead
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Lindsay Schrader
Retirement Services Specialist
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Christine Anderson
Retirement Services Specialist
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Becca Bundy
Retirement Services Specialist
Ready to learn what we can do for you?
We're ready to help! Simply contact a member of our team to talk about your own specific needs.